Reporting Guidelines
Thank you for the time and thought you put into preparing reports to the Stuart Foundation. We greatly appreciate your effort. The information you provide helps us improve and strengthen our work.
Please note that our email system will not accept emails 10MB or larger in size. To reduce file size, consider removing logos or graphics or reducing resolution for .pdf files. If needed, send attachments in separate emails.
Prior to completing these reporting forms, we strongly encourage you to download and carefully review the documents, Tips for Drafting Quality Goals and Objectives and Successful Grant Elements:
Due dates for reports are contained in each grant agreement. Please contact your assigned program staff member with any questions or concerns. All required forms, instructions, and templates can be found below:
Interim Reports
An interim report for a one-year project is due approximately three to four months prior to the end of the grant period.
Interim Report Cover Form & Instructions.WORD
Interim Narrative Report.WORD
Interim Financial Report.WORD
Budget Report Instructions.WORD
Interim Grant Financial Report.EXCEL
Final Reports
Final reports are generally due one to two months after the end of the grant period, unless specified otherwise.
Final Narrative Report form. WORD
Final Financial Report form. EXCEL
Grant Renewal Package
The Stuart Foundation recognizes that projects and initiatives seek to achieve their goals over multiple years. We often provide funding over multiple years through consecutive grants that are renewed annually. In these instances – only when invited and requested by Stuart Foundation staff – we ask grantees to submit a Grant Renewal Package. The package consists of two parts: 1) interim reporting on work to date, and 2) renewal inforamtion on project plans for the coming year.
The links below provide the instructions for completing the forms, the forms themselves and two financial reports – an interim report on expenses-to-date and a budget projection for the next year of the project. You can access all of these documents by clicking on the links below:
Renewal Proposal Cover Form.WORD
Renewal Application Checklist.WORD
Interim Narrative Report.WORD
Interim Financial Report.WORD
Interim Grant Financial Report.EXCEL
Renewal Narrative.WORD
Proposal Budget- Single Year.EXCEL
Annual Work Plan & Benchmarks (Check Back Soon for Updated Forms)
For a limited number of key, long-term projects and initiatives, the Foundation makes multi-year grants. Prior to the release of each scheduled payment of a multi-year grant, we require that grantees submit a Multi-Year Narrative Report and an Interim Report on the work to date and previous year financial expenditures on the grant.
Final reports for multi-year grants cumulatively and comprehensively examine the entire term of the grant. The Foundation may also require additional information for final reports.
Interim Narrative Report form.WORD
Interim Financial Report form. EXCEL
Multi-Year Narrative Report form. WORD
Multi-Year Grant Annual Budget form. EXCEL