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Before completing this form please make sure you have read our Small grants guidance.

If you have any communication support needs that make reading or completing an application form difficult or impossible, please get in touch with us at funding@therobertsontrust.org.uk or call us on 0141 353 4321 to discuss alternative ways you can apply.

This form works best when using Chrome or Microsoft Edge.  You may experience issues if you are trying to complete this form using a tablet or Apple Mac and we would advise using a computer/laptop where possible. 
About your Organisation
Please provide the name of your Charity as registered with OSCR or the Charity Commission.
Please provide your Charity number as registered with OSCR or the Charity Commission. If you are a Scottish Charity, please enter this in the format SC012345.
Organisation Address

·     Please provide the address your organisation is registered at. 


By unconnected we mean these people should not be related by blood; married to each other; in a long-term relationship with each other; or living together at the same address.
Warning

We consider it good practice for organisations to have at least three unconnected Trustees on their Board. As you have advised that you do not have this, we cannot consider an application from you.


OSCR and SCVO have useful resources on good governance. Your local Third Sector Interface may also be able to provide some guidance around this.


By paid members of staff, we mean Trustees who are employed by your organisation and receive a salary.

Please tell us their name(s), position within the organisation and their role on the board, e.g. Chair. Do you have a conflict of interest policy in place? Please also tell us about any plans to change your Board structure, for example if the post holder will be stepping down as a Trustee.


If your work involves children, young people or vulnerable adults we need to know that you have policies in place to keep them safe. We might also ask to see these. 
Warning
If your organisation’s work involves children, young people or vulnerable adults, we can only accept an application from you if you have policies in place that set out how you will keep them safe.  

You can find more information on safeguarding, including useful resources and guidance, on the NSPCC and Children 1st websites.  Your local Third Sector Interface may also be able to provide some guidance around this.

Page 1 of 5

Section 2

About your work

Please tell us, in your own words, what your organisation does and who it supports, including any specific groups of people you work with.  It would be helpful if you can also give us an indication of the number of people supported directly in the past 12 months.  Further information on the types of work we are looking to fund through our Small grants can be found in our guidance.  Please also tell us about the main projects, activities or services you provide on a regular basis, how long you have been providing these and whether you have any plans to change these in the next 12 months.

Page 2 of 5

Section 3

About your request

To select more than one local authority hold down the Ctrl button and click on all those that apply.
We welcome applications for unrestricted funding which can be used towards the core running costs of your organisation, but we can also consider the costs of projects and salaries if this will better meet your needs. 
Unrestricted Funding

Please tell us if unrestricted funding will simply enable you to continue your current core service delivery, or if you expect your work to evolve or expand over the next few years. 

We are interested to know how your work benefits the people you support in relation to our four funding themes.  Please tell us which of these themes your work addresses and how.  For example: This work will address the Financial Security funding theme, as it will ensure that people who are struggling with their day to day costs are have access to healthy and affordable food through our community pantry.  You can find more information about our funding themes and what we look for in an application in our Small grants guidance.  

Examples of this might include: having regular chats with the people you support, in person or on social media, to gain their views; using surveys to gather feedback and taking action on this; including those you support on your Board, on steering groups or as volunteers.
Project, service or salary costs

Please tell us if the project, service or salary you are asking us to fund is new or existing.  If you are applying for the costs of a specific salary, please also provide us with a job description for the post which confirms what the role will involve/what services the postholder will deliver.  If you are applying for the costs of a project or service, tell us what this will involve, where and how often it will take place, who will deliver the work and who will participate/benefit directly from the work. 

We are interested to know how your work benefits the people you support in relation to our four funding themes.  Please tell us which of these themes your work addresses and how.  For example: This work will address the Financial Security funding theme, as it will ensure that people who are struggling with their day to day costs are have access to healthy and affordable food through our community pantry.  You can find more information about our funding themes and what we look for in an application in our Small grants guidance.  

Examples of this might include: having regular chats with the people you support, in person or on social media, to gain their views; using surveys to gather feedback and taking action on this; including those you support on your Board, on steering groups or as volunteers.

Please tell us how you work with others to deliver services or change how services are delivered for people experiencing poverty and/or trauma.  Examples of this may include: having regular chats with other organisations/groups in your local area in person or through social media, receiving referrals from other organisations/groups, partnership working on projects or setting up steering groups.

Page 3 of 5

Budget
The majority of our Small grants are for 3 years.  We can however consider up to 5 years' funding for work which is clearly and directly aligned to one of our four funding themes and at least one of the specific issues listed under that theme  (please see our Small grants guidance for further information). You can also request funding for a shorter period. If successful, your funding year will run for 12 months from the date we pay your award. In most cases this will be different to the dates of your financial year.
Please provide a fully costed budget for this work. You can either complete our budget template and attach this to your application (at the end of this form) or complete the fields below. 
As our revenue awards are released annually, each column year should represent a full 12 months' expenditure. 

Please try to include all the associated costs of your planned work and not just those you are requesting from us. Group expenditure under summary headings, e.g. travel costs, volunteer expenses, rent/utilities.  Small items of capital expenditure, e.g. equipment or materials costs, can also be included.  
 
If applying for salary costs, please provide details of each salaried post individually and include NI and employer contributions in the total salary cost for each.  For sessional staff, please provide the total cost of this under one summary heading.  You can also include a proportion of your day to day running (core) costs for project specific requests and should list this as a separate item of expenditure.  If you expect costs to increase year on year, e.g. due to salary increments or inflation, please show this in your budget.   
You will need to add each headline cost individually and enter an amount for each year of funding required for this.  To add additional costs, up to a maximum of 20,  please click, Add another response. Please only enter numbers in boxes which ask for amounts, with no commas or decimal points.  To delete any costs added, click Remove.

Year 1 Year 2 Year 3 Year 4 Year 5
£
£
£
£
£
Expenditure Totals (Automatically Calculated)
Year 1 Total Year 2 Total Year 3 Total Year 4 Total Year 5 Total
£
£
£
£
£
£
Please list any confirmed income towards the costs above


These might include contributions from other funders, your organisation's own reserves etc.  Do not include details of in-kind support.

You will need to add each source of income individually and enter an amount for each year of funding confirmed.  To add additional income sources, up to a maximum of 20,  please click, Add another response. Please only enter numbers in boxes which ask for amounts, with no commas or decimal point.  To delete any costs added, click Remove.

Year 1 Year 2 Year 3 Year 4 Year 5
£
£
£
£
£
Confirmed Income Totals (Automatically Calculated)
Year 1 Total Year 2 Total Year 3 Total Year 4 Total Year 5 Total
£
£
£
£
£
£
Please list any other income you expect towards the above costs and timescales for decisions
These might include contributions from other funders or other fundraising.  Do not include details of in-kind support.

You will need to add each expected source of income individually, enter an amount for each year of potential funding and when you expect to receive a decision.  If you do not know the date this funding is expected or when funding decisions will be given please state 'Not known'. 

To add additional income sources, up to a maximum of 20,  please click, Add another response. Please only enter numbers in boxes which ask for amounts, with no commas or decimal point.  To delete any costs added, click Remove.


Year 1 Year 2 Year 3 Year 4 Year 5
£
£
£
£
£
Confirmed Income Totals (Automatically Calculated)
Year 1 Total Year 2 Total Year 3 Total Year 4 Total Year 5 Total
£
£
£
£
£
£

Please confirm the total amount of funding you would like from us for the full funding period requested.  Please note this should be between £2000 and £15000 per year, for example, if you are requesting £15000 each year for five years, you would enter £75000. Please provide this to the nearest thousand and please enter only numbers.

Page 4 of 5

Section 4 

Organisation Contact

This contact must be a Trustee and someone authorised to apply on behalf of the organisation.  Their details will be used as a contact point for all automated emails from The Robertson Trust, including confirming receipt of the application and our final funding decision.



The contacts provided on this form must be different.

The emails provided on this form must be different.











Application Contact

This is the person we will contact with any queries about the application and who we expect to be the main point of contact throughout the assessment process.  If there is a chance that they might not be available for an extended period during the standard 

8-10 week assessment timeframe, you may wish to consider nominating another person.

 

Their details will be used as a contact point for all automated emails from The Robertson Trust, including confirming receipt of the application and our final funding decision.

This contact MUST be a different person to the Organisation contact noted previously.

The contacts provided on this form must be different.

The emails provided on this form must be different.










Page 5 of 5

Section 5

Accounts

If you are a newly registered Charity and haven't yet produced Annual Accounts we can still consider your application and will ask you to provide details of an independent referee and a recent copy bank statement dated within 3 months.  Please also send us a projection showing your organisation's expected income for its first year.

If your accounts are more than 12 months old, please also provide a copy of your recent management accounts in the section below.

It is helpful for our assessment if you can tell us here about:                                                              -      any one-off or unusual items in the accounts provided which would not                    normally feature on a year-to-year basis;

-        any large surplus or deficit recorded during the financial year;

-        high levels of Net Current Assets – if these are close to, or in excess of, your annual expenditure, it would be helpful to know if this is linked to increased planned expenditure in the next financial year;

                -    any investments listed - it is useful for us to know whether these are                          property-based, or whether your organisation could access them                                relatively quickly to meet expenditure needs.
If you are a UK wide Charity, please provide information on income and expenditure for your Scottish operations, if available.

Independent Referee










If you are having trouble uploading files, or need to send us additional documents, you can email them to us at
onlineapplications@therobertsontrust.org.uk.
Please tell us your organisation's name and provide your application reference number, if you have one.  If you are unable to send us this form as a result of issues uploading files, please call us on 0141 353 4321.


* This could be a local authority funding fayre, Robertson Trust event or another funders’ event 

** Third Sector Interfaces (TSIs) provide a single point of access for support and advice for the third sector within local areas. There is a TSI in each local authority area in Scotland. 

Grant Terms and Conditions

By making an application to the Robertson Trust, you acknowledge that you are authorised to apply on behalf of your organisation and agree to the following terms and conditions:


Use of data:

  1. Your organisation unconditionally authorises The Robertson Trust to:
    1. Retain, store and use the information you give us in your application and future reporting for administration, analysis, research and promotional purposes;
    2. Publish details of any financial or non-financial support given to your organisation;
    3. Pass any details obtained about your organisation through this application or through subsequent assessment procedures to external agencies, including other grant-making bodies;
    4. Use such information as part of any survey undertaken by The Robertson Trust and/or use any such details as part of any press release or publication without the need at any time to obtain the further consent or agreement from your organisation.

Use of funds:

  1. If awarded funding, the grant will be spent on only the purposes approved by The Robertson Trust, and only by the organisation to which we awarded funding;
  2. Where the grant is unrestricted, this money can be used towards any of the day to day operational costs of the organisation;
  3. The grant will not be paid until you have provided your bank details, a copy of a bank statement/letter no older than three months and you have met any other specific conditions of release, as detailed in your Grant Welcome Pack.
  4. The grant period commences upon release of the first payment. Each grant year runs for a period of 12 months from the date of release.
  5. Any (annual) instalment of the grant must be used within 12 months of release.
  6. You will send us a progress report if documented/requested in your Grant Welcome Pack.
  7. We reserve the right to contact and/or visit you to see the funded work during the life of the grant.
  8. You will inform us, in advance where possible, of any significant change to the funded work, proposal or your organisation throughout the grant period (even if you have not yet drawn down the grant). A ‘significant change’ includes:
    1. a consequential change to your grant’s expenditure;
    2. any changes in postholder or to their role/hours/salary costs;
    3. any change in your organisation’s legal status or constitution;
    4. any significant operational changes within the organisation that are likely to affect the funded work;
    5. any serious financial or governance issue facing your organisation;
    6. any safeguarding concern raised about your organisation, its staff or volunteers;
    7. any underspend of our award.
  9. If you are not sure whether you need to let us know about an issue or change within your organisation or the funded work, please contact your Funding Officer or email funding@therobertsontrust.org.uk.
  10. You will inform us of any notifiable events your organisation makes to OSCR (Scotland) or the Charity Commission (England) during the lifetime of our grant or any serious incidents that meet this threshold if you are not regulated. A list of such notifiable events is available on OSCR’s website here.
  11. Any underspend of our grant must be declared to us and may be refunded/repaid to the Robertson Trust.
  12. We reserve the right to withhold a grant or require repayment if:
    1. You have deliberately falsified information as part of your application or reporting;
    2. The work undertaken is not the work for which the funding was approved and where we have not approved these changes;
    3. Your organisation becomes insolvent or goes into administration, receivership or liquidation and the funding has not been spent on its intended purpose.

We will sometimes apply additional conditions to an individual grant, but these will be included in your Grant Welcome Pack.


Where the application and grant award are made electronically, the agreement between us shall be deemed to be in writing and your online acceptance of these Terms and Conditions shall be deemed to be a signature to that agreement.




Once you have completed the form and are ready to send it to us, click the ‘send’ button below. You will then be shown a preview of your completed form, which you can review to ensure you are happy with your responses.  You can also print a copy of the form by clicking the ‘print this page’ button at the bottom of the next page. 

When we receive your application, we will email you a link to an online copy of your completed form.  If you require a paper copy application for your records, you should print a copy of this now. 

Once you are happy with your responses and have printed a copy of the form, if required, hit ‘confirm’ to send us the application form.  
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