Trustees’ Annual Report
TSreuctsiotneCe: sNo'teasntonthueaalccroeunptsort
for the period
Period start date Charity name
Period end date
Charity No (if any)
Objectives and Activities
Summary of the purposes of the charity as set out in its governing document
Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts.
Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit
SORP reference Para 1.17
Para 1.17 and 1.19
Para 1.18
Additional information (optional)
You may choose to include further statements where relevant about:
Policy on grant making
SORP reference
Para 1.38
Policy on social investment including Para 1.38 program related investment
Contribution made by volunteers Para 1.38
Other
Charity Accounts templates ? Trustees' annual report for the period
October 2016
2 of 8
Achievements and Performance
SORP reference Summary of the main achievements Para 1.20 of the charity, identifying the difference the charity's work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole.
Additional information (optional)
You may choose to include further statements where relevant about:
SORP reference Achievements against objectives set Para 1.41
Performance of fundraising activities Para 1.41 against objectives set
Investment performance against objectives
Para 1.41
Other
Charity Accounts templates ? Trustees' annual report for the period
October 2016
3 of 8
Financial Review
Review of the charity's financial position at the end of the period
Statement explaining the policy for holding reserves stating why they are held Amount of reserves held
SORP reference Para 1.21
Para 1.22
Para 1.22
Reasons for holding zero reserves Para 1.22
Details of fund materially in deficit Para 1.24
Explanation of any uncertainties about the charity continuing as a going concern
Para 1.23
Additional information (optional)
You may choose to include further statements where relevant about:
The charity's principal sources of funds (including any fundraising)
SORP reference
Para 1.47
Investment policy and objectives including any social investment policy adopted
A description of the principal risks facing the charity
Para 1.46 Para 1.46
Other
Charity Accounts templates ? Trustees' annual report for the period
October 2016
4 of 8
Structure, Governance and Management
Description of charity's trusts: Type of governing document
SORP reference
Para 1.25
(trust deed, royal charter) How is the charity constituted?
Para 1.25
(e.g unincorporated association, CIO)
Trustee selection methods including Para 1.25 details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees
Additional information (optional)
You may choose to include further statements where relevant about:
SORP reference
Policies and procedures adopted for Para 1.51 the induction and training of trustees
The charity's organisational structure Para 1.51 and any wider network with which the charity works Relationship with any related parties Para 1.51
Other
Charity Accounts templates ? Trustees' annual report for the period
October 2016
5 of 8
Reference and Administrative details
Charity name Other name the charity uses Registered charity number Charity's principal address
Trustee name
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20
Names of the charity trustees who manage the charity
Office (if any)
Dates acted if not for whole year
Name of person (or body) entitled to appoint trustee (if any)
Charity Accounts templates ? Trustees' annual report for the period
October 2016
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