BERKHAMSTED ROTARY TRUST FUND CIO

Charity Number: 1182564
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

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.

Income and expenditure

Data for financial year ending 30 June 2024

Total income: £113,093
Total expenditure: £53,782

People

6 Trustee(s)

150 Volunteer(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • General Charitable Purposes
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • Other Charities Or Voluntary Bodies
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Provides Services
Where the charity operates:
  • Hertfordshire

Governance

Registration history:
  • 20 March 2019: CIO registration
  • 07 July 2021: Funds received from 298227 ROTARY CLUB OF BERKHAMSTED BULBOURNE TRUST FUND
Organisation type:
CIO
Other names:
  • BERKHAMSTED ROTARY CIO (Previous name)
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
Land and property:
This charity owns and/or leases land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

6 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
GEOFFREY DAVID BUDD Chair 26 March 2019
None on record
John Howard Whiteley Trustee 01 July 2024
None on record
graham roy taylor Trustee 01 July 2023
None on record
Ian Robert Briscoe Trustee 30 September 2021
None on record
STEPHEN DAVID ALLEN Trustee 01 July 2021
None on record
John Ronald Simpson Trustee 26 March 2019
None on record

Financial history

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Financial period end date

Income / Expenditure 30/06/2020 30/06/2021 30/06/2022 30/06/2023 30/06/2024
Total gross income £79.02k £29.45k £109.27k £118.27k £113.09k
Total expenditure £40.83k £4.86k £44.30k £66.33k £53.78k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 30 June 2024 27 January 2025 On Time
Accounts and TAR 30 June 2024 27 January 2025 On Time Download Open in new window
Annual return 30 June 2023 24 April 2024 On Time
Accounts and TAR 30 June 2023 24 April 2024 On Time Download Open in new window
Annual return 30 June 2022 07 October 2022 On Time
Accounts and TAR 30 June 2022 07 October 2022 On Time Download Open in new window
Annual return 30 June 2021 19 October 2021 On Time
Accounts and TAR 30 June 2021 19 October 2021 On Time Download Open in new window
Annual return 30 June 2020 09 October 2020 On Time
Accounts and TAR 30 June 2020 09 October 2020 On Time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

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.

Contact information

Address:
BERKHAMSTED TOWN HALL TRUST
196 HIGH STREET
BERKHAMSTED
HP4 3AP
Phone:
01923260047
Email:
GD.BUDD@BTINTERNET.COM
Website:

www.berkorotary.org Open in new window