Reporting Procedures

All grantees must submit a report at the completion of the grant period, or before a new application is submitted (whichever comes first). Please review your organization’s grant acknowledgement letter for the report deadline. To submit your grant report, please proceed as follows:

  • Download and review the Grant Report Overview. We encourage you to draft responses to the narrative questions in a word processing program (Microsoft Word, Google Docs, etc.) and then copy + paste into the online report form.
    • Please note that the reporting requirements for grants awarded in 2018 will be different than the current requirements. Further information on the new reporting questions will be posted in late 2018.

Log In to the Grants Portal

  • If you need to reset your password, or to add a new staff member to the grants portal, please contact the foundation’s grants manager, Hollyann Vickers. Hollyann can be reached at hvickers@pfs-llc.net or 415-561-6540 x234.
  • Once logged in to the grants management portal, click the “Grant Reports to Complete” icon, and then click the link to the appropriate grant report.
  • Save frequently using the “Save Draft” button, as the form will not auto-save your work. This will also allow you to log out and return to your work. Whenever exiting the portal, be sure to log out before closing the page or browser.
  • Click the “Submit” button once you have completed the narrative questions and uploaded any attachments. The report cannot be edited once it is submitted. You will receive an email confirming that your report has been received.
  • To download a PDF version of your submitted report, open the submitted report and click the “Printable Grant Report” button.