Charity Commission

The regulator for charities in England and Wales

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Home >  Charity requirements & guidance > Accounting and reporting > Preparing your Annual Return > About the Annual Return form - 2009

About the Annual Return/Update form

The Annual Return/Update form is made up of three parts (Parts A - Charity Information, B - Financial Information & C - Summary Information Return) and the Reporting a Serious Incident (RSI) section. How many of these parts you will be required to complete depends upon your charity's income in the financial period reported upon. We only ask you to complete what is appropriate to your charity's circumstances. For further information on your charity’s submission requirements, please see 'What do charities need to submit to the Charity Commission this year?'.

For charities with income of £10,000 or less, the Annual Return/Update form is a convenient way for charity trustees to comply with their duty to notify the Commission of changes to key information about their charity. Charities in this category are not required to send accounts to the Commission but they must still prepare them and make them available on request.

The information you give may be recorded on the Register of Charities, which is open to public inspection at our offices and on our website. Please note that we do not make the charity’s bank details, trustees’ addresses and telephone numbers, or dates of birth available to the public.

Once again, we have split the 'charity contact' details into two parts. We have distinguished between charities with an individual as contact and those with an organisation as contact (e.g. a firm of solicitors or the charity itself at its office address). This was in response to the growing number of charities wishing to use an organisation as a point of contact on the Register of Charities.

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