Example trustees' annual reports and accounts

Use these example reports and accounts to help you design the layout and format of your charity's trustees' annual report and accounts in line with the recommendations of SORP 2005

What your trustees' annual report must contain

These examples address requirements for reporting public benefit and take account of our guidance on public benefit. In particular, the Annual Report must contain:

  1. a review of the significant or main activities undertaken by the charity to further its charitable purposes for the public benefit
  2. a statement by the charity trustees as to whether they have complied with the duty in section 17(5) of the Charities Act 2011 to have due regard to public benefit guidance published by the Commission

 

Warning

The examples are designed to assist preparers and are not a substitute for reference to our public benefit guidance or SORP 2005. Readers should not assume that the examples show the only way of presenting an item or that they include all the disclosures for a particular type of charity.

This guidance consists of a number of separate files in PDF format. To open these you will need Adobe Acrobat Reader.

Examples of trustees' annual reports and accounts

Example trustees’ annual report for a charitable trust The Alltown School Foundation Charity - a fee charging school constituted as a trust (subject to audit).

Download PDF (1.94 Mb)

Example trustees’ annual report for a Parochial Church Council St Emilion’s Parochial Church Council – a PCC preparing accounts on a receipts and payments basis (independently examined)

Download PDF (587 Kb)

Example trustees’ annual report for a grant making charity Rosanna Grant Trust - a medium sized trust providing grants to support medical research and education (subject to audit).

Download PDF (1.23 Mb)

Example trustees’ annual report for a company charity Dorsetshire Drugs Advice Centre - a small company charity providing services and operating a café and shop (subject to audit).

Download PDF (1.07 Mb)

Example trustees’ annual report for an unincorporated association Westbeach Youth Club - an unincorporated association preparing accounts on the receipts and payment basis (independently examined).

Download PDF (78 Kb)

Example trustees’ annual report for an Islamic charity Birchfield Mosque and Community Centre – a charitable trust.

Download PDF (845 Kb)

Example trustees’ annual report for a theatre and arts centre Arts Theatre Trust - a company charity preparing group accounts.

Download PDF (1.44 Mb)

Example trustees’ annual report for a large non-company charity Aid Overseas - a large non-company charity established to relieve poverty producing consolidated accounts.

Download PDF (1.66 Mb)

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