Grant History by Fund Report
- 09 Sep 2024
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Grant History by Fund Report
- Updated on 09 Sep 2024
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Grant History by Fund Report
This report lists posted Grants, sorted and subtotaled by Fund. You can filter the report based on Fund Profile fields, but the report is always sorted and subtotaled by Fund.
NOTE: When you run the report, you are given the option to present a summary of the results. The summary version of the report prints one line per Grant and collapses any adjustment amounts into that one line. For example, if a Grant for $10,000 is subsequently reduced by $2,000, a single line for the Grant with an amount of $8,000 will appear on the report instead of one line for the original Grant and one line for the adjustment.
NOTE: This report requires landscape formatting to fit on the page for printing.
NOTE: You can access this report from anywhere in FIMS by selecting Reports > Grants > Grant History by Fund.
Grant History by Fund Fields
Field | Description |
|---|---|
Fund ID / Name / Date Established | The basic Fund information that appears as a heading for each section in this report. |
Grantee | The Grantee’s report name. |
Amount | The total amount Granted. |
Program Name | A brief description of the philanthropic project. |
Grant Number | The unique identifier for the Grant. |
Grant Date | The board vote or action date for the Grant. |
Officer | The primary organization staff member working on the Grant application. |
Status | The procedural status of the Grant application. |
Board Date | The date when the board will meet to vote on the Grant application. |
Total | The total amount for all posted Grants from the Fund. |
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