Get Common Report Form.pdf - Philanthropy New York

The Common Report Form (CRF) is designed to streamline the reporting process for nonprofit organizations in the New York/New Jersey area. This guide provides a comprehensive, step-by-step overview of how to effectively complete the form online, ensuring that your organization meets all necessary reporting requirements.

Follow the steps to successfully complete the Common Report Form.

1. Press the ‘Get Form’ button to obtain the Common Report Form and open it in your preferred editor.
2. Fill out the cover sheet by providing the name of the funder receiving the report, the exact legal name of your organization, and the organization’s address. Ensure all contact details are accurate, including a telephone number, fax number, and email address.
3. Input the name of the executive director and, if applicable, the contact person and their title. Specify if there have been any changes to your organization’s IRS 501(c)(3) status since the grant request.
4. Provide a brief description of the project name, check the appropriate box regarding the type of support (general operating, project support, or other), and include the grant amount along with the grant period.
5. Document the date of the report, the report due date, and the dates covered by the report. Also, indicate whether this report is an interim or final report.
6. Proceed to the narrative section. If reporting on a general operating grant, summarize organizational achievements and setbacks, elucidate effectiveness measurements, and discuss lessons learned.
7. For specific project grants, detail the project description in relation to your organization's mission, project goals, and the success in achieving them. Address any modifications to project goals and the impact on the affected population.
8. Provide financial information, including your organization's statement of income and expenditures for the applicable year. Ensure to include any applicable attachments, such as recent audited financial statements or an annual report.
9. If desired, include optional attachments that could provide additional context or support for your organization or project, such as relevant publications or materials.
10. After completing all sections, carefully review the document for accuracy. Finally, save your changes, download the form, print it, or share it as required.

Complete your Common Report Form online to ensure a smooth reporting process for your organization.