FINAL REPORT OF GRANT EXPENDITURE

A Final report of grant expenditure must be completed and returned to us by the due date specified in your Award Letter – or as soon as all funds have been expended – whichever comes first. If you wish to extend the grant period, you must petition the Foundation for permission in writing before the original grant deadline to avoid a late report. An incomplete, late, or missing report may jeopardize opportunities for future funding.

Please include the following information in your Final or Interim report:

1. Organization Name

2. Grant Number and Amount

3. Brief description of grant purpose

4. Name and contact information of person administering the grant

5. Financial account detailing the expenditure of funds:

• Should be presented in the form of your budget as shown in the original grant request, and should include income and expenses (both projected and actual)
• Should include copies of paid invoices and corresponding checks. (If the scope of your project renders this request unfeasible, please contact us to discuss alternatives)
• Should be signed by both CEO and Board Chair

6. Narrative account detailing the use of funds:

• Should include a broad statement that describes what you were able to accomplish with this funding
• Should describe how this grant made your organization more effective and/or efficient
• Should include a candid assessment of the strengths and weaknesses of the project, and an explanation of any changes you are making or considering as a result of analyzing your outcomes*
   *We know this is a difficult question, but rest assured that you will never be penalized for your candor. The answers we receive help us to advise future grantees.

7. Publicity generated for/by your organization about this award, if applicable (newspaper clippings, newsletter articles, photos, etc.)

Mail completed report to:

William G. and Marie Selby Foundation
1800 Second Street, Suite 750
Sarasota, Florida 34236

OR…
NEW! – Email completed report (and all attachments) to:
ejones@selbyfdn.org