CHARLES WILLIAMS CHARITY — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 10 May 1989
Removed: Not supplied
Financial period: 1 November 2024 – 31 October 2025
Latest income: £194,783
Latest expenditure: £164,072
Gift Aid: No
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: School House, High Street, Caerleon, Newport, NP18 1AZ

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

02 Activities

What the charity does

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.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 November 2024
Fin Period End Date: 31 October 2025
Ar Cycle Reference: AR25
Reporting Due Date: 31 August 2026
Date Annual Return Received: 10 August 2026
Date Accounts Received: 10 August 2026
Total Gross Income: £194,783
Total Gross Expenditure: £164,072

Fin Period Start Date: 1 November 2023
Fin Period End Date: 31 October 2024
Ar Cycle Reference: AR24
Reporting Due Date: 31 August 2025
Date Annual Return Received: 5 August 2025
Date Accounts Received: 5 August 2025
Total Gross Income: £197,982
Total Gross Expenditure: £174,464

Fin Period Start Date: 1 November 2022
Fin Period End Date: 31 October 2023
Ar Cycle Reference: AR23
Reporting Due Date: 31 August 2024
Date Annual Return Received: 24 June 2024
Date Accounts Received: 24 June 2024
Total Gross Income: £176,530
Total Gross Expenditure: £461,790

Fin Period Start Date: 1 November 2021
Fin Period End Date: 31 October 2022
Ar Cycle Reference: AR22
Reporting Due Date: 31 August 2023
Date Annual Return Received: 29 August 2023
Date Accounts Received: 29 August 2023
Total Gross Income: £163,437
Total Gross Expenditure: £163,000

Fin Period Start Date: 1 November 2020
Fin Period End Date: 31 October 2021
Ar Cycle Reference: AR21
Reporting Due Date: 31 August 2022
Date Annual Return Received: 1 August 2022
Date Accounts Received: 1 August 2022
Total Gross Income: £168,708
Total Gross Expenditure: £91,154

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 November 2024
Fin Period End Date: 31 October 2025
Ar Due Date: 31 August 2026
Ar Received Date: 10 August 2026
Total Gross Income: £194,783
Total Gross Expenditure: £164,072
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 November 2023
Fin Period End Date: 31 October 2024
Ar Due Date: 31 August 2025
Ar Received Date: 5 August 2025
Total Gross Income: £197,982
Total Gross Expenditure: £174,464
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 November 2022
Fin Period End Date: 31 October 2023
Ar Due Date: 31 August 2024
Ar Received Date: 24 June 2024
Total Gross Income: £176,530
Total Gross Expenditure: £461,790
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 November 2021
Fin Period End Date: 31 October 2022
Ar Due Date: 31 August 2023
Ar Received Date: 29 August 2023
Total Gross Income: £163,437
Total Gross Expenditure: £163,000
Charity Raises Funds From Public: No
Grant Making Is Main Activity: No
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 November 2020
Fin Period End Date: 31 October 2021
Ar Due Date: 31 August 2022
Ar Received Date: 1 August 2022
Total Gross Income: £168,708
Total Gross Expenditure: £91,154
Charity Raises Funds From Public: No
Grant Making Is Main Activity: No
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: Local Authority
Geographic Area Description: Newport City
Welsh Ind: Yes

06 Official extract

Charity Classification

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

Classification Code: 305
Classification Type: How
Classification Description: Provides Buildings/facilities/open Space

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

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

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

07 Official extract

Charity Event History

Charity Name: CHARLES WILLIAMS CHARITY
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1989-05-10T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: SCHEME DATED 29/06/1878AS AMENDED BY SCHEME DATED 22/08/1988AS AMENDED BY RESOLUTION DATED 10/09/2013AS AMENDED BY RESOLUTION DATED 11/02/2014AS AMENDED BY RESOLUTION DATED 09/09/2014AS 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 GWENT2. 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: SEE OBJECTS

09 Official extract

Charity Other Names

Charity Name Id: 20345
Charity Name Type: Working name
Charity Name: THE CAERLEON CHARITY

Charity Name Id: 20349
Charity Name Type: Previous name
Charity Name: WILLIAMS'S SCHOOLS

Charity Name Id: 20347
Charity Name Type: Previous name
Charity Name: WILLIAM'S SCHOOLS

10 Official extract

Charity Policy

Policy Name: Financial reserves policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Investment

Policy Name: Paying staff