What do foundations typically include in an annual report? - Exponent Philanthropy

What do foundations typically include in an annual report?

A well-written annual report shares your work, encourages others to set up foundations or increase their giving, helps suitable applicants find you, and helps the public and lawmakers learn about the foundation—and see that it is a responsible and accountable organization.

Annual reports often include:

  • Year and name of the foundation
  • A brief history of the foundation and description of funding programs
  • The mission and/or purpose statement
  • Statement by the board chair and/or executive director that highlights some aspect of the foundation or philanthropy
  • Overview of the organization and board structure, including current board and staff members
  • A report of total funding given last year
Read about other components and download sample reports »


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