If your charity’s income is under £500,000 (and providing it doesn’t have assets worth more than £3.26million), prepare a simple report including:

• your charity’s name, registration number, address and trustee names
• its structure and details of how it is managed, including how it recruits trustees
• its activities and objectives in the year
• its achievements and performance, including reporting on its public benefit
• a financial review including any debts and details of your reserves policy (if applicable)
• details of any funds held as a custodian trustee

You can put more detail into your trustees’ annual report if you want to. You only have to send a copy to the commission with your annual return if your income is more than £25,000. But you need to send the commission a copy if it asks for it.

Click here for a template Trustees’ Annual Report for small charities

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