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Accounts and Record Keeping
Charity Trustees Annual Report
If your group is a registered charity, the filing of a Trustee’s Annual Report is a statutory requirement. The Trustee’s Annual Report (TAR) forms part of your charity’s Annual Accounts and should include:-
full reference and administration details of your charity – including registered name, charity number, contact address, names of serving Trustee’s etc.
details of the structure, governance and management of the charity (including your legal structure, type of constitution, methods by which Trustees are appointed etc.)
your charity’s purposes (as set out in your governing document or constitution) and main activities, projects or services which you carry out to further those purposes)
achievements and performance over the year with outputs (what you have done) outcomes (what those outputs have achieved) and impact (what difference this has made)
financial review of the year (including your reserves policy, volunteer time etc.)
any other relevant information
declaration