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
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.
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
- 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.