We ask all organisation we fund to send us a short report once our grant ends to help us learn about our effectiveness as a grant-maker and to understand the difference being made on the ground. We suggest that before writing your report, you refer to our offer letter and your original application to ensure that any specific conditions or commitments are highlighted in your report and accurately reflect the progress of your work and its impact.
Please complete all sections of this form, up to a maximum of 4 sides of A4 paper.
You may include a case study and attach photographs [ high resolution images] to give Trustees a flavour of your activities and who you work with. We may use photographic material on our website, so please ensure that material sent has the full consent of the individuals featured, including were required parental/guardian consents.
Disclaimer: By completing this form, you are acknowledging that we may store the information you have submitted, in both hard copy and electronic form, and that it may be distributed to our trustees and other advisors via electronic, printed or verbal communications.
Section 1:
Organisation / Charity Reg. No.
Name of Person Completing Report / Phone
Name of Project Funded
What was the principal priority funding theme covered by the activities? Choose only one / Creating opportunities for people to contribute to their local community
Enabling people to overcome barriers and take control over their lives
Increasing engagement in the arts for marginalised or excluded groups
Widening access to education for people of all ages
Encouraging care of the natural and built environment
Area project operates / Merseyside Liverpool Sefton Wirral Knowsley St Helens
Has the grant been spent according to the original budget? Yes/No
In the Table below, provide a breakdown of the grant expenditure and any changes in the original spend.
Item / Budget Amount £ / Actual Spend £ / Reason for under/overspend
Is the project we funded continuing? Has alternative or additional funding been secured as a result of our grant?
Outcomes
Describe three of the most important outcomes the project has delivered for the people you work with? You may have to refer back to your original application. Outcomes can include soft and hard outcomes for example: improved health and well-being/ aspiration/ motivation/ social skills/confidence/self-esteem/life satisfaction/community connectedness/strengthened communities/developing new opportunitiesand concrete quantifiable changes such as: people finding jobs, gaining qualifications, improved literacy and numeracy skills.
Example:
Outcome 1: Improved teamworking skills 50 people
25 made significant progress / 15 started to make progress / 10 not yet made progress
Outcome 1:
made significant progress / started to make progress / not yet made progress
Evidence:To support the numbers, describe the changes over the life of the project and any evidence gathered from feedback forms, assessments or reports produced.
Outcome 2:
made significant progress / started to make progress / not yet made progress
Evidence:To support the numbers, describe the changes over the life of the project and any evidence gathered from feedback forms, assessments or reports produced.
Outcome 3:
made significant progress / started to make progress / not yet made progress
Evidence:To support the numbers, describe the changes over the life of the project and any evidence gathered from feedback forms, assessments or reports produced.
How has funding from PH Holt helped your organisation? This can include increasing in provision, improved delivery, building your organisation’s capacity etc.
How has the grant been recognized? Include internal and external channels i.e. your website, leaflets, reports, to stakeholders, the public, clients, local press etc.
Section 2: Project Feedback
In this section provide abrief summary of the project funded, numbers of beneficiaries, how the project helped make a difference. In your report consider providing feedback to the following questions:
- What were the key aims and activities delivered by the project and who was involved?
- Have the targets or inputs outlined in your original application been met? i.e. i.e. has the project been delivered as described in terms of the number of people benefiting, workshops/new courses/ training hours delivered, one to one mentoring, outreach to vulnerable group, children no longer excluded from school, disabled people having a voice etc).Please provide examples and numbers.
- What unforeseen challenges or major issues affecting the project’s performance did you experience, and what remedial action was taken or lessons learnt for the future?
- Is there anything else you would like to share about the project, its achievements, activities or successes that are not covered elsewhere? You can also include any changes to your organisation, its structure, personnel or information about how you are positioned for the future.
- You may include a short case study, photographs of your work, links to videos produced or quotes from staff, volunteers or beneficiaries.
Note be concise in your answers, using bullet points and tables if this helps, and do NOT exceed two sheets of A4.
Signature: Date:
Please sign and return this completed form by email to
Photographs also by email as high resolution images suitable for use in publicity material can accompany this report if they have not already been sent.