The Sisters of St. Joseph Charitable Fund

  touching lives ...building relationships

 

Home
History

Guiding Principles
Eligibility
Deadlines

Grant 

Program information
and process
Current Program Areas 

Community
Grant 

Program
Health

Ministry Initiative

Final Report: Instructions

The last step in the SSJCF grantmaking process is the completion of a Final Report. It is intended that this evaluation serve not only stewardship and accountability purposes, but that it be a learning experience for both you and the Charitable Fund. We also encourage you to include your suggestions and comments regarding the evaluation and other aspects of the grants program.

FYI:  Included in the grant award packet will be a "hard copy" of these reporting guidelines; a deadline for submission of these reports will be specified (generally, within three weeks upon completion of the project).

Please respond to each section (and sub-section) as completely as possible, keep within the page limitations as indicated, and follow the format guidelines listed below.

  • type-written or computer generated;

  • one-sided;

  • double-spaced;

  • one-inch margins;

  • a minimum of 12-point font

  • a cover page that includes the following: 

    a.

    		 name of organization

    b.

    		 project name

    c. 

    		 contact person and phone number

    d.

    		 grant reference number (refer to your copy of the Grant Contract, this reference number is located in the left column under Grantor.)
I  Achievement of Objectives (Not to exceed two pages)
  1. The original grant proposed several objectives for the project. Please restate those objectives and indicate what was accomplished for each.
  2. Given those objectives and level of accomplishment, rate the level of goal attainment for the overall grant project/program (low, medium, high) and the rationale for the rating.
  3. Briefly describe any factors which created difficulties in accomplishing the objectives.
II     Collaborative Element(s) (Not to exceed one page.)
Describe how collaboration was included in this program/project.
III   Systemic Change(s) (Not to exceed one page.)
What do you think might be some lasting benefits of this grant program to such groups as participants, staff, community, etc.? Briefly indicate the evidence that leads you to these conclusions.
IV  Project/Program Continuation (Not to exceed one page.)
Will this project/program continue beyond the period of this grant? If so, briefly describe how in terms of programs and support.
V  Primary Accomplishment/Outcome (Not to exceed one page.)
In your opinion, what was the single best part of the project?
VI  Additional Information (Not to exceed one page.)
In order to have a complete understanding and appreciation of the project/program, briefly cite any additional information you feel would be helpful.
VII  Financial Report (Not to exceed two pages.)
Please complete the attached financial report; if there are categories that do not apply, please indicate NA. If there are other major items pertinent to this project, but not listed on the form, please add them as necessary.

Note: If you have a financial report on hand for this project/program which is similar to this form (categories, length, and detail) feel free to include a copy in place of completing this form.)
Financial Report–Project/Program Budget
A narrative description explaining unusual budget items should be attached. You may submit the budget in a format convenient for you, as long as it is typewritten and contains the following information:

A

  Heading: Please specify the budget period (e.g. January 1, 1997 to December 31, 1998) and grant amount awarded by the SSJCF.

B

 Expenses:  Please itemize the following expenses. Be sure to include any additional items relevant to your particular project/program. Provide an expense total.

  • Salaries, wages, payroll taxes by individual position, specifying full- or part-time positions.

  • Fringe benefits and related fees

  • Professional fees (e.g. accounting, legal, consulting, etc.)

  • Travel

  • Equipment

  • Supplies

  • Printing and Copying

  • Telephone and FAX

  • Postage and Delivery

  • Rent

  • Utilities

  • In-Kind Expenses
    Total Expenses

C

  Income:  Please include all confirmed and anticipated sources of revenue, and indicate their status. Provide an income total.

 

  • Government Grants and Contracts

  • Foundations (Including funding by SSJCF)

  • Corporations

  • Earned Income

  • Individual Contributions

  • Fundraising Events and/or Product Sales

  • Membership Income

  • In-Kind Support

  • Additional Revenue
    Total Income

Additional Information

Although this information is not required in the Final Report, your responses would be very helpful for planning purposes. 

  • Are there results, outcomes, and/or "lessons learned" from this program/project that would be valuable to share with funders and other interested persons and organizations? If so, briefly describe what these are.

  • Would you be willing to share this information with others (via forums, workshops, printed materials, etc. ) should the Charitable Fund decide to contact you?

  • Do you have comments about this evaluation or any aspect of the SSJCF grants program you would like to share? We encourage you to include those in writing with this report or contact our office (304-424-6080).
back to top

back to Community Grant Program

back to SSJCF Home

 
MAP Initiative Beyond Grantmaking Recent 
Grants		 Contact Us
 Board & Staff 		Press 
Page 		Frequently
Asked Questions 		Links/
Resources