Grant Reporting Requirements

Who is required to submit a report?

• All discretionary and special initiatives grantees need to submit the report that applies to their funding stream (for example, direct services grant) at the end of the grant period.
• Recipients of a designated grant exceeding $5,000 should submit together a financial report and a grant report on or before the due date specified in the grant award letter.
• Fund For Children grantees should submit together a financial report and a grant report on or before the due date specified in the grant award letter.

If for any reason you are unable to provide the report by the required date, contact grantmakingservices@philafound.org to request an extension.

Instructions

1. Select the report you need to submit.
2. Download the financial report template (where applicable) and fill in the financial information for the previous year (fiscal year in which the grant was received).
3. Upload the financial report as an attachment to the form for your funding stream in SmarterSelect.

Note: The Budget Report is a separate Excel file that requires you to provide line item details for income and expense. A link to the budget reporting template can be found on grant report form

Reports

Advocacy Program – Due at the end of grant period

Advocacy Unrestricted Report – Due at the end of grant period

Designated Grant Report – Due at the end of grant period

Direct Service Report – Due at the end of grant period

Forman Family Fund Report – Due at the end of grant period

Fund For Children Report – Due at the end of grant period and must be submitted before applying for a new grant.

Henrietta Tower Wurts Memorial Foundation Grant Report – Please submit a one-page report describing how the funds were used and the impact the grant has had on the organization.

Impact Grant Report – Due at the end of grant period

Leadership Grant Report – Due at the end of grant period

YOUTHadelphia Grant Report – Due at the end of grant period