This page reads the shared checklist from Firebase when its private connection is enabled. It checks for updates every 60 seconds while visible. A connection warning identifies any fallback snapshot. It covers every distinct database identity linked to the downloaded Trialogue company tables—not only the priority shortlist.
What each stage means
- Tables onlyHandbook records are extracted. Original-source review has not started.
- Sources collectedOriginal PDFs are saved. Their contents still need systematic review.
- Review startedAt least some source-backed evidence or checklist areas have been reviewed.
- Substantial evidenceAt least six areas reviewed, with financial observations, additional evidence and programmes saved. Still not a decision-ready profile.
- Decision-readyResearch and a specific initiative’s eligibility, access route, budget and evidence are confirmed. No funder has reached this stage.
Progress is not a percentage
The twelve workstreams cover handbook and original sources, spending, mandates, B-BBEE, Section 18A, impact, geography, branding, access, SEF alignment and recipient readiness. “Areas reviewed” includes partial review. A scope-verified area confirms only the stated scope.
Reports and missing information
- AFS: annual or integrated reports are useful leads, but are labelled separately from standalone audited financial statements.
- Queued / cited: a reference or research target exists; the PDF has not necessarily been obtained.
- Not researched: we do not yet know whether the report is publicly available. It does not mean it does not exist.
- Access help: a specific retrieval problem or an unlocated cited report is documented.
Types, funding lenses and eligibility
Company includes corporate foundations and reporting units in the main filter, while Entity role keeps them distinct. Individual and Impact Investor are available categories, including when no records have been added. Impact Investor can overlap a legal funder type. No funding tag implies B-BBEE recognition or a Section 18A deduction.
Coverage and limitations
Historical names and reporting entities are preserved until identity checks justify merging them. Handbook publication windows are not financial years. Spending observations may overlap or use different scopes; do not add them together.
Suggestions are analyst recommendations for further research, not claims that a particular document exists. This view excludes private contacts, relationship notes, full handbook texts and credentials.
