Reports are required for all grants, and reporting deadlines will be included in grant agreement letters.  Reports should be no more than 10 pages in length, but you may include appropriate written materials as appendices.  Please do not send DVDs, CDs, cassettes, videos, or plastic presentation folders. Reports should be submitted by regular mail.  Late reports may jeopardize future funding.

1.  NARRATIVE REPORT

In evaluating general support and project grants, we look for the following elements, among other things, in your report:

a. Environmental outcomes are important to us.  Please tell us the degree of success in achieving your conservation objectives.  What went right and what went wrong?

b. How well did you meet the objectives and carry out the activities described in your grant proposal? 

c. Conservation and environmental protection requires public interest and involvement.  Because constituencies and public attitudes are diverse, we are interested in understanding more precisely which "publics" grantees are trying to reach; who you consider to be your natural allies; and what potential there has been to work with non-traditional allies.  What specific approaches have you taken to reach and involve key constituencies?

d. How has your work complemented and leveraged work by others? With whom did you collaborate? Was that collaboration effective?

e. To what degree have you made progress toward strengthening your organizational effectiveness?  Were you able to improve staff and board leadership, fundraising ability, administrative and management capacity, and fiscal health? 

f. What comes next in terms of this project’s/ program’s goals, and how are you positioned to raise funds to achieve them?

g. We are also interested in the overall financial health of your organization, so please comment on how well you have been able to meet your original projected annual budget.  What went well, and what went wrong?

2.  FINANCIAL REPORT

Reports must include the following financial information:

For project grants:

a. Total project revenue and expense report for the project budget to date, with a description of any major discrepancies between the projected and actual project budget.  Revenue reporting should include a list of all other sources for this project, unless The Harder Foundation was the only source (e.g. membership, major donor, foundation grants, and government sources).

b. A copy of your most recently completed monthly financial statement (which should include year to date information). 

c. If your annual budget exceeds $400,000, please send us your most recent audited financial statement, and Statement of Revenue and Expense for the organization.  

d. If your annual budget is less than $400,000, include your most recent IRS Form 990 and Statement of Revenue and Expense for the organization.

e. If you have made the 501 (h) lobbying expenditure election, and a portion of the project for which this grant was made involves lobbying, please confirm in your report that The Harder Foundation grant funds were not in excess of the non-lobbying portion of your project budget.

For general support grants:

a. Total revenue and expense statement for the organization, broken down by program.  Revenue should include a list of all sources of funding (e.g. membership, major donor, foundation grants, and government sources).

b. A copy of your most recently completed monthly financial statement (which should include year to date information). 

c. If your annual budget exceeds $400,000, please send us your most recent audited financial statement, and Statement of Revenue and Expense for the organization.

d. If your annual budget is less than $400,000, include your most recent IRS Form 990 and Statement of Revenue and Expense for the organization.