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have 90 days to ask the Foundation to transfer the contributions to an approved global grant or any
Foundation fund.
IX. REPORTING REQUIREMENTS AND DOCUMENTATION
Grant recipients need to report to the Foundation how grant funds are used. Submit progress and final reports in
the Grant Center. All forms need to be entirely complete to be accepted. The Foundation won’t accept new grant
applications if a grant sponsor has an overdue report for any Foundation grant. (*See exception below.) The
Foundation may at any time review grants, conduct an audit, send a monitor, require additional documentation,
and suspend any or all payments.
These provisions also apply to grant recipients:
1. Districts need to report the use of grant funds to their member clubs according to the terms of their
qualification.
2. Grant sponsors need to keep copies of all receipts and bank statements related to grant-funded spending,
according to the terms of their qualification and applicable laws.
3. Grant sponsors who don’t adhere to Foundation policies and guidelines in implementing and financing
grant projects will need to return all grant funds and may be barred from receiving other grants for up to
five years.
District grants
These additional conditions apply to district grants:
1. Final reports that document the disbursement of funds must be submitted to the Foundation within 12
months of when sponsors receive the payment, or within two months of the last grant money being
disbursed.
2. All grant projects and activities funded by district grants need to be completed within 24 months of the
Foundation or the local district transferring funds to the club or project site.
3. If $500 or more of grant funds remain after the projects are completed, the Foundation needs to approve
their use for additional project-related expenses. You can use remaining grant funds of less than $500 for
activities that meet the district grant eligibility requirements and do not require pre-approval from the
Foundation. Remaining grant funds in any amount may not be spent on expenses that are not related to
the district grant. If you cannot spend these funds as described, you must return them to The Rotary
Foundation, and they will be credited to the district’s DDF.
Global grants
These additional conditions apply to global grants:
1. You need to send in a first progress report within 12 months of receiving the first grant payment. After
that, progress reports are due within 12 months of the acceptance date of the previous report.
2. Final reports need to be submitted within two months of completing the project.
Terms and Conditions for Rotary Foundation District Grants and Global Grants (September 2020) 12
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