The Stuart Foundation values the work of our grantee partners. These powerful partnerships and collaborations yield great learning about the practices and policies that benefit children and youth.
These reports provide the Foundation with valuable information about progress towards goals and objectives, document what is being learned and what challenges must be overcome, assist the Foundation chart future work, and ensure accountability for the use of Foundation funds.
Due dates for reports are contained in each grant agreement. Please contact your assigned program staff member with any questions or concerns. The report templates and detailed instructions can be found by following the links to the left.
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.
All required forms and instructions 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.
Download Interim Narrative Report form.WORD
Download Interim Financial Report form. EXCEL
Final Reports
Final reports are generally due one month after the end of the grant period, unless specified otherwise.
Download Final Narrative Report form. WORD
Download 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 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 three links below:
Download Grant Renewal Package narrative instructions and forms. WORD
Download Interim Financial Report form. EXCEL
Download Renewal Grant Budget form. EXCEL
Annual Work Plan & Benchmarks
For a limited number of long-term key 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 Grant Report. 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.
Download Multi-Year Grant Report instructions and forms. WORD
Download Interim Financial Report form. EXCEL
Download Multi-Year Grant Annual Budget form. EXCEL