THE KING HENRY VIII ENDOWED TRUST, WARWICK

Registered charity 232862 · accounts filings on the Charity Commission register · also known as KING HENRY VIII CHARITY, WARWICK, THE WARWICK MUNICIPAL CHARITIES

The Trust provides income for the Warwick Anglican Churches, the Warwick Independent Schools Foundation and the inhabitants of the town of Warwick.The Warwick Churches and the Schools Foundation receive set proportions of the Trust's income and the town share is dispensed by applications for grants.Further details can be obtained from the Trust's website.

Objects

INCOME TO BE APPLIED TO THE CHURCH, WARWICK INDEPENDENT SCHOOL FOUNDATION SCHOOL AT WARWICK AND FOR THE BENEFIT OF THE INHABITANTS OF THE TOWN OF WARWICK (FOR DETAILS SEE CLAUSES 18 TO 24 OF SCHEME).

Area of benefit: THE OLD BOROUGH OF WARWICK

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: General Charitable Purposes · Education/training · The Advancement Of Health Or Saving Of Lives · Disability · The Prevention Or Relief Of Poverty · Religious Activities · Grant history (this charity is a funder) · website · Get email alerts

Registered contact address: Warwick, West Midlands, England (from the postcode on the register)

Financial health, per its FY2025 accounts

The accounts state that the charity holds significant unrestricted reserves of £110,204 in its Beneficiaries Income Fund, which the Trustees note typically holds a reserve of nine to twelve months' distribution to allow for flexibility in grant-making. The charity has no employees and relies on self-employed staff, while its primary assets are investments valued at over £77 million. The Trustees confirm there are no material uncertainties regarding the charity's ability to continue as a going concern.

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

What the accounts disclose

Accounts audited by Forvis Mazars LLP. Discloses 5 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

• Conflicting interests
• 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
• Risk management
• Trustee conflicts of interest policy and procedures

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Source: this charity’s annual returns on the Charity Commission register.

Leadership, per the charity’s website

• Marie-Bernadette Ashe — Deputy Chair (source)
• Jonathan Wassall — Clerk & Receiver (source)

Listed on the charity’s own website when we last crawled it; roles may have changed. Pay-band disclosures above are anonymous statutory disclosures and are not attributed to any named individual.

Structured financials (annual return, FY ending 31/12/2025)

Reported reserves equal ~0.5 months of spending — in the bottom quarter for charities its size (median 5.2 months; benchmarks).

Per its annual return, largest income source: Investments (100% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 31.2% of total income — above the 90th percentile for charities its size (median 4.9%) (benchmarks).

Trustees · trustee networks

• Bernardine Mary Adkins
• IAN FURLONG · trustee of 1 other charity
• JOHN FREDERICK EDWARDS
• KATHRYN ALISON PARR
• MRS MARIE ASHE · trustee of 2 other charities
• Mark Samuel Wilton Lee
• Ranjit Singh Bajway
• Rev Canon Angus Robert Aagaard · trustee of 5 other charities
• STEPHEN GERALD COPLEY · trustee of 1 other charity
• Simon Lesley Pargeter
• Susan Grinnell · trustee of 2 other charities
• Vivienne Marjory Bosworth · trustee of 4 other charities

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

Operates in: Warwickshire

Income and spending

Common questions

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with WARRINGTON CHURCH OF ENGLAND EDUCATIONAL TRUST.

• WARRINGTON CHURCH OF ENGLAND EDUCATIONAL TRUST income £32k
• THE W H AND A HAWKINS CHARITABLE TRUST income £172k
• THE WARWICK TRUST income £153k
• OLD WARWICKIAN TRUST income £69k
• THE NORTHWICK TRUST income £283k
• THE REST-HARROW TRUST income £69k

Side by side with its peers

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.