My understanding is that retention of accounts is the same as limited
companies. The place to look to be sure will be the Charities Act which (I
think - and don't quote me on this) is the same or very similar to the
Companies Act). Certainly in my limited experience of charities (being
Chairman of a PTA) we have it written into our articles that accounts will
be kept for seven years.
I can understand the need to keep personal related accounts information for
longer - Deed of covenant perhaps?
Never heard of Buzzacotts - the only hit on Google seems to be that they are
Chartered Accountants. Did they write the guidance?
Simon Howarth.
From: This list is for those interested in Data Protection issues
[mailto:[log in to unmask]] On Behalf Of Cotterill, Steve
Sent: 27 November 2012 11:26
To: [log in to unmask]
Subject: [data-protection] Retention of Charity Annual Accounts - Really!!!!
I'm archiving/destroying data (both personal and non-personal) and I have
many years of charity accounts that I administer on behalf of my
organisation.
I assumed that the retention period for the annual accounts would be similar
to other financial information (6 years + 1) but I'd thought I'd check on
the Charity Commission's website, upon which I found a document call
'Buzzacott - Retention of Accounting Records'.
In this it states I should keep charity annual accounts 'permanently' and
that the reason for this is the 'Data Protection Act'.
This is totally wrong isn't it? I'm starting to question myself as it seems
so blatantly incorrect.
Thanks
Steve
____________________________________________________________________________
_________________________________________
Stephen Cotterill
Procurement & Technical Officer x3296
Broxtowe Borough Council
Resources Directorate
Council Offices, Foster Avenue,
Beeston, Nottingham, NG9 1AB
Tel: 0115 917 7777
Fax: 0115 917 3577
<http://www.broxtowe.gov.uk/> www.broxtowe.gov.uk
View our procurement page at: <http://www.broxtowe.gov.uk/procurement>
www.broxtowe.gov.uk/procurement
View our contracts notice board: <http://www.sourcenottinghamshire.co.uk/>
www.sourcenottinghamshire.co.uk
Payments to Suppliers are published at
http://www.broxtowe.gov.uk/paymentstosuppliers
Internal Users only - View our Procurement Intranet page at:
http://intranet/index.aspx?articleid=2754
Internal Users only - View our Information Management Intranet page at:
http://intranet/index.aspx?articleid=4073
DISCLAIMER:
This email and any attachments are confidential and intended solely for the
use of the individual to whom it is addressed. If you are not the intended
recipient be advised that you have received this email in error and that any
use, dissemination, forwarding, printing or copying of this email is
strictly prohibited.
If you have received this email in error please contact the IT Service Desk
at Broxtowe Borough Council on [log in to unmask] or telephone
0115 917 3194.
Senders and recipients of email should be aware that, under current
legislation, the contents may be monitored and will be retained. The
contents of the email may have to be disclosed in response to a request.
This disclaimer confirms that this email message has been swept for the
presence of computer viruses.
_____
All archives of messages are stored permanently and are available to the
world wide web community at large at
http://www.jiscmail.ac.uk/lists/data-protection.html
Selected commands (the command has been filled in below in the body of the
email if you are receiving emails in HTML format):
* Leaving this list: send leave data-protection to
[log in to unmask]
<mailto:[log in to unmask]&BODY=LEAVE%20data-protection>
* Suspending emails from all JISCMail lists: send SET * NOMAIL to
[log in to unmask]
<mailto:[log in to unmask]&BODY=SET%20*%20NOMAIL>
* To receive emails from this list in text format: send SET
data-protection NOHTML to [log in to unmask]
<mailto:[log in to unmask]&BODY=SET%20data-protection%20NOHTML>
* To receive emails from this list in HTML format: send SET
data-protection HTML to [log in to unmask]
<mailto:[log in to unmask]&BODY=SET%20data-protection%20HTML>
All user commands can be found at
http://www.jiscmail.ac.uk/help/commandref.htm and are sent in the body of an
otherwise blank email to [log in to unmask]
Any queries about sending or receiving messages please send to the list
owner [log in to unmask]
(Please send all commands to [log in to unmask] not the list or the
moderators, and all requests for technical help to [log in to unmask],
the general office helpline)
_____
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
All archives of messages are stored permanently and are
available to the world wide web community at large at
http://www.jiscmail.ac.uk/lists/data-protection.html
If you wish to leave this list please send the command
leave data-protection to [log in to unmask]
All user commands can be found at http://www.jiscmail.ac.uk/help/commandref.htm
Any queries about sending or receiving messages please send to the list owner
[log in to unmask]
Full help Desk - please email [log in to unmask] describing your needs
To receive these emails in HTML format send the command:
SET data-protection HTML to [log in to unmask]
(all commands go to [log in to unmask] not the list please)
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
