CCEW Charity Commission profile

CHARLES AND JULIA HENRY FUND

Registered charity 1155582 · organisation 5032682

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Other
Registered
31 January 2014
Removed
Not supplied
Financial period
1 August 2024 – 31 July 2025
Latest income
£401,167
Latest expenditure
£229,163
Gift Aid
No
Owns or uses land
No
In administration
No
Insolvent
No
CIO
No

Public contact address: c/o UNIVERSITY OF CAMBRIDGE, STUDENT FUNDING AND FEE POLICY TEAM, STUDENT SERVICES CENTRE, BENE'T STREET, CAMBRIDGE, CB2 3PT

Website recorded by the regulator: https://www.henry-procter-choate.fund.cam.ac.uk/ (displayed as text)

02 Activities

What the charity does

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.

03 Official extract

Charity Annual Return History

Fin Period Start Date
1 August 2024
Fin Period End Date
31 July 2025
Ar Cycle Reference
AR25
Reporting Due Date
31 May 2026
Date Annual Return Received
26 May 2026
Date Accounts Received
26 May 2026
Total Gross Income
£401,167
Total Gross Expenditure
£229,163
Fin Period Start Date
1 August 2023
Fin Period End Date
31 July 2024
Ar Cycle Reference
AR24
Reporting Due Date
31 May 2025
Date Annual Return Received
14 May 2025
Date Accounts Received
14 May 2025
Total Gross Income
£400,721
Total Gross Expenditure
£277,035
Fin Period Start Date
1 August 2022
Fin Period End Date
31 July 2023
Ar Cycle Reference
AR23
Reporting Due Date
31 May 2024
Date Annual Return Received
28 May 2024
Date Accounts Received
28 May 2024
Total Gross Income
£368,603
Total Gross Expenditure
£293,119
Fin Period Start Date
1 August 2021
Fin Period End Date
31 July 2022
Ar Cycle Reference
AR22
Reporting Due Date
31 May 2023
Date Annual Return Received
25 May 2023
Date Accounts Received
25 May 2023
Total Gross Income
£206,682
Total Gross Expenditure
£264,016
Fin Period Start Date
1 August 2020
Fin Period End Date
31 July 2021
Ar Cycle Reference
AR21
Reporting Due Date
31 May 2022
Date Annual Return Received
11 May 2022
Date Accounts Received
11 May 2022
Total Gross Income
£174,759
Total Gross Expenditure
£320,753

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR25
Fin Period Start Date
1 August 2024
Fin Period End Date
31 July 2025
Ar Due Date
31 May 2026
Ar Received Date
26 May 2026
Total Gross Income
£401,167
Total Gross Expenditure
£229,163
Grant Making Is Main Activity
Yes
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 August 2023
Fin Period End Date
31 July 2024
Ar Due Date
31 May 2025
Ar Received Date
14 May 2025
Total Gross Income
£400,721
Total Gross Expenditure
£277,035
Grant Making Is Main Activity
Yes
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 August 2022
Fin Period End Date
31 July 2023
Ar Due Date
31 May 2024
Ar Received Date
28 May 2024
Total Gross Income
£368,603
Total Gross Expenditure
£293,119
Grant Making Is Main Activity
Yes
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 August 2021
Fin Period End Date
31 July 2022
Ar Due Date
31 May 2023
Ar Received Date
25 May 2023
Total Gross Income
£206,682
Total Gross Expenditure
£264,016
Charity Raises Funds From Public
No
Grant Making Is Main Activity
Yes
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
No
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 August 2020
Fin Period End Date
31 July 2021
Ar Due Date
31 May 2022
Ar Received Date
11 May 2022
Total Gross Income
£174,759
Total Gross Expenditure
£320,753
Charity Raises Funds From Public
No
Grant Making Is Main Activity
Yes
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
No
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
0

05 Official extract

Charity Area Of Operation

Geographic Area Type
Country
Geographic Area Description
Northern Ireland
Parent Geographic Area Type
Continent
Parent Geographic Area Description
Europe
Welsh Ind
No
Geographic Area Type
Country
Geographic Area Description
United States
Parent Geographic Area Type
Continent
Parent Geographic Area Description
North America
Welsh Ind
No
Geographic Area Type
Country
Geographic Area Description
Ireland
Parent Geographic Area Type
Continent
Parent Geographic Area Description
Europe
Welsh Ind
No
Geographic Area Type
Country
Geographic Area Description
Scotland
Parent Geographic Area Type
Continent
Parent Geographic Area Description
Europe
Welsh Ind
No

06 Official extract

Charity Classification

Classification Code
206
Classification Type
Who
Classification Description
Other Defined Groups
Classification Code
102
Classification Type
What
Classification Description
Education/training
Classification Code
301
Classification Type
How
Classification Description
Makes Grants To Individuals

07 Official extract

Charity Event History

Charity Name
CHARLES AND JULIA HENRY FUND
Charity Event Order
1
Event Type
Standard registration
Date Of Event
2014-01-31T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description
WILL PROVED ON 12/03/1927AS 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; ANDB. SCHOLARSHIPS TENABLE AT THE UNIVERSITIES OF OXFORD AND CAMBRIDGE FOR STUDENTS CURRENTLY ENROLLED AT UNIVERSITIES IN THE UNITED STATES OF AMERICAFOR 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.

09 Official extract

Charity Other Names

Charity Name Id
534654
Charity Name Type
Working name
Charity Name
HENRY FUND

10 Official extract

Charity Policy

Policy Name
Financial reserves policy and procedures
Policy Name
Investing charity funds policy and procedures
Policy Name
Internal charity financial controls policy and procedures
Policy Name
Safeguarding policy and procedures
Policy Name
Trustee conflicts of interest policy and procedures
Policy Name
Trustee expenses policy and procedures
Policy Name
Internal risk management policy and procedures