FINANCIAL OVERVIEW

1
FINANCIAL OVERVIEW

• THE ROBERT WOOD JOHNSON FOUNDATION

2
TOPICS FOR DISCUSSION

• Relationship between The Foundation and the
  National Program Office
• Budget Revision/Extensions
• Reporting Requirements

3
RELATIONSHIP BETWEEN THE NPO AND RWJF

• National Resource Technical Assistance Center
• Liaison between the Grantee and RWJF
• First point of contact
• NPO works with FMO regarding all financial and
  reporting matters

4
REPORTING REQUIREMENTS

• Semi-Annual Financial Reporting
• Annual Financial and Narrative Reports
• Final Financial and Narrative Reports
• Bibliographies and key dissemination products
• Matching Funds Report

5
BUDGET REVISIONS

• Format
• Appropriateness
• Five-percent change per category
• Addition of new line-items
• Carryforward from prior years
• Subcontract changes
• NPO Approval

6
BUDGET EXTENSIONS

• Unexpended funds at end of grant
• Additional time needed to complete project
• Case by Case basis
• NPO Approval

7
INFORMATION

• All Reporting Guidelines are located on the RWJF
  Website www.rwjf.org(under applying for a
  grant).
• My contact information
• Sophia Kounelias
• RT 1. College Road East
• Princeton, NJ 08543
• Tel [phone]
• Fax [phone]

8
Thank you
9
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