Report Forms and What We Want to Know

Area foundations have developed a UNIFORM GRANT APPLICATION (UGA) and a UNIFORM INTERIM GRANT REPORT FORM (UGR). We’ve done this to make the grant reporting process easier for you. The Klee Foundation is pleased to have been part of this effort. On this website below you may access both the forms and tips for using them by following the link we’ve provided: (UGA) and (UGR)

There is also a Request for Payment form which must be used when you wish a grant payment, even if scheduled. These forms have been updated for 2018. Please do not use earlier forms.

As you will see, the final report does not use a form – follow the guidelines provided.

These forms are interactive, allowing you to fill them out on your computer and then print.

Please call with any questions (607-722-2266) and let us assist you.

Interim reports:

Your Interim report to the Klee Foundation serves several purposes:

  1. it accounts to us for your expenditure of the grant monies
  2. it helps us to track how your program has progressed
  3. It gives you the opportunity to describe your project or program since the grant was awarded or since your last report, telling us all about what’s been going on — not just how the grant money was spent.

Please use the UGR Interim report form provided, which is two pages. Read the questions on the report form carefully.

If plans, personnel or objectives have changed in any way since the grant proposal, include that information. What obstacles or unexpected circumstances have affected your program? Reports are
cumulative in your grant file.

We don’t want to burden you with this, but in addition to basic accountability, we really are interested in how it’s going!

Final report:

Your Final report to the Klee Foundation, due at the end of your grant period, serves several purposes:

  1. It shows that the grant was used according to the original agreement.
  2. It evaluates the successes – and failures – in carrying out the project.
  3. It takes the broad view of the project, from onset to end of grant period.
  4. It’s an opportunity to tell us anything else you want us to know about your program or project and its future, including advice you may wish to offer other organizations that plan to pursue a similar project.

Your final report to the Klee Foundation, unlike the interim report, will be a narrative with an attached final budget. (for comparison purposes, the final budget should be in the same format as the budget originally

Include the dates of the grant period, and the grant number.

Please use the following questions to develop your narrative (no handwritten reports!) along with answers to any additional questions you’d like to ask and answer. 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 theoriginal 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?

PLEASE NOTE: Whoever prepares the report should review the original grant contract letter. Include the date of the report, the name and number of the grant, and the dates covered by the entire grant period.

Final reports are shared with Foundation staff and board and, from time to time, may be shared with other organizations. We really enjoy reading these final reports, and almost always learn from them.

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