Reporting

Keeping in touch and reporting to us – what you as a funded organisation can expect.

Do you have funding from our previous strategy period  (2016-2019/20)? You'll find information about reporting on a separate page.

We value relationships with our funded organisations, so we want to keep in touch with you during your grant period. We’re also mindful that your time is valuable, so we’ll try to ensure that the contact we have with you is proportionate and appropriate.

If you have any queries about your grant or need to tell us about any changes, you can contact your Funding Officer or email funding@therobertsontrust.org.uk.

Our Grant terms and conditions outline the types of changes you should tell us about, if and when they occur.

Reporting

Your grant year will run for 12 months from the date we release your first payment.

Grants of under £5,000 

If your grant is for less than £5,000 and for one year only, you don't need to send us a report at the end of your grant year, however, we would love to hear from you if there’s anything you do want to share with us. You can send pictures, videos, quotes or anything else to your Funding Officer or to funding@therobertsontrust.org.uk


If you receive a multi-year grant of less than £5,000 per year, you don’t need to send us a report, however, we will call you at the end of each grant year to see how you’re getting on and if there’s any way we can support you, before we release your next payment.

Once your final grant year has ended, you can apply to the Trust for further funding at any time.

Grants of £5,000 or over per year

If you have a grant of £5,000 or more per year, we’ll ask you to send us a report at the end of each grant year, telling us about your progress, along with a copy of your organisation’s annual accounts, before we release your next grant payment (if applicable). We’ll only ask you to provide information that we’ll use for decision-making or learning purposes. We’ll send you a reminder email around 8 weeks before your next payment is due/your grant year comes to an end.

There are different ways you can report on your progress. We are happy for you to use our report template, send a report in your own format, or perhaps use one you have already prepared for another funder, as long as it gives us the information we need. Alternatively, we may be able to accept a video report or telephone update. More information about different ways of reporting and the information we look for in a report will be added to our website soon.

Your Funding Officer may also wish to call or visit you at various points during your grant, to see how you’re getting on, learn more about your work and check if you need any support from us. He/she will let you know when and how often they’d like to visit or call and arrange for these to take place at a mutually convenient time.
Once your final grant year has ended and you’ve sent us your final report, you can apply to the Trust for further funding at any time.

How we use the information you provide

We will use the information you provide in your report or end of year phone call to see how your work is progressing, so that we can release any further payments to you.

We will also use it for our own learning purposes. We may 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.

The information you provide may also help us to identify common themes and trends in the sector that we’ll use to inform how we can better support our funded organisations.

Learning, networking and support

We hope to be able to offer our grant holders opportunities to come together with other funded organisations, to share learning, good practice and to build connections with one another. We’ll let you know of any upcoming opportunities that may be of interest to you.

We’d also like to hear from you if you think we can provide you with additional (non-financial) support, to help strengthen your organisation and its work. Please contact your Funding Officer if you’d like to discuss this. More information on the additional support we can provide is available here