CHARLES AND JULIA HENRY FUND

Registered charity 1155582 · accounts filings on the Charity Commission register · also known as HENRY FUND

The Henry Fund provides scholarships to students in the British Isles (UK and Eire) and America to study for one academic year at the Universities of Harvard, Yale, Cambridge and Oxford. The Fellowships provide for tuition fees, living costs and travel. They enable 4 British and American graduates to take advantage of particular educational opportunities and are awarded annually, in competition.

Causes: Education/training · website · Get email alerts

Latest income
£401k
Latest spending
£229k
Registered
2014
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity holds unrestricted reserves of £9,958,926, which significantly exceeds its stated policy target of approximately £115,000 (equating to six months of unrestricted charitable expenditure). The charity reported a net gain of £407,826 for the year, driven by investment income and gains, resulting in total funds of £9,958,926 at the year end.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Reserves policy: approximately six months of unrestricted charitable expenditure (approximately £115,000) (held: £10.0m)
“The Trustees aim to maintain free reserves in unrestricted funds at a level which equates to approximately six months of unrestricted charitable expenditure (approximately £115,000).” — page 4
Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by PEM Audit Limited. Discloses 5 of 6 completeness components.

Trustees · trustee networks

Trustee list from the Charity Commission register (current, not historical).

Operates in: Ireland · Northern Ireland · Scotland · United States

Income and spending

Financial year endIncomeSpending
31/07/2025£401k£229k
31/07/2024£401k£277k
31/07/2023£369k£293k
31/07/2022£207k£264k
31/07/2021£175k£321k

Common questions

Is CHARLES AND JULIA HENRY FUND financially healthy?

Per its FY2025 accounts: The accounts state that the charity holds unrestricted reserves of £9,958,926, which significantly exceeds its stated policy target of approximately £115,000 (equating to six months of unrestricted charitable expenditure). The charity reported a net gain of £407,826 for the year, driven by investment income and gains, resulting in total funds of £9,958,926 at the year end. Its FY2025 accounts were audited by PEM Audit Limited.