Trellis Foundation

How it makes and monitors grants (Schedule I, Part IV)

Grants are documented through signed grant agreements, award letters, or invoices depending on the type of grant, size of award, and legal status of the awarded entity. these documents describe requirements of the grantee that align with all state, federal, and local laws and regulations and many include deliverables, metrics, and reporting requirements (when appropriate given the type of grant and the legal status of the organization). when reporting is required, program staff review reports for progress on deliverables and/or metrics, challenges experienced, and expenditure of funds. when needed, staff follow up with grantee via email, phone, or in person to clarify information in report and/or grant requirements. when grants have multiple disbursements, subsequent disbursements are contingent on complete, approved reports. final reports and their review include: a) project objectives and the degree to which they were achieved b) observations about the project's success or lack thereof c) financial status of the project ensuring all funds were expensed for the funded work. all grants, regardless of inclusion of reporting requirements, receive a closeout review in which foundation staff ensure the intended purpose of the grant. for grants without reporting requirements (such as event sponsorships) or unrestricted grants, this includes documentation such as confirmation the event occurred or acknowledgement of unrestricted funding from grantee.