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Charity Report Intelligence

4 credits / call (8 on the free plan)

A trustees' annual report → a structured due-diligence read.

Grant-makers and giving teams screen charities by reading annual reports by hand. This structures one into finances, governance signals, delivery, flags and a transparency score — with the gaps a funder would ask about named explicitly.

Grant assessors screen charities the slow way: reading trustees' annual reports cover to cover, hunting for the reserves policy, the safeguarding mention, the actual outcomes. This endpoint reads them instead — text, HTML or PDF in; finances, governance signals, delivery, red flags and a transparency score out, with the gaps a funder would probe listed explicitly. Figures come straight from the text; the scoring is a disclaimered, indicative opinion — never invented numbers.

what you’d build with it

Grant-round triage

Structure every applicant's annual report before assessment day — reviewers start from the flags, not from page one.

Giving platforms

Corporate-giving and philanthropy tools vet partner charities' governance automatically.

Funder portfolio monitoring

Re-run each grantee's latest report annually; the transparency score trends tell you where to look.

example response

{
  "source": "https://assets.ctfassets.net/6sxvmndnpn0s/2zjrgIXsyWqobuZhhJe79D/35f9f2ec4230a92c2f39cffb9b6d59c9/Annual_Report_FY2324_FINAL_-_Copy_for_web.pdf",
  "charity": "Shelter",
  "registeredNumber": "263710",
  "financialYear": "2023/24",
  "finances": {
    "income": "£81.33m",
  …

Abbreviated. The full example, every endpoint and runnable code are in the implementation guide above; the integration pack downloads beside it. No account needed to read any of it.

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Why developers pick it

Built for funders

The exact governance and financial-health questions grant assessors ask, answered from the charity's own reporting.

Gaps are the product

It says what the report DOESN'T show — the due-diligence questions to ask next.

Facts extracted, opinion flagged

Figures come straight from the text; the transparency score is an indicative, disclaimered opinion — never invented numbers.

Scales the screening

Structure a whole grant round's applicants in one pass.

Terms & disclaimer. Provided “as is” with no warranty. Results are derived from public sources and, in places, generated by AI — they may be inaccurate or out of date and are not legal, professional or credit advice. Company data contains public sector information licensed under the Open Government Licence v3.0; the Registers API contains Environment Agency information © Environment Agency and/or database right, used under the Environment Agency Conditional Licence; this API uses information from the Charity Commission for England and Wales under the same licence. Any logos returned remain the trademarks of their owners (nominative/identification use only, no endorsement implied). Any scores or ratings are an indicative opinion, not a statement of fact about a company. You are responsible for your own use. See the full API Terms of Use or get in touch.

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