## **Charity Commission**
## Charity Commission Annual Return 2025
## **THE CHARITY EXCELLENCE FRAMEWORK**
Charity registration number: 1195568
**Most of the information you give in this form will become publicly available on the Register[of Charities. Any field that the Charity Commission will not display will be clearly marked. ][This document is a record of the information provided in the Annual Return 2024. ]**
## **Financial period**
## **Financial period start date**
01/11/2024
## **Financial period end date**
31/10/2025
## **Income and spending**
## **Income £**
£66,745
## **Spending £**
£54,775
## **Number of contracts from government**
**How many contracts (other than grant agreements) did your charity receive from central government or a local authority during the financial period for this return?**
0
## **Number of grants from government**
**How many grants did your charity receive from central government or a local authority during the financial period for this return?**
0
## **Income breakdown**
## **Donations and legacies (excluding Endowments Received)**
£44,342
## **Charitable activities**
£0
## **Other trading activities**
£0
## **Investments**
£0
## **Other**
£22,403
## **Recipients of grants**
**Please round all figures to the nearest pound (do not enter decimal points or commas).Individuals**
£0
## **Other charities**
£0
**Other organisations that are not charities**
£0
## **Trustee payments**
**Excluding out of pocket expenses, for what were any of the trustees paid during the financial period for this return?**
⊠ e. None of the trustees have been paid
**Did any of the trustees resign and take up employment with your charity in the financial period of this return?**
No
## **Income from outside the UK**
**Did your charity receive income from outside of the United Kingdom in the financial period of this return?**
No
## **Delivering activities outside the United Kingdom**
**Did your charity deliver charitable activities outside of the United Kingdom in the financial period of this return?**
No
## **Spending outside of the United Kingdom**
**Did your charity spend funds outside of the United Kingdom in the financial period of this return?**
No
**Select countries/territories your charity operated in during the financial period covered by this**
**annual return**
⊠
£ 0
**United States**
**Please record total spend in each country. Round figures to the nearest £100if possible (do not enter decimal points or commas). We recommend you select "Save" regularly to avoid losing any values entered.**
£ 0
## **Methods of money transfer**
**How much money did your charity send in total outside of the United Kingdom using a method other than the regulated banking system in the financial period for this return?** £0
## **Trading subsidiaries**
**Does the charity have any trading subsidiaries?**
No
## **Charity contact details correct**
**Is the contact address displayed from the Register of Charities, correct?**
Yes
## **Charity headquarters details correct**
**Is this the same address that you use as your charity's administrative headquarters?**
Yes
## **Charity contact address**
14 BLACKMORE GATE
BUCKLAND
AYLESBURY
Buckinghamshire
HP22 5JT
## **Charity Headquarters address**
14 BLACKMORE GATE
BUCKLAND
AYLESBURY
Buckinghamshire
HP22 5JT
## **Membership type**
## **Is your charity part of a wider group structure with a parent body and subsidiary bodies?**
no, the charity is not part of a wider group structure
## **Employment contract types**
## **People were permanently employed by your charity**
0
## **People were on fixed-terms contracts with your charity**
0
## **Self-employed people were working for your charity**
0
**Governance policies**
## **Internal charity financial controls policy and procedures**
No
## **Safeguarding policy and procedures**
Yes
## **Financial reserves policy and procedures**
No
## **Complaints policy and procedures**
Yes
## **Serious incident reporting policy and procedures**
No
## **Internal risk management policy and procedures**
No
## **Trustee expenses policy and procedures**
No
## **Trustee conflicts of interest policy and procedures**
Yes
## **Investing charity funds policy and procedures**
Not applicable
## **Campaigns and political activity policy and procedures**
Not applicable
## **Bullying and harassment policy and procedures**
Yes
## **Social media policy and procedures**
Yes
## **Engaging external speakers at charity events policy and procedures**
Yes
## **Serious Incidents**
**Has your charity reported all Serious Incidents (including any historical incidents) that the charity became aware of during the financial period of this return?**
There were no incidents to report
## **External risk and impact**
## **Donations,**
Unknown/No Change/Not Applicable
## **Other income - grants**
Unknown/No Change/Not Applicable
## **Other income - contracts**
Positive
## **Other income - investment**
Unknown/No Change/Not Applicable
## **Expenditure on charitable activities**
Negative
## **Expenditure on overheads**
Unknown/No Change/Not Applicable
## **Number of volunteers**
Unknown/No Change/Not Applicable
## **Number of employees**
Unknown/No Change/Not Applicable
## **Number of trustees**
Unknown/No Change/Not Applicable
## **Fundraising activities**
Unknown/No Change/Not Applicable
**Capacity to deliver services**
Negative
## **Total service demand**
Negative
## **Volunteers**
**Excluding trustees, provide an estimate of the number of volunteers who carried out charitable activities on behalf of your charity in the United Kingdom during the financial period of this return?**
2
## **Privacy statement**
**Any information you give us will be held securely and processed only in accordance with the rule on data protection. We will not disclose your personal details to anyone unconnected to the Charity Commission unless:**
- **you have consented to their release; or**
- **we are legally obliged to disclose them; or**
- **we regard disclosure as either (a) necessary so that we can properly carry out our**
- **statutory functions or (b) necessary in the public interest.**
**We may share and disclose information about you with relevant public authorities, regulatory bodies and agencies, outside the Charity Commission but only if:**
- **we can lawfully do so; and**
- **we decide that disclosure is necessary for national security, crime detection,**
- **prevention, and law enforcement, or other issues in the public interest**
**Information we collect about you We will use this information:**
**To enable us to carry out our statutory functions and duties;**
**This will include the following actions:**
- **(a) update, consolidate, and improve the accuracy of our records;**
- **(b) undertake crime detection and prevention and law enforcement and assist the third parties specified above to investigate or prevent crime and carry out law enforcement;**
## **(c) data analysis, testing, research, statistical and survey purposes**
**Information we receive from other sources.**
**Information we receive from other sources**
**We may combine this information with information you give to us and information we collect about you.**
**We may use this information and the combined information for the purposes set out above (depending on the types of information we receive).**
**We will ensure that any such disclosure and use is proportionate; considers your right to respect for your private life; and is done fairly and lawfully in accordance with the data protection principles of the Data Protection Act.**
**The Data Protection Act 1998 regulates the use of 'personal data', which is essentially any information, however stored, about identifiable living individuals. As a 'data controller' under the Act, the Charity Commission must comply with it. Any changes we may make to our privacy statement in the future will be set out in the replacement version of this form.**
**Please check back frequently to see any updates or changes to our privacy policy.**
## **Declaration**
## **Your role at the charity (select one):**
|⊠Other||
|---|---|
|**Given names**|Ian|
|||
|**Family name**|McLintock|
|||
|**Telephone**|07595371444|
|**number**||
|||
|**Email**|ian@charityexcellence.co.uk|
|||
|**Date submitted**|23/05/2026|
**It is a criminal offence under section 60 of the Charities Act 2011 for anyone to knowingly or recklessly provide false or misleading information to the commission; this includes suppressing, concealing or destroying documents.**
THE CHARITY EXCELLENCE FRAMEWORK Annual Report and Financial Statements Year ended 31 October 2025
Registered Charity 1195568
The Charity Excellence Framework Annual Report and Financial Statements 31 October 2025
## Contents
||Page|
|---|---|
|Administrative details|2|
|Trustees’Report|3-5|
|IndependentExaminer’sReport|6|
|Statement of Financial Activities|7|
|Balance Sheet|8|
|Notes to the Financial Statements|9-11|
1
The Charity Excellence Framework Annual Report and Financial Statements 31 October 2025
## Administrative details
Name of charity The Charity Excellence Framework Registered charity number 1195568 Trustees Mr Christopher Shawdon Ms Sarah Swaysland Mr Amit Bansal **(Appointed on 02 June 2025)** Mr Edward Mayo **(Appointed on 04 August 2025)** Ms Marie Davies **(Resigned on 03 March 2025)** Registered office 14 Blackmore Gate Buckland Bucks HP22 5JT Bankers CAF Bank
2
The Charity Excellence Framework Annual Report and Financial Statements 31 October 2025
## **Trustees Annual Report for the year ended 31 October 2025**
## **Scope & Purpose**
This is the annual report of the Board of Trustees of Charity Excellence Framework (“ CEF ” ) for the financial year starting 01 November 2024 and ending 31 October 2025 (2024/25). Charity Excellence is a comprehensive on-line platform that enables UK charities and non-profit organizations to find the funding, resources, help and data they need to deliver services to their beneficiaries and to improve their governance and financial stewardship.
## **Governance & Trustee Board**
Charity Excellence is a registered charity governed by a board of independent trustees who collectively bring senior charity and commercial sector expertise and professional skills in technology, finance, marketing and fund raising. At the year end, there were four trustees:
- Christopher Shawdon
- Sarah Swaysland
- Amit Bansal
- Edward Mayo
Trustees Charity Excellence Framework
3
The Charity Excellence Framework Annual Report and Financial Statements 31 October 2025
## **Independent Examiner’s Report to the Trustees for the year ended 31 October 2025**
I report to the Trustees on my examination of the accounts of the charitable company for the year ended 31 October 2025.
## **Responsibilities and basis of report**
The charity Trustees, who are also Directors for the purposes of company law, are responsible for the preparation of the accounts in accordance with the requirements of the Companies Act 2006 ('the 2006 Act').
Having satisfied myself that the accounts of the Company are not required to be audited under Part 16 of the 2006 Act and are eligible for independent examination, I report in respect of my examination of your charity's accounts carried out under section 145 of the Charities Act 2011 ('the 2011 Act'). In carrying out my examination I have followed the Directions given by the Charity Commission under section 145(5) (b) of the 2011 Act.
## **Independent examiners statement**
I have completed my examination. I confirm that no matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:
1. accounting records were not kept in respect of the Company as required by section 386 of the 2006 Act: or
2. the accounts do not accord with those records; or
3. the accounts do not comply with the requirements of section 396 of the 2006 Act other than any requirement that the accounts give a 'true and fair view' which is not a matter considered as part of an independent examination; or
4. the accounts have not been prepared in accordance with the methods and principles of the Statement of Recommended Practice for accounting and reporting by charities applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102).
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report to enable a proper understanding of the accounts to be reached.
Accountants For Charities
Signed
4
The Charity Excellence Framework Annual Report and Financial Statements 31 October 2025
## **Statement of Financial Activities (Including Summary of Income & Expenditure Account) Year Ended 31 October 2025**
|**Income from:**
Donations
3
Other
3
**Expenditures on:**
Charitable Activities
4
**Net Income / (Expenditure)**
**Reconciliation of Funds:**
Total Funds Brought Forward
Total Funds Carried Forward
6|**Unrestricted**
**Funds**
**Restricted**
**Funds**
**Total Funds**
**Prior Year**
**Funds**
**£**
**£**
**£**
**£**
44,342
-
44,341
25,299
22,403
-
22,403
16,789|
|---|---|
||66,745
-
66,744
42,088|
||54,775
-
34,321
34,710|
||54,775
-
34,321
34,710|
||**11,970**
**-**
**11,970**
**7,378**
68,086
-
68,086
60,708|
||**80,056**
**-**
**80,056**
**68,086**|
5
The Charity Excellence Framework Annual Report and Financial Statements 31 October 2025
## **Balance Sheet As at 31 October 2025**
|Cash at Bank
Other Current Assets
Current Liabilities & Accruals
5
Total Net Assets
Unrestricted Funds
6|**31-Oct**
**2025**
**£**
87,603
24,720
32,266
**80,056**
80,056
**80,056**|**31-Oct**
**2024**
**£**
74,007
0
5,921|
|---|---|---|
|||**68,086**|
|||68,086|
|||**68,086**|
The trustees acknowledge their responsibilities for complying with the requirements of the Charity Act with respect to accounting records and the preparation of accounts.
These accounts have been prepared in accordance with the provisions applicable to Charities
The accounts were approved by the Trustees on 15 May 2026 and signed on their behalf by:
**----- Start of picture text -----**
SIGN
Signed
**----- End of picture text -----**
6
The Charity Excellence Framework Annual Report and Financial Statements 31 October 2025
## **Notes to the financial statements**
## **1. Basis of Preparation**
These financial statements have been prepared under the historical cost convention, with assets and liabilities recognised at cost or transaction value unless otherwise stated in the relevant notes.
The accounts have been prepared in accordance with the following:
- the Statement of Recommended Practice: _Accounting and Reporting by Charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102)_ , issued on 16 July 2014 (the Charities SORP);
- the Financial Reporting Standard applicable in the United Kingdom and Republic of Ireland ( _FRS 102_ ); and
- the Charities Act 2011.
The Trustees have assessed the charity’s financial position and consider that there are no material uncertainties relating to events or conditions that may cast significant doubt on the charity’s ability to continue as a going concern.
No material prior period errors have been identified during the reporting period.
## **2. Accounting policies**
## _Income_
Income is included in the Statement of Financial Activities when the charity becomes entitled to the resources, it is more likely than not that the trustees will receive the resources and the monetary value can be measured with sufficient reliability. Performance related grants are recognised to the extent that the charity has provided the specified goods or services.
It is not practical to value the monetary value of donated time.
## _Expenditure and liabilities_
Liabilities are recognised where it is more likely than not that there is a legal or constructive obligation committing the charity to pay out resources and the amount of the obligation can be measured with reasonable certainty.
7
The Charity Excellence Framework Annual Report and Financial Statements 31 October 2025
## 3. **Income Resources**
|**Resources**||
|---|---|
|Unrestricted funds;
Donations
Other income
**Total Income**|**Incoming**
**Resources**
**£**
44,342
22,403|
||**66,745**|
## **4. Expenditures**
|Accountancy
Corporate Consultancy
Independent Examiner
Insurance
IT and Software
Advertising & Marketing
Professional (Alumna Ltd)
Sundries
Travel & Subsistence
**Total Expenses**|**Unrestricted**
**£**
4,460
-
-
183
22,907
2,453
24,000
268
504|
|---|---|
||**54,775**|
8
## 5. **Current Liabilities: Creditors falling due within one year**
|Other Creditors & Accruals
6. **Net Movement in Funds**
Unrestricted Funds|**Balance at**
**Start**
**£**
68,086|**2025**
**£**
32,266
**32,266**
**Income**
**Outgoings**
**£**
**£**
66,745
(54,775)|**2024**
**£**
5,921|
|---|---|---|---|
||||**5,921**|
||||**Balance as at 31**
**October 2025**
80,056|
||**68,086**|**66,745**
**(54,775)**|**80,056**|
- The charity has no employees and, therefore, no employee earning in excess of £30,000 per annum.
- None of the trustees have been paid any remuneration or received any other benefits from employment with this charity or a related entity.
- No trustee expenses have been incurred.
## **7. Related Party Transactions**
Mr. Amit Bansal was appointed as a trustee of the charity on 2 June 2025. He is a qualified chartered accountant and is also a trustee and founder of Accountants for Charities. In the interest of full transparency, CEF has entered into an arrangement with Accountants for Charities for the preparation and filing of its financial statements for the year ended 31 October 2025. A fee of £1,000 has been agreed for these services. The Trustees confirm that this arrangement was made on an arm’s length basis and in the best interests of the charity.
11 9
The Charity Excellence Framework
Annual Report and Financial Statements
31 October 2025
Independent Examiner's Report to the Trustees
for the year ended 31 October 2025
I report to the Trustees on my examination of the accounts of the charitable company for the year
ended 31 October 2025.
Responsibilities and basis of report
The charity Trustees, who are also Directors for the purposes of company law, are responsible for
the preparation of the accounts in accordance with the requirements of the Companies Act 2CM)6
I'the 2006 Act'l.
Having satisfied myself that the accounts of the Company are not required to be audited under Part
16 of the 2006 Act and are eligible for independent examination, I report in respect of mv
examination of your charity's accounts carried out under section 145 of the Charities Act 20111'the
2011 Act'l. In carrying out my examination I have followed the Directions given by the Charity
Commission under section 145151 Ibl of the 2011 Act.
Independent examiners ststement
I have completed my examination. I confimi that no matters have come to my attention in
connection with the examination giving me cause to believe that in any material respect-.
accounting records were not kept in respect of the Company as required by section 386 of
the 2006 Act.. or
2. the accounts do not accord with those records,. or
3. the accounts do not comply with the requirements of section 396 of the 2(M)6 Act other than
any requirement that the accounts give a 'true and fair view, which is not a matter
considered as part of an independent examination; or
4. the accounts have not been prepared in accordance with the methods and principles of the
Statement of Recommended Practice for accounting and reporting by charities applicable to
charities preparing their accounts in accordance with the Financial Reporting Standard
applicable in the UK and Republic of Ireland IFRS 1021.
I have no concerns and have come across no other matters in connection with the examination to
which attention should be drawn in this report to enable a proper understanding of the accounts to
be reached.
Accountants For Charities
Signed