Annual reports—does our foundation need one?

Some states require foundations to submit an “annual report” along with their Form 990-PF so that regulators can ensure foundations are fulfilling their charitable purpose. This is typically a template that must be completed, as determined by the state, and should not be confused with the voluntary annual reports created by many foundations.

Well-written, voluntary annual reports share the fine work you are doing, help good applicants find you, and help the public and lawmakers learn about foundations—and see that they are responsible and accountable organizations.

Depending on your foundation’s needs and budget, annual reports can be a short, typed document listing the year’s grants or an elaborately designed and printed publication. Annual reports don’t have to be lavish or expensive to be effective.

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