the goizueta foundation

Program Guidelines:

Reporting Requirements: All reporting requirements must be satisfied before the organization is eligible to submit any future grant requests.

Written notification and biographical information is requested from the Grantee once any funded position has been hired;
Annual Interim Reports and a Final Report are due according to the dates outlined in your grant agreement. The Reports should include the following:

Narrative - 2 to 4 pages preferred.

a) A brief description of the project.

b) Please restate the goals you set for the project during the grant period.

c) Progress and/or setbacks relative to these goals.

d) How you measured the project's impact on participants, your organization, and the broader community. Please cite specific indicators of change and the period over which you measured them.

e) What you learned from this information and how you applied or will apply it to improve future activities or strategy.

f) Significant board and/or staff changes, if any.

g) Leadership Opinion (to be provided by the Executive Director, President, or Headmaster): Description of how the program has been integrated into the daily operations of the organization and how the grant has impacted the organization's overall effectiveness/capacity.

Financial - Attachments.

a) A project budget breakdown demonstrating proposed versus actual expenditures.

b) A recent unaudited balance sheet (assets and liabilities) and statement of income and expenses (preferably no more than three months old).

c) An updated list of all nongovernmental sources of income - $25,000 per year or more - for your current fiscal year and future commitments. Please feel free to annotate an existing list, but be sure to indicate annual amounts, grant periods, and which grants are restricted.

Speeches by Roberto C. Goizueta

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