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Reporting Guidelines
The Moriah Fund

Final reports should be sent to the Washington, D.C. office or email to reports@moriahfund.org


A. Final Reports for Current Grantees

If you received a grant from the Moriah Fund within the last six months and submitted a progress report as part of the application for the grant, please provide the following information:

  • Organization name, project title (if relevant), contact name and title, date of grant and date of report.
  • A narrative section, preferably no more than one but positively no more than three pages in length, which addresses any changes or updates to the organization and/or project since the submission of the progress report with the grant renewal application during the last six months.
  • Financial information:
    • An accounting of total project (if relevant) and organization expenditures with an explanation if this account differs significantly from the original budget
    • Percentage of the project (if relevant) or organizational budget actually raised, and major funding sources
    • If there was a significant shortfall, a description of what budget or program adjustments were made
If you have questions regarding the timing or content of this report, please contact your program officer.

B. Final Reports for Grantees that have not recently received a renewal within the last six months

For general support grants:

  • The organization name, contact name and title, date of grant and date of report.
  • A narrative section, preferably no more than FIVE pages for a grant of $15,000 or more, and no more than THREE pages for a grant of less than $15,000. It should address the following questions:
    • What was the organization's most significant achievement or impact, and why? (Consider impact on individuals, communities, institutions, policies, as appropriate to your grant.)
    • Were all or some of your goals for the year met? Did you develop new goals or revise old ones? Explain and provide examples.
    • Did the organization encounter any unexpected difficulties?
    • What new partnerships or collaborations were created or have you entered into in the past year? Will these collaborations continue?
    • Have there been any significant institutional changes or developments at your organization, for example in the board, staff leadership, or finances?
  • Financial information:
    • An accounting of total organization expenditures with an explanation if this account differs significantly from the original budget
    • Percentage of the organizational budget actually raised, and major funding sources
    • If there was a significant shortfall, a description of what budget or program adjustments were made
    • An annual report and/or year-end statement (audited preferred) of all income and expenses at the close of the fiscal year for your organization with the management letter.

For project grants:

  • The organization name, project title, contact name and title, date of grant and date of report
  • A narrative section, preferably no more than FIVE pages for a grant of $15,000 or more, and no more than THREE pages for a grant of less than $15,000. It should address the following questions:
    • What was the organization's most significant achievement or impact, and why? Consider impact on individuals, communities, institutions, policies, as appropriate to your grant.
    • Were all or some of the original goals of your proposal met? Did you develop new goals or revise old ones? Explain and provide examples.
    • Did the organization encounter any unexpected difficulties? If the project was unable to accomplish part or all of its agenda, what were the barriers to doing so?
    • Do you feel that your project represented the most effective approach to tackling the problems at hand? With the benefit of hindsight, what, if anything, would you do differently?
    • What new partnerships or collaborations were created or have you entered into in the past year? Will these collaborations continue?
  • Financial information:
    • An accounting of total project and organization expenditures with an explanation if this account differs significantly from the original budget;
    • Percentage of the project budget actually raised and major funding sources
    • If there was a significant shortfall, what budget or program adjustments were made
    • An annual report and/or year-end statement (audited preferred) of all income and expenses at the close of the fiscal year for your organization with the management letter.

C. Interim Reports for Multi-Year Grants

  • A narrative section, preferably no more than five pages in length, which addresses the following questions:
    • What has been the organization's most significant achievement or impact to date, and why? Consider impact on individuals, communities, institutions, policies, as appropriate to your grant.
    • Were all or some of your goals for the year met? Did you develop new goals or revise old ones? Explain and provide examples.
    • Did the organization encounter any unexpected difficulties?
    • What new partnerships or collaborations were created or have you entered into in the past year? Will these collaborations continue?
    • Have there been any significant institutional changes or developments at your organization, for example in the board, staff leadership, or finances?
    • What will be the major activities in the next year of the grant?
    • Will there be any changes from the previous year? If so what and why?
  • Financial information:
    • An accounting of the organization's expenditures with an explanation if this account differs significantly from the original budget
    • Revenue and expense statements for previous, current and subsequent year for both the organization and the project
    • List of current major institutional funders for the organization and the project with corresponding amounts
    • List of outstanding and pending requests, with amounts requested
    • Most recent audit (if available) with the management letter.

 

  © 2006 Moriah Fund