CHARLES WILLIAMS CHARITY

Charity number: 701554
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

To assist the governors of Caerleon Endowed Schools in discharging their obligations under the various Education Acts in respect of the maintenance of the Schools and to provide the Schools with special benefits not normally provided by the Local Education Authority. In addition, grants and financial assistance are awarded to students and young people living in the area of benefit.

Income and expenditure

Data for financial year ending 31 October 2023

Total income: £176,530
Total expenditure: £461,790

People

15 Trustee(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

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:
  • Education/training
Who the charity helps:
  • Children/young People
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Provides Buildings/facilities/open Space
Where the charity operates:
  • Newport City

Governance

Registration history:
  • 10 May 1989: Standard registration
Organisation type:
Other
Other names:
  • THE CAERLEON CHARITY (Working name)
  • WILLIAM'S SCHOOLS (Previous name)
  • WILLIAMS'S SCHOOLS (Previous name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Paying staff
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Land and property:
This charity owns and/or leases 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

15 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
JULIO BENAVIDES Chair
None on record
Barbara Ruth Kehoe Trustee 26 September 2024
None on record
Cllr Stephen Cocks Trustee 08 September 2022
None on record
Cllr Claire Baker-Westhead Trustee 08 September 2022
None on record
Kevin Davies Trustee 19 May 2022
None on record
Gail Gails Trustee 23 September 2021
None on record
Ralph Wessel Trustee 20 May 2021
None on record
Paul Burley Trustee 20 May 2021
None on record
Ven Jonathan Williams Trustee 11 February 2021
None on record
Timothy Ford Trustee 26 September 2019
The Ministry Area Council of Beechwood Ministry Area, Newport
Received: On time
Rev SUSAN AVARINA PRATTEN Trustee 06 March 2018
The Ministry Area Council of Beechwood Ministry Area, Newport
Received: On time
GARETH WYN EDWARDS Trustee 08 September 2015
JOHN ANDREWS CHARITABLE TRUST
Received: On time
THE ROGER EDWARDS EDUCATIONAL TRUST
Received: On time
STEPHEN MARSHALL OBE Trustee 03 March 2014
None on record
Jason Hughes Trustee 12 June 2013
RAVEN HOUSE TRUST LIMITED
Received: On time
MICHAEL IVOR SANSOM Trustee 25 May 2011
None on record

Financial history

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Financial period end date

Income / Expenditure 31/10/2019 31/10/2020 31/10/2021 31/10/2022 31/10/2023
Total gross income £317.83k £198.31k £168.71k £163.44k £176.53k
Total expenditure £220.13k £86.07k £91.15k £163.00k £461.79k
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 31 October 2023 24 June 2024 On Time
Accounts and TAR 31 October 2023 24 June 2024 On Time Download Open in new window
Annual return 31 October 2022 29 August 2023 On Time
Accounts and TAR 31 October 2022 29 August 2023 On Time Download Open in new window
Annual return 31 October 2021 01 August 2022 On Time
Accounts and TAR 31 October 2021 01 August 2022 On Time Download Open in new window
Annual return 31 October 2020 14 June 2021 On Time
Accounts and TAR 31 October 2020 14 June 2021 On Time Download Open in new window
Annual return 31 October 2019 28 July 2020 On Time
Accounts and TAR 31 October 2019 28 July 2020 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.

SCHEME DATED 29/06/1878 AS AMENDED BY SCHEME DATED 22/08/1988 AS AMENDED BY RESOLUTION DATED 10/09/2013 AS AMENDED BY RESOLUTION DATED 11/02/2014 AS AMENDED BY RESOLUTION DATED 09/09/2014 AS AMENDED BY RESOLUTION DATED 09 MAY 2017 as amended on 07 Dec 2017 as amended on 20 May 2021

Charitable objects

1. THE SCHOOL ELEMENT OF THE ENDOWMENT: A. ASSISTING THE GOVERNORS TO DISCHARGE THEIR OBLIGATIONS UNDER THE EDUCATION ACTS 1944 TO 1986 UNDER THE EDUCATION ACTS 1944 TO 1986 WITH RESPECT TO THE MAINTENANCE OF THE SCHOOLS. B. PROVIDING AT THE SCHOOLS SPECIAL BENEFITS OF ANY KIND NOT NORMALLY PROVIDED BY THE LOCAL EDUCATION AUTHORITY, C. AWARDING TO BENEFICIARIES EXHIBITIONS, TENABLE AT ANY SECONDARY SCHOOL, COLLEGE OF EDUCATION, UNIVERSITY OR OTHER INSTITUTION OF FURTHER EDUCATION. D. PROVIDING FINANCIAL ASSISTANCE, OUTFITS CLOTHING, TOOLS, INSTRUMENTS OR BOOKS TO ENABLE STUDENTS ON LEAVING SCHOOL, UNIVERSITY OR ANY OTHER EDUCATIONAL ESTABLISHMENT, TO PREPARE FOR, AND TO ASSIST THEIR ENTRY INTO, A PROFESSION TRADE OR CALLING. E. AWARDING BURSARIES OR MAINTENANCE ALLOWANCES TO ENABLE BENEFICIARIES TO TRAVEL WHETHER IN THIS COUNTRY OR ABROAD TO PURSUE THEIR EDUCATION. F. PROVIDING FINANCIAL ASSISTANCE TO ENABLE BENEFICIARIES TO STUDY MUSIC OR OTHER ARTS, G. PROMOTING THE EDUCATION, INCLUDING SOCIAL ANY PHYSICAL TRAINING OF PERSONS RESIDENT IN THE ANCIENT TOWNSHIP OF CAERLEON AND ADJOINING ANCIENT TOWNSHIP OF LLANGATTOCK AND THE FORMER HAMLET OF CAERLEON-ULTRA-PONTEM, ALL IN THE COUNTY OF GWENT 2. THE ROAD ESTATE ELEMENT OF THE ENDOWMENT: INCOME ARISING FROM THE ABOVE MENTIONED ROAD ESTATE SHALL BE APPLIED FOR THE REPAIR AND ADORNMENT OF THE CHURCH OF ST CADOC AND ITS CHURCHYARD AND IN MENDING AND REPAIRING THE ROADS LEADING INTO AND WITHIN THE TOWN AND, AS FAR AS NOT APPLIED, FOR THE EDUCATIONAL PURPOSES OF THE SCHEME.

Area of benefit

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

SEE OBJECTS

Contact information

Address:
School House
High Street
Caerleon
Newport
NP18 1AZ
Phone:
01633423667
Email:
ADMINISTRATOR@CHARLESWILLIAMSCHARITY.ORG.UK
Website:

charleswilliamscharity.org.uk