Reporting Requirements

Grant recipients are generally required to provide one or more reports on grant outcomes. Unless otherwise directed in the grant award letter, please save a copy of one of the forms below, complete the form, and submit it to the Foundation by the date specified in your agreement. You may use as much space as needed or attach addenda.


For Grants More than $20,000

Download the Grant Recipient Report Form


For Grants of $20,000 or Less

Download the Small Grant Recipient Report Form


Grant Objectives Charts

If your grant agreement included a Grant Objectives Chart, you must submit an updated version of the chart with the report as a separate attachment.

Please submit the report via email (preferred) or USPS to:

Gina Dotson
Grants Manager
Burton D. Morgan Foundation
22 Aurora St.
Hudson, OH  44236
gdotson@bdmorganfdn.org


Challenge Grant Reporting

Occasionally, Burton D. Morgan Foundation will award a challenge grant to provide the organization with an opportunity to broaden its base of support by attracting new donors and new dollars. As evidence that a challenge grant has been satisfied, you must provide a letter from your organization’s president or chief financial officer certifying that the entire amount required to satisfy the challenge has been received in the form of contributions and pledges that meet the requirements. This letter must be accompanied by a completed Challenge Grant Documentation Form, which documents the contributions and pledges being counted toward satisfaction of the challenge.

Download the Challenge Grant Documentation Form