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Grant Reporting and Closeout

Unrestricted Operating Support grants (over $25,000) – Grantee Survey

Learning has always been a core organizational value of Weingart Foundation. Our Learning and Assessment Framework is designed to comprehensively and systemically understand and assess how the Foundation’s unrestricted grants contribute to strengthening organizational effectiveness. The basis of this framework aligns with our goal to improve the capacity and effectiveness of nonprofit organizations working to advance social and economic equity.

At the close of an Unrestricted Operating Support (UOS) grant, the executive directors of grantee organizations will be contacted and asked to complete a 45-60 minute online survey in lieu of a final report. The survey will ask grantees to self-assess their organizational effectiveness across the nine areas and report on progress made toward their organizational goals set forth in the original application, including any changes to those goals during the course of the grant.

Program officers will review the survey and engage grantees in an in-depth conversation via phone to discuss survey responses. After the call, program officers will complete a close-out assessment to capture changes across the nine areas of organizational effectiveness. There is no interim reporting required for UOS grants.

The insights and information we gain from this framework will be used to improve our practice as a funder, and, we believe, will ultimately benefit grantees and those they serve. In addition, we hope that the ability to better assess and understand the impact of unrestricted funding on supporting organizational effectiveness will also enable us to effectively advocate for more widespread unrestricted funding in philanthropy.

Unrestricted Operating Support grants ($25,000 and under)

Grantees, including those awarded under the former Expanding Opportunity Fund, will be asked to complete a final report at the end of the grant period.

Capital and Special Opportunity Fund grants

We typically ask for a brief report every six months into a Capital or Special Opportunity Fund grant, and a final report at the end of the grant period. Specific deadlines and instructions are outlined in the grant agreement.


New Online Portal for Grant Reports

The Foundation is using a new online system that will allow us to send and receive grantee reports. In order for us to make reports available, grantees will first need to establish a new user account. Once created please notify Angela Carr, grants management associate. Once the user account has been established the Foundation will make reports available approximately one month before they are due. 

Please click on the button below to access our portal and create a new account.  

Online Grant Portal

For questions please contact Angela Carr, grants management associate, at (213) 688-6314 or at acarr@weingartfnd.org.