Finance Score: -2

Governance Score: 7

Support Score: 0

Multiple Deficits: -2

No volunteer policy: -2
Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 5

THE BERKELEY CHARITABLE FOUNDATION

The Berkeley Foundation works in partnership to help young people in the areas where Berkeley Group works to overcome barriers, improve their lives and build a fairer society, with the vision of creating a society in which every young person can thrive. The Foundation focuses on supporting young people across four themes: Homelessness, Employment, Skills and Health & Wellbeing.

Analysis by Giving is Great

Positives:

The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy

Financial issues to consider:

On several occasions in recent years income has been less than spending

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
30/04/23	£3,355	£3,459	£-103	£0	£1,749	£1,749	6.1	6	400
30/04/22	£2,628	£2,596	£32	£0	£1,852	£1,852	8.6	5	350
30/04/21	£2,593	£2,478	£115	£0	£1,820	£1,820	8.8	5	350
30/04/20	£4,752	£3,413	£1,340	£0	£1,705	£1,705	6	5	450
30/04/19	£3,410	£3,559	£-148	£0	£365	£365	1.2	5	425
30/04/18	£1,670	£1,700	£-30	£0	£514	£514	3.6	5	0
30/04/17	£2,724	£2,997	£-273	£0	£544	£544	2.2	5	0
30/04/16	£1,760	£1,824	£-64	£0	£817	£817	5.4	5	0
30/04/15	£1,356	£1,451	£-95	£8	£881	£881	7.3	4	0
30/04/14	£3,295	£2,318	£977	£8	£977	£977	5.1	2	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 58%
Liabilities/Income: 73%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 6.1 months
Net Current Assets/Spending: 9 months
Quick Ratio: 2.5

Asset Split ?

Established: 11 years

www.berkeleyfoundation.org.uk

info@berkeleyfoundation.org.uk

01932584551

Charity Commission for England and Wales

Listed activities

Accommodation/Housing
Disability
Economic/Community Development/Employment
Education/Training
General Charitable Purposes
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Social youth organisations

How it operates

Makes Grants to Organisations
Provides buildings/facilities/open space
Sponsors or undertakes research

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies
People With Disabilities
The General Public/Mankind

Who works here?

6 employees
400 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

Age Range of Trustees: 46-72

PIERS MARTIN CLANFORD Appointed: 2023, Occupation: Director

THE VENERABLE ELIZABETH ADEKUNLE Appointed: 2023, Occupation: Priest

ALISON JANE DOWSETT Appointed: 2020, Occupation: Director

ROBERT CHARLES GRENVILLE PERRINS (Chair) Appointed: 2013, Occupation: Director

WENDY JOAN PRITCHARD Appointed: 2013, Occupation: Solicitor

Legal constitution

Charitable company registered in England & Wales on 26/06/2013, number: 1152596
Registered at Companies House on 29/05/2013, number: 08548400

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Trustee conflicts of interest policy and procedures

Filing Record

10 returns made; all on time

Main office

THE BERKELEY CHARITABLE FOUNDATION
BERKELEY HOUSE
19 PORTSMOUTH ROAD
COBHAM
KT11 1JG

Objectives

THE ADVANCEMENT OF:EDUCATION; ANDYOUNG PEOPLE IN LIFE THROUGH THE DEVELOPMENT OF THEIR SKILLS, CAPACITY AND CAPABILITY TO ENABLE THEIR PARTICIPATION IN SOCIETY;THE PROMOTION OF URBAN REGENERATION IN AREAS OF ECONOMIC AND SOCIAL DEPRIVATION BY ALL OR ANY OF THE FOLLOWING MEANS:THE ADVANCEMENT OF EDUCATION, TRAINING OR RE-TRAINING, PARTICULARLY AMONG YOUNG AND/OR UNEMPLOYED PEOPLE;THE MAINTENANCE, IMPROVEMENT OR PROVISION OF PUBLIC AMENITIES; AND THE PROVISION OR ASSISTANCE IN THE PROVISION OF RECREATIONAL FACILITIES FOR THE PUBLIC AT LARGE, AND IN PARTICULAR, THOSE WHO, BY REASON OF THEIR YOUTH, AGE, INFIRMITY OR DISABILITY, POVERTY OR SOCIAL AND ECONOMIC CIRCUMSTANCES, HAVE NEED FOR SUCH FACILITIES;THE ADVANCEMENT OF HEALTH AND THE RELIEF OF SICKNESS IN PARTICULAR BY (BUT NOT LIMITED TO) THE PREVENTION, CURE, SUPPORT OF SUFFERERS OF AND RESEARCH INTO THE NATURE, CAUSES, DIAGNOSIS, PREVENTION, TREATMENT AND CURE OF ALL FORMS OF DISEASE;THE PROMOTION OF THE CONSERVATION, PROTECTION AND/OR IMPROVEMENT OF THE BUILT AND NATURAL ENVIRONMENT, PARTICULARLY BUT NOT EXCLUSIVELY THROUGH THE SUPPORT OF RESEARCH INTO, AND PROMOTION OF, THE USE OF RENEWABLE ENERGY RESOURCES AND ENVIRONMENTALLY SUSTAINABLE MATERIALS;THE PROMOTION OF SUSTAINABLE DEVELOPMENT, PARTICULARLY WITH REGARD TO RESIDENTIAL DEVELOPMENT, BY THE PRESERVATION, CONSERVATION AND PROTECTION OF THE ENVIRONMENT AND THE PRUDENT USE OF NATURAL RESOURCES AND THE PROMOTION OF SUSTAINABLE MEANS OF ACHIEVING ECONOMIC GROWTH AND REGENERATION;THE RELIEF OF THOSE IN NEED WHETHER BECAUSE OF POVERTY, YOUTH, ILL HEALTH, DISABILITY OR OTHER DISADVANTAGE; ANDSUCH OTHER CHARITABLE PURPOSES WHICH ARE BENEFICIAL TO THE PUBLIC AND WHICH ARE CONSISTENT WITH THE OBJECTS STATED ABOVE AS THE TRUSTEES DIRECTORS SHALL IN THEIR ABSOLUTE DISCRETION DETERMINE.

Data Sources