BERKHAMSTED ROTARY TRUST FUND CIO
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.
What the accounts disclose
“The Trustees have reviewed the amount of the reserve and decided to maintain it at £5,000.” — page 6
Register events
- Received assets from another charity (07/07/2021)
Trustees
- Ian Robert Briscoe
- John Howard Whiteley
- PAUL ARTHUR DUBBINS
- STACEY WILSON-HOWELL
- STEPHEN DAVID ALLEN
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 30/06/2025 | £137k | £134k |
| 30/06/2024 | £113k | £54k |
| 30/06/2023 | £118k | £66k |
| 30/06/2022 | £109k | £44k |
| 30/06/2021 | £29k | £5k |
Common questions
Is BERKHAMSTED ROTARY TRUST FUND CIO financially healthy?
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. Its FY2025 accounts were independently examined.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| COLEFAX CHARITABLE TRUST | 1 | £5k |