Consultation outcome

Annex 11: Charity Annual Return questions 2023 - data publication

Updated 21 December 2022

Charity annual return questions 2023

Financial period	Published – AR22	Publish – AR23
You will be asked to confirm your charity’s financial period. If the financial period end dates displayed are incorrect, you can change them in the Change the charity financial period service.	No	No

Income and Spending	Published – AR22	Publish – AR23
You will be asked to enter your charity’s gross income and spending in the financial period of this return in the boxes provided. Please round all figures to the nearest pound (do not enter decimal points or commas).	N/A – new question	Yes

Income
Government Contracts	Published – AR22	Publish – AR23
How many contracts (other than grant agreements) did your charity receive from central government or a local authority during the financial period of the return?	Yes	Yes
What was the total value of the grants received from central government or a local authority during the financial period of the return?	N/A – new questions asking value	Yes
Government Grants
How many grants did your charity receive from central government or a local authority during the financial period of the return?	Yes	Yes
What was the total value of the grants received from central government or a local authority during the financial period of the return?	No – new questions asking value	Yes
Income Breakdown
What was the total value of income received during the financial period of this return from: a. Donations and legacies b. Charitable activities c.Other trading activities d. Investments Please round all figures to the nearest pound (do not enter decimal points or commas).	New question	Yes
Donations
What was the value of your charity’s single highest value donation received from a corporate donor during the financial period of this return? Please round all figures to the nearest pound (do not enter decimal points or commas).	New question	No
What was the value of your charity’s single highest value donation received from an individual during the financial period of this return? Please round all figures to the nearest pound (do not enter decimal points or commas).	New question	No
What was the value of your charity’s single highest value donation received from a related party during the financial period of this return? Please round all figures to the nearest pound (do not enter decimal points or commas).	New question	No

Spend
Grant making	Published - AR22	Publish - AR23
Is grant making the main way your charity carries out its purposes?	Yes	Yes
In the financial period of this return, what value of grants were made to: a. Individuals b. Other charities c. Other organisations that are not charities Please round all figures to the nearest pound (do not enter decimal points or commas). Are any of the grant recipients above related parties?	New question	No
Trustee payments
Excluding out of pocket expenses, for what were any of the trustees paid during the financial period of this return? a. paid for being a trustee b. paid for a role within any of the charity’s trading subsidiaries or connected organisations c. paid for providing goods and/or services to the charity or any of its trading subsidiaries or connected organisations d. none of the above e. trustees have not been paid	Yes	Yes
Did any of the trustees resign and take up employment with your charity in the financial period of this return?	No	No

Activities outside of the United Kingdom
Income received from outside of the United Kingdom	Published - AR22	Publish - AR23
Did your charity receive income from outside of the United Kingdom in the financial period of this return?	No	No
If you answer ‘Yes’, you will be presented with a table of countries. Select the countries your charity received income from or select ‘Unknown”. Then answer the following questions.	No	No
For each country, what was the value of income received from: a. Governments or quasi government bodies outside of the United Kingdom (including European Union) b. Charities, Non-Government Organisations or Not for Profits outside of the United Kingdom c. Private Companies outside of the United Kingdom d. Individual donors resident outside of the United Kingdom e. Unknown Please round all figures to the nearest £100 (do not enter decimal points or commas).	No	No
How was income from outside of the United Kingdom received by your charity in the financial period of this return? (Tick all that apply) a. Informal Value Transfer Systems or IVTS b. Money Service Businesses (MSBs) c. Businesses authorised to provide ‘Payment services’ d. Cash couriers e. Crypto currency f. Other	New question	No
Delivering charitable activities outside of the United Kingdom
Did your charity deliver charitable activities outside of the United Kingdom in the financial period of this return?	No	No
If you answer ‘Yes’, you will see a table of countries. Select the countries in which your charity delivered charitable activities (including via partners or third parties).	New question	No
Does your charity have formal written agreements in place with any partners delivering charitable activities on its behalf outside of the United Kingdom?	New question	No
Spending outside of the United Kingdom
Did your charity spend funds outside of the United Kingdom in the financial period of this return? If you answer ‘Yes’, you will see a table of countries. Select the countries in which your charity spent funds (including via partners or third parties) and record the total spend by country to the nearest £100	No	No
How much money did your charity send in total outside of the United Kingdom using a method other than the regulated banking system in the financial period of this return? Please round all figures to the nearest £100 (do not enter decimal points or commas)	New question	No
How was money transferred outside of the United Kingdom by your charity in the financial period of this return? (Tick all that apply) a. Informal Value Transfer Systems or IVTS b.Money Service Businesses (MSBs) c. Businesses authorised to provide ‘Payment services’ d. Cash couriers e. Crypto currency f. Other	No	No
Trading subsidiaries
Does the charity have any trading subsidiaries?	Yes	Yes
If you answer ‘Yes’, you will be asked: Have any of your charity’s trading subsidiaries dissolved during the financial period of this return?	New question	No
How many trustees of your charity are also directors of the trading subsidiary or subsidiaries at the date of this return?	Yes	Yes

Charity addresses and property
Charity addresses	Published - AR22	Publish - AR23
The charity will be provided with their public address drawn from the Register of Charities and be asked Are the public address details displayed from the Register of Charities, correct?	New question	No
If the charity enters no Please enter your charity’s public address	New question	No
Is this the same address that you use as your charity’s administrative headquarters?	New question	No
If the charity enters no Please enter the address of your charity’s administrative headquarters	New question	Yes
Property
Were any of your charity’s properties held by holding or custodian trustees on behalf of your charity (excluding the Official Custodian) during the financial period of this return?	New question	No
Structure and membership
Is your charity part of a wider group structure with a parent body and subsidiary bodies?	New question	No
Other than trustees, does your charity have members who are entitled to vote under the charity’s governing documents?	New question	No

Employees and volunteers
Employees	Published - AR22	Publish AR-23
At the end of the financial period of this return, how many: a. People were permanently employed by your charity b. People were on fixed-terms contracts with your charity c. Self-employed people were working for your charity How many of the people above work on behalf of your charity outside of the United Kingdom?	New question	In part – total number of employees by types will be shared if greater than 2. No data will be shared on whether employees or contractors work outside of the United Kingdom
What was the total amount spent on employee payroll in the financial period of this return? Please round all figures to the nearest pound (do not enter decimal points or commas)	New question	Yes
Did any of your charity’s employees receive total employment benefits of £60,000 or more in the financial period of this annual return?	Yes	Yes
If you answer ‘Yes’, you will be asked: Enter the number of employees for each of the following salary bands: a. £60,000 to £70,000 b. £70,001 to £80,000 c. £80,001 to £90,000 d. £90,001 to £100,000 e. £100,001 to £110,000 f. £110,001 to £120,000 g. £120,001 to £130,000 h. £130,001 to £140,000 i. £140,001 to £150,000 j. £150,001 to £200,000 k. £200,001 to £250,000 l. £250,001 to £300,000 m. £300,001 to £350,000 n. £350,001 to £400,000 o. £400,001 to £450,000 p. £450,001 to £500,000 q. Over £500,000	Yes	Yes
What was the value of the total employee benefits (including salary) provided by your charity to its highest paid employee in the financial period of this return? Please round all figures to the nearest pound (do not enter decimal points or commas)	No	No
Volunteers
Excluding trustees, please provide an estimate of the number of volunteers who carried out charitable activities on behalf of your charity in the United Kingdom during the financial period of this return?	Yes	Yes

Governance
Governance	Published - AR22	Publish - AR23
Which of the following policies and procedures did your charity have in place at the end of the financial period of this return? a. Internal charity financial controls policy and procedures b. Safeguarding policy and procedures c. Financial reserves policy and procedures d. Serious Incident Reporting policy and procedures e. Charity financial reserves policy and procedures f. Internal risk management policy and procedures g. Trustee expenses policy and procedures h. Trustee conflicts of interest policy and procedures i. Investing charity funds policy and procedures j. Engaging in political activity policy and procedures k. Bullying and harassment policy and procedures l. Social media policy and procedures m. Engaging external speakers at charity events policy and procedures	New question	No

Safeguarding and risk
Safeguarding	Published - AR22	Publish - AR23
Has your charity provided services to children and/or adults at risk in the financial period of the return?	New question	No
Excluding Basic DBS Checks, has your charity obtained the required level of DBS Checks for all roles which are eligible for them in the financial period of this return? Answer by ticking all that apply: a. Yes, all required Standard DBS checks have been obtained b. Yes, all required Enhanced DBS checks have been obtained c. Yes, all required Enhanced with Barred List(s) DBS checks have been obtained d. DBS checks are not required other than Basic DBS checks	New question (previous DBS question not published	No
Serious Incidents
Has your charity reported all Serious Incidents (including any historical incidents) that the charity became aware of during the financial period of this return?	New question	No
External risk and impact
Has the event had an impact on your charity during the financial period of this return? Tick all the options that apply. Estimated positive impact on: a. Donations b. Other income – grants c. Other income – contracts d. Other income – investment e. Expenditure on charitable activities f. Expenditure on overheads g. Number of volunteers h. Number of employees i. Number of trustees j. Fundraising activities k. Capacity to deliver services l. Total service demand Estimated negative impact on: a. Donations b. Other income – grants c. Other income – contracts d. Other income – investment e. Expenditure on charitable activities f. Expenditure on overheads g. Number of volunteers h. Number of employees i. Number of trustees j. Fundraising activities k. Capacity to deliver services l. Total service demand	New question	No