Reporting Guidelines
The Moriah Fund is committed to practicing trust-based philanthropy and building strong partnerships that are based on mutual respect and candor. We value transparency and encourage open, honest communication in grantee reports, understanding that the challenges and lessons learned are just as important as successes.
Grant reports must be submitted through Moriah’s online portal. For assistance creating or accessing your account, please reach out to [email protected].
Interim Reports for Multi-Year Grants
Interim reports are due approximately halfway through the grant term (the exact due date will be listed on the grant letter), and should include the following information:
Summary of Accomplishments To Date (3,000 characters max)
What progress has been made towards the goals and objectives outlined in your grant proposal? Which activities have been completed so far, and which activities are still in progress?
Challenges and Lessons Learned (2,000 characters max)
What challenges or barriers were encountered in implementing the program? How are they being addressed?
Changes to Scope of Work, Leadership, or Finances (2,000 characters max)
Have there been any significant changes to the scope of the project? If so, what are they and why were they changed? Have any budget adjustments been made since the grant was awarded? If so, what are they and why were they changed? Are there any anticipated changes to the financial plan moving forward?
Final Reports
Final reports are due by the deadline listed in the grant letter, and should include the following information:
Summary of Accomplishments During the Grant Term (8,000 character limit)
Summarize your organization’s accomplishments based on the goals set out in the proposal.
What was the organization’s most significant achievement or impact during the grant period, and why? Include impact on individuals, communities, institutions and / or policies, as appropriate to your grant.
Challenges and Lessons Learned (5,000 character limit)
What challenges or barriers were encountered in implementing the program? How were they addressed? If the project was unable to accomplish some of its goals, please describe the barriers to doing so.
Major Changes to Work, Leadership, or Finances (5,000 character limit)
Were there any significant changes to the scope of work as laid out in the original proposal? If so, what were they, and how were they addressed? Have there been any significant institutional or personnel changes at your organization, including on the board, among staff leadership, or finances?
For Multi-Year Grants Only (8,000 character limit)
What will be the major activities over the next year of the grant?
Financial Documents
- 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.
- Current statement of financial position / balance sheet