CHARLES AND JULIA 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.
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.
What the accounts disclose
“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
Trustees
- Lord Simon Woolleychair
- Dr Alan Garber
- Dr Maurie McInnis
- KIMBERLY GOFF-CREWS
- Lord Simon McDonald
- MARC GOODHEART
- Mary Hockaday
- Professor David Deming
- Professor Elizabeth Breeze OBE
- Professor Pericles Lewis
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 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.