Free tool · Governance & Setup

Annual Report Builder

Build the structure for your Charity Commission annual report. Fill in each required section.

Charity details

Annual report structure

TRUSTEES' ANNUAL REPORT [Charity Name] Registration No: [Number] Year ending: [Date] 1. REFERENCE & ADMINISTRATIVE DETAILS Charity name: [Name] Registration number: [Number] Trustees: [Names and roles] 2. STRUCTURE, GOVERNANCE & MANAGEMENT [Describe your legal structure, how trustees are appointed, and how you manage risk] 3. OBJECTIVES & ACTIVITIES [Describe your charitable objects and what you did this year to further them] 4. ACHIEVEMENTS & PERFORMANCE [Key metrics, outcomes, beneficiary stories] 5. FINANCIAL REVIEW Total income: £[X] Total expenditure: £[X] Reserves held: £[X] 6. PLANS FOR THE FUTURE [Next year's priorities and targets] DECLARATION Approved by the Board of Trustees on [Date] Signed: [Chair name], Chair

Track pledge income for your annual report.

PledgeNow gives you a clear record of every pledge and payment. Free.

Start free

Frequently Asked Questions

When is the annual report due?

+

Within 10 months of your financial year end. Late filing can trigger a compliance case from the Charity Commission.

Do I need an auditor?

+

Under £25k income: no examination needed. £25k-£250k: independent examination. Over £250k: statutory audit required.