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Sharing and Learning

Reporting is required for all grants received by foreign or non-501(c)3 organizations and grants received by RSF- sponsored projects (pre-approved grant funds, designated funds and living capital funds). In submitting a report, you help us to demonstrate to the IRS and to our donors that their gift is being used to fulfill the charitable purposes they champion. And since we often share the exciting work of our grantees with our staff, board, and community, your grant report may also create a publicity opportunity via RSF Newsletter or our widely read blog.

Guidelines for reporting

Your report should describe what was achieved through the grant, and what activities took place to fulfill the grant objectives. Please click on one of the Guidelines documents below for specific instructions.

  • Guidelines for individuals and non-501(c)3
  • Guidelines for pre-approved grant funds
  • Guidelines for foreign organizations
When and how to submit a report
501(c)3 organizations

Grants made to 501(c)3 organizations do not require reporting, unless the grant was made from a pre-approved grant fund, designated fund or living capital fund at RSF. If you are a 501(c)3 and received a grant from RSF Social Finance from a Donor Advised Fund or field of interest fund and reporting was requested at the time the grant was made, that request is now waived.

Pre-Approved Grant Funds, Individuals and Non-501(c)3

You are required to submit a narrative and financial report within 6 months of receiving a grant from RSF. Please submit your report to this email.

Foreign Organizations

You are required to submit a narrative and financial report one year after the grant from RSF was received, if all grant funds have been spent. If you have not yet expended the entire grant amount, please describe the use of the grant funds by providing an annual financial report covering expenditures in the last year. You will be required to provide this report every year until all grant funds are spent, at which time we require a final financial report covering expenditures over the lifetime of the grant in addition to a final narrative report. Please submit your report to this email, following the guidelines detailed in the document above.

Frequently Asked Questions
  • What should I do if my report is late?

    We understand there are many circumstances that make it difficult to submit your report on time. We will send a grant report due email to remind you 30 days before your report is due, and again if it is past due by 60 days. Please submit your report to us as soon as possible. Please do not call us to tell us why your report is late. Instead, please focus on getting the report completed.

  • Should I also send a hard copy of my report?

    To reduce paper, we request that you do not send us a hard copy of your report. If a paper copy is the only way for you to get your report to us, then we will accept it in that format.

  • What do I do if I have not used the entire grant?

    RSF requires annual reporting by foreign organizations until all grant funds have been expended. If you have not yet expended the entire grant amount, please describe the use of the grant funds by providing an annual financial report covering expenditures in the last year. You will be required to provide this report every year until all grant funds are spent, at which time we require a final financial report covering expenditures over the lifetime of the grant. You will receive email reminders about these reports as well.

  • Should I copy the donor or other important parties on the grant report?

    Many of our grantees have personal relationships with their donors. Please feel free to share your report with anyone you see fit.

  • How should I identify my report?

    At minimum, please include the fund name and amount of grant in your email. For complete guidelines on submitting your grant, click on the corresponding guidelines above.

Other Questions?

Contact Afsana Hye

Senior Program Associate, Philanthropic Services
afsana.hye@rsfsocialfinance.org
415.561.6154