Grant Holders

Reporting

When the Foundation makes a grant it is because we are genuinely interested in your organisation and so we like to hear how things are going.  While it is good to hear about what has gone well,  it is equally as important that you tell us about things that have not worked out or if plans have changed as we can learn from these experiences.

creative internship holders standing together

12 month / End of Grant Report

By accepting the Foundation’s grant, you agree to provide us with an end of grant report which should be submitted at the end of your project.  If you are in receipt of a multi-year grant, please provide an update report every 12 months until the end of your grant period. Not providing a report may affect future applications you make to us.

If your grant was unrestricted, please provide an activity report on what your organisation has been doing, making specific reference to any success measures or impact measurements that you referred to in your original application.  We ask you to include the following:

  • What changes has your organisation seen in the past year – for example, what has our grant enabled in terms of the work you do, the number of beneficiaries you reach, financial position of your organisation etc?  In short, what impact has the grant had and what are the key differences you organisation has seen in the past 12 months?
  • Have you achieved what you set out to do?  If so, please provide examples of how you have measured this.  If not, please explain why and what your organisation has learnt as a result.  What would you do differently another time?
  • What are your priorities for the future?

If your grant was for a Capital project or specific activity, your report should include an analysis of the project.

Please do not include another request for funding in your update report – if you wish to apply again then this must be a separate request and at least a month after we have received your final report on a previous grant.

Multi-Year Grants

If you have been awarded a multi-year grant, please note we require an update/progress report every 12 months
until the end of your grant period. To request your next instalment, please send us the following three things along
with a request for the next tranche of funds:

  • your update/progress report (please see below for details)
  • a copy of your most recent set of annual accounts
  • updated banking information supplied via your online account or on our bank details request form


Your update/progress report should be no more than 4-5 pages please and outline the following things:

  • details of how the last portion of the grant was spent – this would include details of your progress in achieving
    the aims set out in your original application, including the number of beneficiaries and outcomes, as well as any
    notable successes or difficulties you have encountered
  • an outline of key priorities for the forthcoming year
    please make it clear if there are any changes to the plans in your original proposal including changes to the
    budget or timescales
  • anything else – please tell us anything else you feel our Trustees should know about your organisation or work

Format

We do not have a specific grant report form as we wish to offer you flexibility to tell us what you think is most important for us to know.  Please send us a Word document or PDF no longer than four sides of A4.

Submitting Your Report

If you applied to the Foundation online, you will need to log back in to your online account, once you are logged in you would need to select the tab labelled ‘requirements’ where you will find a link to upload your interim or end of grant report.

If you applied in the post, where possible please email us your report to admin@garfieldweston.org. If you are unable to email us your report, then please send us your report in the post to our offices. We only need one copy so please do not do both!