Grant Reports 2024

Comprehensive reporting demonstrating stewardship, accountability, and measurable outcomes to maintain funder confidence and support sustainable community impact.

Portfolio Value: $2.8M Active | Compliance Rate: 98% | Report Period: January - December 2024

2024 Grant Portfolio Overview

$2.8M
Total Awarded
14 active grants
98%
Compliance Rate
On-time reporting
$2.1M
Funds Utilized
75% deployment rate
6
Renewals
Multi-year commitments

Portfolio Achievement: Our 2024 grant portfolio achieved exceptional stewardship standards with 98% compliance rate, 75% fund deployment efficiency, and successful renewal of 6 multi-year commitments, demonstrating strong funder confidence in our mission delivery.

Smith Foundation Education Grant

Final ReportJanuary - December 2024Grant #SF-2024-EDU-127

Executive Summary

The Smith Foundation Education Grant enabled our organization to implement a comprehensive after-school tutoring program, serving 245 students across three elementary schools in underserved communities. Through targeted academic support and mentorship, we achieved significant improvements in reading and math proficiency while building stronger family engagement.

Key Accomplishments

  • Established tutoring programs in 3 new school locations
  • Recruited and trained 28 certified volunteer tutors
  • Served 245 students with individualized learning plans
  • Achieved 89% program retention rate throughout the year
  • Collaborated with 15 teachers for curriculum alignment

Financial Summary

Total Award:$125,000
Funds Expended:$123,847
Remaining:$1,153
Utilization Rate:99.1%

Budget Categories

Personnel (65%)$80,500
Materials (20%)$24,769
Training (10%)$12,384
Administrative (5%)$6,194

Measurable Outcomes

Academic Performance Gains

Reading Proficiency+23%
From 42% to 65% meeting grade-level standards
Math Proficiency+18%
From 38% to 56% meeting grade-level standards
Homework Completion+31%
Average improvement across all participants

Program Reach & Engagement

Students Served245
Average Attendance Rate87%
Family Engagement Events12
Volunteer Hours Contributed2,847
Community Partnerships8

Compliance Status

Federal Reporting

All federal grants current

State Compliance

State audits passed

Foundation Reports

2 reports due next month

Financial Audits

Annual audit completed

Upcoming Deadlines

  • Johnson Foundation - Interim Report (Dec 15)
  • State Education Dept - Quarterly (Dec 31)
  • Community Foundation - Annual (Jan 15)

Grant Impact Summary

Total Beneficiaries by Program

Education Programs5,847
students impacted
Food Security3,200
families served
Health Services2,100
individuals treated
Housing Assistance890
households assisted

Sustainability Metrics

76%
Program Retention
$1.4M
Leveraged Funds
34
New Partnerships
92%
Goal Achievement

Funder & Beneficiary Testimonials

Funder Feedback

"The detailed reporting and clear demonstration of impact makes our partnership with this organization exemplary. Their transparency and accountability set the standard for grant stewardship."

SJ
Sarah Johnson
Program Officer, Smith Foundation

"Their ability to exceed targets while maintaining fiscal responsibility has earned our confidence for continued multi-year support."

MC
Marcus Chen
Director, Community Foundation

Program Participant Impact

"My daughter's reading improved so much this year. The tutoring program gave her confidence and now she loves going to the library."

MR
Maria Rodriguez
Parent

"The after-school program kept my kids safe and helped them with homework. As a single mom working two jobs, this support was life-changing."

JW
Jennifer Williams
Program Participant

2025 Grant Strategy

$3.5M
Funding Target
25% increase over 2024
18
Grant Applications
Diversified portfolio
5
New Funders
Relationship building

Priority Focus Areas

  • Expand education programs to 5 additional schools
  • Launch mental health initiative for teens
  • Develop workforce training partnerships
  • Enhance technology infrastructure

Capacity Building Goals

  • Hire dedicated grants management specialist
  • Implement comprehensive CRM system
  • Strengthen program evaluation capabilities
  • Expand community partnerships

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