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.
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. Regardless of the report type all grantees should use the Foundation’s narrative and financial reporting templates as well as the Foundation’s report cover page. If you received a project support grant, please review our sample income and expense report before submitting a report.
| Final Report ||Due no later than two months after 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. The progress report must be submitted in addition to a final report at the end of the grant period summarizing subsequent work not included in the progress report. ||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 before 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 report by 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 email@example.com including an estimated timeframe as to when work will be completed.
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.
We value feedback from our grantees regarding our application process and requirements. If you have comments or suggestions for this process, please email firstname.lastname@example.org