REQUIRED REPORTING: Narrative & Financial Reporting

Grantee Reporting Requirements

• Financial Guidelines and Reporting Requirements
  RWJF’s guidelines for financial reporting and over expenditures, unexpended funds and grant extensions.
  
• Annual Narrative Reporting

National Program Office Reporting Requirements

• Financial Guidelines and Reporting Requirements
  RWJF’s guidelines for financial reporting and over expenditures, unexpended funds and grant extensions.
  
• Grantee Reporting Instructions
• National Program Office Reporting Instructions
  

NOTE: If you are contemplating any changes in program scope or objectives, you should contact your RWJF program officer or (if applicable) national program office. Such changes must be approved in advance and in writing. Any changes that impact the budget may require a budget revision. See Budget Revision Guidelines for more information.

If you have questions about the reporting requirements, please contact us.

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FOR EXPENDITURE RESPONSIBILITY GRANTEES:

• Additional Financial Report Information for Private Foundation Grantees
  Guideline for additional financial information required from private foundation grantees.
  
• Report of Income Received on Grant Payments for Expenditure Responsibility Grants
  Form to be completed by expenditure responsibility grantees when reporting income earned on grant payments to the Foundation.

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ADDITIONAL FORMS & INFORMATION:

• Grant Budget Revision Guidelines
  Guidelines for requesting revisions to approved grant budgets.
  
• RWJF Contractual Agreements Guidelines
  Foundation requirements when a subcontract will be awarded under a grant.
  
• Guidelines for Extension of Due Dates
  How to request additional time to submit a report or other information requested or required by the Foundation.