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

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

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

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

Registered contact address: Dorset, South West, England (from the postcode on the register)

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

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

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

• 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
• Safeguarding policy and procedures
• Trustee conflicts of interest policy and procedures
• Trustee expenses policy and procedures

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Source: this charity’s annual returns on the Charity Commission register.

Trustees · trustee networks

• BEVERLEY TURNERchair · trustee of 2 other charities
• Andrew Wright
• DAVID CHARLES WATSON · trustee of 1 other charity
• David Eagles
• GILES ADAM STUART GEORGE MURPHY · trustee of 3 other charities
• Giles Murphy
• Olivia Holder
• Peter Lewis Jenkins
• Sally Ann O'Neill · trustee of 1 other charity
• Sally Ann Orton
• Timothy Roberts

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

Operates in: Throughout England And Wales

Income and spending

Common questions

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with CV LIFE.

• CV LIFE income £76k
• NEW LIFE LONDON income £70k
• LIVERNORTH income £50k
• THE HARTLEY CHARITABLE TRUST income £67k
• THE I S A CHARITY income £52k
• BHM CHARITABLE TRUST income £136k

Side by side with its peers

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