Annual Reports

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Although there is no legal requirement to produce an annual report, it is an opportunity for your foundation to communicate its mission, goals, and interests; the projects you’ve funded in the past; and what you hope to fund in the future. For small foundations, it may be the only publication you produce.

Note: 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 type of annual report discussed in this article.

Full article includes sample documents.

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