The foundation requires its grantees to report on the progress in achieving its anticipated accomplishments (outputs) at agreed upon time intervals as defined in its grant agreement. Since the nature of grant-supported work will differ, the foundation asks applicants to share some initial thinking about anticipated accomplishments and anticipated results during the proposal phase. If a grant is awarded, grantee will be asked to finalize its anticipated accomplishments and results within thirty days of the grant award and foundation staff is available to support you in this work. The finalized workplan will be used to report progress to the foundation.
The foundation requires its grantees to submit reports using the foundation's reporting forms. Forms for reporting program and financial results are available below. Please complete all sections of the program and financial reports and submit one copy of each report to the foundation on or before the due date(s) specified in the grant agreement.
The foundation occasionally conducts formal evaluations of its grantee’s work but most of its grantmaking relies upon a grantee’s self evaluation framed by the foundation’s reporting format and “lessons learned and shared”. Both are highly valued by the foundation and used to periodically re-evaluate its grantmaking strategies, areas of priority and focus. Thus the importance of closing a grant through the timely submission of a final report is very important, thoughtful, analytic and reflective.
Please feel free to call the foundation if you have any questions regarding the completion of the reporting forms or about the reporting requirements of your grant.
The Program Report Guidelines/Instructions are available in 2 formats:
* Notes about Microsoft Word:
Editing the Word document requires Word 2000 or a newer version. The fields that you can type in are highlighted in gray and will automatically expand as you type.
Financial Report - The Financial Report must provide a full accounting of the grant funds received and the expenditures made using the foundation's grant funds. The report must include actual expenditures compared to the project budget that was submitted with the request for grant support. There are two different but similar forms for financial reporting. If an interim financial report is required in your grant agreement, use the appropriate interim financial reporting form. Use the final financial reporting form for your final report of grant expenditures. Both reporting forms are included in the documents below.
The Grantee Financial Reporting Form document is available in 2 formats:
