Reporting Instructions (HTML)
When do I submit a report?
Returning applicants: If you are a current grantee and are reapplying for continued project support for the same project, you are required to submit a short (no more than four pages) interim report with your complete proposal. Please highlight your progress to date. The trustees are particularly interested in tangible measures of progress.
All completed projects: If you have finished a project and do not seek continued support within 20 months from the last grant, will ask you to email us a final report. A final report is a substantive record of the activities conducted and the products produced in all the years of your grant and how they met the goals set forth in your proposal.
Not sure?: If you are not sure which situation applies to you, please call and ask.
What is the report format?
The directors ask that you keep your grant report to no longer than four pages (not including the financial report). Please use the attached forms. Include contact information, the grant amount, and the grant period.
What should we focus on in our reports?
We encourage you to address the following areas of interest:
Project impact: Briefly reiterate the key objectives of your project. Most organizations restate their objectives. Please provide your own appraisal of the results achieved with the grant, and your progress toward its stated goals. The most important areas to highlight are how your project is making a difference at the individual, programmatic, organizational, community, and policy levels.
Leverage: Briefly address how this project has leveraged resources through partnerships, alliances, collaboration, attracting funding, etc.
Building local capacity: The foundation intends to help build capacity within developing countries in its three areas of interest. How has your grant helped further this objective?
Transfer of responsibility: What success have you had in transferring responsibility for your project to the citizens of the countries where you are working?
Challenges: What have been the major developments, including unexpected difficulties or opportunities? Have there been any significant revisions? Are things generally on schedule?
Financial management and accountability: Please outline the specific project and budgetary purposes for which the grant was spent.  Upload a financial status report for the project. It should be a full accounting of all funds allocated to this project, itemized in categories as outlined in the approved proposal budget. (Please be advised that grant recipients need to keep a file of expenses, including receipts, which documents how the foundation’s funds were spent. This information should be kept on file for a minimum of four years.)
We also enjoy reading any publications based on your work supported by the foundation. You can send those via email.
Thank you for your help.
July 25 2008 08:35 pm