Berkhamsted Rotary Trust Fund CIO

Registered charity 1182564 CIO Registered since 2019

Operates: Hertfordshire

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Board DNA

How this board is put together, from Charity Commission trustee records and Companies House - deterministic, no AI.iBoard compositionCounted from the dated Charity Commission trustee register: the current board only, past trustees excluded.

5 trustees on the board

2y median 1y

average tenure

longest tenure

trustees past 6 years

average years in governance

First-time vs portfolio trustees

First-time (5)

company-linked trustees

Sector coverage iSector coverageThe charitable fields this board's trustees govern in elsewhere, by Charity Commission classification. Excludes this charity.

General Charitable Purposes 5

Gaps to watch

No commercial or business experience on the board
Narrow spread of causes across the board
Mostly recent joiners - limited long-term continuity

Succession forecast iSuccession forecastThe number of board seats likely to open in the next twelve months - summed across the board from each dated trustee’s tenure - and the profile worth recruiting next. From the filed record, deterministic.

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Health of the organisation facts side by side - the conclusion is yours

Income v spending, filed accountsiIncome v spendingTotal gross income and expenditure from filed annual returns, Charity Commission, last 5 years.

2021

2022

2023

2024

2025

incomespending£137k latest income · income exceeded spending in 2024 and 2025

Related organisations iRelated organisationsTwo groups, both deterministic from public records. Related organisations share two or more trustees with this board - a real structural link, such as a subsidiary or sister charity. Connected through a shared trustee share exactly one person - a genuine connection, but not the same group. A board with no shared trustee at all may still appear here when it is active in the same charitable field.

Also active in the same field

The Vanneck Charitable Trust Similar size; both General purposes
The Communicare Trust (Reading) Similar size; both General purposes
Accm (UK) Similar size; both General purposes
Home-Start Richmondshire Similar size; both General purposes
Outhwaite Charitable Trust Similar size; both General purposes
Lions Club of Fleet (CIO) Similar size; both General purposes

Deterministic, from public records.

Contact

Website	www.berkorotary.org
Email	steve.allen1510@icloud.com
Phone	07887523053
Address	BERKHAMSTED TOWN HALL, 196 HIGH STREET, BERKHAMSTED, HP4 3AP

Finances

£137,159 latest income

Year	Income	Spending
2021	£29,447	£4,858
2022	£109,268	£44,297
2023	£118,270	£66,332
2024	£113,093	£53,782
2025	£137,159	£133,837

What it does

What

General Charitable Purposes

Who

Children/young PeopleElderly/old PeoplePeople With DisabilitiesOther Charities Or Voluntary BodiesThe General Public/mankind

How

Makes Grants To IndividualsMakes Grants To OrganisationsProvides Services

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.

Governing document: CIO - ASSOCIATION Registered 20 Mar 2019

Trustees (5)

5trustees

0aged 70+

Connected charities (0)

No charities share a trustee (from current data).

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