Operating Grant Interim Report

Before you begin

You can use this Word document as a template for cut and paste purposes to make a final submission easier.

Organization Name

Grant Title

From your Grant Agreement

Grant ID#

From your Grant Agreement

Grant Amount

Do not use a dollar sign or comma

Primary Contact

Please notify the Foundation if this has changed.

1. Attach a Year-to-Date financial statement with actual-to-budget numbers.

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2. Please explain actual-to-budget variances

0/10000 Max words

3. List the top three goals as stated in your application.

0/10000 Max words

4. Describe your progress on these goals.

0/10000 Max words

5. Provide funding source names and dollar amounts for major gifts/grants secured to date for the fiscal year that includes this grant.

0/10000 Max words

6. What challenges have arisen since you received this grant and how are you addressing them?

0/10000 Max words

7. Describe any significant turnover in executive leadershp during the past year.

Include board, staff, and/or leadership changes

0/10000 Max words

8. Anything else you want to tell us? (optional)