Interim and Final Report Guidelines - The John R. Oishei Foundation

CURRENT Grantees should follow these Interim and Final Report Guidelines. For Medical Research Report Guidelines, click here.

The John R. Oishei Foundation is interested in the results of the grants we award. For that reason, we require every recipient organization to submit periodic grant reports. If the grant is paid in a single disbursement, a final report is due 30 days after the conclusion of the grant period. If the grant is paid in multiple installments, interim reports must be submitted and approved before each subsequent payment is issued.

All final reports should include the following items. Interim reports should address these items to the greatest extent possible at the time the report is submitted.

A cover letter verifying that all grant funds were expended in accordance with the terms of the grant agreement letter, along with a statement of actual income and expenditures compared to the approved budget. For Interim reports, please indicate the next amount payable to the organization with an accompanying budget.
A description of how the proposed program was implemented and who was served. If this was a collaborative effort, how did the partners work together and what were the benefits and costs?
An evaluation of the program’s success. What challenges were encountered? How was the program evaluated? What were the anticipated outcomes or targets of performance, and were they met? How was the project adjusted in light of challenges?
A discussion of the future plans for the program, including fundraising. Did the Oishei Foundation grant leverage any additional funding for the program? Will the program continue as a regular part of the organization’s work?
Information on whether and how the results of the program were disseminated to professional colleagues and/or the general public. Can the program be replicated? If available, please enclose newspaper articles, links to online information, or any other media coverage. (Please, no VCR format tapes).
High quality visual materials (electronically submitted) that effectively tell the project story, for potential use by the Foundation in its external communications.
Any additional information concerning your program or the lessons learned from this grant that may be of interest to the Foundation’s trustees and staff.