SOUTHERN CALIFORNIA PROGRAM

Current Grantees

Grant Reports

Grant reports offer the opportunity to learn from grantees’ successes and challenges and provide valuable context to refine Foundation grantmaking.

We require all grantees to submit annual progress reports. Grantees must report on the agreed upon Project Deliverables received after the grant award notification.

The first report due date can be found in the grant award letter. The full reporting schedule for the duration of the grant is included in the Project Deliverables documents. Depending on the project the grant reporting schedule may differ from the table below. Please contact the Foundation with any questions.

Reporting Schedule

Date of Grant Award

Report Period

Due Date

June

July 1 – June 30

July 31 at 4:30pm (PT)

December

January 1 – December 31

January 31 at 4:30pm (PT)

If the due date falls on a weekend, the deadline is extended to 4:30pm (PT) on the following Monday.

Grantee Portal

All grant reports must be submitted by the orginaztion’s Lead Development Contact through the online Grantee Portal. Grantees will receive access to and instructions for completing the forms a minimum of eight weeks in advance of the due date via an email reminder.

To access reporting requirements, log into the Grantee Portal with the same email used to submit applications. Then, click on the ‘Requirements’ tab located on the top left-hand corner.

Portal Access

To access the grant reporting portal

For technical assistance, please email

portalhelp@wmkeck.org

For all program related questions contact:

socal@wmkeck.org

When to Contact the Foundation

Grantees are expected to contact the Foundation when implementation of the project is affected significantly by programmatic, staffing, or financial events:

Change in Scope or Key Personnel

Contact the Foundation immediately should the grantee:

become aware that the purposes for (and/or implementation of) the grant have become impracticable;
wish to terminate the charitable project funded;
wish to redirect the purpose of the grant; or
make a change in the organization's CEO or executive director and/or the project's lead personnel, including new positions funded by the grant

Changes to the Approved Grant Budget

Grantees must acquire written Foundation approval before making alterations to the approved grant budget totaling 10% or more in any budget category. A request may be submitted at any time during the course of the grant by the organization’s Lead Development Contact. Email the amount(s) to be reallocated and an explanation for the changes to socal@wmkeck.org. At the Foundation’s request, grantees may be asked to fill out a Budget Reallocation Form.

No Cost Extensions

If project implementation is anticipated to extend beyond the Final Report due date, grantees must submit a request for a no cost extension through the organization’s Lead Development Contact. Email a written justification, itemized spending plan for the grant balance, and a revised timetable to socal@wmkeck.org.

For all program related questions contact:

socal@wmkeck.org

Contingent Awards

If payment of a grant award is contingent on the grantee meeting conditions stipulated in the grant award letter, the grantee must submit a Contingency Update Letter every six months. Once all conditions have been met, we will disburse the funds.

Contingency Update Letters are due at 4:30pm (PT) on May 1 and November 1. If either due date falls on a weekend, the deadline is extended to 4:30pm (PT) the following Monday. Contingency Update Letters must be submitted through the Grantee Portal by the organization’s Lead Development Contact.

The letter must address the following points:

Grantee Responsibilities

Grantees consent to comply with the following requirements:

The entire proceeds will be used to implement the charitable purposes of the project submitted. No administrative, general, indirect or overhead expenses, or investment management fees, will be charged to this grant. No funds have been or will be paid to anyone for fundraising or public relations services rendered in obtaining the grant.
The Grantee will immediately notify the Foundation in writing, if the Grantee (a) becomes aware that the purposes for, or implementation of, this grant have become impracticable, (b) wants to terminate the project funded, (c) wants to redirect the project purpose, (d) wants to change lead personnel, or (e) removes or disciplines an investigator named in the project proposal or a subawardee institution notifies the Grantee that it has done so. If an event listed in (a)-(e) occurs, the Foundation may, among its other rights and remedies, redirect this grant or terminate this grant and require the Grantee to immediately repay the Foundation any unspent principal.
The Grantee will place all unspent funds in a separate segregated account that may not be used for any other purpose or invested in any manner that would jeopardize or impair their availability for the submitted project or for any return to the Foundation as described above.
The Grantee will submit written progress reports and a financial accounting on the earnings and expenditure of grant funds to the Foundation through the online Grantee Portal. With each report, the Grantee will upload all publications funded by the grant to the Foundation’s portal.
The Grantee will honor its offer of recognition and secure Foundation written approval before releasing any public announcement regarding the grant, referencing it in internally produced publications, or making any permanent recognition of the Foundation.
The Foundation may publish the abstract submitted by the Grantee, link to the Grantee’s website, and describe the project in Foundation publications.
The Grantee meets the eligibility requirements (including the tax eligibility requirements) outlined on the W. M. Keck Foundation’s website.
This grant agreement will be deemed to have been entered into in the County of Los Angeles, State of California; and California law will apply to the interpretation and enforcement of the grant provisions.