Reporting Guidelines

Final reports should be submitted through Moriah’s online portal or emailed to [email protected].

Final Reports for Current Grantees

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 SEVEN pages for a grant of $50,000 or more, and no more than THREE pages for a grant of less than $50,000. 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 SEVEN pages for a grant of $50,000 or more, and no more than THREE pages for a grant of less than $50,000. 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.

Interim Reports for Multi-Year Grants

• A narrative section, preferably no more than seven 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.