THE LEE CHARrrY OF WILUAM HATCLIFFE Regl$tered Charity Number 208053 REPORT AND ACCOUNTS FOR THE YEAR ENDED 31 MARCH 2025
THE LEE CHARrrY OF WILUAM HATCUFFE CONTENTS Page 1. 2. 3 & 4 Report of the Trustees Independent Examiner's Report Statement of Financial Activities Balance Sheet 8&9 Notes lo the Accounts
THE LEE CHARITY OF WILLIAM HATCLIFFE LEGAL AND ADMINISTRATIVE INFORMATION TRUSTEES Mrs D Bmker Mrs K C Donnelly Mrs W D Kirth7an The Rev'd Manuela Schmu¢ Mr R C Thomas Mr R W B Clough Mr A N D8kshy CLERK Mr P GrarKJer CHARrrY NLIMBER 208053 PRINCIPAL ADDRESS Sl Marg8rel's WisitOTS Centre 2 Brandram R08d Lewisham London SE13 SEA BANKERS CAF Bank liwnited 2S Kings Hill Avenue Kings Hill Kent ME19 4JQ INDEPENDENT EXAMINER hA P H Jones FCA Wall8ee Crooke Chartered Accountants Colge House Sl Leonards Close Bridgnorth Shropshire WV16 4EJ
THE LEE CHARrrY OF WILLIAM HATCLIFFE REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2025 The Trustees present the report and accounts for the year ended 31 Marth 2025. The TTUStees have adopted the provisions of Accounllng and Reportlng by Charibes.. Statement of Recommended PraCte applicable lo charities preparing their accounts in aecordancg with thè Financial Reporting Standard applicable in thè UK and Rèpublic of Ireland IFRS 1021 (effective 1 January 20191 Structures governanc8 and manag8mgnt Goveming Document Alhough founded in 1622, the Charity is cuffentfy govemed by a Scheme made by order of the Charity Commission dated 20th June 2005, and further amended by a Schem8 dated 20th June 2025 which amended it5 govemanc8 to P8m)Ét a widar ar8a of bènefit for Ihe application of the Charitys ftjnds and which enabled it to co-operate with olher charities in the Lewisham area better to delwer ils charitable objects There is no need for the charity to engage in fundraising as il derbves income from the Estate Charty of William Halcliffe. The Trustees are required to pass 40% of the funds to The Lee Education Charity of William Hatcliffe. The Estate Charity has advised that it expects lo be able to maintain ils distribuflon to the Charity al the current level for the foreseeable future. The Trustees are appointed for terms of four years, other than the Rector for the time being of St. Mafgaret of Antioch, Lee. who is an ex-officio Govemor for ihe pgri(xJ of holding such off8. Th8 Truste8s me8t monthly. except in August. Those who setved during the year were.. The Reverend Manuela Schmucki {appointed 16110r24} Mrs. D Brooker Mrs. W D Kirkman Mrs. K C Donnelly Mr. RWB Clough Mr. RC Thomas Mr. A N Dakshy Under the direction of the Trustees, the Charity engages independent consultants to provide adminiqtrative services. promote the charity. and liaise with Prospective and successfL51 grant applicants. The charity embrace5 all asp of the Equality Act 2010. Objècts and activitlgs The Charity is grant-making with the objective of relief of persons resident in the London Borough of Lewisham Iwilh preference lo those living in the Ancient Parish of Lee) who are in need, hardship or distress wilhoul regard lo their age, sex, ethnic background or rel10n either dlreclly to individuals or to registered charities working irs the fiekl.
THE LEE CHARITY OF WILLIAM HATCLIFFE REPORT OF THE TRUSTEES Icontinu•dl FOR ThE YEAR ENDED 31 hlARCH 21L25 The Trustees confimi that they have given carefvl consideration to the Charity Commission's general guidance on public benefft when reviewing objectives and planning activities Public benefrt statement The Trustsgs ¢0m1 that thèy comply wilh ther duty to have dug regard to Ihè Charity C(Mnmission's publlc benefit guidance. The Lee Charity of William Hatclrffe tsrgels funding for the relief of povety and lo tackle social and health inequalities. 11 Makes grants lo support the work of charities and community gmups that work with people affected by economic disadvantage and for individuals who are in need. hardship. or distress. The charity awards grants based on published criteria and through a thoughfful and fair assessment of the needs and aspirations of the appllcants. A monitoring process ensures that public benefit is derived from each grant award. Risk management The Trustses have assassgd the major risks lo which the charity is exposed and are satisfied that the systems are in Pla to mitigate exposu to Ihe major risks. Inlemal financial risks are minimi5ed by the implementation of procedures for the authorisalion of all transactions. The Trustees have agreed it prudent to tsmper the Charity's18vel of grants 8wardgd so that rèseNes are rnaintained al a minimum lev81 of £30,000 as a safeguard against possible future eventualities. A¢hl•v•ments and perfomiance Procass8s and systoms We have continued to strengthen our pro¢esses and procedures to ensure the charity operates efficiently and is well equipped to support people experiencin9 genuine povety. OUT Sathforce CRM datsbase has been enhanced with new filters to more clearly track and categorise the status of each application from initial submission through lo grant complelion-and to generate more detailed stalislical insights. This helps minimise delays in processing applications and ensures Ihat people in poverty receivo support as oulckly as possible. Grants guidelinès We have revised our grant guidelines on the website to provide Clearer. mcfe accessible information about available funding and the application pyocess. These improvements help ensure applicants fully understand the opportunities, the eligibility crilgria, grant conditions and the st9ps involved before starting their online application. The Trustees also wish lo record their thanks to Richard Crowe of Creative Wire Design. who Continues to provide website updates beyond the standard hosting lee. His contribution supports the rèfinèment of our criteria and processes and is duly acknowledged as a valuable b8nefil in kind. Partnership with Emmaus Our partnership with Emmaus {emmaus.org.uklGreenwich), has continued to strengthen. Emmaus is our principal supplier for the household items Imostly brand new or nearly n8wI funded through our grants. Once the chartty board approves a grant and the recipient accepts the grant temis, Emmaus work directly with the client to agree on the specific items required and to arrange delivery. Their scheme also allows clients to view available items in the warehouse. Emmaus additionally oversee the installation of items such as washing machines and electric ovens.
THE LEE CHARITY OF WILLIAM HATCLIFFE REPORT OF THE TRUSTEES (continued) FOR THE YEAR ENDED 31 IAARCH 2025 This collaboration is evomng to the mutual satisfaction of both organisations and has received positive feedback from grantees. It conunues lo develop in ways that strengthen oversight and maximise impact. Through these comblned efforts, we Can achieve more meaningful and sustainable OLrtcomes for the communitiès we sèrv8. Lewlsharn FundeT Network The charity is also part of the Lewisham Funders Neiwork, which is a cross-sector forum opgn lo any funder operating in the tK)rough. It aims to provide a Spa for fltnders and investors to.. Share intelligen¢e and knowledge about local issues Find OLtt about other funders. programmes and Current a(aivities Explore ways to align funding and target investment mor8 effèctivè Seek opportunities lo collaborate with others {e.g. shared fvndmig initiativ8s) Share effective fundinglgranl-rnaking practice Grant applleations The Trustees meet monthly to consider grant applirAlions and to manage the Charivs business. They also occasionally consider urgent grant applications arising beeen the meetings. Grant ApplicatK>ns 8re also invited from all registered charities in the London Borough of Lewisham ergaged in the relief of need for grants to assist in any aspects of their work. The charity Teceived regular applications for individuals sponsored by.. Communtty Connections Lewsham Ipart of Ageuk Lewisham & Southwarkl Stxrth East London Community Energy ISELCEI Citizens Advice Lewisham ICAL) 999 Club Refuge South London and Maudsley {SL8M) Good Sh8ph8rd Church Primary Care Mental Health Trust {PCMHT} IMAGO Across our priorlty areas, the charity has supported 7 groups and 54 indivhluals from a wide range of applicants and initiativos, such 8$: Refijgees. asylum seekers and vulnerable migrants individuals who. after personal difficulties or homelessness, are looking for a new start in life Older people Activities for autistic children Activities for adults living with multiple learning disabilitie5 Activities for women affected by mgnlal health drfficulties Foodbank YoLtng carers Ex•risoners into work wlh vocational training.
THE LEE CHARITY OF WILLIAM HATCLIFFE REPORT OF THE TrUSTEES {continued) FOR THE YEAR ENDED 31 MARCH 2025 Durrng th¢ year Grants totalling £27.46312024 £24.958) were awanled to 54 {2024- 51) individuals meeting a wide range of n8eds. Grants totalling £41.190 {2024- £62,926) were awarded to 712024-151 groups to support a variety of services that they provide lo Lewisham residents in need of help. Of this a grant of£8,78512024- £13.8371 was made lo tho Sherifts and Recorders Fund towards supportirhg 124 ex-offenders. Flnan¢lal Ravlew Ras•r¥os Policy The Estate Charty of William Hatcliffe has approved a distribution of £150.000 during the financial year 2025-26. ofwhich £60.000 will be reqtjired lo be passed on to The Lee Education Charity of William Halclifle. leaviro a net income of £90.000. It is the policy ofthe Trustees that unreslfictsd fur5 that have not been destgnaled for specific usg should be maintained at a level which will ensure that. in the event of a significant drop in income. they will be able to continue the charity's current activities for a period of at least one year while consvjeration is given to ways in which additional funds may be raised. 8 of 31 March 202S, the free reserves held are £216.568 (2024.. £ 204.660). All the Charity's funds are unrestricted and held for the furtherance of Ils objectlves. As the economic downlum and adverse cost of Iwing climate continu8 to ¢ausg financtal hardship for many people. the Trustees will endeavour lo meet the challenge by regulating the total amount awarded lo successful applicants and to help as many suitable applicants as possible in some way but control the oufflow of funds from resorves. On behalf of the Board of Trustees Trustee Dale: 15th October 2025
INDEPENDENT EK4MINER'S REPORT TO THE TRUSTEES OF THE LEE CHARITY OF MLLIAM HATCLIFFE I report on accounts of the charlty for the year ended 31¥t March 2025. whlch are attached. Respective responsibilities of Governors and Examlner As the Charity's Govemors you are responsible for the preparatM)n of the accounts-, you consider that the audit requirement of section 144121 of the Chariles Act 2011{the Act) does not apply. It is my responsibility to state. on the basis of procedures specified in the General Directions given by the Charity Commissioners under Section 14515llbl of the Act. whether parlicular matter5 have come to my attention. Basls of Indop&ndant Examlnerfs Raport My examination was carried out in accordance with the General Diwtions gtV8n by the Charity Commissioners. An examination includes a review of the accounling records kept by the Charity and a comparison of the accounts presented with those records. It also indudes consideration of any unustjal items or disclosures in the accounts and seeking explanations from you as trustees concgming any such matters. The procedures undertaken do not provide all the eviden that would be required in an audit and, consequently I do not express an audit opinion on the view given in the accounts. Ind8p•ndent Exarninerfs Statement In connection with my examination. no matter has to come to my attention {al Which gives me reasonable cause to belleve that in any materlal respect the requlrements: To keep accounting records in accordance with Section 130 of the 2011 Ad. To prepare accounts which accord with the accounting records and to comply with the accounting requirements under the 2011 ch8ri1188 a¢t have not been mel,. or {bl To which. in my opinion, attention should be drawn in order to enable a proper undetstsnding ofthe accounts to be reached. MPHJ Wallace rooke ChartPFed Accountants College House Sl Leonards Close Bridgnorth Shropshire WV16 4EJ Dale.. 15th Oclob9t 2025
THE LEE CHARITY OF WILLIAM HATCLIFFE STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31 MARCH 202S 2025 Unre$tri¢t¢d Funds 2024 Untestrld#d Funds In¢omlng R¢$ourees Income from the Estate Charity of William Hatcliffe Income from Lewisham Parochlal and Age UK 150,000 150,000 2,080 Less.. 400/4 to Lee Edu¢ation Charity of William Hatcliffe (Under Charity Commission Governance Order dated 20106120051 60,000 90,000 60.000 92.080 GTOSS Interest on Depostt Ac¢ounts Donation 4.311 20 3,1X14 Total Incoming Resources 94,341 95.084 Resources Expended Charitable Expenditure.. Grants to Indmduals Grants to Groups Registered Charities Consultants Costs Adrnlni3tration Expenses Examinerfs Fee 27,463 41,190 11,376 1,919 24,958 76.763 12.752 7.254 534 Total Resources Expended 82,434 Nel Incoming Resources 11,908 (27.177) Funds Balance al 1 April 2024 204.660 231,837 Funds Balance at 31 March 2025 216 568 The notes on page 7 & 8 fom) part ofthesè accounts
THE LEE CHARrri OF WILLIAM HATCLIFFE BALANCE SHEET FOR THE YEAR ENDED 31 MARCH 2025 2025 2024 Notes CURRENT ASSErs Co-operallve Bank Communlty Dlrectplus Account CAF Cash Account 24.422 8.269 177,194 209,885 4.817 CAF Gol¢J Account 219.7fj0 CREDffORS Amounts falling due within one year 3.192 5,225 TOTAL ASSETS LESS CURRENT LIABILMES 216.S68 204.660 FUNDS Unrestricted Funds 216.568 204,660 216.568 The notes on page 7 & 8 form part of these accounts The accounts were approveil by the Tnjstees on 15 October 2025 Phllippe Granger Mr P GrarvJer- Clerk Trustee
THE LEE CHARITY OF WILLIAM HATCLIFFE NOTES TO THE ACCOUNTS FOR THE YEAR ENDED 31 MARCH 2025 1. Aceountlng Poll¢le8 1.1 Basis of preparation The financial statements of the charity, which is 3 public benefit entity under FRS102. have been pr8parÈd in accordance with the Charities SORP IFRS 1021'Accounling and Reporting by Charitiès- statement of recommended practi applicable to chities preparing their accounts in accordance with the Financial Reporting Stsndard applicable in the UK and Republic of Ireland IFRS 1021 leffeclive 1 January 20191.. Financial Reporting Slandard 102'The Financial Reportlng St8n¢Yard applicable in the UK and Republic of Ireland, and the Charities Act 2011. The financial stateffients have been prepared under the historical cost ¢(ventIOn. 1.2 Incoming resoureos Al irwme is recogriised in the Statement of Financial Activities On the charity has enlitlement to the funds, voILtary income and donations are accounted for as r8cèiv8d by the Charity. 1.3 Re$our¢•$ Vxpended Liabilities are Tecognised as expenditure as soon as there is a 931 or construcllve obligation committing the charity to that expenditure, it is probable that a Iransler of economic benefits will be required in settlement and the amount of the obligation can be measured reliably. Expenditure 1$ accounted for on an accruals basis and has been classified under headings that aggrege all cost related to the category. Wher8 Costs cannot bè direetly attributed to particular headings. they have all b8en allOted to activities on a b8sis consistent wth the use of resources. 1.4 Taxation The tharity is exempt from tax on its charitable activities. 1.5 Fund A¢¢ountlng Unrestricted funds can be used in accordance wilh th8 charitable ot¥g¢tives at th8 dtscretion of the trustees. Designated fiJnd5 are amount5 which have been set aside at the discretn of the Trustees for a specific, bul not legally binding. purpose. Restricted funds can only be used for particular restricted purposes within the objects of the chthty. Reslriclions arise when specffied by the donor or when funds are raised for partlcular restricted purposes. 2. Trustees Remuneration and Benefits None of thè Trusteès lor any pèrson or Ofganisation conn8cled with them}, received remuneration or any other benefts for the year ended 31 March 2025. nor for the year ended 31 March 2024.
THE LEE CHARITY OF WILLIAM HATCLIFFE NOTES TO THE ACCOUNTS (Continued) FOR THE YEAR ENDED 31 MARCH 2025 3. Credltors: Amounts falling due within one year 2025 2024 40% contribtjt1 lo the Lee Education Charity of William Hatcliffe Grants to Regd Charities. Groups and Indlvkluals Administration Expanses Examiner's Fee 2.706 4.691 534 5.225 4. Movem¢nt In Funds 2025 2024 Vnre5tricted Fund$ Opening Balan Incoming Resources Resources Expended 204,660 94.341 {82,4331 231.837 95,084 {122,261) Closlng Balanco 216.568 204.660 Total Funds 216.568 204.660