Finance Score: -6

Governance Score: 5

Support Score: 0

Accounts filed more than 5 days late: -2 times
Reasonable growth: +1
Multiple Deficits and declines: -5
No PartB

No conflicts policy: -1
Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: -1

CHARLES AND JULIA HENRY FUND

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.

Analysis by Giving is Great

Positives:

There has been reasonable growth in spending over the last 3 years relative to the previous period
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Accounts have been filed late on 2 occasions over the last 5 years and the current period appears to have been extended
Income has been volatile and on several occasions in recent years less than spending

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
31/07/22		£207	£264	£-57	n/a	n/a	n/a	n/a	n/a
31/07/21		£175	£321	£-146	n/a	n/a	n/a	n/a	n/a
31/07/20		£225	£185	£40	n/a	n/a	n/a	n/a	n/a
31/07/19	*	£271	£216	£56	n/a	n/a	n/a	n/a	n/a
31/07/18	*	£284	£201	£83	£0	£0	£0	n/a	0
31/07/17		£245	£212	£33	£0	£0	£0	n/a	0
31/07/16		£220	£195	£25	£0	£0	£0	n/a	0
31/07/15		£166	£169	£-4	£0	£0	£0	n/a	0
31/07/14		£135	£162	£-27	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 10 years

https://www.henry-procter-choate.fund.cam.ac.

hpcfellowships@admin.cam.ac.uk

01223764661

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training

GiG Classification

Education support services

How it operates

Makes Grants to Individuals

Where it operates

Ireland, Northern Ireland, Scotland, United States,

Who it helps

Other Defined Groups

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

Based on 11/12 persons

PROFESSOR PERICLES LEWIS Appointed: 2022

DEAN RAKESH KHURANA Appointed: 2016

DR ALAN GARBER Appointed: 2024

KIMBERLY GOFF-CREWS Appointed: 2013

LORD SIMON WOOLLEY Appointed: 2023

MARC GOODHEART Appointed: 2013

PROFESSOR PETER SALOVEY Appointed: 2013

TOM FLETCHER CMG Appointed: 2020

DINAH ROSE Appointed: 2020, Other trusteeship: THE COLLEGE OF ST MARY MAGDALEN IN THE UNIVERSITY OF OXFORD,

DR ELISABETH KENDALL Appointed: 2023, Other trusteeship: ALTAJIR TRUST,

HELEN MOUNTFIELD Appointed: 2022, Other trusteeships: WRITERS AND SCHOLARS EDUCATIONAL TRUST, THE PRINCIPAL AND FELLOWS OF MANSFIELD COLLEGE IN THE UNIVERSITY OF OXFORD,

LORD SMITH OF FINSBURY (Chair) Appointed: 2016, Other trusteeships: PEMBROKE COLLEGE CAMBRIDGE MISSION, PEMBROKE COLLEGE SETTLEMENT,

Legal constitution

Charity registered in England & Wales on 31/01/2014, number: 1155582

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

9 returns made; AR19: 886 days late, AR18: 1252 days late,

Main office

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

Objectives

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.

Data Sources