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Information for Grantholders

We aim to be flexible and to create as little burden on partner organsations through the grant making process to enable you to get on with your work – we recognise that you are the experts in what you do.

We appreciate updates on particular successes or challenges and expect you to let us know of any significant changes to your organisation or funded activities during the course of a grant.

While our Board and staff want to make regular visits to learn from partner organisations, we have limited capacity, and is it not possible to visit every organisation. While we always want to learn more about your work, it is rarely possible for us to attend events you may invite us to. It's not because we aren't interested, but because of our limited capacity.

Reporting

An annual report is required from organisations awarded a grant.
The report should illustrate how the grant has made a difference.

Guidelines for reporting
Since most grants given by A B Charitable Trust are for unrestricted funding, we are happy for you to draw on material you may already have when you prepare your report. For example, the narrative in your annual accounts, the text on your website, or funding proposals or reports you have worked on recently. You do not have to create something especially for us.

We do not have specific requirements for what to include. We are interested to hear what you feel stands out as important over the last 12 months, as well as your learning and anything that was challenging. It is always useful to have quantitative information (such as the number of people supported) as well as qualitative (such as anecdotal feedback from people supported) included in your report - the kind of information you might put in the narrative of your annual accounts.

If the funding was for a particular project, then please report accordingly.

We don’t expect your report to be longer than a couple of sides of A4, it could be less.

Single year grants
We ask successful applicants to provide a report according to the guidelines, 12 months after the start date of the grant, as detailed in the grant letter. If you plan to reapply for funding from us after the 12 month period, you may combine a new application with the report about your existing grant. Please notify your Grants Manager if you wish to do this.

Multiyear grants
Where we have indicated that we will fund a grant over multiple years, we require a report each year. This will act as a formal request for the subsequent year’s funding and should be submitted 10 months after the start date of the grant, in order for our Board to consider renewal of the grant.

We will also require the following:

  • Most recently completed year – this could be draft/ final accounts, or final figures on your budget document, depending on your financial year end
  • Your current financial year – a forecast/ budget document, including the total anticipated income and expenditure (and whether this income is confirmed)
  • Your next financial year budget (if your financial year is ending within the next 4 months)

A reminder will be sent to the main contact for your grant one month before this information is due.

Reapplying

The A B Charitable Trust does not have a required fallow period between grants, and an application can be made for a grant to begin following completion of the previous grant without a break.

Partner organisations can only hold one open programme grant at a time. This does not apply to special initiatives or the anchor programme, but we would carefully consider why we would give two grants to one organisation rather than supporting two organisations. Any second grant would not be additional unrestricted funding but for a project or piece of work. Please contact your Grants Manager to discuss.

If you have a query which is not answered through this information – please look at our FAQs.