HIGHFIELDS TRUST CIO
Financial health, per its FY2026 accounts
The accounts state that unrestricted reserves stood at £27,188, supported by investment assets with a market value of £1,592,111. The charity reported a net receipt for the year of £2,081 after charitable donations of £67,500 and portfolio management costs of £26,871. The trustees confirmed that the charity will continue in operation, noting that cash flow risk is minimal as expenditure is only incurred when liquid funds are available.
What the accounts disclose
Register events
- Received assets from another charity (09/11/2021)
Trustees
- MICHAEL JOHN RUSSELL FRYchair
- Ann Nicola Phillips
- Cheryl Ann Millyard
- John William Stephens
- Peter James Russell Fry
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2026 | £102k | £100k |
| 05/04/2025 | £119k | £126k |
| 05/04/2024 | £66k | £86k |
| 05/04/2023 | £233k | £202k |
| 05/04/2022 | £59k | £68k |
Common questions
Is HIGHFIELDS TRUST CIO financially healthy?
The accounts state that unrestricted reserves stood at £27,188, supported by investment assets with a market value of £1,592,111. The charity reported a net receipt for the year of £2,081 after charitable donations of £67,500 and portfolio management costs of £26,871. The trustees confirmed that the charity will continue in operation, noting that cash flow risk is minimal as expenditure is only incurred when liquid funds are available. Its FY2026 accounts were independently examined.