Finance Score: 0

Governance Score: 6

Support Score: 3

Dynamic board: +3
Gender balanced board: +3

Overall weighted support: +3

Overall GiG Score: 9

BERKSHIRE COMMUNITY FOUNDATION

The Berkshire Community Foundation is committed to helping organisations and individualsmake a lasting impact in the local community and to raising funds to build a permanent sourceof funding for the small voluntary groups that tackle need at the grass roots of the localcommunity.

Analysis by Giving is Great

Positives:

The charity has received modest backing from several prominent grant makers recently
This charity has an endowment fund which generates much of its income. Its latest spending amounts to 10.9% of total funds
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23	£1,612	£1,453	£159	£305	£13,305	£183	1.5	7	5
31/03/22	£1,419	£1,656	£-237	£300	£13,727	£179	1.3	7	6
31/03/21	£4,251	£3,647	£605	£269	£12,485	£183	0.6	7	6
31/03/20	£1,640	£1,433	£207	£259	£10,030	£414	3.5	7	6
31/03/19	£1,414	£1,406	£8	£274	£10,159	£81	0.7	7	6
31/03/18	£1,673	£1,378	£294	£272	£9,504	£45	0.4	7	0
31/03/17	£1,479	£1,354	£125	£284	£9,132	£9	0.1	7	0
31/03/16	£1,034	£1,303	£-269	£244	£8,161	£1	0	7	0
31/03/15	£698	£1,298	£-600	£202	£8,721	£7	0.1	7	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 11%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 2%
Liabilities/Income: 17%
Unrestricted Funds/Total Funds: 1%
Reserves/Spending: 1.5 months
Net Current Assets/Spending: 9 months
Quick Ratio: 4.3

Asset Split ?

Balance Sheet History

Established: 11 years

www.berkshirecf.org

info@berkshirecf.org

01189303021

Charity Commission for England and Wales

Tweets

Listed activities

Accommodation/Housing
Amateur Sport
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

General Community services

How it operates

Makes grants to individuals
Makes grants to organisations
Sponsors or undertakes research

Where it operates

Bracknell Forest, Reading, Slough, West Berkshire, Windsor And Maidenhead, Wokingham,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People Of A Particular Ethnic Or Racial Origin
People With Disabilities
The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years

Wates Foundation	£13,117
Quartet Community Foundation	£6,000
Masonic Trust	£2,500

Specific Donations

Amount	When Months	To be used for
Quartet Community Foundation - Grant to Berkshire Community Foundation
£5,000	20/03/2023	As requested by the donor towards Berkshire CF's Surviving Winter appeal
Quartet Community Foundation - Grant to Berkshire Community Foundation
£1,000	26/01/2022	As requested by the donor towards the core costs of the foundation
Wates Foundation - Berkshire Community Foundation
£13,117	20/05/2020	Towards our Vital for Berkshire - Covid-19 Fund.
Masonic Trust - MCF Matched Funding
£2,500	18/05/2020	Unrestricted matched funding in partnership with the local masonic province
Quartet Community Foundation - Grant to Berkshire Community Foundation
£5,611	02/07/2018	Feedback due Mar 2019.
Garfield Weston Foundation - Main Grants award
£10,000	18/07/2017	Sessional Group Engagement / Community Liason Worker
National Lottery Community Fund - Understanding Loneliness
£10,000	04/05/2016 12	This organisation will use the funding to provide a sessional worker who will work in the community to identify the causes of loneliness and help develop a programme of support to help combat loneliness. This will enable the organisation to work ....more This organisation will use the funding to provide a sessional worker who will work in the community to identify the causes of loneliness and help develop a programme of support to help combat loneliness. This will enable the organisation to work with organisations in the community to better understand and tackle loneliness and isolation.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Based on 9/10 persons

DR RAJ ARORA Appointed: 2023

JACKIE HENSHAW Appointed: 2024

JULIE ELLIOTT Appointed: 2020

LINDSEY BEARD JP DL Appointed: 2023

MARGARET HAINES MVO Appointed: 2017

NICHOLAS CHARLES BURROWS Appointed: 2021

PAUL NORRIS Appointed: 2023

SIR PHILIP JOHN MAY Appointed: 2024

STEPHEN HOWARD (Chair) Appointed: 2017

SUSAN ROBERTS Appointed: 2019

Legal constitution

Charity registered in England & Wales on 03/01/2014, number: 1155173

Gift Aid

Registered with HMRC for Gift Aid

Event History

Linked charity: GIVE A CHILD A CHANCE
22/07/2015 - Asset transfer in from WINDSOR AND MAIDENHEAD VOLUNTEER CENTRE
22/07/2015 - Asset transfer in from WINDSOR AND MAIDENHEAD VOLUNTEER CENTRE
06/11/2015 - Asset transfer in from BERKSHIRE COMMUNITY FOUNDATION
06/02/2020 - Asset transfer in from UNITED VOICES
03/11/2020 - Asset transfer in from HUNTLEY AND PALMERS BENEVOLENT FUND
05/11/2020 - Asset transfer in from POSITIVE RESPONSE
09/09/2021 - Asset transfer in from TAPLOW TRAFFIC CHARITY TRUST
12/07/2023 - Asset transfer in from HEALTHWATCH READING
17/06/2024 - Asset transfer in from EAST WEST ORGANIZATION LTD
13/08/2024 - Asset transfer in from THE ELIZABETH JANE FOUNDATION

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Engaging external speakers at charity events policy and procedures
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
Paying staff
Risk management
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

9 returns made; all on time

Recent reorganisation events:

Asset transfer in from UNITED VOICES on 06/02/2020
Asset transfer in from HUNTLEY AND PALMERS BENEVOLENT FUND on 03/11/2020

....more

Main office

Green Park Reading
100 Longwater Avenue
READING
RG2 6GP

Objectives

3.1 THE PROMOTION OF ANY CHARITABLE PURPOSES FOR THE BENEFIT OF THE COMMUNITY IN THE ROYAL COUNTY OF BERKSHIRE AND ELSEWHERE IN THE UNITED KINGDOM,IN PARTICULAR THE ADVANCEMENT OF EDUCATION,THE PROTECTION OF GOOD HEALTH,BOTH MENTAL AND PHYSICAL,AND THE RELIEF OF POVERTY AND SICKNESS;AND 3.2 OTHER EXCLUSIVELY CHARITABLE PURPOSES WHICH ARE IN THE OPINION OF THE TRUSTEES BENEFICIAL TO THE COMMUNITY IN THE ROYAL COUNTY OF BERKSHIRE AND ELSEWHERE IN THE UNITED KINGDOM.

Data Sources

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