Grant Portfolio Indicators. As at 31 March 2014

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2 Grant Portfolio Indicators As at 31 2

3 Grants Allocated, Disbursed & Accounted For Full portfolio as at 31 R 126,039,555 Note: Average exchange rate of 7.5:1 to convert previous US$ indicators to ZAR R 101,254,322 R 95,804,221 Total Allocated Total Disbursed Total Accounted for 80% of total grants allocated have been disbursed. The remaining 20% is either still to be disbursed, or will not be disbursed as projects have been completed without full disbursement, or project partners have not taken up the grant. 95% of total grants disbursed have been accounted for. 3

4 Trend: Cumulative figures for Grants Allocated, Disbursed & Accounted for Full portfolio as at 31 R 140,000,000 Total Allocated Total Disbursed Total Accounted for R 120,000,000 R 100,000,000 R 80,000,000 R 60,000,000 R 40,000,000 R 20,000,000 R 0 1st cycle to Mar11 Jun'11 Sep'11 Dec'11 Mar'12 Jun'12 Sep'12 Dec'12 Mar'13 Jun'13 Sep'13 Dec'13 Mar'14 4

5 Grants Allocated, Disbursed & Accounted For Second cycle grants: April 2011 R 28,505,695 R 19,981,625 R 14,531,524 Total Allocated Total Disbursed Total Accounted for 70% of grants allocated during this period have been disbursed. 73% of grants disbursed in this period have been accounted for. 5

6 Trend: Cumulative figures for Grants Allocated, Disbursed & Accounted for Second cycle grants: April 2011 R 30,000,000 Total Allocated Total Disbursed Total Accounted for R 25,000,000 R 20,000,000 R 15,000,000 R 10,000,000 R 5,000,000 R 0 Apr/Jun11 Sep'11 Dec'11 Mar'12 Jun'12 Sep'12 Dec'12 Mar'13 Jun'13 Sep'13 Dec'13 Mar'14 6

7 Grants Allocated & Disbursed Per Financial Year From 2006 Millions R 45 R 40 R 38 Total Allocated Total Disbursed R 35 R 30 R 25 R 20 R 15 R 10 R 5 R 0 R 26 R 21 R 22 R 17 R 16 R 16 R 13 R 11 R 9 R 9 R 8 R 7 R 6 R 6 R 2 R 1 R / / / / / / / / /2014 Financial Year 7

8 Portfolio Allocations against Grants Strategy Targets for Strategic Change Objectives 33% Strategy Target Actual Allocations 29% 25% 21% 20% 20% 17% 10% At least 25% to Capacity Building Interventions At least 20% to Policy Dialogues At least 20% to Evidence Based Advocacy Indicators include grants made from Trust inception to At least 10% to Enabling Environment 8

9 Trend: Actual Portfolio Allocations against Grants Strategy Targets for Strategic Change Objectives Capacity Building 1 Policy Dialogue 2 Evidence Based Advocacy 3 Creating an Enabling Environment 4 40% 35% 30% 25% 20% 15% 10% 5% 0% 1st cycle to Mar'11 Jun'11 Sep'11 Dec'11 Mar'12 Jun'12 Sep'12 Dec'12 Mar'13 Jun'13 Sep'13 Dec'13 Mar'14 9

10 100% Portfolio Allocations against Grants Strategy Targets for Funding Windows 90% 80% 70% Target Actual 80% 87% 60% 50% 40% 30% 20% 10% 0% 15% 11% 5% 3% Max 15% to Unsolicited Proposals Max 5% to Discretionary Grants At least 80% to Solicited Proposals Indicators include grants made from Trust inception to 10

11 Trend: Actual Portfolio Allocations against Grants Strategy Targets for Funding Windows Unsolicited Discretionary Solicited 100% 90% 80% 70% 60% 50% 40% 30% 20% 10% 0% 1st cycle Aug'11 Nov'11 Mar'12 Jun'12 Dec'12 Mar'13 Jun'13 Sep'13 Dec'13 Mar'14 11

12 Portfolio Allocations against Grants Strategy Targets for Solicited Proposals 80% 70% 70% Target Actual 60% 55% 50% 45% 40% 30% 30% 20% 10% 0% Until 2012, 70% of Solicited Proposals through Closed Call Until 2012, 30% of Solicited Proposals through Open Call Grants Strategy (2010): Trust will allocate 70% of all solicited proposals through Closed Calls over next three years. Indicators include grants made from Trust inception to 12

13 Trend: Actual Portfolio Allocations against Grants Strategy Targets for Solicited Proposals Closed call Open call 70% 60% 50% 40% 30% 20% 10% 0% 1st cycle to Mar'11 Jun'11 Sep'11 Dec'11 Mar'12 Jun'12 Sep'12 Dec'12 Mar'13 Jun'13 Sep'13 Dec'13 Mar'14 13

14 Total grant amounts allocated to innovative projects April 2011 Adding Impetus, R 14,068,625, 49% New work, R 14,437,070, 51% Full Portfolio to Date New work, R 41,606,349, 33% Adding Impetus, R 84,433,206, 67% Through its grants facility, the Trust supports innovation in the following way: Grants are targeted at initiatives that extend tested methods to new locations or with new partners (adoption), that adapt existing processes, technology or research to new application (adaptation), that develop new ways of doing things (invention), or that research new areas and collect new information that can change the way we think or act (information). Grants are also made to initiatives that add impetus and value to existing initiatives. 14

15 Trend: Cumulative total grant amounts allocated to innovative projects Second Cycle April 2011 New work Adding Impetus R 16,000,000 R 14,000,000 R 12,000,000 R 10,000,000 R 8,000,000 R 6,000,000 R 4,000,000 R 2,000,000 R 0 Apr/Jun'11 Sep'11 Dec'11 Mar'12 Jun'12 Sep'12 Dec'12 Mar'13 Jun'13 Sep'13 Dec'13 Mar'14 15

16 Total grant amount allocated to projects with a strong gender component April 2011 Grants with Strong Gender Component, R 7,525,600, 26% Full Portfolio to Date Grants with strong gender component, R 37,867,938, 30% Other Grants, R 20,980,095, 74% Other grants, R 88,171,618, 70% 16

17 Number of projects with a strong gender component April 2011 Grants with Strong Gender Component, 18, 23% Full Portfolio to Date Grants with strong gender component, 76, 27% Other Grants, 60, 77% Other grants, 202, 73% 17

18 Number of partner organisations headed by women April 2011 Women, 14, 29% Full Portfolio to Date Women, 55, 33% Men, 35, 71% Men, 114, 67% 18

19 Trend: Cumulative Number of partner organisations headed by women Second Cycle April 2011 Trend: Cumulative percentages of number of partner organisations headed by women Second Cycle April 2011 Women Men Women Men % % % 20 60% 15 40% % 0% 19

20 Total grant amount allocated to organisations headed by women April 2011 Women, R 5,210,000, 18% Full Portfolio to Date Women, R 38,670,718, 31% Men, R 23,295,695, 82% Men, R 87,368,837, 69% 20

21 Trend: Cumulative total grant amount allocated to organisations headed by women Second Cycle April 2011 Women Men R 25,000,000 R 20,000,000 R 15,000,000 R 10,000,000 R 5,000,000 R 0 Apr/Jun'11 Sep'11 Dec'11 Mar'12 Jun'12 Sep'12 Dec'12 Mar'13 Jun'13 Sep'13 Dec'13 Mar'14 21

22 South Africa Malawi Countries of Implementation Number of projects April Full Portfolio to Date Swaziland Mozambique Lesotho South Africa Malawi Zimbabwe Angola Zimbabwe Tanzania Zambia Mozambique Swaziland Zambia 43 Lesotho 73 Mauritius Seychelles Botswana Namibia DRC Namibia Madagascar DRC Tanzania Mauritius Madagascar Seychelles Botswana Angola Uganda Kenya Ghana Uganda 14 Other 11 Kenya Ghana

23 Country base of partners number of partners April 2011 Regional organisations based in South Africa South Africa 8 16 Full Portfolio to Date Mozambique 3 Regional organisations based in South Africa South Africa Zimbabwe 2 Zimbabwe Zambia 8 15 Uganda Tanzania 2 2 Mozambique Malawi Regional organisations based in Botswana Regional organisations based in Botswana 2 Mauritius Tanzania 5 4 Malawi 3 Swaziland Namibia 4 4 Kenya 3 DRC Madagascar 4 3 Mauritius 2 Lesotho Kenya 3 3 Zambia 1 Uganda Seychelles 2 1 Swaziland 1 Other Ghana 1 1 Lesotho 2 Botswana Angola 1 1 Ghana 1 23

24 Regional organisation based in South Africa South Africa Malawi Kenya Regional organisation based in Botswana Tanzania Lesotho Uganda Mozambique Mauritius Zimbabwe Ghana Swaziland Zambia Country base of partners Value of grants April 2011 R 929,570 R 831,870 R 740,832 R 680,000 R 230,000 R 180,000 R 1,580,000 R 1,280,000 R 1,180,000 R 2,660,000 R 2,495,000 R 2,355,000 R 7,348,423 R 6,015,000 Regional organisations based in Regional organisations based in South Africa Zimbabwe Mozambique Zambia Malawi Tanzania Kenya DRC Namibia Mauritius Other Lesotho Uganda Swaziland Madagascar Ghana Angola Botswana Seychelles Full Portfolio to Date R 5,428,820 R 5,057,250 R 4,294,693 R 3,297,200 R 2,495,000 R 1,971,150 R 1,845,000 R 1,785,000 R 1,758,750 R 1,475,000 R 1,180,000 R 1,155,163 R 1,080,000 R 680,000 R 273,248 R 150,000 R 97,500 R 16,362,801 R 12,911,376 R 8,759,645 R 53,981,962 24

25 Types of grant partner Number of partners April 2011 Non Governmental Organisation 9 Full Portfolio to Date Media House or Association 9 Non Governmental Organisation 48 Research Institute 8 Research Institute 24 National Civil Society Umbrella/Network organisati Grant Making Organisation 4 4 National Civil Society Umbrella/Network organisati Media House or Association Regional Civil Society Umbrella/Network Organisati Faith Based Organisation Regional Civil Society Umbrella/Network Organisati 3 Community Based Organisation Regional Civil Society Apex Organisation 5 9 Regional Civil Society Apex Organisation 3 Grant Making Organisation Governmental & Intergovernmental Organisation 5 5 Labour Organisation 3 Programme Consultants Labour Organisation 5 3 Community Based Organisation 2 Campaign Coalition 3 Business & Business Association 3 Faith Based Organisation 2 Training Institute 2 Trade Union or Associated Agency 1 Programme Consultants 1 Development Consultancy 1 25

26 Types of grant partners Total grant amounts allocated April 2011 Media House or Association Non Governmental Organisation R 4,270,000 R 8,474,325 Full Portfolio to Date Regional Civil Society Umbrella/Network Organisati R 3,719,570 Non Governmental Organisation R 35,951,101 Media House or Association R 18,893,589 Regional Civil Society Apex Organisation R 2,785,000 Research Institute R 15,733,388 National Civil Society Umbrella/Network organisati R 2,060,000 Regional Civil Society Umbrella/Network Organisati Regional Civil Society Apex Organisation R 11,800,938 R 11,243,440 Grant Making Organisation R 1,960,000 National Civil Society Umbrella/Network organisati Programme Consultants R 6,507,065 R 5,992,898 Research Institute R 1,935,000 Governmental & Intergovernmental Organisation Faith Based Organisation R 5,166,750 R 5,101,343 Faith Based Organisation R 1,029,930 Grant Making Organisation Business & Business Association R 2,125,000 R 1,947,780 Broad Based Network R 750,000 Community Based Organisation Campaign Coalition R 1,455,015 R 1,275,000 Labour Organisation R 690,000 Training Institute Broad Based Network R 1,031,250 R 750,000 Community Based Organisation R 480,000 Labour Organisation R 690,000 Trade Union or Associated Agency R 375,000 Programme Consultants R 351,870 26

27 Total grant amounts allocated per programme area April 2011 R 12,000,000 Full Portfolio to Date R 10,000,000 R 10,275,000 R 45,000,000 R 40,000,000 R 40,437,253 R 38,593,280 R 8,000,000 R 6,331,370 R 7,144,325 R 35,000,000 R 30,000,000 R 30,664,403 R 6,000,000 R 25,000,000 R 20,000,000 R 4,000,000 R 3,445,000 R 15,000,000 R 14,914,619 R 2,000,000 R 1,310,000 R 10,000,000 R 5,000,000 R 1,430,000 R 0 Learning for better poverty reduction results Understanding civil society organisations and building capability Constructing a regional identity Creating new opportunities for voices of the poor to be heard More and better financial flows R 0 Learning for better poverty reduction results Understanding civil society organisations and building capability Constructing a regional identity Creating new opportunities for voices of the poor to be heard More and better financial flows 27

28 Trend: Cumulative allocations per programme area April 2011 Learning for better poverty reduction results Constructing regional identity & civic participati Understanding civil society & building capability Creating new opportunities for voices of the poor More & better financing to civil society Apr/Jun'11 Sept'11 Dec'11 Mar'12 Jun'12 Sep'12 Dec'12 Mar'13 Jun'13 Sep'13 Dec'13 Mar'14 28

29 Total grant amounts allocated per thematic area April 2011 R 20,000,000 R 18,000,000 R 18,004,325 Full Portfolio to Date R 16,000,000 R 60,000,000 R 54,826,805 R 14,000,000 R 50,000,000 R 12,000,000 R 40,000,000 R 10,000,000 R 8,000,000 R 30,000,000 R 30,639,621 R 6,000,000 R 5,940,000 R 20,000,000 R 15,479,800 R 16,617,630 R 4,000,000 R 10,000,000 R 8,475,698 R 2,000,000 R 0 R 1,601,800 Finance Trade Investment & Growth (Incl. job creation) R 900,000 R 2,059,570 Governance for Migration social development protection and social service delivery NRM Food Security & Livelihoods The state of civil society in southern Africa R 0 Finance Trade Investment & Growth (Incl. job creation) Governance for development Migration social protection and social service delivery NRM, Food Security & Livelihoods The state of civil society in southern Africa 29

30 Trend: Cumulative allocations per thematic area April Finance Trade Investment & Growth (Incl. job creation) Migration social protection and social service delivery The state of civil society in southern Africa Governance for development NRM Food Security & Livelihoods Apr/Jun11 Jul/Sep11 Oct/Dec11 Jan/Mar12 Apr/Jun12 Jul/Sep12 Oct/Dec12 Jan/Mar13 Apr/Jun13 Jul/Sep13 Oct/Dec13 Mar'14 30

31 R 16,000,000 Total grant amounts allocated per strategy April 2011 R 14,000,000 R 14,268,332 Full Portfolio to Date R 12,000,000 R 45,000,000 R 40,000,000 R 40,235,546 R 10,000,000 R 35,000,000 R 36,124,698 R 8,000,000 R 6,824,570 R 30,000,000 R 25,000,000 R 25,816,033 R 6,000,000 R 4,789,930 R 20,000,000 R 20,763,278 R 4,000,000 R 15,000,000 R 2,622,863 R 10,000,000 R 2,000,000 R 5,000,000 R 0 Capacity Building 1 Policy Dialogue 2 Evidence Based Advocacy 3 Creating an Enabling Environment 4 R 0 Capacity Building 1 Policy Dialogue 2 Evidence Based Advocacy 3 Creating an Enabling Environment 4 31

32 Trend: Cumulative allocations per strategy April 2011 R 16,000,000 Capacity Building 1 Policy Dialogue 2 Evidence Based Advocacy 3 Creating an Enabling Environment 4 R 14,000,000 R 12,000,000 R 10,000,000 R 8,000,000 R 6,000,000 R 4,000,000 R 2,000,000 R 0 Apr/Jun11 Jul/Sep11 Oct/Dec11 Jan/Mar12 Apr/Jun12 Jul/Sep12 Oct/Dec12 Jan/Mar13 Apr/Jun13 Jul/Sep13 Oct/Dec13 Mar'14 32

33 Total grant amounts allocated per funding window April 2011 Discretionary grants, R 1,354,930, 5% Full Portfolio to Date Unsolicited grants, R 13,522,243, 11% Closed call, R 60,104,476, 48% Closed call, R 27,150,765, 95% Open call, R 49,078,978, 39% Discretional grants, R 3,333,858, 2% 33

34 Trend: Cumulative total grant amounts allocated per funding window April 2011 Closed call Discretionary grants R 30,000,000 R 25,000,000 R 20,000,000 R 15,000,000 R 10,000,000 R 5,000,000 R 0 Apr/Jun11 Sept'11 Dec'11 Mar'12 Jun'12 Sep'12 Dec'12 Mar'13 Jun'13 Sep'13 Dec'13 Mar'14 34

35 Total number of grants per funding window April 2011 Discretional grants, 15, 19% Full Portfolio to Date Unsolicited grants, 33, 12% Closed call, 117, 42% Open call, 83, 30% Closed call, 63, 81% Discretiona ry grants, 45, 16% 35

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