We will contact the Trustee to submit a Patriotic fund annual statement form (Word, 40KB) each year.
You must return the form within 90 days of the fund's end of financial year, and include an:
- income and expenditure statement for the year ending on the specified date (usually 31 December of the previous year), and
- a balance sheet as at the specified date.
The Trustee must also have the Fund’s accounts audited where required.
For more information about audit requirements, see Annual statement audit requirements - patriotic funds.