The Foundation requires all grantees to submit annual progress reports for the duration of the grant. The Foundation requires a final report only after the project is completed, usually when grant award goals have been met and all monies expended. Each report contains a narrative summary and a financial accounting of grant fund expenditures. Foundation staff carefully reviews information in the grant reports and may request additional information from the grantee.
All grant reports must be submitted by the designated institutional liaison through the online Grantee Portal. Reports submitted by other personnel will not be accepted.
July 31 at 4:30pm (PT)
January 31 at 4:30pm (PT)
All grant reports must be submitted by the institutional liaison through online Grantee Portal. Liaisons will receive access to and instructions for completing the forms eight weeks in advance of the due date via an email reminder. Instructions on how to share the contents of the requirement with key personnel are included within the portal.
To access reporting requirements, log into the Grantee Portal, then click on the ‘Requirements’ tab located on the top left-hand corner.
The Foundation encourages grantees to contact the appropriate program with any questions or concerns. Grantees must contact the Foundation during the course of the grant should significant programmatic or financial events affect their expected progress. Examples include:
Written Foundation approval is required before making alterations to the approved grant budget totaling 10% or more in any budget category. These requests may be submitted at any time during the course of the grant through the institution’s liaison. Contact the appropriate program coordinator or email@example.com. An email will be sent notifying that the Budget Reallocation Request form is active in the grantee portal.
We will not accept Budget Reallocation Request forms submitted by personnel other than the designated institutional liaison. Instructions on how to share the contents of the requirement with Project Investigators or key personnel are included within the portal.
We understand that researchers may encounter unexpected delays during the course of a project. Grantees should request a no-cost extension if the project team finds that all funds will not be spent and/or all project goals and activities will not be completed by the end date of the project as proposed in the grant application.
Requests for no cost extension must be submitted by the institution’s designated liaison and may be approved at the discretion of Foundation staff. Contact the appropriate program coordinator or firstname.lastname@example.org with with a letter containing the following information:
Please note that a no-cost extension request does not replace regular annual reporting requirements. The Foundation will keep the grantee informed of the reporting requirements and schedule if a grant extension is approved.