ESTATE CHARITY OF WILLIAM HATCLIFFE — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 25 February 1964
Removed: Not supplied
Financial period: 1 April 2024 – 31 March 2025
Latest income: £2,647,356
Latest expenditure: £2,292,055
Gift Aid: No
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: St. Margarets Visitor Centre, Brandram Road, Lewisham, London, SE13 5EA

02 Activities

What the charity does

Support and donations to 3 Local Charities

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Cycle Reference: AR25
Reporting Due Date: 31 January 2026
Date Annual Return Received: 11 December 2025
Date Accounts Received: 11 December 2025
Total Gross Income: £2,647,356
Total Gross Expenditure: £2,292,055

Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Cycle Reference: AR24
Reporting Due Date: 31 January 2025
Date Annual Return Received: 17 December 2024
Date Accounts Received: 17 December 2024
Total Gross Income: £2,413,287
Total Gross Expenditure: £2,151,652

Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Cycle Reference: AR23
Reporting Due Date: 31 January 2024
Date Annual Return Received: 4 January 2024
Date Accounts Received: 4 January 2024
Total Gross Income: £2,230,398
Total Gross Expenditure: £1,808,386

Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Cycle Reference: AR22
Reporting Due Date: 31 January 2023
Date Annual Return Received: 26 June 2023
Date Accounts Received: 26 June 2023
Total Gross Income: £1,927,772
Total Gross Expenditure: £1,457,512

Fin Period Start Date: 1 April 2020
Fin Period End Date: 31 March 2021
Ar Cycle Reference: AR21
Reporting Due Date: 31 January 2022
Date Annual Return Received: 16 March 2022
Date Accounts Received: 16 March 2022
Total Gross Income: £1,974,289
Total Gross Expenditure: £1,641,810

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 April 2024
Fin Period End Date: 31 March 2025
Ar Due Date: 31 January 2026
Ar Received Date: 11 December 2025
Total Gross Income: £2,647,356
Total Gross Expenditure: £2,292,055
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
Employees Salary Over 60k: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Due Date: 31 January 2025
Ar Received Date: 17 December 2024
Total Gross Income: £2,413,287
Total Gross Expenditure: £2,151,652
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
Employees Salary Over 60k: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Due Date: 31 January 2024
Ar Received Date: 4 January 2024
Total Gross Income: £2,230,398
Total Gross Expenditure: £1,808,386
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
Employees Salary Over 60k: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Due Date: 31 January 2023
Ar Received Date: 26 June 2023
Total Gross Income: £1,927,772
Total Gross Expenditure: £1,457,512
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 April 2020
Fin Period End Date: 31 March 2021
Ar Due Date: 31 January 2022
Ar Received Date: 16 March 2022
Total Gross Income: £1,974,289
Total Gross Expenditure: £1,641,810
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 Annual Return Partb

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Due Date: 31 January 2026
Ar Received Date: 11 December 2025
Income Donations And Legacies: 0
Income Other Trading Activities: 0
Income Charitable Activities: 0
Income Investments: 2647356
Income Other: 0
Income Total Income And Endowments: 2647356
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £1,617,664
Expenditure Charitable Expenditure: £674,391
Expenditure Other: 0
Expenditure Total: 2292055
Expenditure Investment Management: 479369
Expenditure Grants Institution: 600000
Expenditure Governance: 20710
Expenditure Support Costs: 53681
Expenditure Depreciation: 0
Gain Loss Investment: 900000
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £287,233
Assets Total Fixed: 70605000
Assets Own Use: 0
Assets Long Term Investment: 70605000
Defined Benefit Pension Scheme: 0
Assets Other Assets: £1,310,804
Assets Total Liabilities: £871,957
Assets Current Investment: 0
Assets Total Assets And Liabilities: £71,043,847
Creditors One Year Total Current: 71957
Creditors Falling Due After One Year: 800000
Assets Cash: £1,227,512
Funds Endowment: 69805000
Funds Unrestricted: 1238847
Funds Restricted: 0
Funds Total: 71043847
Count Employees: 0
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Due Date: 31 January 2025
Ar Received Date: 17 December 2024
Income Donations And Legacies: 0
Income Other Trading Activities: 0
Income Charitable Activities: 0
Income Investments: 2413287
Income Other: 0
Income Total Income And Endowments: 2413287
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £1,476,811
Expenditure Charitable Expenditure: £674,841
Expenditure Other: 0
Expenditure Total: 2151652
Expenditure Investment Management: 431402
Expenditure Grants Institution: 600000
Expenditure Governance: 19808
Expenditure Support Costs: 55033
Expenditure Depreciation: 0
Gain Loss Investment: 466319
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £324,678
Assets Total Fixed: 69705000
Assets Own Use: 0
Assets Long Term Investment: 69705000
Defined Benefit Pension Scheme: 0
Assets Other Assets: £984,513
Assets Total Liabilities: £900,967
Assets Current Investment: 0
Assets Total Assets And Liabilities: £69,788,546
Creditors One Year Total Current: 100967
Creditors Falling Due After One Year: 800000
Assets Cash: £897,488
Funds Endowment: 68905000
Funds Unrestricted: 883546
Funds Restricted: 0
Funds Total: 69788546
Count Employees: 0
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Due Date: 31 January 2024
Ar Received Date: 4 January 2024
Income Donations And Legacies: 4600
Income Other Trading Activities: 0
Income Charitable Activities: 0
Income Investments: 2225798
Income Other: 0
Income Total Income And Endowments: 2230398
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £1,222,169
Expenditure Charitable Expenditure: £586,217
Expenditure Other: 0
Expenditure Total: 1808386
Expenditure Investment Management: 400637
Expenditure Grants Institution: 500000
Expenditure Governance: 26458
Expenditure Support Costs: 59759
Expenditure Depreciation: 0
Gain Loss Investment: 3957832
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £251,724
Assets Total Fixed: 69210000
Assets Own Use: 0
Assets Long Term Investment: 69210000
Defined Benefit Pension Scheme: 0
Assets Other Assets: £753,007
Assets Total Liabilities: £902,415
Assets Current Investment: 0
Assets Total Assets And Liabilities: £69,060,592
Creditors One Year Total Current: 102415
Creditors Falling Due After One Year: 800000
Assets Cash: £662,117
Funds Endowment: 68410000
Funds Unrestricted: 650592
Funds Restricted: 0
Funds Total: 69060592
Count Employees: 0
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Due Date: 31 January 2023
Ar Received Date: 26 June 2023
Income Donations And Legacies: 0
Income Other Trading Activities: 0
Income Charitable Activities: 0
Income Investments: 1927772
Income Other: 0
Income Total Income And Endowments: 1927772
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £907,569
Expenditure Charitable Expenditure: £549,943
Expenditure Other: 0
Expenditure Total: 1457512
Expenditure Investment Management: 353800
Expenditure Grants Institution: 500000
Expenditure Governance: 22899
Expenditure Support Costs: 27044
Expenditure Depreciation: 0
Gain Loss Investment: 2598992
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £0
Assets Total Fixed: 65137000
Assets Own Use: 0
Assets Long Term Investment: 65137000
Defined Benefit Pension Scheme: 0
Assets Other Assets: £567,673
Assets Total Liabilities: £942,897
Assets Current Investment: 0
Assets Total Assets And Liabilities: £64,761,776
Creditors One Year Total Current: 150897
Creditors Falling Due After One Year: 792000
Assets Cash: £506,811
Funds Endowment: 65137000
Funds Unrestricted: -375224
Funds Restricted: 0
Funds Total: 64761776
Count Employees: 0
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 April 2020
Fin Period End Date: 31 March 2021
Ar Due Date: 31 January 2022
Ar Received Date: 16 March 2022
Income Donations And Legacies: 0
Income Other Trading Activities: 0
Income Charitable Activities: 0
Income Investments: 1974289
Income Other: 0
Income Total Income And Endowments: 1974289
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £1,108,416
Expenditure Charitable Expenditure: £533,394
Expenditure Other: 0
Expenditure Total: 1641810
Expenditure Investment Management: 331433
Expenditure Grants Institution: 500000
Expenditure Governance: 33394
Expenditure Support Costs: 33394
Expenditure Depreciation: 0
Gain Loss Investment: 841392
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £61,655,102
Assets Total Fixed: 61595000
Assets Own Use: 0
Assets Long Term Investment: 61595000
Defined Benefit Pension Scheme: 0
Assets Other Assets: £412,669
Assets Total Liabilities: £352,567
Assets Current Investment: 260120
Assets Total Assets And Liabilities: £61,655,102
Creditors One Year Total Current: 352567
Creditors Falling Due After One Year: 0
Assets Cash: £152,549
Funds Endowment: 0
Funds Unrestricted: 61655102
Funds Restricted: 0
Funds Total: 61655102
Count Employees: 0
Charity Only Accounts: Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Lewisham
Parent Geographic Area Type: Metropolitan Counties
Parent Geographic Area Description: Greater London
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Greenwich
Parent Geographic Area Type: Metropolitan Counties
Parent Geographic Area Description: Greater London
Welsh Ind: No

07 Official extract

Charity Classification

Classification Code: 302
Classification Type: How
Classification Description: Makes Grants To Organisations

Classification Code: 205
Classification Type: Who
Classification Description: Other Charities Or Voluntary Bodies

Classification Code: 105
Classification Type: What
Classification Description: The Prevention Or Relief Of Poverty

08 Official extract

Charity Event History

Charity Name: ESTATE CHARITY OF WILLIAM HATCLIFFE
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1964-02-25T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description: SCHEME OF THE CHARITY COMMISSION SEALED 12/11/1897
Charitable Objects: ONE HALF OF THE NET YEARLY INCOME TO THE TRUSTEES OF THE GREENWICH CHARITY ONE QUARTER OF THE NET YEARLY INCOME TO THE TRUSTEES OF THE LEE CHARITY ONE QUARTER OF THE NET YEARLY INCOME TO THE TRUSTEES OF THE LEWISHAM CHARITY
Area Of Benefit: ANCIENT PARISHES OF GREENWICH LEE AND LEWISHAM

10 Official extract

Charity Policy

Policy Name: Risk management

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Conflicting interests

Policy Name: Serious incident reporting policy and procedures

Policy Name: Financial reserves policy and procedures