## **Charity Commission** ## Charity Commission Annual Return 2023 ## **PORTA TRUST** Charity registration number: 1067590 **Most of the information you give in this form will become publicly available on the Register of Charities. Any field that the Charity Commission will not display will be clearly marked. This document is a record of the information provided in the Annual Return 2023.** ## **Financial period** ## **Financial period start date** 06/04/2022 ## **Financial period end date** 05/04/2023 ## **Income and spending** ## **Income £** £40,520 ## **Spending £** £36,264 **Number of contracts from government** **How many contracts (other than grant agreements) did your charity receive from central government or a local authority during the financial period for this return?** 0 ## **Number of grants from government** **How many grants did your charity receive from central government or a local authority during the financial period for this return?** 0 ## **Income breakdown** ## **Donations and legacies (excluding Endowments Received)** £40,520 ## **Charitable activities** £0 ## **Other trading activities** £0 ## **Investments** £0 ## **Other** £0 ## **Recipients of grants** **Please round all figures to the nearest pound (do not enter decimal points or commas).Individuals** £0 ## **Other charities** £0 **Other organisations that are not charities** £0 ## **Trustee payments** ## **Excluding out of pocket expenses, for what were any of the trustees paid during the financial period for this return?** ⊠ e. None of the trustees have been paid **Did any of the trustees resign and take up employment with your charity in the financial period of this return?** No ## **Income from outside the UK** **Did your charity receive income from outside of the United Kingdom in the financial period of this return?** No ## **Delivering activities outside the United Kingdom** **Did your charity deliver charitable activities outside of the United Kingdom in the financial period of this return?** No ## **Spending outside England & Wales** **Did your charity spend funds outside of the United Kingdom in the financial period of this return?** No **Trading subsidiaries** **Does the charity have any trading subsidiaries?** No ## **Charity contact details correct** ## **Is the contact address displayed from the Register of Charities, correct?** Yes ## **Charity headquarters details correct** ## **Is this the same address that you use as your charity's administrative headquarters?** Yes ## **Charity contact address** 4 Shepherds Close Bury Lancashire BL8 4BL ## **Charity Headquarters address** 4 Shepherds Close Bury Lancashire BL8 4BL **Membership type** **Is the charity part of a wider group structure with a parent body and subsidiary bodies?** no, the charity is not part of a wider group structure ## **Employment contract types** ## **People were permanently employed by your charity** 0 ## **People were on fixed-terms contracts with your charity** 0 ## **Self-employed people were working for your charity** 0 ## **Governance policies** ## **Internal charity financial controls policy and procedures** Not applicable ## **Safeguarding policy and procedures** Not applicable ## **Financial reserves policy and procedures** Not applicable ## **Complaints policy and procedures** Not applicable ## **Serious incident reporting policy and procedures** Not applicable ## **Internal risk management policy and procedures** Not applicable ## **Trustee expenses policy and procedures** Not applicable **Trustee conflicts of interest policy and procedures** Not applicable ## **Investing charity funds policy and procedures** Not applicable ## **Campaigns and political activity policy and procedures** Not applicable ## **Bullying and harassment policy and procedures** Not applicable ## **Social media policy and procedures** Not applicable ## **Engaging external speakers at charity events policy and procedures** Not applicable ## **Serious Incidents** **Has your charity reported all Serious Incidents (including any historical incidents) that the charity became aware of during the financial period of this return?** There were no incidents to report ## **External risk and impact** ## **Donations,** Unknown/No Change/Not Applicable ## **Other income - grants** Unknown/No Change/Not Applicable ## **Other income - contracts** Unknown/No Change/Not Applicable ## **Other income - investment** Unknown/No Change/Not Applicable ## **Expenditure on charitable activities** Unknown/No Change/Not Applicable ## **Expenditure on overheads** Unknown/No Change/Not Applicable ## **Number of volunteers** Unknown/No Change/Not Applicable ## **Number of employees** Unknown/No Change/Not Applicable ## **Number of trustees** Unknown/No Change/Not Applicable ## **Fundraising activities** Unknown/No Change/Not Applicable ## **Capacity to deliver services** Unknown/No Change/Not Applicable ## **Total service demand** Unknown/No Change/Not Applicable ## **Volunteers** **Excluding trustees, provide an estimate of the number of volunteers who carried out charitable activities on behalf of your charity in the United Kingdom during the financial period of this return?** 0 ## **Privacy statement** **Any information you give us will be held securely and processed only in accordance with the rule on data protection. We will not disclose your personal details to anyone unconnected to the Charity Commission unless:** - **you have consented to their release; or** - **we are legally obliged to disclose them; or** - **we regard disclosure as either (a) necessary so that we can properly carry out our** **statutory functions or (b) necessary in the public interest.** **We may share and disclose information about you with relevant public authorities, regulatory bodies and agencies, outside the Charity Commission but only if:** - **we can lawfully do so; and** - **we decide that disclosure is necessary for national security, crime detection, prevention, and law enforcement, or other issues in the public interest** **Information we collect about you** **We will use this information:** **To enable us to carry out our statutory functions and duties;** **This will include the following actions:** **(a) update, consolidate, and improve the accuracy of our records;** - **(b) undertake crime detection and prevention and law enforcement and assist the third** **parties specified above to investigate or prevent crime and carry out law enforcement;** - **(c) data analysis, testing, research, statistical and survey purposes** **Information we receive from other sources.** **Information we receive from other sources** **We may combine this information with information you give to us and information we collect about you.** **We may use this information and the combined information for the purposes set out above (depending on the types of information we receive).** **We will ensure that any such disclosure and use is proportionate; considers your right to respect for your private life; and is done fairly and lawfully in accordance with the data protection principles of the Data Protection Act.** **The Data Protection Act 1998 regulates the use of 'personal data', which is essentially any information, however stored, about identifiable living individuals.** **As a 'data controller' under the Act, the Charity Commission must comply with it. Any changes we may make to our privacy statement in the future will be set out in the replacement version of this form.** **Please check back frequently to see any updates or changes to our privacy policy.** ## **Declaration** **Your role at the charity (select one):** ⊠ Trustee |**Given names**|ROBERT CARL| |---|---| ||| |**Family name**|STREDDER| ||| |**Telephone**|07989265578| |**number**|| ||| |**Email**|robstred@me.com| ||| |**Date submitted**|09/06/2024| **It is a criminal offence under section 60 of the Charities Act 2011 for anyone to knowingly or recklessly provide false or misleading information to the commission; this includes suppressing, concealing or destroying documents.** PORTA TRUST Statement of Accounts I. APRIL 2022- 31" MARCH 2023 OPENING BALANCE AMOUNTS TOTALS Nat West Current Account £5591.60 Nat West Business Reserve £151.25 £5742.85 MONIES RECEIVED Donations £38559.29 Inland revenue (Gift Aid) £1959.75 Interest on Reserve Account £0.64 Other Income £0. £40519.68 EXPENDITURE Oelci Santos Fund £36264.C Other £Q.(K) £36264.00 MONIES IN HAND Nat West Current Account £9846.64 Nat West Business Reserve £151.89 £9998.53 I have prepared the above statement from the bookslbank statementslinvoices and Consider it to be A Irue and accurate record. Signed by '. Examined by . 7c nvtym Independent Examlnerfs Report to the Trustees of Porta Trust Registered Charity No. 1067590 I report to the trustees on my examination of the accounts of Porta Trust for the year ended 1st April 2023. Responsibilities and basi5 of report As the charity trustees of the Trust you are responsible for the preparation of the accounts in accordance with the requirements of the Charilies Act 20111'the Act'l. I report in respect of mv examination of the Trust's accounts carried out under section 145 of the 2011 Act and in carryin8 out my examination I have followed all ihe applicable directions 8iven by the Charity Commission under section 1451511bl of the Aci. I confim that accordin8 to Section 145 of the Charity Act 2011.1 am qualified to be an independent examiner, and the Trusiees of Porta Trust are confident that I have the ability and practical experience to undertake this task. Independent examinerfs statement I have completed my examination. I confirm that no material matters have come to my altention in connection with the examination 8ivinE me tause to believe that in any material respect.. accounting records were not kept in respect of the Trust as required by section 130 of the Act,. or the accounts do not accord with those records. or the accounts do not comply with the applicable requirements concerning the form and content of accounts set out in the Charities IAccounts and Reportsl Regulalions 2008 other than any requirement that the accounts Bive a 'true and fair view which is nol a matter considered as part of an independent examination. I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in ihis report in order io enable a proper understandin8 of the accounts lo be reached. Signed.. Name: Peter Lowe Address: 4 Sims Close Ramsbottom 8ury BLO 9NT Date: 30" October 2023