Finance Score: -4

Governance Score: 6

Support Score: 0

Spending falling: -1
Volatile income: -3

Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 2

THE KING HENRY VIII ENDOWED TRUST, WARWICK

The Trust provides income for the Warwick Anglican Churches, the Warwick Independent Schools Foundation and the inhabitants of the town of Warwick.The Warwick Churches and the Schools Foundation receive set proportions of the Trust's income and the town share is dispensed by applications for grants.Further details can be obtained from the Trust's website.

Analysis by Giving is Great

Positives:

This charity has an endowment fund which generates all of its income
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Financial issues to consider:

Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile recently

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
31/12/22	£1,062	£2,453	£-1,391	£158	£69,652	£0	n/a
31/12/21	£914	£1,832	£-918	£2	£76,670	£0	n/a
31/12/20	£18,089	£10,882	£7,207	£9,164	£68,800	£0	n/a
31/12/19	£9,542	£5,089	£4,453	£3,316	£59,680	£0	n/a
31/12/18	£19,545	£9,902	£9,643	£8,598	£41,977	£0	n/a
31/12/17	£1,182	£1,498	£-316	£0	£33,068	£0	n/a
31/12/16	£1,114	£1,475	£-361	£0	£31,233	£0	n/a
31/12/15	£1,361	£1,661	£-300	£13	£29,308	£0	n/a
31/12/14	£1,368	£1,468	£-100	£13	£28,793	£0	n/a
31/12/13	£1,368	£1,580	£-212	£9	£27,643	£0	n/a
31/12/12	£1,456	£1,460	£-4	£9	£24,090	£0	n/a
31/12/11	£1,464	£1,512	£-48	£9	£24,275	£0	n/a
31/12/10	£1,486	£1,695	£-209	£9	£25,879	£0	n/a
31/12/09	£1,512	£1,628	£-116	£11	£25,139	£0	n/a
31/12/08	£1,757	£1,856	£-100	£10	£24,535	£0	n/a
31/12/07	£1,769	£1,555	£214	£8	£30,833	£0	n/a
31/12/06	£1,646	£1,499	£147	£0	£0	£0	n/a
31/12/05	£1,450	£1,519	£-70	£0	£0	£0	n/a
31/12/04	£1,454	£1,668	£-214	£0	£0	£0	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 3%
Liabilities/Income: 191%
Unrestricted Funds/Total Funds: 0%
Reserves/Spending: 0 months
Net Current Assets/Spending: 10 months
Quick Ratio: 1.9

Asset Split ?

Established: 60 years

www.kinghenryviii.org.uk

jwassall@kinghenryviii.org.uk

01926495533

Charity Commission for England and Wales

Listed activities

Amateur Sport
Arts/Culture/Heritage/Science
Disability
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
Recreation
Religious Activities
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Warwickshire,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
Other Defined Groups
People With Disabilities

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

BERNARDINE MARY ADKINS Appointed: 2023

JOHN FREDERICK EDWARDS Appointed: 2010

KATHRYN ALISON PARR Appointed: 2010

MARK SAMUEL WILTON LEE Appointed: 2024

SIMON LESLEY PARGETER Appointed: 2023

IAN FURLONG Appointed: 2012, Other trusteeship: THE WARWICK & BUDBROOKE CHURCHES COMMUNITY OUTREACH POOL,

MRS MARIE ASHE Appointed: 2012, Other trusteeships: WARWICK SCHOOLS FOUNDATION TRUST, WARWICK INDEPENDENT SCHOOLS FOUNDATION,

REV DAVID ANDREW BROWN Appointed: 2012, Other trusteeships: KAIROS CONNEXION, THE WARWICK & BUDBROOKE CHURCHES COMMUNITY OUTREACH POOL,

STEPHEN GERALD COPLEY Appointed: 2012, Other trusteeship: THE WARWICK & BUDBROOKE CHURCHES COMMUNITY OUTREACH POOL,

SUSAN GRINNELL Appointed: 2017, Other trusteeship: AUSTIN EDWARDS CHARITY,

VIVIENNE MARJORY BOSWORTH Appointed: 2022, Other trusteeships: 2ND WARWICK SEA SCOUT GROUP, THE HEARTH FOUNDATION,

Legal constitution

Charity registered in England & Wales on 28/01/1964, number: 232862

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Investment
Risk management

Filing Record

19 returns made; all on time

Main office

CLERK AND RECEIVER
KING HENRY VIII ENDOWED TRUST
WARWICK
12 HIGH STREET
WARWICK
CV34 4AP

Objectives

INCOME TO BE APPLIED TO THE CHURCH, WARWICK INDEPENDENT SCHOOL FOUNDATION SCHOOL AT WARWICK AND FOR THE BENEFIT OF THE INHABITANTS OF THE TOWN OF WARWICK (FOR DETAILS SEE CLAUSES 25 TO 30 OF SCHEME).

Defined Area of Benefit:

THE OLD BOROUGH OF WARWICK

Data Sources