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Reporting Requirements

Evaluating the progress of our grantees is a vital part of our work. Sufficiently detailed and honest assessment helps the Foundation and grantees gain useful insights into how we are advancing toward our goals, what we are learning, where we need to make course corrections, and what’s over the horizon. For these reasons, we require our grantees to submit annual reports that include both narrative and financial components. Please review our reporting requirements and report templates before submitting your report.

 

Reporting Requirements

There are three types of reports that grantees may be required to submit. All grantees are required to submit a final report within two months of the end of the grant period. Grantees may be required to submit interim or progress reports depending on whether they received multi-year grants and whether they are applying for renewal funding.

Below are the three types of reports and their definitions. Click on the report type to access the appropriate report instructions.  If you received a project support grant, please also review our sample income and expense report before submitting a report. A copy of the cover page, which is included with the report instructions, must be signed and submitted with all reports.


Final Report Due no later than two months after the end of the grant period. If a renewal grant is awarded after submission of a progress report, only a final financial report and a signed copy of the cover page are required, due two months following the end of the grant period. Submit this report when proposed work has been completed.*
Progress Report Due when grantees apply for a renewal of their current grant.
Submit this report if requesting renewal funds but work for current grant has not yet been completed.
Interim Report
(applies to multi-year grants only)
Due 30 days after the end of each year of funding prior to submission of a final report at the end of the multi-year grant period.

Submit this no later than 30 days after the end of each year of funding preceding the final report.

*If work has not been completed by the report due date please submit a no-cost extension request via email to submit@publicwelfare.org including an estimated timeframe as to when work will be completed.

 

Renewal Funding

Organizations may apply for another grant extending the work approved in their original grant. The Foundation's review and evaluation process takes three to four months. Applicants should decide when they would like to receive final approval for their renewal grant and plan ahead accordingly. Therefore, grantees that have not received a proposal invitation should submit a letter of inquiry prior to the end of their grant period to prevent an interruption in funding.


Feedback

We value feedback from our grantees regarding our application process and requirements. If you have comments or suggestions for this process, please email feedback@publicwelfare.org

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