Finance Score: -2
Governance Score: 1
Support Score: 0
  • Multiple Deficits: -2
  • No PartB
  • No volunteer policy: -2
  • Dynamic board: +3
  • No supporters identified
Overall GiG Score: -1 ?

CHARTERED ACCOUNTANTS' LIVERY CHARITY 

General Charitable Purposes
Analysis by Giving is Great

Positives:

  • The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

  • Although this charity works with volunteers it does not have a Volunteer Management policy
  • Over half the Board have joined recently

Financial issues to consider:

  • A PartB annual return has not been required and so detailed financial information is not available from the online data
  • On several occasions in recent years income has been less than spending

Financial Data ?

Income & Spending ?
Sources of Income ?
Y/E Income
£k
Spending
£k
Surplus/
Deficit
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
30/09/23£221£200£21n/an/an/an/an/a20
30/09/22£236£214£22n/an/an/an/an/a0
30/09/21£220£282£-62n/an/an/an/an/a0
30/09/20£231£307£-76n/an/an/an/an/a0
30/09/19£216£187£28n/an/an/an/an/a0
30/09/18£187£166£20£0£0£0n/a00
29/09/17£157£138£19£0£0£0n/a00
29/09/16£160£125£34£0£0£0n/a00
29/09/15£160£137£23£0£0£0n/a00
29/09/14£143£124£19£0£0£0n/a00
29/09/13£133£117£16£0£0£0n/a00
29/09/12£119£113£6£0£0£0n/a00
29/09/11£111£108£3£0£0£0n/a00
29/09/10*£146£134£12£0£0£0n/a00
29/09/09£137£122£15£0£0£0n/a00
29/09/08£130£120£10£0£0£0n/a00
29/09/07*£142£111£31£0£0£0n/a00
29/09/06*£124£104£20£0£0£0n/a00
29/09/05*£111£111£0£0£0£0n/a00
29/09/04£119£101£19£0£0£0n/a00

Highest pay bracket: less than £60,000
Established: 36 years

www.accountantslivery.org

charity@accountantslivery.org

07939047845

Charity Commission for England and Wales
UN SDGs
?
Listed activities
  • Education/Training
  • General Charitable Purposes
  • The Prevention Or Relief Of Poverty
GiG Classification
  • Philanthropic intermediaries and voluntarism promotion
How it operates
  • Makes Grants to Individuals
  • Makes Grants to Organisations
Where it operates
  • Throughout England And Wales,
Who it helps
  • Children/Young People
  • Other Charities Or Voluntary Bodies
Who works here?
  • Unknown number of employees
  • 20 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (9)
Current Trustees appointed
Gender Split

Age Range of Trustees:
  • SUSAN FIELD Appointed: 2022, Occupation: Chartered Accountant
Legal constitution
  • Charity registered in England & Wales on 25/02/1988, number: 327681
Gift Aid
  • Registered with HMRC for Gift Aid
Policies in force
  • Complaints handling
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Risk management
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Filing Record
20 returns made; AR10: 12 days late, AR07: 1 days late, AR06: 31 days late, AR05: 0 days late,
Main office

30 THE AVENUE
WELWYN
HERTFORDSHIRE
AL6 0PP

Objectives

(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.

Defined Area of Benefit:

NOT DEFINED

Data Sources

Charity Commission for England and Wales
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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