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Annual statement for associations & foundations — free Excel example

100% freeNo email requiredUpdated for 2026

Within six months after year-end the general meeting wants to see a balance sheet and an income statement — and the audit committee needs to be able to review them. With this free Excel template the annual statement is done in an evening.

The balance sheet includes a check row that instantly shows whether everything balances, and the figures are directly usable for the ANBI standard publication form.

Downloads

The files are in Dutch — they follow the Dutch rules for associations and foundations.

What's inside?

  • Income statement with a previous-year column
  • Balance sheet per 31 December with automatic check row (must equal € 0.00)
  • The result flows automatically into equity on the balance sheet
  • Notes tab with the points audit committees and grant providers ask about
  • Ready for the general meeting, audit committee and the ANBI publication duty

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Frequently asked questions

Good to know

The board of a Dutch association must account to the general meeting within six months after year-end with at least a balance sheet and income statement. Filing with the Chamber of Commerce is only required for organisations running a business above the turnover threshold. ANBI foundations must additionally publish their figures online within six months.

Have questions?

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