CHARLES AND JULIA HENRY FUND

Charity number: 1155582
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

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.

Income and expenditure

Data for financial year ending 31 July 2024

Total income: £400,721
Total expenditure: £277,035

People

10 Trustee(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • Education/training
Who the charity helps:
  • Other Defined Groups
How the charity helps:
  • Makes Grants To Individuals
Where the charity operates:
  • Ireland
  • Northern Ireland
  • Scotland
  • United States

Governance

Registration history:
  • 31 January 2014: Standard registration
Organisation type:
Other
Other names:
  • HENRY FUND (Working name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Safeguarding policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Land and property:
This charity does not own and/or lease land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

10 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Lord Simon Woolley Chair 01 October 2023
None on record
Professor Elizabeth Breeze OBE Trustee 26 March 2026
None on record
Mary Hockaday Trustee 01 August 2025
None on record
Professor David Deming Trustee 01 July 2025
None on record
Lord Simon McDonald Trustee 13 February 2025
None on record
Dr Maurie McInnis Trustee 01 July 2024
None on record
Dr Alan Garber Trustee 01 January 2024
None on record
Professor Pericles Lewis Trustee 01 July 2022
None on record
KIMBERLY GOFF-CREWS Trustee 31 May 2013
None on record
MARC GOODHEART Trustee 31 May 2013
None on record

Financial history

" role="img"> Text alternative for this canvas graphic is in the data table below.

Financial period end date

Income / Expenditure 31/07/2020 31/07/2021 31/07/2022 31/07/2023 31/07/2024
Total gross income £224.79k £174.76k £206.68k £368.60k £400.72k
Total expenditure £185.15k £320.75k £264.02k £293.12k £277.04k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 July 2024 14 May 2025 On time
Accounts and TAR 31 July 2024 14 May 2025 On time Download Open in new window
Annual return 31 July 2023 28 May 2024 On time
Accounts and TAR 31 July 2023 28 May 2024 On time Download Open in new window
Annual return 31 July 2022 25 May 2023 On time
Accounts and TAR 31 July 2022 25 May 2023 On time Download Open in new window
Annual return 31 July 2021 11 May 2022 On time
Accounts and TAR 31 July 2021 11 May 2022 On time Download Open in new window
Annual return 31 July 2020 27 May 2021 On time
Accounts and TAR 31 July 2020 27 May 2021 On time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

WILL PROVED ON 12/03/1927 AS AMENDED BY RESOLUTION DATED 20/12/2013

Charitable objects

A. SCHOLARSHIPS TENABLE AT THE UNIVERSITIES OF HARVARD AND YALE FOR STUDENTS CURRENTLY ENROLLED AT UNIVERSITIES IN THE BRITISH ISLES; AND B. SCHOLARSHIPS TENABLE AT THE UNIVERSITIES OF OXFORD AND CAMBRIDGE FOR STUDENTS CURRENTLY ENROLLED AT UNIVERSITIES IN THE UNITED STATES OF AMERICA FOR THE PURPOSES OF PARAGRAPH (A), “UNIVERSITIES IN THE BRITISH ISLES” SHALL INCLUDE ALL UNIVERSITIES AND EQUIVALENT HIGHER EDUCATION INSTITUTIONS WITH DEGREE-AWARDING POWERS IN THE UNITED KINGDOM OF GREAT BRITAIN AND NORTHERN IRELAND AND THE REPUBLIC OF IRELAND.

Contact information

Address:
c/o UNIVERSITY OF CAMBRIDGE
STUDENT FUNDING AND FEE POLICY TEAM
STUDENT SERVICES CENTRE
BENE'T STREET
CAMBRIDGE
CB2 3PT
Phone:
01223764661
Email:
hpcfellowships@admin.cam.ac.uk
Website:

https://www.henry-procter-choate.fund.cam.ac.uk/ Open in new window