CHARTERED ACCOUNTANTS' LIVERY CHARITY

Charity Number: 327681
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

General Charitable Purposes

Income and expenditure

Data for financial year ending 30 September 2024

Total income: £237,386
Total expenditure: £218,435

People

7 Trustee(s)

15 Volunteer(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • General Charitable Purposes
  • Education/training
  • The Prevention Or Relief Of Poverty
Who the charity helps:
  • Children/young People
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 25 February 1988: Standard registration
Organisation type:
Trust
Other names:
  • CALC (Working name)
  • WORSHIPFUL COMPANY OF CHARTERED ACCOUNTANTS IN ENGLAND AND WALES GENERAL CHARITABLE TRUST FUND (Previous name)
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints handling
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Risk management
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Land and property:
This charity does not own and/or lease land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

7 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
BEVERLEY TURNER Chair 25 October 2023
THE GRG GENERAL RELIEF FUND
Received: On time
GUILD OF DRAMA ADJUDICATORS
Received: On time
Jonathan Grosvenor Trustee 07 October 2024
None on record
Peter Lewis Jenkins Trustee 25 October 2023
None on record
DAVID VICTOR MATTHEWS Trustee 25 October 2023
TRELOAR TRUST
Received: On time
CUMBERLAND LODGE
Received: On time
Sally Ann O'Neill Trustee 25 October 2023
None on record
DAVID CHARLES WATSON Trustee 11 October 2022
THE GORDON ROBINSON MEMORIAL TRUST
Received: On time
SUSAN FIELD Trustee 11 October 2022
None on record

Financial history

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Financial period end date

Income / Expenditure 30/09/2020 30/09/2021 30/09/2022 30/09/2023 30/09/2024
Total gross income £230.66k £219.90k £235.93k £221.10k £237.39k
Total expenditure £306.95k £282.08k £214.34k £200.46k £218.44k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 30 September 2024 19 May 2025 On Time
Accounts and TAR 30 September 2024 19 May 2025 On Time Download Open in new window
Annual return 30 September 2023 13 April 2024 On Time
Accounts and TAR 30 September 2023 13 April 2024 On Time Download Open in new window
Annual return 30 September 2022 08 April 2023 On Time
Accounts and TAR 30 September 2022 08 April 2023 On Time Download Open in new window
Annual return 30 September 2021 27 June 2022 On Time
Accounts and TAR 30 September 2021 27 June 2022 On Time Download Open in new window
Annual return 30 September 2020 29 April 2021 On Time
Accounts and TAR 30 September 2020 29 April 2021 On Time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

TRUST DEED DATED 14/01/1988 AS AMENDED ON 15/04/2015

Charitable objects

(1) RELIEF OF POVERTY THROUGHOUT THE WORLD. (2) THE ADVANCEMENT OF EDUCATION THROUGHOUT THE WORLD. (3) THE ADVANCEMENT OF RELIGION THROUGHOUT THE WORLD. (4) SUCH OTHER CHARITABLE PURPOSES ANYWHERE IN THE WORLD AS ARE FOR THE BENEFIT OF THE UNITED KINGDOM COMMUNITY.

Area of benefit

The area the charity can operate in, as set out in its governing document.

NOT DEFINED

Contact information

Address:
30 THE AVENUE
WELWYN
HERTFORDSHIRE
AL6 0PP
Phone:
07939047845
Email:
charity@accountantslivery.org
Website:

www.accountantslivery.org Open in new window