GUIDELINES FOR GRANTEES

FINAL REPORT ON KLEE FOUNDATION GRANTS

Purpose of Report:

Your final report to the Foundation on a grant serves a twofold purpose:  accountability and evaluation.

The Foundation, under its tax-exempt status, must be able to account to the Internal Revenue Service for grant monies being spent in accordance with the charitable purpose for which they were granted; and to its board, that the grant recipient adhered to any special grant conditions as stipulated in the contract. 

Beyond this, the Foundation seeks to have some measure of how successful its grants are in helping to meet urgent Broome County needs.  It also seeks to know what problems the grantee organization may have encountered in carrying out its proposed project.  Such information is particularly helpful in advising various organizations who may consider similar projects, and in setting forth conditions of future grants.

Reports are shared with staff and board of the Foundation and, from time to time, may be shared with other organizations.

Content and Format of Report:

No particular format is required. Report should be written in narrative style (not handwritten, please) with the first page on your organization's letterhead,  Appropriate supporting data may be attached, and should include a financial report.  PLEASE NOTE: for comparison purposes, the final budget should be in the same format as budget originally submitted.  The person preparing the report should review the original grant contract letter.  Indicate the date of the report, the name and number of the grant, and the dates covered  by the entire grant period.

Please incorporate answers to these questions into your narrative, along with answers to any additional questions you wish to pose.  Where appropriate, support answers with quantitative data.  Relate your answers to the original evaluation criteria as laid out in the grant proposal. 

  1. What have been the project's primary accomplishments? how were they achieved? how do they relate to the original objectives outlined in your grant proposal?
  2. What have been the project's shortfalls?
  3. What factors affecting the project have changed since the beginning of the grant period, and how have any such changes affected the project?
  4. What unanticipated problems have you encountered in carrying out the project, and how did you manage these problems?
  5. If your project is continuing, what are the ongoing plans and how will it be financed?
  6. If another organization were to consider undertaking a similar project, what advice would you offer, based on your experience with the project?
  7. Do you have any suggestions for the Klee Foundation which might be helpful in making any future grants similar to yours?

 

HERE ARE SOME QUESTIONS TO STIMULATE YOUR THINKING.  These are not designed to be answered in your report to us, but rather to help you think about your project in as many ways as possible.

  • What do you know now that you wish you didn’t?
  • Would you change the format project if you could go back and start again?
  • Was it worth it?
  • Would you do it again?
  • How much difference would more or less money have made?
  • Did you involve outside expertise?  If so, would you do so again?

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50 Years of Service