Turner Foundation, Inc. (the "Foundation") requires the submission of formal reports that adhere to a specific format. In addition, we encourage brief interim reports. These reports and updates play a central role in our evaluation of grants and help program staff track the success of the Foundation's investments. Below we have outlined our reporting requirements, in addition to guidelines for both final and interim reports.

Requirements

• If you have received a one-year grant, a final report is required within twelve months of payment receipt.
• If you have received a multi-year grant, progress reports are required after each year. Annual payments are contingent upon yearly progress reports.
• In addition, if you plan to submit for new funding, a progress report is due at the same time as your new proposal.

Guidelines- Final Reports
Because the Foundation reviews a large number of reports each year, the final report should be a maximum of four pages in length, and it should adhere to the following guidelines. You may add support materials (news articles, evaluation reports) if they help to convey a sense of the work completed or objectives accomplished with the Foundation grant. Please do not send video tapes, CD ROMs, books, posters or other cumbersome items. Again, please be selective and succinct with your submission. Ultimately, the final report should summarize and evaluate the accomplishments made under the grant. The following questions are provided to assist you in the development of your final report:

I. Achievement of Goals
Depending on the type of support awarded from the Foundation, we ask that you cover specific aspects relating to the achievement of goals and evaluation:

If you have been awarded General Support:

• With respect to your institutional objectives and strategies, how have those objectives and strategies been furthered by this grant?
• Please highlight success in those program areas that most benefited from our support.

If you have been awarded Project Support:

• What was accomplished in connection with this project? Please address each stated objective. If any project objectives were changed, please also explain the circumstances leading to the modification of the objective(s).
• How will you monitor the long-term results of your project?
• Describe how you are working to disseminate the results of your project with the general public, managers, the scientific community, etc.
• Explain how the experiences you had during the course of this project will affect your future work. If the activities you described in this report are ongoing, what do you plan to change (if anything) based on what you've learned over the past year?

II. Evaluation
Describe any evaluation efforts your organization enlisted to assure your projects or programs were effective. Please share any qualitative or quantitative evidence demonstrating you are on target to meet your primary goal(s). If you are not conducting formal evaluations, how are you measuring success?

III. Expenditure of Grant Funds

• What was your original fundraising goal for this project? (If grant was for general support, use total revenue goals.) How much money was actually raised?
• How were the funds from this grant actually used?
• If you received general support, include a line item budget of your organization's actual expenses during the period in which grant funds were used or, if possible, a line item budget showing how grant funds were actually used.
• If you received project support, compare your original expense budget with the money you actually spent on this project. Were there significant variances between the proposed and actual budgets? If so, why?
• If there was a deficit, what, if any, expenses were eliminated? If there was a surplus, please include a formal request proposing specific use of the remaining funds or alternatively, include a check for the grant balance. If applicable, explain how budgetary variances affected the scope of activities and/or timeline of your work.
• Did this grant assist your organization in leveraging funds from other sources? Why or why not?

IV. Input from our Grantees
What are the lessons you've learned that could help us become a more informed funder? How could the Turner Foundation have better assisted your efforts?

Guidelines- Informal Updates
In addition to formal reports, the Foundation encourages intermittent updates. These may include newsletters or media clips. However, we ask that you be selective in what you send. In the interest of conserving paper, please send only one copy of updates, newsletters, media clips or press releases. Please do not send video tapes, CD ROMS, books, posters, or other cumbersome items without first checking with the appropriate Program Officer.

Report Submittal
Reports should be submitted to the appropriate Program Officer at the Turner Foundation.

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