Final Report

Organizations are required to submit a Final Report at the completion of the program or project for which you received funding. This is required before a new application for funding will be considered by the NewAlliance Foundation.

Final Report Guidelines for All Grants

Organizations receiving operating/program support, sponsorships, or capital funds must all submit final reports. Multi-year grant recipients must complete a final report at the end of each funding period before next installment of a grant payment is made.

Thoughtful, complete and timely final reports are important to us because they help assess the effectiveness of grant programs, account for the expenditure of Foundation dollars, and document the impact of Foundation resources in the community.

Grant funds received from NewAlliance Foundation must exclusively impact your work in the cities and town in our service area. Please frame your answers to the final report narrative questions in full awareness of this requirement.

Follow the Format Outlined Below

Please use your organization’s letterhead to answer the following questions in one page. In the upper right hand corner, state your organization, the title of the program for which you received funding, the grant amount you received, the date of your grant award, and the date of your final report. Please repeat each question using bold type, and use a 12 font size or greater for your narrative answers.

For General Operating Requests & Program or Project Requests:

1. Did your organization succeed in addressing the need in the community noted in your original application? Describe how your target population and/or community is better off as a result of your work.

2. How many people did you serve? Explain if this fell short, met or exceeded your goal and why.

3. State what you learned from the methods you used to determine your success? What would you do differently next time?

4. Share a short anecdotal story in one paragraph illustrating the impact of your work.

5. Please attach separately, an itemized income and expense summary showing specific sources of income and a breakdown of grant expenditures.

For Sponsorship Requests:

1. Did you meet your fund raising goal? Describe both your successes and challenges you encountered in executing your fund raising event.

2. State what you learned from the methods you used to determine your success of your event? What would you do differently next time?

3. What, besides raising operating funds, did your organization gain from this event?

4. Share a short anecdotal story in one paragraph that illustrates why this event is important to your organization.

5. Please attach separately, an itemized income and expense summary showing specific sources of income and a breakdown of grant expenditures.

For Capital Requests:

1. Describe the current state of your capital project. If complete, give a brief synopsis of the project as a whole, if not yet complete, give an account of progress so far.

2. Have you met your fund raising goal? Describe the successes and challenges you experienced raising funds for this project.

3. Describe how this capital project has impacted your organization. What have you learned?

4. Please attach separately, an income and expense summary showing specific sources of income and a breakdown of grant expenditures. Itemize major funding sources such as large corporate, foundation and individual donors and include federal, state or municipal contributors.