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Annual Return of Income & Expenditure

Diocese of Natal

Anglican Church of Southern Africa

ANNUAL RETURN OF INCOME AND EXPENDITURE
This form is required for both Diocesan purposes and to meet the requirements of a PBO No: 930018124 in terms of section 30 of the Income Tax Act 1962 as applicable to Public Benefit Organizations.

This form must be returned on or before 31 March 2025

PLEASE ATTACH THE FOLLOWING

  1. Your audited Annual Financial Statements.
  2. The Annual Financial Statements of any Societies, Mothers Union, Anglican Women's Fellowship or Guilds and other organizations/entities and institutions operating at parish level.
  3. The Annual Financial Statements of any Trusts operating at parish level.
Parish
Parish
Annual Financial Statements
Description
Your Audited Annual Financial Statements
Attachment
Please attach an AFS
Description
Societies, Mothers Union, Anglican Women's Fellowship or Guilds
Attachment
Please attach an AFS
Description
Other Organizations / Entities and Institutions Operating at Parish Level
Attachment
Please attach an AFS
Description
Trusts Operating at Parish Level
Attachment
Please attach an AFS
Description
Other AFS
Attachment
Please attach an AFS
1. INCOME - Regular Giving
Planned Giving
Loose Plate
Other
2. INCOME - Fundraising & Grants
Fund Raising
Including fund raising for special projects approved by the Board of Trustees
Attachment
Please attach a detailed Schedule of Gross Income less Expenses
Grants and Donations
Grants and Donations
Attachment
Please attach a schedule
Diocese of Natal - Grants Received
Diocese of Natal - Grants Received
Attachment
Please attach a schedule
Parish Organizations / Institutions / Trusts
That fall under the Diocese's PBO
Attachment
Please attach a schedule
3. INCOME - Offerings & Venue Revenue
Thanksgiving
Thanksgiving
Easter Offering
Easter Offering
Pentecost Offering
Pentecost Offering
Hall Hire
Please show Gross Income less Expenses
4. INVESTMENT INCOME ON EQUITIES AND ON CAPITAL INVESTED
Dividends
Dividends
Attachment
Please attach a schedule
Interest Received
Excluding that which is earned from the Diocese
Attachment
Please attach a schedule
Interest / Investment Income Received
Diocese of Natal
Attachment
Please attach a schedule
5. COMMERCIAL INCOME
Net Rentals Received
Rentals include the letting of all commercial property, the rectory and other parish houses
Attachment
Please attach a detailed schedule of Gross Income less Expenses

6. PROFIT AND LOSS ON SALE OF INVESTMENTS / MOVABLE AND IMMOVABLE PROPERTY
Profit and Loss on Sales of Shares
Shares
Attachment
Please attach a schedule
Profit and Loss on Sales of Fixed Property
Fixed Property
Attachment
Please attach a schedule
Profit and Loss on Sales of Other Registrable Assets
Other Registrable Assets
Attachment
Please attach a schedule
7. INCOME TOTAL
Total Income
Excel / Masters / Annual Income Return
1. EXPENDITURE - Salaries / Wages Paid to Church Workers
Salaries / Wages
Paid to Church Workers

Attachment
Please attach EMP 501 as confirmation of registration and of contributions paid
2. EXPENDITURE - Amounts Paid to Clergy
Car Allowance
Easter Offering
Pentecost Offering
Housing Allowance
Stipend Supplementation
Holiday Allowance
Other Allowances
Other Allowances Details
Max 500 Characters
3. EXPENDITURE - Parish Organizations / Institutions / Trusts that fall under the Diocese's PBO
Line 1
Line 1 - Amount
Line 2
Line 2 - Amount
Line 3
Line 3 - Amount
4. EXPENDITURE - Miscellaneous Operating Expenses
Assessment Paid and Accrued
Interest Paid (Diocese)
All Other Expenditures
5. EXPENDITURE - Total
Total Expenditure
Section: 1 + 2 + 3 + 4
6. EXPENDITURE - Appropriations to Funds
Appropriations to Funds
Appropriations to Funds
Attachment
Please attach a schedule
7. EXPENDITURE - Total
Total Expenditure plus Appropriations
Section: 5 + 6
Auditor / Accounting Officer
Certificate

According to the records maintained in this Parish and to the best of our knowledge and belief we certify that for the purposes of both the Acts of the Diocese of Natal and the RSA Income Tax Act 1962 as amended that this return is a true and correct statement of all income and expenditure of the parish and income and expenditure of the Parish/organizations and institutions being part of the Anglican Church which functions within the life and under the auspices of the Parish. We further certify that where the Parish has employed staff that it has been registered for PAYE, UIF and Workmen's Compensation.

Name
Signature
Date
Church Warden
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Date
Church Warden
Select a font and type your Signature.
Human or Robot
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