Charitable collections income and expenditure statement

This publication is for: 
ConsumerNot for profit

All charities licensed in Western Australia must submit an Income and Expenditure Statement to the Commissioner for Consumer Protection in Western Australia annually.

When to use this form

All charities licensed in Western Australia must submit an Income and Expenditure Statement to the Commissioner for Consumer Protection in Western Australia annually.

This form, with a copy of your audited financial reports, must be lodged within six (6) months of the organisations end of financial year

Instructions

  • Type directly into this form electronically before printing and signing it or hand print neatly using an ink pen in block letters.
  • Tick where appropriate and attach additional pages if space in this form is insufficient.
  • Attach a copy of your audited financial reports
  • Attach copies of PEO Declaration Form and Police Clearances if new Principal Executive Officer have been appointed
  • Ensure that the statement is signed by an appropriate person.

All other forms are listed on the charities forms and publications page.

Notes for completing Income and Expenditure Summary

ONLY INFORMATION ABOUT COLLECTIONS IN WESTERN AUSTRALIA IS REQUIRED. If you do not keep separate accounts for collections in Western Australia you may provide your national totals.

  1. Total of Charitable Collections: Include all money collected including direct mail, telemarketing, unsolicited donations, internet donations, proceeds of badge/flower days, door knock appeals, payroll deduction schemes, and gross proceeds of fundraising balls, dinners, quiz nights and other events. If property is collected, any money received from the sale of the property must be included. Do not include monies received by way of grants or government funding.
  2. Total Distributed  for Charitable Purposes: Include an estimate of the total spent on your charitable objects during the year including donations of money or goods and all expenditure directly related to service delivery.

Lodging your application

The charity licence page contains further details about:

  • how to lodge your application;
  • relevant fees; 
  • other charities forms; and 
  • how to contact us.

Further Information

For further information contact the Associations and Charities branch at:

Telephone: (08) 6552 9364
Country callers: 1300 304 074
Email: charities@dmirs.wa.gov.au
Webiste: www.dmirs.wa.gov.au/charities

Consumer Protection
Form – notification
Last updated 01 Jul 2018

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