CHAPMAN CHARITABLE TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Trust
Registered: 26 March 1964
Removed: Not supplied
Financial period: 6 April 2024 – 5 April 2025
Latest income: £443,213
Latest expenditure: £512,671
Gift Aid: Yes
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: RPGCC, 40 Gracechurch Street, London, EC3V 0BT

Website recorded by the regulator: www.chapmancharitabletrust.org.uk (displayed as text)

02 Activities

What the charity does

We make grants primarily to culture and heritage; nature conservation; and activity, health and wellbeing (including research). We mainly support national charities, but also local charities if their beneficiaries or activities are located in North Wales, London or South East England (specifically Hertfordshire, Cambridgeshire, Essex, Kent, East Sussex, West Sussex, Surrey and Hampshire).

03 Official extract

Charity Annual Return History

Fin Period Start Date: 6 April 2024
Fin Period End Date: 5 April 2025
Ar Cycle Reference: AR25
Reporting Due Date: 5 February 2026
Date Annual Return Received: 13 January 2026
Date Accounts Received: 13 January 2026
Total Gross Income: £443,213
Total Gross Expenditure: £512,671

Fin Period Start Date: 6 April 2023
Fin Period End Date: 5 April 2024
Ar Cycle Reference: AR24
Reporting Due Date: 5 February 2025
Date Annual Return Received: 27 September 2024
Date Accounts Received: 27 September 2024
Total Gross Income: £475,644
Total Gross Expenditure: £502,082

Fin Period Start Date: 6 April 2022
Fin Period End Date: 5 April 2023
Ar Cycle Reference: AR23
Reporting Due Date: 5 February 2024
Date Annual Return Received: 11 October 2023
Date Accounts Received: 11 October 2023
Total Gross Income: £2,342,975
Total Gross Expenditure: £403,315

Fin Period Start Date: 6 April 2021
Fin Period End Date: 5 April 2022
Ar Cycle Reference: AR22
Reporting Due Date: 5 February 2023
Date Annual Return Received: 12 October 2022
Date Accounts Received: 12 October 2022
Total Gross Income: £2,180,759
Total Gross Expenditure: £330,449

Fin Period Start Date: 6 April 2020
Fin Period End Date: 5 April 2021
Ar Cycle Reference: AR21
Reporting Due Date: 5 February 2022
Date Annual Return Received: 15 October 2021
Date Accounts Received: 15 October 2021
Total Gross Income: £265,309
Total Gross Expenditure: £286,629

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: 6 April 2024
Fin Period End Date: 5 April 2025
Ar Due Date: 5 February 2026
Ar Received Date: 13 January 2026
Total Gross Income: £443,213
Total Gross Expenditure: £512,671
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
Count Volunteers: 2

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 6 April 2023
Fin Period End Date: 5 April 2024
Ar Due Date: 5 February 2025
Ar Received Date: 27 September 2024
Total Gross Income: £475,644
Total Gross Expenditure: £502,082
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
Count Volunteers: 2

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 6 April 2022
Fin Period End Date: 5 April 2023
Ar Due Date: 5 February 2024
Ar Received Date: 11 October 2023
Total Gross Income: £2,342,975
Total Gross Expenditure: £403,315
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
Count Volunteers: 2

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 6 April 2021
Fin Period End Date: 5 April 2022
Ar Due Date: 5 February 2023
Ar Received Date: 12 October 2022
Total Gross Income: £2,180,759
Total Gross Expenditure: £330,449
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: 3

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 6 April 2020
Fin Period End Date: 5 April 2021
Ar Due Date: 5 February 2022
Ar Received Date: 15 October 2021
Total Gross Income: £265,309
Total Gross Expenditure: £286,629
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: 3

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 6 April 2022
Fin Period End Date: 5 April 2023
Ar Due Date: 5 February 2024
Ar Received Date: 11 October 2023
Income Donations And Legacies: 1964800
Income Other Trading Activities: 0
Income Charitable Activities: 0
Income Investments: 377815
Income Other: 360
Income Total Income And Endowments: 2342975
Income Legacies: 1964800
Income Endowments: 0
Expenditure Raising Funds: £33,781
Expenditure Charitable Expenditure: £369,534
Expenditure Other: 0
Expenditure Total: 403315
Expenditure Investment Management: 33781
Expenditure Grants Institution: 366000
Expenditure Governance: 3534
Expenditure Support Costs: 37315
Expenditure Depreciation: 0
Gain Loss Investment: -476542
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £11,915,623
Assets Total Fixed: 9939590
Assets Own Use: 0
Assets Long Term Investment: 9939590
Defined Benefit Pension Scheme: 0
Assets Other Assets: £1,986,483
Assets Total Liabilities: £10,450
Assets Current Investment: 0
Assets Total Assets And Liabilities: £11,915,623
Creditors One Year Total Current: 10450
Creditors Falling Due After One Year: 0
Assets Cash: £18,682
Funds Endowment: 0
Funds Unrestricted: 11915623
Funds Restricted: 0
Funds Total: 11915623
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: 6 April 2021
Fin Period End Date: 5 April 2022
Ar Due Date: 5 February 2023
Ar Received Date: 12 October 2022
Income Donations And Legacies: 1881000
Income Other Trading Activities: 0
Income Charitable Activities: 0
Income Investments: 299659
Income Other: 100
Income Total Income And Endowments: 2180759
Income Legacies: 1881000
Income Endowments: 0
Expenditure Raising Funds: £27,164
Expenditure Charitable Expenditure: £303,285
Expenditure Other: 0
Expenditure Total: 330449
Expenditure Investment Management: 27164
Expenditure Grants Institution: 300000
Expenditure Governance: 3285
Expenditure Support Costs: 30449
Expenditure Depreciation: 0
Gain Loss Investment: 411147
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £10,452,505
Assets Total Fixed: 8567668
Assets Own Use: 0
Assets Long Term Investment: 8567668
Defined Benefit Pension Scheme: 0
Assets Other Assets: £1,901,943
Assets Total Liabilities: £17,106
Assets Current Investment: 0
Assets Total Assets And Liabilities: £10,452,505
Creditors One Year Total Current: 17106
Creditors Falling Due After One Year: 0
Assets Cash: £20,943
Funds Endowment: 0
Funds Unrestricted: 10452505
Funds Restricted: 0
Funds Total: 10452505
Count Employees: 0
Charity Only Accounts: Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type: Region
Geographic Area Description: Throughout England And Wales
Welsh Ind: No

07 Official extract

Charity Classification

Classification Code: 203
Classification Type: Who
Classification Description: People With Disabilities

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

Classification Code: 101
Classification Type: What
Classification Description: General Charitable Purposes

Classification Code: 112
Classification Type: What
Classification Description: Environment/conservation/heritage

Classification Code: 104
Classification Type: What
Classification Description: Disability

Classification Code: 201
Classification Type: Who
Classification Description: Children/young People

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

Classification Code: 202
Classification Type: Who
Classification Description: Elderly/old People

Classification Code: 103
Classification Type: What
Classification Description: The Advancement Of Health Or Saving Of Lives

Classification Code: 109
Classification Type: What
Classification Description: Arts/culture/heritage/science

Classification Code: 102
Classification Type: What
Classification Description: Education/training

08 Official extract

Charity Event History

Charity Name: CHAPMAN CHARITABLE TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1964-03-26T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description: DEED DATED 30 OCTOBER 1963
Charitable Objects: ANY CHARITABLE PURPOSE AT THE DISCRETION OF THE TRUSTEES.
Area Of Benefit: NATIONAL

10 Official extract

Charity Policy

Policy Name: Internal risk management policy and procedures

Policy Name: Conflicting interests

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Risk management

Policy Name: Investing charity funds policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Investment