The Trust would like to know how your project went, and importantly how your project contributed to making your community a better place to live, work and play.
You will receive a notification email when your Accountability Report is due back to the Trust. You will need to login to the Grants Portal to complete your Accountability Report.
Questions in the Accountability Report include how the grant from the Trust helped you to achieve your purpose and the ways in which the wider community has benefited from the grant. The Trust will require financial statements that relate to the year in which you received the donation. If the expenditure is not clearly shown in your financial statements please supply appropriate invoices.
If you are unsure how to complete your accountability in our new system, feel free to ring our team on 0800 10 12 40 and we can help you through the process. From time to time the Trust may undertake formal evaluation of some projects and you may be involved. We will contact you if this is the case.
Your Accountability Report is located on the left hand side of the Grants Portal below the Grants section.
To find the accountability report, go to the ‘Accountability Due’ in the left-hand panel. This will bring up an accountability form which has been pre-populated with information about your project.
Click on Edit in the top right-hand corner and complete the questions, remembering to Save regularly.
Scan and attach any relevant documents or photographs under ‘Supporting Documents’
Click on ‘Conditions Due’. Here you can upload your letter of acceptance and supporting documentation. Click on the ‘+’ button. You can save (bottom right-hand corner) and go back to this if you are not able to finish the report all at once.
When you are ready, save and then click 'Submit'. This will send the accountability report to our portal where we can review your information.