Finance Score: -2

Governance Score: -5

Support Score: 2

Multiple Deficits: -2
No PartB

No conflicts policy: -1
Very static board: -5
Gender balanced board: +3
Multiple returns filed late: -2

Overall weighted support: +2

Overall GiG Score: -5

THE BERKELEY REAFFORESTATION TRUST

i) The relief of poverty by promoting tree planting and effective tree management internationally as means of combating land erosion and degradation, rural poverty and ecological and environmental deterioration, andii) The advancement of education in the importance of the role of forestry and in tree planting and tree management

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
Why is the Board composition very static?
Returns have been filed late on 2 occasions over the last 5 years and the current period appears to have been extended

Financial issues to consider:

On several occasions in recent years income has been less than spending
A PartB annual return has not been required and so detailed financial information is not available from the online data

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
31/03/24		£21	£13	£8	n/a	n/a	n/a	n/a	n/a	n/a
31/03/23	*	£21	£38	£-17	n/a	n/a	n/a	n/a	n/a	n/a
05/04/22		£8	£16	£-8	n/a	n/a	n/a	n/a	n/a	n/a
05/04/21		£37	£6	£31	n/a	n/a	n/a	n/a	n/a	n/a
05/04/20?	*	£9	£9	£0	n/a	n/a	n/a	n/a	n/a	n/a
05/04/18		£24	£23	£1	n/a	n/a	n/a	n/a	n/a	n/a
05/04/17	*	£11	£7	£3	n/a	n/a	n/a	n/a	n/a	n/a
05/04/16	*	£22	£16	£6	n/a	n/a	n/a	n/a	n/a	n/a
05/04/15	*	£20	£12	£8	n/a	n/a	n/a	n/a	n/a	n/a
05/04/14	*	£10	£17	£-7	n/a	n/a	n/a	n/a	n/a	n/a
05/04/13	*	£18	£21	£-3	n/a	n/a	n/a	n/a	n/a	n/a
05/04/12	*	£31	£31	£0	n/a	n/a	n/a	n/a	n/a	n/a
05/04/11		£45	£43	£1	n/a	n/a	n/a	n/a	n/a	n/a
05/04/10	*	£36	£48	£-12	n/a	n/a	n/a	n/a	n/a	n/a
05/04/09	*	£48	£49	£-1	n/a	n/a	n/a	n/a	n/a	n/a
05/04/08	*	£53	£28	£25	n/a	n/a	n/a	n/a	n/a	n/a
05/04/07		£54	£67	£-13	n/a	n/a	n/a	n/a	n/a	n/a
05/04/06	*	£59	£73	£-13	n/a	n/a	n/a	n/a	n/a	n/a
05/04/05		£40	£50	£-10	n/a	n/a	n/a	n/a	n/a	n/a
05/04/04	*	£32	£37	£-5	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Established: 37 years

www.thebrt.org

info@thebrt.org

02073736801

Charity Commission for England and Wales

Listed activities

Education/Training
Environment/Conservation/Heritage

GiG Classification

Environment conservation & animal welfare advocacy

How it operates

Makes grants to organisations

Where it operates

Bristol City, Dorset, Gloucestershire, Hampshire, India, Northamptonshire, Oxfordshire, Suffolk, Wiltshire,

Who it helps

Other Charities Or Voluntary Bodies
Other Defined Groups

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.

Specific Donations

Amount	When Months	To be used for
Garfield Weston Foundation - Main Grants award
£7,500	26/03/2021	Forest School Project
Tedworth Charitable Trust - UK Forest School Programme in 2021
£5,000	22/12/2020	Towards its UK Forest School programme in 2021.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)

Current Trustees appointed

Gender Split

LOUISE COOKE Appointed: 1998

MRS R J PORTMAN Appointed: 1998

NICK FOSTER Appointed: 1989

RODNEY JOHN BERKELEY PORTMAN Appointed: 1987

Legal constitution

Charity registered in England & Wales on 09/11/1987, number: 297982

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

20 returns made; AR23: 168 days late, AR20: 52 days late, AR17: 3 days late, AR16: 53 days late, AR15: 0 days late, AR14: 2 days late, AR13: 1 days late, AR12: 12 days late, AR10: 52 days late, AR09: 50 days late, AR08: 1 days late, AR06: 41 days late, AR04: 21 days late,

Main office

Old Rectory
Church End
Waterstock
OXFORD
OX33 1JR

Objectives

(1) THE RELIEF OF POVERTY BY PROMOTING TREE PLANTING AND EFFECTIVE TREE MANAGEMENT INTERNATIONALLY AS MEANS OF COMBATING LAND EROSION AND DEGRADATION, RURAL POVERTY AND ECOLOGICAL AND ENVIRONMENTAL DETERIORATION; AND (2) TO ADVANCE EDUCATION IN THE IMPORTANCE OF THE ROLE FORSTRY AND IN TREE PLANTING AND TREE MANAGEMENT; AND (3) THE GENERAL PURPOSES OF SUCH CHARITABLE BODIES FOR SUCH OTHER PURPOSES AS SHALL BE EXCLUSIVELY CHARITABLE AS THE TRUSTEES MAY FROM TIME TO TIME DECIDE.

Defined Area of Benefit:

NOT DEFINED

Data Sources

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