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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

Latest income
£1.1m
Latest spending
£2.9m
Registered
1964
Accounts read
FY2024

Financial health, per its FY2024 accounts

The accounts state that the charity holds significant permanent endowment investments valued at over £77 million, generating a total return of £6.1 million for the year. The trustees report no material uncertainties regarding the charity's ability to continue as a going concern, noting that sufficient cash resources are available to meet distributions to beneficiaries.

What the accounts disclose

Reserves policy: nine to twelve months' distribution (held: £165k)
“The Town Share, which is available for grant making, typically has a reserve of about nine to twelve months’ distribution.” — page 6
Per its FY2024 accounts as filed with the Charity Commission.
Related-party transaction: Two vicars, who are trustees, receive church share distributions.
“Rev. Brown is Vicar of St. Michael’s, Budbrooke, and Rev Aagaard is Vicar of St Mary’s Warwick, both of which receive a proportion of the Church Share as required by the Trust Scheme. Neither received any personal benefit.” — page 29
Per its FY2024 accounts as filed with the Charity Commission.
Trading subsidiary: KH8 Limited
“The financial statements of the charity and its subsidiary, KH8 Limited, are consolidated on a line-by-line basis” — page 16
Per its FY2024 accounts as filed with the Charity Commission.

Accounts audited by Forvis Mazars LLP.

Leadership, per the charity’s website

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 31/12/2024)

Total income
£1.1m
Total spending
£2.9m
Cost of raising funds
£354k
Reserves (reported)
£165k
Employees
0

Reported reserves equal ~0.7 months of spending — in the bottom quarter for charities its size (median 4.8 months; benchmarks).

Trustees

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

Operates in: Warwickshire

Income and spending

Financial year endIncomeSpending
31/12/2024£1.1m£2.9m
31/12/2023£1.3m£2.8m
31/12/2022£1.1m£2.5m
31/12/2021£914k£1.8m
31/12/2020£18.1m£10.9m

Common questions

Is THE KING HENRY VIII ENDOWED TRUST, WARWICK financially healthy?

The accounts state that the charity holds significant permanent endowment investments valued at over £77 million, generating a total return of £6.1 million for the year. The trustees report no material uncertainties regarding the charity's ability to continue as a going concern, noting that sufficient cash resources are available to meet distributions to beneficiaries. Its FY2024 accounts were audited by Forvis Mazars LLP.

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