The Regulator for Charities in England and Wales

Draft proposals for the SIR

Aim or Vision:

Question 1

a) What does your charity aim to do?
Aim:
 
 
 
b) Who are your beneficiaries?
Beneficiaries:
 

Objectives:

Question 2

a) What were you charity's main objectives in the reporting period?
Objectives for the reporting period:
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  • b) What are your charity’s main objectives for the coming year?
    Objectives for the coming year:

  • Charitable activities:

    Question 3

    What were the most significant charitable activities that your charity engaged in during the reporting period to achieve its objectives, and how much did your charity spend on each of these activities?
    Charitable Activities £ Cost
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    Other  
    Total expenditure on charitable activities  
    Explanatory Comments
     
     
     

    Results, outcomes and impact

    Question 4

    a) What targets, indicators, milestones or benchmarks did your charity set to help assess the performance of its key activities in the reporting period?
  • b) What were your charity’s achievements against those targets?
  • c) What measures or indicators does your charity use to assess the outcome or impact of its activities?
     
     
     
     
     
    d) How will the results and assessment affect your charity’s future performance planning?
     
     
     

    Governance:

    Question 5

    How does your charity ensure that its governance arrangements are effective?
     
     
     
     

    Response to needs:

    Question 6

    Please describe the ways in which your charity’s beneficiaries (or service users) are able to influence the development of your charity’s activities
     
     
     
     

    Funding of activities:

    Question 7

    a) What sources of income did your charity receive in the reporting period, and what percentage of the charity’s gross income did they represent?
    Income source % of Gross income
    1. Voluntary income  
    2. Fundraising events  
    3. Trading activities undertaken to generate funds for the charity.  
    4. Investment income  
    5. Income earned from charitable activities  
    6. Other income sources  
    Total (this should add up to 100%)  
    Total gross income £
    b) What proportion of your charity’s gross income in the reporting period was from public sector sources?
    Income source % of Gross Income
    Public sector funding  

    Question 8

    a) What were your charity’s three main fundraising activities?
    b) How much income did they generate?
    c) How much did these activities cost?
    Fundraising activity Income generated £ Cost of Activity £
    1.    
    2.    
    3.    
    Other    
    Total income from fundraising activities