Charity’s Annual Report
Trustees’ annual report & Financial statements
For the year ended.
Name of your charity
Reference & Administrative information
Names of all trustees
Chief Executive
Principal Office
Charity number
Bankers
Independent examiner
Our mission
Our Aims
Our Objectives.
Report of the trustees for the year ended 31/03/2018
The trustees present their annual information and the charity’s financial statements for the year ended 31/03/2018. The accounting policy prepares the financial statements and complies with the charities act 1993. And the announcement of the Recommended practice of accounting and reporting by charities was published in 2005.
Structure, governance, and management
Write here about how the charity was established.
Funding
The plans to raise funds for your charity
Appointment of trustees
Trustees’ quarterly meetings and the minutes of the sessions.
Risk management
It depends on how your charity assesses the possible risks that can affect the charity—then recommends ways to prevent that from happening.
Reserves policy
A charity needs to have an investment policy and reserves to use it in the event of emergencies.
The public benefit reporting requirement for smaller charities
Smaller charities’ are registered below the audit threshold where gross income does not exceed £500,000.
Legal requirement:
Trustees of smaller registered charities must report on the public benefit by:
Including a summary of the main activities undertaken by the charity to carry out its charitable purposes for the public interest. Including a statement as to whether they have complied with their duty to have due regard to the commission’s public benefit guidance. Then when exercising any powers or duties to which the advice is relevant.
Financial statements
Accounts are prepared by the trustees in compliance with the charity’s accounting standards.
Filing accounts and annual reports:
All charitable incorporated organizations (irrespective of income) and those registered charities should follow this rule. If with a gross profit in the financial year exceeding £25,000 must file their accounts and an annual report with the commission. The annual information and statements should submit online
The public benefit
For many registered charities (significantly smaller charities), it will be enough to satisfy the requirement to report on public interest.
Where their trustees’ annual report includes the following:
Indicates what the charity is there to achieve (its purposes)
Explains what the charity has done during the year to carry out those purposes (for the public benefit)
Future Plans
The charity’s future activities and plans to carry them out.
Call to action requesting Donations.
Write a clear call to action that appeals to the public to make donations to your charity.