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Berkhamsted Rotary Trust Fund CIO

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.

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Activities & Mission

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.

Areas of Operation

Where this charity is registered to operate, as self-declared to the Charity Commission. These are regulatory classifications, not a list of active programmes, and don't necessarily indicate fundraising activity in each location.

Local Authority

Financial Information

Latest Income
£137,159
Latest Expenditure
£133,837

Financial Efficiency

Overall Efficiency 97.6%
% of expenditure going to programs (vs overhead)
Expenditure Ratio 97.6%
Expenditure as % of income

Financial Trend

Annual Returns

As filed with the Charity Commission for England and Wales. Most recent filing covers the financial year ending 2025.

One or more years show a significant change in income (over ±100%) compared with the prior year. This usually reflects a merger, transfer of activities, restated accounts, or a one-off legacy — not necessarily a real change in operating scale. See the methodology for context.

The Commission record shows this related event on the register:

  • Asset transfer in in 2021 — Rotary Club of Berkhamsted Bulbourne Trust Fund (organisation 298227)
Financial YearIncomeExpenditureCharitable SpendingNet AssetsReservesStaff
2025
£137,159
£133,8370 / 54
2024
£113,093
£53,7820 / 150
2023
£118,270
£66,3320 / 150
2022
£109,268
£44,2970 / 0
2021
£29,447
£4,8580 / 0

Staff column shows: Employees / Volunteers

Frequently asked questions about Berkhamsted Rotary Trust Fund CIO

What does Berkhamsted Rotary Trust Fund CIO do?

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.

How much income did Berkhamsted Rotary Trust Fund CIO report in 2025?

Berkhamsted Rotary Trust Fund CIO reported total income of £137k and reported expenditure of £134k for the financial year ending 2025, based on the most recent annual return filed with the Charity Commission.

When was Berkhamsted Rotary Trust Fund CIO registered as a charity?

Berkhamsted Rotary Trust Fund CIO was registered with the Charity Commission for England and Wales on 20 March 2019 as charity number 1182564. It has been registered for 7 years.

Who runs Berkhamsted Rotary Trust Fund CIO?

Berkhamsted Rotary Trust Fund CIO is governed by a board of 6 trustees. Trustees are legally responsible for the charity's governance and are listed in full on its profile.

Where does Berkhamsted Rotary Trust Fund CIO operate?

Berkhamsted Rotary Trust Fund CIO operates in Hertfordshire, as recorded in its Charity Commission filing.

Is Berkhamsted Rotary Trust Fund CIO a registered charity?

Yes — Berkhamsted Rotary Trust Fund CIO is a registered charity in England and Wales, charity number 1182564.

Details

Address
BERKHAMSTED TOWN HALL
196 HIGH STREET
BERKHAMSTED
HP4 3AP
Registration Date
20 March 2019
Status
Registered

Registry Information

Organisation Number
5138269
Charity Number
1182564

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Trustees

Ian Robert Briscoe
John Howard Whiteley
PAUL ARTHUR DUBBINS
PAUL NICHOLAS DUMONT FRANC
Also governs 1 other charity
STACEY WILSON-HOWELL
STEPHEN DAVID ALLEN

Also Known As

  • Berkhamsted Rotary CIO

Data & trust

Register data refreshed
14 May 2026
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