PORTLAND MUSEUM TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Charitable company
Registered: 7 November 2009
Removed: Not supplied
Company number supplied: 06292060
Financial period: 1 January 2025 – 31 December 2025
Latest income: £56,915
Latest expenditure: £62,227
Gift Aid: No
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: Portland Museum, 217 Wakeham, PORTLAND, Dorset, DT5 1HS

Website recorded by the regulator: www.portlandmuseum.co.uk (displayed as text)

02 Activities

What the charity does

The advancement of the education of the public by providing and maintaining a museum of artefacts and specimens relating to the natural sciences, natural history, archaeology, literature, music, the fine art and decorative arts, antiquities and local history relating in particular to the Island of Portland.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 January 2025
Fin Period End Date: 31 December 2025
Ar Cycle Reference: AR25
Reporting Due Date: 31 October 2026
Date Annual Return Received: 12 July 2026
Date Accounts Received: 12 July 2026
Total Gross Income: £56,915
Total Gross Expenditure: £62,227

Fin Period Start Date: 1 January 2024
Fin Period End Date: 31 December 2024
Ar Cycle Reference: AR24
Reporting Due Date: 31 October 2025
Date Annual Return Received: 27 July 2025
Date Accounts Received: 27 July 2025
Total Gross Income: £54,319
Total Gross Expenditure: £49,402

Fin Period Start Date: 1 January 2023
Fin Period End Date: 31 December 2023
Ar Cycle Reference: AR23
Reporting Due Date: 31 October 2024
Date Annual Return Received: 29 October 2024
Date Accounts Received: 29 October 2024
Total Gross Income: £70,843
Total Gross Expenditure: £71,815

Fin Period Start Date: 1 January 2022
Fin Period End Date: 31 December 2022
Ar Cycle Reference: AR22
Reporting Due Date: 31 October 2023
Date Annual Return Received: 30 October 2023
Date Accounts Received: 30 October 2023
Total Gross Income: £100,000
Total Gross Expenditure: £105,500

Fin Period Start Date: 1 January 2021
Fin Period End Date: 31 December 2021
Ar Cycle Reference: AR21
Reporting Due Date: 31 October 2022
Date Annual Return Received: 31 October 2022
Date Accounts Received: 31 October 2022
Total Gross Income: £103,000
Total Gross Expenditure: £96,000

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 1 January 2025
Fin Period End Date: 31 December 2025
Ar Due Date: 31 October 2026
Ar Received Date: 12 July 2026
Total Gross Income: £56,915
Total Gross Expenditure: £62,227
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £2
Income From Government Grants: £20,952
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 14

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 January 2024
Fin Period End Date: 31 December 2024
Ar Due Date: 31 October 2025
Ar Received Date: 27 July 2025
Total Gross Income: £54,319
Total Gross Expenditure: £49,402
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £2
Income From Government Grants: £18,000
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 9

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 January 2023
Fin Period End Date: 31 December 2023
Ar Due Date: 31 October 2024
Ar Received Date: 29 October 2024
Total Gross Income: £70,843
Total Gross Expenditure: £71,815
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £1
Income From Government Grants: £8,000
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 21

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 January 2022
Fin Period End Date: 31 December 2022
Ar Due Date: 31 October 2023
Ar Received Date: 30 October 2023
Total Gross Income: £100,000
Total Gross Expenditure: £105,500
Charity Raises Funds From Public: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £1
Income From Government Grants: £5,000
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 12

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 January 2021
Fin Period End Date: 31 December 2021
Ar Due Date: 31 October 2022
Ar Received Date: 31 October 2022
Total Gross Income: £103,000
Total Gross Expenditure: £96,000
Charity Raises Funds From Public: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £2
Income From Government Grants: £12,400
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 15

05 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Dorset
Welsh Ind: No

06 Official extract

Charity Classification

Classification Code: 109
Classification Type: What
Classification Description: Arts/culture/heritage/science

Classification Code: 305
Classification Type: How
Classification Description: Provides Buildings/facilities/open Space

Classification Code: 307
Classification Type: How
Classification Description: Provides Advocacy/advice/information

Classification Code: 207
Classification Type: Who
Classification Description: The General Public/mankind

Classification Code: 306
Classification Type: How
Classification Description: Provides Services

07 Official extract

Charity Event History

Charity Name: PORTLAND MUSEUM TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2009-11-07T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 25 JUNE 2007 AS AMENDED BY SPECIAL RESOLUTION 22 SEPTEMBER 2009
Charitable Objects: THE OBJECTS FOR WHICH THE TRUST IS FORMED ARE (BUT ONLY IN SO FAR AS THE SAME ARECHARITABLE): THE ADVANCEMENT OF THE EDUCATION OF THE PUBLIC BY PROVIDING ANDMAINTAINING A MUSEUM OF ARTEFACTS AND SPECIMENS RELATING TO THE NATURAL SCIENCES,NATURAL HISTORY, ARCHAEOLOGY, LITERATURE, MUSIC, THE FINE AND DECORATIVE ARTS,ANTIQUITIES AND LOCAL HISTORY RELATING IN PARTICULAR TO THE ISLAND OF PORTLAND
Area Of Benefit: PORTLAND

09 Official extract

Charity Policy

Policy Name: Volunteer management

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Paying staff

Policy Name: Trustee expenses policy and procedures

Policy Name: Bullying and harassment policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Complaints handling

Policy Name: Safeguarding policy and procedures

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Social media policy and procedures

Policy Name: Risk management

Policy Name: Serious incident reporting policy and procedures