CHARTERED ACCOUNTANTS' LIVERY CHARITY — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Trust
Registered: 25 February 1988
Removed: Not supplied
Financial period: 1 October 2024 – 30 September 2025
Latest income: £317,579
Latest expenditure: £241,389
Gift Aid: Yes
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: 30 THE AVENUE, WELWYN, HERTFORDSHIRE, AL6 0PP

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

02 Activities

What the charity does

General Charitable Purposes

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 October 2024
Fin Period End Date: 30 September 2025
Ar Cycle Reference: AR25
Reporting Due Date: 30 July 2026
Date Annual Return Received: 23 April 2026
Date Accounts Received: 23 April 2026
Total Gross Income: £317,579
Total Gross Expenditure: £241,389

Fin Period Start Date: 1 October 2023
Fin Period End Date: 30 September 2024
Ar Cycle Reference: AR24
Reporting Due Date: 30 July 2025
Date Annual Return Received: 19 May 2025
Date Accounts Received: 19 May 2025
Total Gross Income: £237,386
Total Gross Expenditure: £218,435

Fin Period Start Date: 1 October 2022
Fin Period End Date: 30 September 2023
Ar Cycle Reference: AR23
Reporting Due Date: 30 July 2024
Date Annual Return Received: 13 April 2024
Date Accounts Received: 13 April 2024
Total Gross Income: £221,102
Total Gross Expenditure: £200,461

Fin Period Start Date: 1 October 2021
Fin Period End Date: 30 September 2022
Ar Cycle Reference: AR22
Reporting Due Date: 30 July 2023
Date Annual Return Received: 8 April 2023
Date Accounts Received: 8 April 2023
Total Gross Income: £235,925
Total Gross Expenditure: £214,341

Fin Period Start Date: 1 October 2020
Fin Period End Date: 30 September 2021
Ar Cycle Reference: AR21
Reporting Due Date: 30 July 2022
Date Annual Return Received: 27 June 2022
Date Accounts Received: 27 June 2022
Total Gross Income: £219,899
Total Gross Expenditure: £282,077

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 October 2024
Fin Period End Date: 30 September 2025
Ar Due Date: 30 July 2026
Ar Received Date: 23 April 2026
Total Gross Income: £317,579
Total Gross Expenditure: £241,389
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: 12

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 October 2023
Fin Period End Date: 30 September 2024
Ar Due Date: 30 July 2025
Ar Received Date: 19 May 2025
Total Gross Income: £237,386
Total Gross Expenditure: £218,435
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: 15

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 October 2022
Fin Period End Date: 30 September 2023
Ar Due Date: 30 July 2024
Ar Received Date: 13 April 2024
Total Gross Income: £221,102
Total Gross Expenditure: £200,461
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: 20

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 October 2021
Fin Period End Date: 30 September 2022
Ar Due Date: 30 July 2023
Ar Received Date: 8 April 2023
Total Gross Income: £235,925
Total Gross Expenditure: £214,341
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 October 2020
Fin Period End Date: 30 September 2021
Ar Due Date: 30 July 2022
Ar Received Date: 27 June 2022
Total Gross Income: £219,899
Total Gross Expenditure: £282,077
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 Area Of Operation

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

06 Official extract

Charity Classification

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

Classification Code: 301
Classification Type: How
Classification Description: Makes Grants To Individuals

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

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

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

07 Official extract

Charity Event History

Charity Name: CHARTERED ACCOUNTANTS' LIVERY CHARITY
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1988-02-25T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: TRUST DEED DATED 14/01/1988AS 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: NOT DEFINED

09 Official extract

Charity Other Names

Charity Name Id: 188476
Charity Name Type: Working name
Charity Name: CALC

Charity Name Id: 188491
Charity Name Type: Previous name
Charity Name: WORSHIPFUL COMPANY OF CHARTERED ACCOUNTANTS IN ENGLAND AND WALES GENERAL CHARITABLE TRUST FUND

10 Official extract

Charity Policy

Policy Name: Complaints handling

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Conflicting interests

Policy Name: Investment

Policy Name: Trustee expenses policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Risk management

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Financial reserves policy and procedures