Barrow Cadbury Trust: End of grant report (narrative)

Save my progress and resume later | Resume a previously saved form

Resume Later

In order to be able to resume this form later, please enter your email and choose a password.

Your Email:

A Password:

Confirm Password:

Page 1

The Barrow Cadbury Trust aims to keep the work involved in reporting to a minimum, while at the same time collecting the information we need to monitor your grant and fulfil our mission. So this form is in two parts. The first covers basic information about you and the project. The second invites you to upload a narrative report on progress. Please do not include any personal information in your report. We do not have a fixed format for this narrative report, provided it covers the required areas. So, for example, you could upload a report to another funder of the same project, or a progress report to your Board. If you do not already produce such a document, please use the headings below to structure your report or, if material you already have available covers some but not all the headings, feel free to submit that and a second document with any supplementary information required.

Your report should cover:

- progress against the project plan you originally submitted to us (or against any subsequent plan you sent us), and any outstanding activities or actions still to complete;

- an assessment of the difference you think your work has made since the start of your grant;

- any dissemination, communications and influencing work to date (or an update on such activities reported to us previously)

- your plans for continuing this after your grant ends;

- your plans for assessing the longer-term impact of your project. Our practice is to follow up on impact achieved with our grant so we will talk to you about post-grant follow-up if appropriate.

We will ask you to upload the details of how you have spent your grant. If you wish, you can use the Barrow Cadbury Trust's budget report form, or you may prefer your own format.

Once you have completed the form and uploaded your documents, click on the "Submit" button. Your completed form will appear on the screen for you to review. You can also print the form for your records at this stage. Once you are happy with it, click the "Confirm" button. You will receive an email acknowledgement with a copy of your form once you have successfully submitted it.

Please use the links at the top and bottom of the page to save your form regularly to ensure you do not lose any work. Please note that your form is not automatically saved when you complete a page and move on to the next one.

We look forward to reading about how your project has gone.

Page 2

Organisation and project details

Your name

Your job title

Organisation

Your email address

Your phone number

According to our records, your project was scheduled to end on the following date:

If this date was brought forward or pushed back please explain why

Your narrative report

Please upload your report, ensuring you cover the areas listed on page 1

If you would like to submit any supplementary information, please upload it here

Budget and finances

Total expenditure from your Barrow Cadbury grant since it started.

Please give the total since your grant was awarded, not the current year's expenditure.

If you have an over- or under-spend, please explain why. (150 words max)

Please provide us a report on what you have spent compared to the original budget you submitted to us. You can either download and use the budget spreadsheet via the link on the introductory page of this form, or provide your budget in a different format that contains the same information. Once you have prepared your budget report, upload it using the button below

Unless you are a public body or statutory organisation (such as a university or local authority), we require a set of annual accounts that have been approved and signed by your Trustees for every year in which you receive a grant payment from us. The year end date for the most recent set of accounts we have on file is (please do not edit this field):

If your Trustees have approved a recent set of accounts please attach them here:

If you wish to attach an additional document (such as an evaluation or a final report of the project), please add it here:

Finally, if there have been any significant changes to your organisation in the last six months, please give details here. By significant changes we mean changes to the people working on the project, to the senior management or trustee body, or to the legal status of your organisation. Please note that we expect to hear of such changes at the time they occur rather than waiting until writing your progress report, but if there is anything you have not yet told us, please include it here.

Please tell us any significant changes not already notified to us that have happened in your organisation during the period of this report. For example, you should tell us about any changes to key personnel (staff or trustees), loss or gain of significant funding, changes to your premises, any change to your legal status or any other material change to your organisation.

Page 3

Dealing with the unexpected

Did anything happen during the course of your project that required a response from you to keep the project on track? And if it did, how did you deal with it?

Did anything happen in the external environment that had an impact on your organisation or beneficiaries during your project?

With the benefit of hindsight, what advice would you give other organisations undertaking similar projects?

And finally...

The Trust is an accredited Living Wage Employer and a Living Wage Friendly Funder. This means that we have committed to encouraging and supporting those we fund to become Living Wage Employers. When you applied to us for funding we asked if you were or were considering becoming a Living Wage Employer. Now that you have come to the end of your grant we are interested to know if you are still or have joined the scheme – reporting on how many of our funded partners have joined the scheme forms part of our annual reporting to the Living Wage Foundation.

Are you currently a Living Wage Accredited organisation?

YesNo

Do any of your employees currently earn less than the Living Wage?

YesNo

Is your organisation considering becoming a Living Wage Employer?

YesNo

Environmental sustainability is important to all of us. Tell us one thing (or more) that your organisation is doing to reduce its carbon footprint.

Please tell us one thing you have valued (other than the funding we provided) about your relationship with Barrow Cadbury

And if you were to change one thing, what would it be?

Save my progress and resume later | Resume a previously saved form

Contact Information