Reporting Guidelines

Thank you for the time and thought you put into preparing reports to the Stuart Foundation. We greatly appreciate your effort. The information you provide helps us improve and strengthen our work.

Please note that our email system will not accept emails 10MB or larger in size. To reduce file size, consider removing logos or graphics or reducing resolution for .pdf files. If needed, send attachments in separate emails.

Due dates for reports are noted in each Grant Agreement. Please contact your assigned program staff member with any questions or concerns. All required forms, instructions, and templates can be found below with the exception of multi-year grants.

If you have a multi-year grant, please contact your program officer if you have not received instructions and forms for reports.

Interim Reports

(If you are submitting a request for a grant renewal, please refer to the documents under the Grant Renewal Package section on this page.)

Final Reports

Final reports are generally due one to two months after the end of the grant period, unless specified otherwise. Note that in order for a report to be considered final, all grant funds must be fully expended. If funds will not be expended by the time your report is due, please contact Foundation staff to discuss how to proceed before submitting a report.

Grant Renewal Package

The Stuart Foundation recognizes that goals for many programs and initiatives are pursued over multiple years. We often provide funding through consecutive grants that are renewed annually. In these instances – and only when invited by Stuart Foundation staff – we ask grantees to submit a Grant Renewal Package. The package consists of two main parts: 1) interim reporting on work to date, and 2) renewal information on plans for the coming year