Reporting Requirements
The Goldman Fund sets high standards for its grantees. Grantees' performance is evaluated in order to learn from successes as well as failures. A written narrative and financial report is required at the end of the grant period. Grantees should refer to their grant award letter to find the grant report due date. Reports should indicate at the top of the first page the reference number of the grant - this can be found in your grant award letter and the first sentence of the grant agreement.
Grant reports are narrative and financial summaries; there is no required format or form. Depending on the size of the grant and the complexity of the project, two to 10 pages of narrative is generally sufficient for most grants. Include an executive summary with all reports.
Include a financial statement listing the revenue and expenses of the full project - not just the Goldman Fund portion - during the grant period; do not submit audited financial statements.
- • The outcomes and results achieved related to the major goals and objectives of the grant as stated in the proposal.
- • The demographics and numbers served by the project, when applicable.
- • How success of this project is measured.
- • Any problems encountered and/or unexpected outcomes during the grant period.
- • Plans for continuing the project.
- • Any modifications to the project based on what was learned during the grant period.
- • List other sources of support secured for this project.
- • Any noteworthy organizational changes (e.g., changes in leadership or staff, office location, organization name, tax status).
Please do not include ancillary materials such as electronic media or publications unless the grant specifically funded the production or distribution of these items or their contents. If media coverage was received, include a summary list of media outlets and dates along with a small sample of press clippings. Reports should not be bound or placed in folders or binders of any kind.
Reporting Requirements for Multi-year Grants
Interim reports for multi-year grants are generally required 12 months after the receipt of the first grant check. Subsequent payments of a multi-year grant are contingent on the approval of interim reports by the Goldman Fund. A final report is due at the end of the grant period. Grantees should refer to their grant award letter for report due dates. The Reporting Requirements listed above also apply to multi-year grants.
Reports may be submitted via mail or email. Select one form of submission only; do not mail and email your report. It is generally not necessary to send a report via messenger or overnight service.
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Grants Manager
Richard and Rhoda Goldman Fund
160 Pacific Avenue, Suite 200
San Francisco, CA 94111
