Annual statement reporting - patriotic funds

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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.