Reporting Requirements and Forms
Grant recipients are generally required to provide one or more reports on grant outcomes. Unless otherwise instructed in the grant award letter, please submit one of the forms below to Morgan Foundation by the date specified in your agreement. You may use as much space as needed or attach addenda.
For All Mission-Related Grants
Final Report : Final Grant Report Form
Interim Report: Interim Grant Report Form
Please submit all required reports and report materials for mission-related grants through the GoApply portal. For tech support, contact Sarah Shaw.
For Hudson, Community and Special Grants
Final Report: Special Grant Report Form
Please submit the Special Grant report form via email to Sarah Shaw.
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.
Challenge Grant Documentation Form
Fiscal Sponsor Reporting
Sometimes, Burton D. Morgan Foundation will approve grants that require a fiscal sponsor. Organizations that serve as fiscal sponsors have additional reporting responsibilities. In conjunction with the standard report form, the head of the fiscal sponsor organization must submit a letter attesting to the accuracy of the submitted report. Fiscal sponsor organizations also must submit their most recent audited financial statements. A template of the required letter is provided below for your convenience.