NARRATIVE AND FINANCIAL REPORTING FORMS
Porticus is very interested in knowing the results of a project that we have funded. Although we are very pleased to know of success, we also want to know of disappointments. We think there is just as much to learn for the future from setbacks as from projects that go smoothly.
All completed reports should be emailed to .
Reporting deadlines
For a one-year grant, the final narrative and financial reports are due a month after the grant period ends.
If you have a multi-year grant please complete this format the end of each 12-month grant period, indicating that it is an interim narrative and financial report.
If you have been invited to apply for a continuing grant before the current grant project is complete, please expect to receive an application, along with a deadline date, via email.
Requesting a Grant Amendment
Porticus requires that all grant amendment requests be made in writing for review and approval. Types of grant amendments considered:
- Budget change
- Project plan change
- Project extension (due to remaining funds past the grant period)
Your written grant amendment request should include the following information:
- File Number of the Grant
- Program funded and grant amount
- Reason for the request
- How much funds remain unused
- How you expect the requested change will help in the success of the program
- Expected date to complete the project
- A revised budget detailing how unused funds will be used
The written request may be submitted to . A program officer will review your request and respond accordingly.
NARRATIVE REPORT
File Number: Grant Amount: $
Organization Name:
Purpose of grant:
Name/Job Title of person completing report:
Telephone no: Email:
Report covers activities from ______through______
Type of Narrative Report: Interim_____ Final_____
The Narrative Report should include detailed information on the progress made on the goals and outcomes stated in your application. Porticus encourages you to review the application that was approved by Porticus as you work on this report. Completed reports should be emailed to .
- Please provide a brief summary on the project that was approved by Porticus.
- Please list the objectives referred to in the application and indicate the progress achieved towards each objective. Did you reach your goal or expect to reach your goal by the end of the grant period?Did you achieve any outcomes that were not outlined in the application?
- Please describe the strengths of the project.
- Please describe the weaknesses of the project. How did challenges affect your progress? Summarize any changes made or planned for the future to the project objectives and outcomes.
- How many people were involved or affected by this project? Please indicate the number of people served by the Porticus grant, if applicable.
- If this project is expected to be an ongoing effort, how will this project be sustained in the future? Please list other sources of funding received for the project.
- What impact did this project have on your organization, participants, or others?
GRANT EXPENDITURE REPORT
Organization Name:
File Number: Purpose of grant:
Time period covered by grant: ______through ______
Name/Job Title of person completing report:
Telephone no: Email:
Expenses applied to Porticus grant:
Description / Original Budget Amount / Actual Expense Amount / Expense applied to Porticus Grant$ / $ / $
$ / $ / $
$ / $ / $
$ / $ / $
$ / $ / $
$ / $ / $
$ / $ / $
$ / $ / $
$ / $ / $
$ / $ / $
Total / $ / $ / $
GRANT AWARD AMOUNT$ ______
TOTAL EXPENSES APPLIED TO GRANT$ ______
BALANCE$ ______*
*All unexpended funds are to be returned to the Porticus Foundation unless a written request and a
revised budget detailing how remaining funds will be used is submitted to the Porticus Foundation for
approval.
Complete this report and return it to us as soon as the project is completed or no later than 30 days after the grant period has ended. All completed reports should be emailed to .