Trust Grant Utilisation Reporting Guide
Connect budgets, evidence, expenditure and utilisation reports.
Connect budgets, evidence, expenditure and utilisation reports. Use the sections below to understand the practical decisions, records and compliance points before taking action.
Create a grant control sheet
Record donor, agreement, budget, period, restrictions, milestones and report dates.
Approve budgets and changes
Document trustee approval for grants, reallocations, contracts and major procurement.
Link expenses to evidence
Maintain invoices, payroll, attendance, procurement, beneficiary and output records.
Reconcile utilisation
Tie the project ledger to bank, budget, financial statements and unspent balance.
Prepare consistent reports
Financial and narrative reports should describe the same period, project and outputs.
Archive by project
Keep agreement, sanction, approvals, evidence, reports and donor correspondence together.
Official References
Rules and portal requirements can change. Review the current official material relevant to the proposed company.
This article provides general information and is not a substitute for legal, tax or investment advice. Applicability should be reviewed for the proposed entity and current law.