Annual statement for associations & foundations — free Excel example
Last updated: 28 July 2026 · Version 2026.1
In short
Is an annual statement mandatory?
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.
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
Not sure where to start?
Take the governance scan: ten questions, two minutes. You will see straight away which points weigh most for you — each with the template that solves it.
Stay current when regulations change
Leave your email address and receive the updated version whenever the rules change (such as WBTR or ANBI amendments). A few emails per year at most, no newsletter.
More templates in this category
Further reading
Background and guidance for this template.
- Audit committee and annual accounts without stress: prepare your AGM in one evening7 min read
- The ANBI publication duty: the standard form, the large-ANBI threshold and deadlines8 min read
- Accounting for grants: deadlines, dossier and preventing clawbacks7 min read
Use & attribution
This template is free. You may use, adapt and pass it on — including outside your own organisation. Publishing it on your website or in a newsletter for your members? Link to this page instead of copying the file; that way everyone automatically gets the latest version.
Ready-made link
<a href="https://aqlemy.com/en/templates/jaarrekening-excel">Annual statement for associations & foundations — free Excel example — Aqlemy</a>