Finance Score: -3

Governance Score: 3

Support Score: 0

Accounts filed more than 5 days late: -3 times
Strong growth: +2
Deficit latest year: -2
No PartB

Gender balanced board: +3

No supporters identified

Overall GiG Score: 0

THE LEE CHARITY OF WILLIAM HATCLIFFE

The payment of Grants to individuals and registered charities for the relief of persons resident in the London Borough of Lewisham who are in need, hardship or distress.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender

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 3 occasions over the last 5 years and the current period appears to have been extended
There has been a change of accounting period recently, so trends may be hard to determine
Income was significantly lower than spending in the latest year

Financial Data ?

Income & Spending ?

N.B. data has been adjusted to reflect year end change

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
31/03/23		£77	£123	£-46	n/a	n/a	n/a	n/a	n/a
31/03/22?		£123	£65	£58	n/a	n/a	n/a	n/a	n/a
31/12/20	*	£80	£43	£37	n/a	n/a	n/a	n/a	n/a
31/12/19	*	£76	£21	£55	n/a	n/a	n/a	n/a	n/a
31/12/18	*	£60	£32	£28	£0	£0	£0	n/a	0
31/12/17		£60	£36	£24	£0	£0	£0	n/a	0
31/12/16		£60	£33	£27	£0	£0	£0	n/a	0
31/12/15		£60	£42	£18	£0	£0	£0	n/a	0
31/12/14	*	£70	£44	£26	£0	£0	£0	n/a	0
31/12/13	*	£50	£41	£9	£0	£0	£0	n/a	0
31/12/12		£51	£83	£-32	£0	£0	£0	n/a	0
31/12/11		£31	£63	£-32	£0	£0	£0	n/a	0
31/12/10		£31	£71	£-41	£0	£0	£0	n/a	0
31/12/09		£53	£143	£-91	£0	£0	£0	n/a	0
31/12/08		£55	£77	£-22	£0	£0	£0	n/a	0
31/12/07		£110	£45	£65	£0	£0	£0	n/a	0
31/12/06		£70	£126	£-56	£0	£0	£0	n/a	0
31/12/05		£49	£17	£32	£0	£0	£0	n/a	0
31/12/04		£32	£3	£29	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 62 years

clerk@lee-hatcliffe.co.uk

07525456746

Charity Commission for England and Wales

Listed activities

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

Lewisham,

Who it helps

Other Charities Or Voluntary Bodies
The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (7)

Gender Split

Based on 6/7 persons

ANIRUDHYA NEELADRI DAKSHY Appointed: 2024, Other trusteeship: ESTATE CHARITY OF WILLIAM HATCLIFFE,

DOREEN DOROTHY BROOKER

KATHRYN CHARLOTTE DONNELLY, Other trusteeships: BOONES EDUCATIONAL FOUNDATION, THE LEE EDUCATION CHARITY OF WILLIAM HATCLIFFE,

ROGER CHRISTOPHER THOMAS (Chair), Other trusteeships: THE HELEN WILLIAMS LEE CHARITY, BOONES EDUCATIONAL FOUNDATION, THE LEE EDUCATION CHARITY OF WILLIAM HATCLIFFE,

REV DANIEL WALKER Appointed: 2023, Other trusteeships: THE LEE EDUCATION CHARITY OF WILLIAM HATCLIFFE, THE PAROCHIAL CHURCH COUNCIL OF THE ECCESIASTICAL PARISH OF ST MARGARET OF ANTIOCH, LEE,

RICHARD CLOUGH Appointed: 2021, Other trusteeships: ESTATE CHARITY OF WILLIAM HATCLIFFE, BOONES EDUCATIONAL FOUNDATION, THE LEE EDUCATION CHARITY OF WILLIAM HATCLIFFE,

WINIFRED DORIS KIRKMAN Appointed: 2012, Other trusteeships: THE HELEN WILLIAMS LEE CHARITY, THE LEE EDUCATION CHARITY OF WILLIAM HATCLIFFE,

Legal constitution

Charity registered in England & Wales on 22/09/1962, number: 208053

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

19 returns made; AR20: 6 days late, AR19: 272 days late, AR18: 88 days late, AR14: 64 days late, AR13: 122 days late,

Main office

St. Margaret's Visitors Centre
2 Brandram Road
Lewisham
London
SE13 5EA

Objectives

(1) THE OBJECT OF THE CHARITY IS THE RELIEF OF PERSONS RESIDENT IN THE AREA OF BENEFIT WHO ARE IN NEED, HARDSHIP OR DISTRESS.(2) THE TRUSTEES MAY RELIEVE PERSONS IN NEED BY:(A) MAKING GRANTS OF MONEY TO THEM; OR(B) PROVIDING OR PAYING FOR GOODS, SERVICES OR FACILITIES FOR THEM; OR(C) MAKING GRANTS OF MONEY TO OTHER PERSONS OR BODIES WHO PROVIDE GOODS, SERVICES OR FACILITIES TO THOSE IN NEED.(3) IN EXCEPTIONAL CASES THE TRUSTEES MAY DECIDE TO ASSIST SOMEONE (WHO IS OTHERWISE QUALIFIED) WHO IS:(A) RESIDENT OUTSIDE THE AREA OF BENEFIT; OR (B) ONLY TEMPORARILY RESIDENT IN THE AREA OF BENEFIT.(4) IF AND IN SO FAR AS THE INCOME OF THE CHARITY CANNOT BE APPLIED TOWARDS THE OBJECT ABOVE IT MAY BE APPLIED FOR OTHER CHARITABLE PURPOSES FOR THE BENEFIT OF PERSONS RESIDENT IN THE AREA OF BENEFIT.

Defined Area of Benefit:

LONDON BOROUGH OF LEWISHAM WITH A PREFERENCE FOR THE ANCIENT PARISH OF LEE.

Data Sources