Berkeley Castle Charitable Trust

Analysis

Berkeley Castle Charitable Trust is a registered charity in England and Wales, based in Berkeley. It was registered in March 1997, 29 years ago. Its declared purposes cover environment/conservation/heritage, which this site groups under environment and conservation. Legally it is a charitable trust. It says it provides buildings/facilities/open space.

In the financial year ending March 2025, Berkeley Castle Charitable Trust reported income of £969k and spending of £1.1m, spending 118% of what it took in. Across the 5 years on record, from March 2021 to March 2025, income grew from £451k to £969k (+115%), an average of +21% a year. The sharpest change came in the year to March 2023, when income rose by 96%. Over the whole period it spent 88% of the income it received.

Among 4,574 England and Wales charities whose main cause is environment and conservation and that reported income, Berkeley Castle Charitable Trust sits at the 94th percentile: it is larger than about 94% of them. Against every charity in England and Wales with reported income it ranks in the 94th percentile. Charities of a similar size with the same main cause include East Mercia Rivers Trust (£966k), Ymddiriedolaeth Clough Williams-Ellis Foundation (£974k) and The Environmental Association for Universities and Colleges (£964k).

In its latest detailed accounts, income came from trading 45%, charitable activities 42%, donations and legacies 11% and investments 2.0%. Charitable activities took 99% of spending and raising funds 0.2%. Reserves of £433k would cover about 4 months of spending at that rate. It employed 45 people.