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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

{
  "charity": "Example Trust",
  "finances": { "income": "£1.2m", "expenditure": "£1.1m",
                "reserves": "£300k", "reserves_policy_stated": true },
  "governance": { "trustee_count": 7, "safeguarding_mentioned": true },
  "delivery": { "activities_summary": "Youth mentoring across three boroughs.",
                "outcomes_quantified": true },
  …

Truncated. Full documentation and a downloadable README come with a free account.

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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 Results are derived from public sources and, in places, generated by AI — they may be inaccurate or out of date and are not legal, professional or credit advice.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. 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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