THE BARRY AND PEGGY HIGH FOUNDATION
Financial health, per its FY2025 accounts
The accounts state that unrestricted reserves stood at £38,010,861, with the trustees intending to keep capital funds intact to generate income. The charity reported a net loss for the year, primarily driven by fair value losses on investments, but maintains sufficient reserves to continue operations. The auditor confirmed that no material uncertainties exist regarding the charity's ability to continue as a going concern.
What the accounts disclose
“One trustee received £1,540 (2024: £1,522) from the charity in relation to bookkeeping and administration work. One of the charity's trustees, and his wife received salaries from MHVW Estates Limited during the year ended 5 April 2025 which were purely in respect of their respective directorship and employment with that company. The total of their combined salaries relating to 2025 amounted to £175,000 (2024: £135,000).” — page 21
“In 2025 MHVW Estates Limited (company registration number 01117121), the trading subsidiary of the Charity, made charitable donations of £750,000 (2024: £750,000) to the Charity. Also, a non-equity dividend of £85,417 (2024: £138,585) has been paid by the company to the Charity.” — page 27
“A director of MHVW Estates Limited is also a director of Karslakes Solicitors Limited. During the year, MHVW Estates Limited incurred expenses of £556 (2024: £60,898) with regards to legal fees and advice.” — page 27
“In 2025 MHVW Estates Limited (company registration number 01117121), the trading subsidiary of the Charity, made charitable donations of £750,000 (2024: £750,000) to the Charity. Also, a non-equity dividend of £85,417 (2024: £138,585) has been paid by the company to the Charity.” — page 27
“A director of MHVW Estates Limited is also a director of Karslakes Solicitors Limited. During the year, MHVW Estates Limited incurred expenses of £556 (2024: £60,898) with regards to legal fees and advice.” — page 27
“In 2025 MHVW Estates Limited (company registration number 01117121), the trading subsidiary of the Charity, made charitable donations of £750,000 (2024: £750,000) to the Charity. Also, a non-equity dividend of £85,417 (2024: £138,585) has been paid by the company to the Charity.” — page 27
“A director of MHVW Estates Limited is also a director of Karslakes Solicitors Limited. During the year, MHVW Estates Limited incurred expenses of £556 (2024: £60,898) with regards to legal fees and advice.” — page 27
Structured financials (annual return, FY ending 05/04/2025)
Trustees
- ANTONY HOWchair
- Diane Preston
- Helen Margaret Taylor-Brown
- Philip Roger Hugo Trim
- Roger Jonathan Francis Wortley
- William Richard Holmes
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £2.8m | £2.1m |
| 05/04/2024 | £2.3m | £1.7m |
| 05/04/2023 | £2.8m | £1.8m |
| 05/04/2022 | £2.6m | £1.4m |
| 05/04/2021 | £700k | £762k |
Common questions
Is THE BARRY AND PEGGY HIGH FOUNDATION financially healthy?
The accounts state that unrestricted reserves stood at £38,010,861, with the trustees intending to keep capital funds intact to generate income. The charity reported a net loss for the year, primarily driven by fair value losses on investments, but maintains sufficient reserves to continue operations. The auditor confirmed that no material uncertainties exist regarding the charity's ability to continue as a going concern. Its FY2025 accounts were audited by S&W Audit.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE REISNER CHARITABLE FOUNDATION LTD | 1 | £5k |