Reporting To Us

Please note that The Robertson Trust has published its new Giving Strategy. This sets out the priorities we will have when awarding funds through our open grants programme. The existing application form and guidelines can still be used until July 31st. In line with our existing procedures, we will aim to assess and present all applications received by this date to our September Board meeting. In the event that we are unable to do so, your application may be held until our November meeting. In such cases a member of staff will contact you and provide any assistance required to realign your application with the new Giving Strategy. Find out all you need to know here.

If your grant is for £5K or more per annum, we will ask you to submit an End of Year Report at the end of each year you have a grant telling us how you have progressed against your agreed outcomes and activities. We won’t ask you to report back to us if your grant is for less than £5K, unless we agree with you otherwise at the point of award.

We will use the information in your report to see how your project is progressing and to find out what you have achieved and what difference you have made. If your work is progressing in line with your outcomes and activities, we can then release any further payments to you.

We will also use the information in your report for our own evaluation purposes. We want to know what difference our funding is making to people and communities in Scotland. We want to learn from the projects we fund to find out what approaches work well in tackling identified needs. We will share this information with our staff and Trustees and, from time to time, may also share information externally, with other funders, third sector organisations and statutory bodies.  

Reports may also help us to identify common themes and trends in the sector that will help us to develop the support we are able to provide to the organisations we fund.

Towards the end of your grant year, around 2 months before your next payment is due (or at the end of your grant) we will email you a link to your online end of year/grant report. This report will be pre-populated with the outcomes and activities that you agreed with us the previous year.

If you have your own reporting format which you feel will provide us with the information we need without you having to re-write it in our form or, if you are submitting a report to another funder for the same work, we may be able to accept your report in this format. Please contact to discuss this.

Photos can also be submitted alongside your report. These can often be useful for bringing your impact and achievements to life.

Information on completing your end of year report can be found here.