Quarterly Progress Report - The Mainstay Foundation

The purpose of this progress report is to provide The Mainstay Foundation with a record of grant related progress and results, as stipulated within the grant agreement. We will use this information to continue supporting your project in the best manner possible as well as to assess your projects progress.

Step 1 of 4 - Contact Information

The Mainstay Foundation Identification number
Organisation Name*
Organisation Address*
Street Address Address Line 2 City ZIP / Postal Code Country
Organisation Email Address*
Organisation Contact Number*
Organisation Charity Number/ Code*
Registered Charity Number/Code with official entity- e.g Charity Commission for England and Wales.
Your Name*
Your Email Address*

Project Title/s/Name/s*
Amount Requested in GBP*
Amount Awarded in GBP*
Project Start Date*
DD slash MM slash YYYY
Reporting Period*
Start Date End Date
Report Date*
DD dash MM dash YYYY

1. What were the measurable goals you had set out for this project/ grant award ?*
2. What have you accomplished during this reporting period and how have these accomplishments contributed to your measurable goals?*
3. Goals and Objectives Progress Summary*
Please state the goals and objectives you had set out from the outset, whilst making note of any work/activity carried out to support said goal/objectives.
Goals and Objectives Work/ Activity Undertaken Will the goal be met ?(Yes/No/Partially)
4. What challenges have you faced during this reporting period and what measures have you taken to address the challenges in question.*
5. Please account for any modifications/changes/delays that were carried out to the project as a result of the challenges faced and the subsequent corrective measures implemented. Mention what kind of assistance that would be needed in the future to avoid this.*
6. Describe the efforts you have made during this reporting period to acquire additional funding/resources to further support your project/s. Please provide the amount and use of these funds.
8. Please attach an expenditure report for this reporting period.*
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Please detail the use of grant funds during the project period- listing expenditures for each of the items used in your budget.Please include any supporting documents that substantiate the listed expenses. Further, please highlight any source of funds other than the Mainstay Foundation grant awarded to you used for this project.
9. Provide a summary highlighting cumulative costs incurred during the project period and the remainder of any funds (if applicable) and any deficits (if applicable).*
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Max. file size: 40 MB.
Please include any supporting documents that substantiate the total costs and remainder of the funds.

Privacy Notice*
I have read and consent to the privacy notice
Your Personal Data:

What we need

The Mainstay Foundation will be what’s known as the ‘Controller’ of the personal data you provide to us. We use your name, address, email and contact number to process activities/services/responses.

Why we need it

We need to know your personal data in order to administer any service or activity and relay information to you, as part of our dealings with you as an individual or in grant related matters the organisation you represent.
You do not need to provide this information. This will however impact upon our dealings with you and we may not be able to provide you with our activities/services/responses.

What we do with it

All the personal data we process is processed by our staff in the UK, the information may however be located on servers outside of the UK but within the European Union. We use the service of Xero UK, an accounting service to process personal data of donors and data of individuals (where grants are made to individuals) for record and accounting purposes. We may also share personal data with our accountants, auditors and financial service providers only where necessary in cases relating to grant making activities and donations by donors. We may also share personal data we hold only where the law requires us to do. We take your data seriously and have a rigorous data protection regime in place to ensure the security and effective procession of your personal data.

How long we keep it

We ensure that we do not keep personal data for longer than we need for the purpose it was collected for. This means that personal data that we destroy or erase personal data once it is no longer needed.

What are your rights?

If at any point you believe the personal data we process and administer on you is incorrect, or for any other reason you can request to see this information and even have it corrected or erased. You also have the right to ask us to stop processing your personal data. Should you wish to raise a complaint on how we have handled your personal data, or for any other reason you can contact us at admin@themainstay.org.uk or 07507899044 for fulfilment of any of your rights.

For more information please visit https://www.themainstay.org.uk/privacy-policy/
By choosing to agree you are confirming that you are authorised by your organisation, named in this form, to carry out this report.*
- I agree
By choosing to agree you are confirming that all of the information provided in this report, is up to date and accurate.*
- I agree

Start Date	End Date

Goals and Objectives	Work/ Activity Undertaken	Will the goal be met ?(Yes/No/Partially)