CHARTERED ACCOUNTANTS' LIVERY CHARITY

Registered charity 327681 · accounts filings on the Charity Commission register · also known as CALC, WORSHIPFUL COMPANY OF CHARTERED ACCOUNTANTS IN ENGLAND AND WALES GENERAL CHARITABLE TRUST FUND

General Charitable Purposes

Causes: General Charitable Purposes · Education/training · The Prevention Or Relief Of Poverty · Grant history (this charity is a funder) · website · Get email alerts

Latest income

£318k

Latest spending

£241k

Registered

1988

Accounts read

FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity generated a net income of £317,781 for the year ended 30 September 2025, driven by a significant increase in investment gains. The trustees consider the current reserves, comprising an unrestricted income fund of £147,518 and capital funds of £2,576,859, to be adequate for the charity's operations.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Related-party transaction: The Charity received £1,048 (2024 - £1,203) from the Chartered Accountants Company.

“The Charity received £1,048 (2024 - £1,203) from the Chartered Accountants Company.” — page 25

“The Charity owed £5,947 (2024 £13,606) to the Chartered Accountants Company on current account as at 30 September 2025” — page 25

Per its FY2025 accounts as filed with the Charity Commission.

Related-party transaction: The Charity owed £5,947 (2024 £13,606) to the Chartered Accountants Company on current account as at 30 September 2025

“The Charity received £1,048 (2024 - £1,203) from the Chartered Accountants Company.” — page 25

“The Charity owed £5,947 (2024 £13,606) to the Chartered Accountants Company on current account as at 30 September 2025” — page 25

Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 4 of 6 completeness components.

Trustees · trustee networks

BEVERLEY TURNERchair · trustee of 2 other charities
DAVID CHARLES WATSON · trustee of 1 other charity
DAVID VICTOR MATTHEWS · trustee of 2 other charities
Olivia Carling
Peter Lewis Jenkins
Sally Ann O'Neill · trustee of 1 other charity
Timothy Roberts
Vince O'Brien

Trustee list from the Charity Commission register (current, not historical).

Operates in: Throughout England And Wales

Income and spending

Financial year end	Income	Spending
30/09/2025	£318k	£241k
30/09/2024	£237k	£218k
30/09/2023	£221k	£200k
30/09/2022	£236k	£214k
30/09/2021	£220k	£282k

Common questions

Is CHARTERED ACCOUNTANTS' LIVERY CHARITY financially healthy?

Per its FY2025 accounts: The accounts state that the charity generated a net income of £317,781 for the year ended 30 September 2025, driven by a significant increase in investment gains. The trustees consider the current reserves, comprising an unrestricted income fund of £147,518 and capital funds of £2,576,859, to be adequate for the charity's operations. Its FY2025 accounts were independently examined.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with SWIRE 2765.

SWIRE 2765 income £2.2m
KLSA CHARITABLE TRUST income £123k
H M SASSOON CHARITABLE TRUST income £124k
PARACLETOS income £307k
THE CASCIA TRUST income £312k
THE CERTIFIED ACCOUNTANTS EDUCATIONAL TRUST income £297k

Side by side with its peers

Charity	Income	Top pay band	Reserves vs policy	Fundraising cost	Going concern
CHARTERED ACCOUNTANTS' LIVERY CHARITY	£318k	—	unclear	—	no doubt
SWIRE 2765 FY2024	£2.2m	—	above	—	no doubt
KLSA CHARITABLE TRUST FY2024	£123k	—	within	—	no doubt
H M SASSOON CHARITABLE TRUST FY2026	£124k	—	unclear	—	no doubt
PARACLETOS FY2025	£307k	—	unclear	—	no doubt
THE CASCIA TRUST FY2024	£312k	—	unclear	—	no doubt

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.