Grant Report Forms

If you received a grant from the Santa Barbara Foundation, we are interested in hearing about the results of your work. Through the submission of a final report, the Foundation can learn more about the impact of our investments throughout the county and also use this to inform our programs and donors. We appreciate you sharing both successes and lessons learned. For more information regarding our final reporting policy, please visit our Eligibility Criteria & FAQs page.

  • Please refer to the award letter that you received when the grant was awarded. This will indicate the date the final report is due, as well as the final reporting instructions.
  • Note: Final reporting information is collected through different formats based on the grant cycle, which include:
    • PDF report submission
    • Grant Portal/SmartSimple report submission
    • Grantee convening
    • Survey submission
  • If you need more time to submit your final report please reach out to the SBF team member who oversees the grant program prior to the due date to request an extension. Extensions are not guaranteed.
  • Locate the grant cycle for which you were awarded on this page and follow the final reporting instructions to access the report.
  • We are currently transitioning all final reports to our SmartSimple portal.

 

Final Reporting

PDF Final Reports:

Click here to view PDF Final Report Instructions

A final narrative letter on the results and expenditures of the grant will be due to fulfill the grant reporting requirements.

A final narrative letter on the results and expenditures of the grant will be due before November 27th, 2022 to fulfill the grant reporting requirements.

A final report submitted electronically to the foundation is due approximately four weeks after completion of the grant funded project, or no later than 13 months from grant award date (refer to your grant award letter for report due date). Future grants from the foundation are contingent upon the successful completion of all components of the grant agreement including reporting requirements as noted in the grant award letters. If you need additional time complete the project, please consult with Jessica Sanchez, Director of Donor Relations, for approval and additional instructions.

  • Interim Report Due 6 Months After Award Date (if indicated on Award Letter)
  • Final Report Due 13 Months After Award Date
  • Contact: Petra Gomez and/or Jamie Perez

Report Forms will be emailed approximately one month before the applicable due date. Please contact Jamie Perez, Community Engagement Coordinator, if you do not received your report form.

For Workforce Development Grants with a grant award letter dated 2021 or 2022, an interim report due approximately six months from grant award date and a final report due approximately four weeks after completion of the grant funded project, or no later than 13 months from grant award date shall be submitted electronically (via email to reports@sbfoundation.org) to the foundation (refer to your grant award letter for grant award date). Future grants from the foundation are contingent upon the successful completion of all components of the grant agreement including reporting requirements as noted in the grant award letters. If you need additional time to complete the project, please consult Petra Gomez, Director of Strategic Initiatives and Partnerships, for approval and additional instructions. 

  • Interim Report Due 6 Months After Award Date (if indicated on Award Letter
  • Final Report Due 13 Months After Award Date
  • Contact: Petra Gomez and/or Jamie Perez

Report Forms will be emailed approximately one month before the applicable due date. Please contact Jamie Perez, Community Engagement Coordinator, if you do not received your report form.

For Workforce Housing Grants with a grant award letter dated 2021 or 2022, a final report submitted electronically (via email to reports@sbfoundation.org) to the foundation is due approximately four weeks after completion of the grant funded project, or no later than 13 months from grant award date (refer to your grant award letter for grant award date). Future grants from the foundation are contingent upon the successful completion of all components of the grant agreement including reporting requirements as noted in the grant award letters. If you need additional time to complete the project, please consult Petra Gomez, Director of Strategic Initiatives and Partnerships, for approval and additional instructions. 

Grants Portal and SmartSimple Final Reports:

Click here to view Grants Portal Final Report instruction

For Child Care Grants with a grant award letter dated 2022 and beyond, a final report submitted electronically (via SmartSimple) to the foundation is due approximately four weeks after completion of the grant funded project, or no later than 13 months from grant award date (refer to your grant award letter for report due date). Future grants from the foundation are contingent upon the successful completion of all components of the grant agreement including reporting requirements as noted in the grant award letters. If you need additional time to complete the project, please consult Petra Gomez, Director of Strategic Initiatives and Partnerships, for approval and additional instructions. 

For Child Care Grants with a grant award letter dated 2021, a final report submitted electronically (via old Grants Portal) to the foundation is due approximately four weeks after completion of the grant funded project, or no later than 13 months from grant award date (refer to your grant award letter for report due date). Future grants from the foundation are contingent upon the successful completion of all components of the grant agreement including reporting requirements as noted in the grant award letters. If you need additional time to complete the project, please consult Petra Gomez, Director of Strategic Initiatives and Partnerships, for approval and additional instructions.   

For all SCBGs with a grant award letter dated after May 1st 2022, a final report submitted electronically (via SmartSimple) to the foundation is due approximately four weeks after completion of the grant funded project, or no later than 13 months from grant award date (refer to your grant award letter for report due date). Future grants from the foundation are contingent upon the successful completion of all components of the grant agreement including reporting requirements as noted in the grant award letters. If you need additional time to complete the project, please consult Gary Clark, Director of the Collaboration for Social Impact, for approval and additional instructions. 

For all SCBGs with a grant award letter dated prior April 30th 2022, a final report submitted electronically (via old Grants Portal) to the foundation is due approximately four weeks after completion of the grant funded project, or no later than 13 months from grant award date (refer to your grant award letter for report due date). Future grants from the foundation are contingent upon the successful completion of all components of the grant agreement including reporting requirements as noted in the grant award letters. If you need additional time to complete the project, please consult with Gary Clark, Director of the Collaboration for Social Impact, for approval and additional instructions. 

 

For Towbes Fund for the Performing Arts Grants with a grant award letter dated late 2022 and beyond, a final report submitted electronically (via SmartSimple) is due approximately four weeks after completion of the grant funded project, or no later than 13 months from grant award date (refer to your grant award letter for report due date). Future grants from the foundation are contingent upon the successful completion of all components of the grant agreement including reporting requirements as noted in the grant award letters. If you need additional time to complete the project, please consult Deanna Vallejo, Community Grants Officer, for approval and additional instructions.   

A final report submitted electronically to the foundation is due approximately four weeks after completion of the grant funded project, or no later than 13 months from grant award date (refer to your grant award letter for report due date). Future grants from the foundation are contingent upon the successful completion of all components of the grant agreement including reporting requirements as noted in the grant award letters. If you need additional time to complete the project, please consult with Deanna Vallejo, Community Grants Officer, for approval and additional instructions. 

A final report submitted electronically (via SmartSimple) to the foundation is due approximately four weeks after completion of the grant funded project, or no later than 13 months from grant award date (refer to your grant award letter for report due date). Future grants from the foundation are contingent upon the successful completion of all components of the grant agreement including reporting requirements as noted in the grant award letters. If you need additional time to complete the project, please consult with Petra Gomez, Director of Strategic Initiatives and Partnerships, for approval and additional instructions. 

For Workforce Development Grants with a grant award letter dated 2023 and beyond, an interim report due approximately six months from grant award date and a final report due approximately four weeks after completion of the grant funded project, or no later than 13 months from grant award date shall be submitted electronically (via SmartSimple) to the foundation (refer to your grant award letter for grant award date). Future grants from the foundation are contingent upon the successful completion of all components of the grant agreement including reporting requirements as noted in the grant award letters. If you need additional time to complete the project, please consult Petra Gomez, Director of Strategic Initiatives and Partnerships, for approval and additional instructions.  

For Workforce Housing Grants with a grant award letter dated 2023 and beyond, a final report submitted electronically (via SmartSimple) is due approximately four weeks after completion of the grant funded project, or no later than 13 months from grant award date (refer to your grant award letter for report due date). Future grants from the foundation are contingent upon the successful completion of all components of the grant agreement including reporting requirements as noted in the grant award letters. If you need additional time to complete the project, please consult Petra Gomez, Director of Strategic Initiatives and Partnerships, for approval and additional instructions.   

  • MIDTERM – Interview: No Later than 13 Months After Initial Award Date 
  • FINAL – Written Report via SmartSimple: No Later than 25 Months After Initial Award Date 
  • Contact: Jenny Kearns and/or Deanna Vallejo  

Interim reporting requirements: A brief site visit or zoom meeting.

A final report submitted electronically (via SmartSimple) to the foundation is due approximately four weeks after completion of the grant funding cycle (refer to your grant award letter for report due date). Future grants from the foundation are contingent upon the successful completion of all components of the grant agreement including reporting requirements as noted in the grant award letters. If you need additional time to complete the project, please consult with Jenny Kearns, Director of Grantmaking or Deanna Vallejo, Community Grants Officer, for approval and additional instructions. 

Convening:

Conservation, Environment and Public Trails 

2023 and beyond: In lieu of submitting a final report on grant results, we expect your participation at a Thinking and Learning Together grantee convening (one year after initial award). We will also ask you to submit answers to a set of questions that will be provided prior to the convening. Additional details will be provided well in advance. Future grants from the foundation are contingent upon the successful completion of all components of the grant agreement including reporting requirements as noted in the grant award letters. 

If your agency has a final report due and you do not see your report available, please reach out to the Community Engagement team at  communityengagement@SBFoundation.org.

Questions?

Contact our team to help you with your specific needs.