Interim Reports

Interim reports are not required except for grants of more than $20,000 and/or for multi-year grants.  Normally interim reports should be generated 6 months into the project.  For multi-year grants, the first interim report is due after 12 months.

Please include the following in your interim report:

• Summary of expenditures to date
• Project status update
• Description of any unforeseen challenges
• Changes in circumstances and/or early successes or setbacks

Final Reports

A final report is due 12 months from the date of the contract. Because we fund a wide variety of projects, there is no set template, but here are some suggestions for what we like to see: 

• A narrative of no more than 2-3 pages focusing on the outcomes of the project
• Your frank evaluation of the project’s relative success as well as any disappointments you encountered
• If relevant, let us know whether Summerlee funding helped to leverage additional funding support
• Please send relevant photographs, samples of publicity, and relevant statistics (for example, attendance at a funded event or exhibit)