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Reporting Instructions

Who Must Report

  • If your organization received a grant from any of the foundations in the Blaustein Philanthropic Group, you are responsible for submitting a brief narrative and financial report at the end of the grant period. These reports are our principal means of staying informed about your project and/or organization, and are the basis for determining whether our grants are achieving the goals they set out to achieve.

  • If you received a multi-year grant, please refer to your grant agreement letter for details on the timing of your annual and final reports.

  • If you are seeking renewed support for activities previously funded, you may be able to combine your narrative and financial report with a renewal request. Please contact a program officer to discuss your specific situation.

  • If your organization currently holds an endowment from one or more of the foundations, you are responsible for reporting annually on endowment performance and the use of endowment funds. For endowment performance, please include opening balance, contributions, income, realized and unrealized gains, distributions, and current market value. For use of funds, please use the report guidelines below.

Reporting Guidelines

You must submit both a narrative and financial report. You may submit your report in any format you wish, as long as you include the following information:

  • Name, address, phone and fax number of your organization

  • Name, title, and email address of contact person

  • Changes in key staff and/or Board, if applicable

  • Progress Report: Please refer to the goals and objectives in your initial application and describe the extent to which you made progress toward these goals. If your grant was for general support, please refer to your organization's overall goals and objectives for the grant period. Be as specific as possible about activities carried out under the terms of the grant and concrete evaluation measures.

  • Outcomes or results of your activities. How did you assess results? What was learned?

  • Changes in your proposed program: Often, program implementation differs from what was originally proposed. This can occur because of budgetary constraints, or because the organization adapted its program as a result of structured program assessment or experiences in the field. If your program changed over the course of the grant period, please let us know how and why. How will this affect future activities?

  • Financial report:

    • You may report according to the actual grant period, or according to your fiscal year. Please clearly indicate which dates you are using.

    • Please include your total institutional or program budget, even if our grant funded only a portion of these activities. For income, please show major funding sources, including name and amounts. For expenditures, please show clearly expenses for fundraising, administration, and program.

    • Applicants are encouraged to provide a short narrative that explains significant changes from your original proposal in the organization's operating budget, or other financial line items that may be unclear.

    • If applicable, please include information on how the program will be sustained once the grant period is completed.

    • Include your most recent audit or 990 form and/or annual report.

 
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