Charity annual return questions
Submit your annual return online, once you have the information you need.
There is more guidance on the questions in the online service.
During the pandemic, any money provided by the government’s furlough programme mus
Section: Financial period
You will be asked to confirm the charity's financial period. service.
Section: Income and spending
return. (Group accounts are only required where group income is more than £1million).
Section: Confirm income and spending
income you enter here.
Please check the gross income figure you have entered here is correct.
Section: Serious incidents
If gross income is more than £25,000 you will be asked if there were any serious incide reported to the Charity Commission, for the period of this return.
Section: Fundraising
Did your charity raise funds from the public?
If you answer 'Yes', you will be asked:
Did the charity work with any professional fundraisers?
Did your charity have a written agreement with each of its professional fundraisers?
Did your charity work with any commercial participators?
Did your charity have a written agreement with each of its commercial participators?
Section: Grant making
Was grant making the main way your charity carried out its purposes?
Section: Income from government contracts
During the financial period for this annual return, did the charity receive income from c agreements) with central government or local authorities?
If you answer 'Yes', you will be asked:
Enter total value of contracts. Please round all figures to the nearest pound (do not ent
What was the total value of these contracts?
Section: Income from government grants
‘income from government grants’.
If you answer 'Yes', you will be asked:
What was the total value of these grants?
Section: Income from outside the UK
Did your charity receive income from outside the UK?
received income from. Then answer the following questions.
What is the value of income from each country? Please round all figures to the nearest pound (do not enter decimal points or commas). If your charity did not have any income from the source, please enter 0 (zero).
Specify the source and amount of income from the options below:
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Overseas government or quasi government bodies
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Overseas charities, NGOs or NPOs
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Other overseas institutions
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Individuals resident overseas (for example school fees and memberships)
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Unknown/Do not know
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If you are completing a 2018 annual return, these categories are optional.
Did your charity operate outside England and Wales?
points or commas).
If your charity did not spend any money in the country, please enter 0 (zero).
of these countries.
banking system?
Note: if you are completing a 2018 annual return, this question is optional.
What methods to transfer money did your charity use?
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Cash courier
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Other charities or NGOs/Non-Profits
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Money Service Business (e.g. Western Union)
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Informal Money Transfer Systems
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Online payment methods (e.g. PayPal)
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Other
Note: if you are completing a 2018 annual return, this question is optional.
How much money did your charity send outside the regulated banking system in total? Please round all figures to the nearest pound (do not enter decimal points or commas).
Did your charity have procedures and controls in place to monitor expenditure outside
Note: if you are completing a 2018 annual return, this question is optional.
spending outside England and Wales?
Note: if you are completing a 2018 annual return, this question is optional.
Section: Subsidiaries
Did the charity have any subsidiaries?
If you answer 'Yes', you will be asked:
Were any of the trustees also directors of the charity's subsidiaries?
Section: Trustee payments
trustee expenses?
If you answer 'Yes', you will be asked:
Did any of the trustees receive payments or benefits for:
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being a charity trustee?
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providing services to your charity (such as specialist services or advice provided by tr graphic designers, lawyers, for example)?
given to trustees who are paid members of staff
Did any of the trustees resign and then take up employment with the charity?
Section: Employees
Did any of your charity's staff receive total employee benefits of £60,000 or more?
If you answer 'Yes', you will be asked:
£60,000 to £70,000 £70,001 to £80,000 £80,001 to £90,000 £90,001 to £100,000 £100,001 to £110,000 £110,001 to £120,000 £120,001 to £130,000 £130,001 to £140,000 £140,001 to £150,000 £150,001 to £200,000 £200,001 to £250,000 £250,001 to £300,000 £300,001 to £350,000 £350,001 to £400,000 £400,001 to £450,000 £450,001 to £500,000 Over £500,000
Section: Volunteers
Section: Financial controls
Did your charity review its internal financial controls?
Section: Safeguarding
volunteers who are in roles that are eligible for these checks?
Section: Account type
When completing this section you may wish to look at Charities SORP.
Does your charity prepare:
Group accounts Charity only accounts
Section: Income and Endowments
All fields are mandatory - Enter 0 (zero) if the field does not apply to your charity.
The indented fields may not represent the whole amount.
nearest thousand. Do not enter decimal points or commas.
Donations and legacies
Of the total donations and legacies what amount is Legacies
Of the total donations and legacies what amount is Endowments received
Other trading activity
Investment income
Income from charitable activities
Other income
Total income and endowments
Note: The amount entered for 'Total income and endowments' minus 'Endowments Rec entered for 'Income' on the charity Information page. If the charity controls subsidiary u should be used from group accounts where these have been prepared.
Section: Expenditure
All fields are mandatory - Enter 0 (zero) if the field does not apply to your charity.
The indented fields may not represent the whole amount.
nearest thousand. Do not enter decimal points or commas.
Expenditure on raising funds
Of total expenditure on raising funds what amount is Investment management costs
Other expenditure
Expenditure on charitable activities
Of the total expenditure on charitable activities what value is Grants to institutions
Of the total expenditure on charitable activities what value is Governance costs
Total expenditure
Section: Other recognised gains/(losses)
All fields are mandatory - Enter 0 (zero) if the field does not apply to your charity.
The indented fields may not represent the whole amount.
nearest thousand. Do not enter decimal points or commas.
This figure should be prefixed with the minus symbol if it is a negative value. Gains/(losses) on revaluation of fixed assets
This figure should be prefixed with the minus symbol if it is a negative value. Actuarial gains/(losses) on defined benefit pension schemes
This figure should be prefixed with the minus symbol if it is a negative value. Net gains/(losses) on investments
This figure should be prefixed with the minus symbol if it is a negative value.
Other gains/(losses)
Section: Assets
All fields are mandatory - Enter 0 (zero) if the field does not apply to your charity.
The indented fields may not represent the whole amount.
nearest thousand. Do not enter decimal points or commas.
Total fixed assets
Of the total fixed assets what value is Fixed asset investments
Total current assets
Of the total current assets what value is Current asset investments
Of the total current assets what value is Cash at bank and in hand
Section: Liabilities
All fields are mandatory - Enter 0 (zero) if the field does not apply to your charity.
The indented fields may not represent the whole amount.
nearest thousand. Do not enter decimal points or commas.
Creditors due within one year
Creditors falling due after one year and provisions
Defined benefit pension scheme asset/(liability)
Total net assets/(liabilities)
Section: Funds
accounts.
All fields are mandatory - Enter 0 (zero) if the field does not apply to your charity.
The indented fields may not represent the whole amount.
nearest thousand. Do not enter decimal points or commas.
Endowment funds
Restricted funds
Unrestricted funds
Total funds
Section: Additional information
All fields are mandatory - Enter 0 (zero) if the field does not apply to your charity.
nearest thousand. Do not enter decimal points or commas.
Support costs
Depreciation charge for the year
Level of reserves
Average number of employees
Section: Send Trustees' Annual Report and Accounts
You are required to submit your Trustees' Annual Report and accounts for this financial attach this at the time of completing the annual return.
You are required to submit your Trustees' Annual Report and accounts for this financial
exceed 25MB.
independent examiners' / auditor's report.
Privacy Notice
return service including uploading the charity's accounts and trustees' annual report.
may be included in the accounts and trustees' annual report.
donors, volunteers and beneficiaries.
trustees' annual report meet its obligations under the General Data Protection Regulati 2018 for all the personal data processed. You will need to take particular care if you are children, adults at risk, special category personal data or your charity's trustees have a name in the accounts.
trustees to submit information.
By selecting this option you confirm that the file includes all of the following: Trustees' annual report Accounts Examiner's / auditor's report
not fully made or accounting records incomplete?
Section: Check and submit your annual return
information you have provided.
Notes
Financial period is correct
Income £0; Expenditure £0
Total Income £0
No serious incidents No No No No No Not applicable No N/A N/A No; No monies received during pandemic
NIA NIA No NIA No
NIA NIA NIA NIA NIA NIA No
No No No NIA
None, other than the Trustees No No
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