Resources, forms and templates for grantees.
Below are the various forms and templates which are used throughout the grant process. The sample budget and income and expense report forms are provided for your convenience, but we do not require you follow our templates.
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. For this reason, we require 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. 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.
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. Grantees that have not received a proposal invitation should contact their Program Director to prevent an interruption in funding.