PROGRESS REPORTS

IMPORTANT NOTES ABOUT REPORTING

  1. Please go to the bottom of this page for reporting deadlines, or refer to your grant award letter for report deadlines and details. We place great emphasis on the timeliness of your reports. Please also carefully read the guidelines below on reporting requirements.
  2. If you will not spend all grant funds by the end of the grant period outlined in your award letter, the funds must be returned to the Foundation with a final report.
  3. To request an extension for completing program grant activities, or to use funds for grant-related purposes other than outlined in your application, you must submit the request(s) via email before making said changes, prior to the end of your grant period.
  4. Agencies with late reports will not be considered for future funding until all overdue reports are submitted.
  5. Progress reports should be e-mailed to our Program Officer.

PROGRAM GRANTS

A completed progress report, whether interim or final, should:

  1. Be no more than one page.
  2. Be on your organization’s letterhead.
  3. Include the year of the grant for which you are submitting the report.
  4. Give us a brief “state of the program”.

Feel free to use narrative, bullet points, or a format that best communicates your message, and please make sure to include the following program level information in the report:

  1. Number of clients served and how they compare to the previous year (for Jewish organizations please include the number of Jewish clients served)
  2. Address any unexpected or unplanned occurrences or challenges you have experienced.
  3. Address your progress in meeting the goals as stated in your grant.
  4. Provide an update on where your program budget stands in relation to the one submitted with your grant.
    • For interim reports this can also be narrative; we don’t need an actual budget report.
    • For final reports, please submit an agency budget income statement (budget/actual) for the current and prior fiscal years.  We do not provide a form to complete; please pull these reports from your accounting software. For information on income statements look here.

CORE GRANTS

A completed progress report, whether interim or final, should:

  1. Be no more than two pages.
  2. Be on your organization’s letterhead.
  3. Include the year of the grant for which you are submitting the report.
  4. Give us an overview of how the core grant was used and how it helped your organization.

Feel free to use narrative format, bullet points, etc.  While we would like to visit to all our agencies, it just isn’t possible.  Instead, these reports serve as a great way to tell us what has happened since you received the grant. Please make sure to include the following agency level information:

  1. Number of clients served and how they compare to the previous year (for Jewish organizations, please include the number of Jewish clients served.)
  2. Address any unexpected or unplanned occurrences or challenges experienced by your organization.
  3. Provide an update on where your agency budget stands in relation to the one submitted with your grant.
    • For interim reports this can also be narrative we don’t need an actual budget report.
    • For final reports please submit an agency budget income statement (budget/actual) for the current and prior fiscal years.  We do not provide a form to complete; please pull these reports from your accounting software.  For information on income statements look here.

GRANT CYCLEINTERIM REPORT DUE DATEFINAL REPORT DUE DATE
2017 Healthy for Life Grant2017 Interim Report: October 2, 20172017 Final Report: February 28, 2018
2018 Healthy for Life Grant2018 Interim Report: October 1, 20182018 Final Report: TBD
Jewish Community Cycle2017 Interim Report: January 16, 20182017 Final Report: July 16, 2018
General Community Core Grant2017 Interim Report: March 15, 201182017 Final Report: August 31, 2018
Older Adult Cycle Grant2017 Interim Report: August 1, 20182017 Final Report: December 31, 2018
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