Reporting Requirements
Feedback from grantees on the results of their grants helps us to evaluate and improve the effectiveness of our grantmaking and ensure accountability. Written narrative and financial reports should be submitted near the end of the grant period (the specific due date for submission of the report is included in the grant award letter). Although there is no required format, grant reports should provide a summary of the results achieved during the grant period toward the goals of the grant. Please address the following topics in the narrative and financial reports, as applicable:
- Outcomes and progress made toward the specific goals of the project as described in the proposal.
- Challenges encountered during the project, lessons learned, and any adjustments made to the original project plans.
- List of financial sources of support secured for this project.
- New partners added to the project.
- Plans for continuing the project.
- Summary of project evaluation results.
- Significant organizational changes (e.g., changes in leadership, board composition, staffing, office location, tax status, etc.).
- Any additional information requested by the Fund during the grant period.
- Financial summary listing revenue and expenses for the project (not just the portion funded by the Lisa and Douglas Goldman Fund). Please do not send audited financial statements.
- We encourage you to submit your report via email.
Multi-year Grants
Interim reports for multi-year grants are generally required 11-12 months after each installment payment is sent (report due dates are included in the grant award letter). Subsequent payments of a multi-year grant are contingent on the Fund’s approval of interim reports. A final report is due at the completion of the grant period. Please follow the guidelines listed above when submitting interim and final reports.
Guidelines for Submitting Reports
- Submit reports separately from and prior to requesting renewed or other funding.
- Do not bind or place reports in folders.
- Please contact the Fund if you have any questions regarding the reporting process.
- Reports may be submitted via email or by regular mail to:
Grants Manager
Lisa and Douglas Goldman Fund
One Daniel Burnham Court, Suite 330C
San Francisco, CA 94109
