BERKHAMSTED ROTARY TRUST FUND CIO — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: CIO
Registered: 20 March 2019
Removed: Not supplied
Financial period: 1 July 2024 – 30 June 2025
Latest income: £137,159
Latest expenditure: £133,837
Gift Aid: Yes
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: Yes

Public contact address: BERKHAMSTED TOWN HALL, 196 HIGH STREET, BERKHAMSTED, HP4 3AP

Website recorded by the regulator: www.berkorotary.org (displayed as text)

02 Activities

What the charity does

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.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 July 2024
Fin Period End Date: 30 June 2025
Ar Cycle Reference: AR25
Reporting Due Date: 30 April 2026
Date Annual Return Received: 1 October 2025
Date Accounts Received: 1 October 2025
Total Gross Income: £137,159
Total Gross Expenditure: £133,837

Fin Period Start Date: 1 July 2023
Fin Period End Date: 30 June 2024
Ar Cycle Reference: AR24
Reporting Due Date: 30 April 2025
Date Annual Return Received: 27 January 2025
Date Accounts Received: 27 January 2025
Total Gross Income: £113,093
Total Gross Expenditure: £53,782

Fin Period Start Date: 1 July 2022
Fin Period End Date: 30 June 2023
Ar Cycle Reference: AR23
Reporting Due Date: 30 April 2024
Date Annual Return Received: 24 April 2024
Date Accounts Received: 24 April 2024
Total Gross Income: £118,270
Total Gross Expenditure: £66,332

Fin Period Start Date: 1 July 2021
Fin Period End Date: 30 June 2022
Ar Cycle Reference: AR22
Reporting Due Date: 30 April 2023
Date Annual Return Received: 7 October 2022
Date Accounts Received: 7 October 2022
Total Gross Income: £109,268
Total Gross Expenditure: £44,297

Fin Period Start Date: 1 July 2020
Fin Period End Date: 30 June 2021
Ar Cycle Reference: AR21
Reporting Due Date: 30 April 2022
Date Annual Return Received: 19 October 2021
Date Accounts Received: 19 October 2021
Total Gross Income: £29,447
Total Gross Expenditure: £4,858

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 July 2024
Fin Period End Date: 30 June 2025
Ar Due Date: 30 April 2026
Ar Received Date: 1 October 2025
Total Gross Income: £137,159
Total Gross Expenditure: £133,837
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
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
Count Volunteers: 54

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 July 2023
Fin Period End Date: 30 June 2024
Ar Due Date: 30 April 2025
Ar Received Date: 27 January 2025
Total Gross Income: £113,093
Total Gross Expenditure: £53,782
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
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
Count Volunteers: 150

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 July 2022
Fin Period End Date: 30 June 2023
Ar Due Date: 30 April 2024
Ar Received Date: 24 April 2024
Total Gross Income: £118,270
Total Gross Expenditure: £66,332
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
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
Count Volunteers: 150

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 July 2021
Fin Period End Date: 30 June 2022
Ar Due Date: 30 April 2023
Ar Received Date: 7 October 2022
Total Gross Income: £109,268
Total Gross Expenditure: £44,297
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Grant Making Is Main Activity: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 July 2020
Fin Period End Date: 30 June 2021
Ar Due Date: 30 April 2022
Ar Received Date: 19 October 2021
Total Gross Income: £29,447
Total Gross Expenditure: £4,858
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Grant Making Is Main Activity: Yes
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

05 Official extract

Charity Area Of Operation

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

06 Official extract

Charity Classification

Classification Code: 101
Classification Type: What
Classification Description: General Charitable Purposes

Classification Code: 201
Classification Type: Who
Classification Description: Children/young People

Classification Code: 205
Classification Type: Who
Classification Description: Other Charities Or Voluntary Bodies

Classification Code: 302
Classification Type: How
Classification Description: Makes Grants To Organisations

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

Classification Code: 202
Classification Type: Who
Classification Description: Elderly/old People

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

Classification Code: 301
Classification Type: How
Classification Description: Makes Grants To Individuals

Classification Code: 203
Classification Type: Who
Classification Description: People With Disabilities

07 Official extract

Charity Event History

Charity Name: BERKHAMSTED ROTARY TRUST FUND CIO
Charity Event Order: 1
Event Type: CIO registration
Date Of Event: 2019-03-20T00:00:00

Charity Name: BERKHAMSTED ROTARY TRUST FUND CIO
Charity Event Order: 2
Event Type: Asset transfer in
Date Of Event: 2021-07-07T00:00:00
Reason: Funds transferred (gi)
Assoc Organisation Number: 298227
Assoc Registered Charity Number: 298227
Assoc Charity Name: ROTARY CLUB OF BERKHAMSTED BULBOURNE TRUST FUND

08 Official extract

Charity Governing Document

Governing Document Description: CIO - ASSOCIATION Registered 20 Mar 2019
Charitable Objects: THE RELIEF OF THE POOR AND NEEDY IN BERKHAMSTED AND THE SURROUNDING AREA, ANY OTHER PART OF THE UNITED KINGDOM OR ELSEWHERE IN THE WORLD, OR SUCH OTHER CHARITABLE PURPOSE, INSTITUTION, SOCIETY OR OBJECT AS THE MEMBERS OF THE CIO SHALL IN DULY CONSTITUTED MEETING DIRECT.

09 Official extract

Charity Other Names

Charity Name Id: 613119
Charity Name Type: Previous name
Charity Name: BERKHAMSTED ROTARY CIO

10 Official extract

Charity Policy

Policy Name: Internal risk management policy and procedures

Policy Name: Risk management

Policy Name: Financial reserves policy and procedures

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Safeguarding policy and procedures

Policy Name: Conflicting interests

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Internal charity financial controls policy and procedures