• Latest Updates
• Toolkit A to Z
• Simple Step Guides
  • Setting up a Community Group
  • Simple Steps to Fundraising
• The Third Sector
  • Support for the Third Sector
  • News and Updates
• Setting up a Community Group
  • News and Updates
  • Identifying the Need
    • Setting up a Steering Group
    • Listening to your Community
      • Community Consultation
      • Community Needs Assessment
      • Surveys and Questionnaires
      • Focus Groups
    • Learning about your Community
    • Feasibility Studies
  • Choosing a Structure
    • Unincorporated Associations
    • Unincorporated Charitable Trust
    • Company Limited by Guarantee
    • Scottish Charitable Incorporated Organisations
    • Community Interest Company
    • Industrial and Provident Societies
    • Development Trusts
    • Social Enterprise
    • Community Right to Buy
  • Your Constitution
    • Writing a Constitution
    • Adopting your Constitution
    • Making changes to your Constitution
  • Charitable Status
    • Charity Legislation
    • Becoming a Charity
    • Retaining Charitable Status
    • References to Charity Status
    • Making Changes
  • Establishing your Committee
    • General Committee Responsibilities
    • Legal Responsibilities
      • Company Ltd by Guarantee
      • Community Interest Company
      • Charity Trustee Duties
    • Role of Chairperson
    • Role of Treasurer
    • Role of Secretary
    • Forming Sub Committees
• Managing and Developing your Group
  • News and Updates
  • Planning and Development
    • Business and Project Plans
    • SWOT Analysis
    • Quality Assurance Systems
  • Monitoring and Evaluating Progress
  • Seeking External Assistance
    • Writing a Tender Brief
    • Choosing a consultant
    • Agreeing a Contract
  • Holding Meetings
    • Committee Meetings
    • Annual General Meetings
    • Minutes of Meetings
  • Data Protection
    • Data Protection Principles
    • Keeping and Using Personal Data
    • Obtaining Consent
    • Allowing Access to Personal Data
    • Data Protection Policy
  • Finance
    • Opening a Bank Account
    • Budgeting
    • Financial Record Keeping
    • Annual Accounts
      • Income and Expenditure Accounts
      • Charity Receipts and Payment Accounts
      • Accrued Accounts
      • Charity Accrued Accounts
    • Statutory Filing
      • Statutory Filing for Charities
      • Statutory Filing for Incorporated Organisations
    • External Scrutiny of Accounts
      • Independent Examination
      • Audit
    • Expenses and Remuneration
    • Trustee indemnity insurance
    • Tax Reliefs
      • Charity Tax Relief on Trading Profits
      • VAT Relief for Charities
      • Tax Exemptions for Sports Clubs
      • Gift Aid
  • Marketing and Promotion
    • Creating a Group Identity
    • Planning your Marketing
    • Working with the Press and Media
      • Writing a Press Release
    • Printed Marketing Materials
    • Creating Newsletters
      • Designing a Newsletter
    • Creating an Annual Report
      • Planning an Annual Report
      • Designing and Producing an Annual Report
      • Charity Trustees Annual Report
    • Building a Website
      • Website Structure
      • Website Design and Layout
      • Website Content
    • Social Media
  • Winding up an Organisation
    • Dissolving an Incorporated Organisation
    • Ceasing to be a Charity
      • Ceasing to be a Scottish Charitable Incorporated Organisation
• Generating Income
  • News and Updates
  • Planning your Fundraising
  • Fundraising Events
    • Holding Raffles and Prize Draws
    • Raffle Tickets
    • Drawing Your Raffle
  • Grant Income
    • Identifying Suitable Funders
    • Grant Application Tips
    • Completing a Grant Application Form
    • Letters of application
    • Grant Assessor Visits
  • Using Online and Digital Media
  • Public Donations
  • Trading
    • Trading as a Social Enterprise
    • Charity Trading
    • Procurement and Tendering
    • Contracts and Service Level Agreements
• People Management
  • News and Updates
  • Customers, users and Clients
  • Membership
    • Membership Services and Benefits
  • Being an Employer
    • Recruitment
      • Job Descriptions
      • Person Specifications
      • Salary and Wages
      • Contracts
      • Staff Handbooks
    • Managing Staff
      • Maternity and Paternity Leave
      • Flexible Working
      • Time off in Lieu
      • Disciplinary and Grievance Procedures
      • Sick Leave and Absence from Work
      • Retirement
    • Development and Training
  • Equalities and Human Rights
    • Equality Legislation
    • Protected Characteristics
    • Discrimination and Harassment
    • Public Duty
    • People with Disabilities
    • Human Rights
  • Health and Safety
    • Risk Assessments
    • No Smoking Regulations
    • Health and Safety Policy
    • Employers Liability Insurance
    • Public Liability Insurance
    • Fire Safety
      • Fire Risk Assessments
      • Fire Safety Procedures
    • First Aid
    • Food Hygiene
  • Working with Children and Vulnerable Adults
    • Protection of Vulnerable Groups Scheme
      • Regulated Work
      • Legal Responsibilities
      • Central Registered Body in Scotland
      • Disclosures
    • Child Protection
      • Child Protection Policy
    • Adult Protection
      • Vulnerable Adult Protection Policy
• Volunteering
  • News and Updates
  • Involving Volunteers
    • Volunteer Policy
    • Volunteer Task Descriptions
  • Recruiting and Selecting Volunteers
    • Recruitment Methods
    • Selecting and Screening
      • Meeting Your Applicants
      • Screening
  • Supporting and Motivating Volunteers
    • Supporting Your Volunteers
    • Motivating Your Volunteers
  • Volunteer Management Challenges
    • Grievance Procedures
    • When Volunteers Leave
    • Volunteer Crises
• Resource Management
  • News and Updates
  • Buildings
    • Maintenance and Security
      • Energy Efficiency
      • Security
    • Licensing
      • Public Entertainment
      • Public Performing
  • Volunteer Drivers
  • Community Car Schemes
• Community Planning
  • News and Updates
  • Community Planning Partners
  • Third Sector Involvement
  • Single Outcome Agreements
• Jargon Buster
• About the Community Toolkit
  • News and Updates
  • Thanks To
  • Your Comments
  • Becoming a Toolkit Partner
• Resource Library
• Subscribe to News and Funding Feeds
• Monthly Bulletin Subscription
• Toolkit Sitemap

Charity Trustees Annual Report

« Back to Resources

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

Contact the Community Toolkit Editor

Conditions of Use
Last Updated 14/10/2011 15:20

_uacct = “UA-829849-2″;urchinTracker();

Contact the Community Toolkit Editor

Conditions of Use
Last Updated 14/10/2011 15:20

_uacct = “UA-829849-2″;urchinTracker();

« Back to Resources