BERKHAMSTED ROTARY TRUST FUND CIO

Registered charity 1182564 · accounts filings on the Charity Commission register · also known as BERKHAMSTED ROTARY CIO

Fund raising to assist charities operating mainly in Berkhamsted and district and pricipally in the fields of poverty relief, support for the elderly,the development of young people, education, disabilities and medical support. Overseas support is provided pricipally for Rotary based initiatives concerning third world development and emergency responses to natural disasters.

Causes: General Charitable Purposes · Grant history (this charity is a funder) · website · Get email alerts

Financial health, per its FY2025 accounts

The accounts state that the charity generated a surplus of £68,082 after donations, resulting in net assets of £20,180. The trustees maintain a reserves policy of holding £5,000 to cover potential losses on weather-dependent fundraising events. The independent examiner confirmed that no material matters came to attention that would suggest the accounts were not prepared in accordance with applicable regulations.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts independently examined (not a full audit). Discloses 5 of 6 completeness components.

Funders the charity credits

Named as funders/supporters on the charity’s own website (the charity’s claim, distinct from accounts-verified grants).

• Rotary Clubs of Berkhamsted and Hemel Hempstead — “Sponsors comprised the Rotary Clubs of Berkhamsted and Hemel Hempstead, The Arts Society Gade Valley and Ashridge DFAS.” (source page)
• The Arts Society Gade Valley — “Sponsors comprised the Rotary Clubs of Berkhamsted and Hemel Hempstead, The Arts Society Gade Valley and Ashridge DFAS.” (source page)
• Ashridge DFAS — “Sponsors comprised the Rotary Clubs of Berkhamsted and Hemel Hempstead, The Arts Society Gade Valley and Ashridge DFAS.” (source page)

Public profiles (found on the charity’s own website): facebook · instagram

Register events

• Received assets from another charity (07/07/2021) — per the register’s event history; asset transfers typically record mergers or reorganisations.

Trustees · trustee networks

• Ian Robert Briscoe
• John Howard Whiteley
• PAUL ARTHUR DUBBINS
• STACEY WILSON-HOWELL
• STEPHEN DAVID ALLEN

Trustee list from the Charity Commission register (current, not historical).

Operates in: Hertfordshire

Income and spending

Common questions

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with ROTARY CLUB OF ROMSEY TEST TRUST FUND.

• ROTARY CLUB OF ROMSEY TEST TRUST FUND income £100k
• INTERNATIONAL HUMANITARIAN RELIEF income £406k
• THE ROTARY CLUB OF BATH TRUST FUND income £135k
• THE UMEED WELFARE TRUST (UNITED KINGDOM) income £238k
• TAFF BARGOED DEVELOPMENT TRUST LIMITED income £152k
• ROTARY FOUNDATION OF THE UNITED KINGDOM income £3.4m

Side by side with its peers

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.