PROGRESS REPORTS

  • Menorah Heritage Foundation places great emphasis on the timeliness of reports.  Deadlines are in your grant award letter.
  • If you will not spend all grant funds by the end of the grant period outlined in your award letter they must be returned to the Foundation with a final report.
  • You must discuss any requests for extensions to complete program grant activities or requests to use funds for grant related purposes other than outlined in the grant application.  Please do this PRIOR to making changes.  Requests must be submitted in writing via email  before the end of the grant period outlined in your award letter.
  • Agencies with late reports will not be considered for future funding until all overdue reports are received.
  • Progress reports should be emailed to our Program officer.

PROGRAM GRANTS

A completed progress report whether, interim or final, should be: no more than one page; on your organization’s letterhead; include the year of the grant for which you are submitting the report; and give us a brief “state of the program”. Feel free to use narrative, bullet points, or a format that best communicates your message.  Don’t limit yourself but please make sure to include program level information on the following in the information you share:

  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 a program budget income statement (budget/actual) for the current and prior fiscal years.  Please pull these reports from your accounting software; there is no form to complete.  For information on income statements look here.

CORE GRANTS

A completed progress report whether, interim or final, should be: no more than two pages; on your organization’s letterhead; include the year of the grant for which you are submitting the report; and 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 have the time to do a site visit to all our agencies, it just isn’t possible since grants were awarded in August.  These reports serve as a great way to tell us what has happened since you received the grant!  Don’t limit yourself but please make sure to include agency level information on the following in the information you share:

  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.   Please pull these reports from your accounting software; there is no form to complete.  For information on income statements look here.
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