2007 Reporting Guidelines

The Process

The Foundation requires Grantees to fulfill reporting requirements in order to comply with Internal Revenue Service (IRS) regulations and to facilitate project evaluation and best practices in grants management. Reporting requirements are a condition of the grant award and are a part of the Grant Agreement. Any future funding, including grant renewals, are also contingent upon submission of all required reports.

According to the schedule in the Grant Agreement, the Stuart Foundation requires the following reports from Grantees (please click on the hyperlink to download the appropriate template):

• Interim Reporting: At designated points during the project, an Interim Narrative Report summarizing the work completed to date as well as an Interim Financial Report which documents project expenses and funds expended to date is required.
• If your grant is planned to have subsequent years of funding, an Updated Scope of Work and an Updated Scope Budget is required.

• Year-End Reports: At the end of the one-year grant period, a Year-End Financial Report which documents project expenses and funds expended is required.
• If there are funds remaining, you will need to request a carry-forward from your Program Officer, and complete a Carry-Forward Financial Report.
• If the entire grant period is over, and you have funds remaining, you will need to request a grant period extension from your Program Officer.

• Final Reports: Once all work on the project has been completed, a Final Narrative Report describing activities undertaken and an evaluation of their effectiveness in attaining the goals of the project is required. Once all the funds have been expended, a Final Financial Report is required.

We recognize that these reports can be time consuming to prepare. The intent of the templates is to clearly describe what information is required so that Grantees can make the most efficient use of their time.