Send an electronic copy of all reports to grantsinfo(at)carnegie.org. Please use the Financial Report Template and include ‘Final or Interim Report’ and the grant number in the subject line of your email. Interim reports will account for each twelve-month period*. Final reports will account for the entire duration of the grant. 

Financial Reports 

Please report all financial information in U.S. dollars. Interim and final cumulative financial reports must include the following information and be signed by the financial officer responsible for the grant. 

1) Carnegie Corporation grant number
2) Dates covered by the report
3) Carnegie Corporation grant funds received
4) Approved budget for Carnegie Corporation support (i.e., reference documents cited in grant agreement, or subsequent approved revision)
5) Actual expenditures compared to each line item of the approved budget for the use of Carnegie Corporation funds
6) Explain variances between budgeted amounts and actual expenditures
7) Amount of Carnegie Corporation grant funds remaining unspent at the end of the reporting period 

Progress Reports 

Interim Progress Reports
In five pages or fewer, please provide the following information. Send products of Carnegie Corporation support with the report. 

1) Describe activities and accomplishments to date. How did they relate to the original proposed goals?
2) How closely did the activities follow the workplan and timeframe?
3) Have any major factors or conditions, such as staffing or funding, changed during the reporting period? How have these changes affected the work?
4) Were any programmatic or administrative problems encountered? If so, how did they affect the work? How were they addressed?
5) Do you anticipate a budget revision? Do you anticipate requiring more time to complete the activities?
6) Briefly describe major activities planned for the next phase of the project. 

Final Progress Reports
In 15 pages or fewer, please provide the following information. Attach products not previously sent.  

1) Briefly describe activities and accomplishments. How closely did they follow the approved workplan and timeframe?
2) Describe the immediate and possible long-term impacts of the activities. How do they relate to the original goals and definition of success?
3) How were the achievement of goals and impacts measured?
4) If goals and/or deliverables were not achieved, explain why.
5) Which strategies and/or activities were most effective? Least effective? What would you have been done differently?
6) Did any major factors or conditions, such as staffing or funding, change since the grant’s inception? How did these changes affect the work?
7) Were any programmatic or administrative problems encountered? If so, describe their effect? How were they addressed?
8) If a communications plan was a component of the grant, describe the dissemination activities, their impact, and how the impact was measured.
9) Assuming the activities will continue, describe the steps undertaken to insure the sustainability of the work.

* Interim reports are not required for grants of 15 months or fewer.

*Interim reports are not required for grants of fifteen months or fewer.