Berkhamsted Rotary Trust Fund CIO

Analysis

Berkhamsted Rotary Trust Fund CIO is a registered charity in England and Wales, based in Berkhamsted. It was registered in March 2019, 7 years ago. Its declared purposes cover general charitable purposes, which this site groups under children and youth development. Legally it is a charitable incorporated organisation (CIO). It says it makes grants to individuals, makes grants to organisations and provides services.

In the financial year ending June 2026, Berkhamsted Rotary Trust Fund CIO reported income of £121k and spending of £121k, spending 100% of its income. Across the 5 years on record, from June 2022 to June 2026, income grew from £109k to £121k (+11%), an average of +2.6% a year. The sharpest change came in the year to June 2025, when income rose by 21%. Over the whole period it spent 70% of the income it received.

Among 5,641 England and Wales charities whose main cause is children and youth development and that reported income, Berkhamsted Rotary Trust Fund CIO sits at the 90th percentile: it is larger than about 90% of them. Against every charity in England and Wales with reported income it ranks in the 74th percentile. Charities of a similar size with the same main cause include Equilore (£121k), The Wilson Foundation (£121k) and The Notgrove Trust (£120k).