ALCOA FOUNDATION

Contact: Jeannie Hvostal
Phone #: (412) 553-2348

1. No financial reports required
2. Unexpended funds must be returned

ALZHEIMER'S ASSOCIATION

Contact: Catherine Ekstrom
Phone #: (312) 335-8700

1. Their general report form
2. Funds may be rebudgeted to create new budget categories w/o sponsor approval if the amount is under $1,000.
3. Annual payments
4. Indirect Costs typically 10%
5. Annual reports due 60 days after end date of grant
6. Remaining funds greater that $10.00 must be returned
7. Time extensions must be submitted 45 days prior to expiration date of grant

AMERICAN ACADEMY OF FAMILY PHYSICIANS

Contact: Susie Morantz
Phone #: (800) 274-2237 ext. 447
Fax #: (816) 822-0907

1. Their automated financial report

AMERICAN ASSOCIATION OF ENDODONTISTS

1. No financial reports required
2. No Indirect Costs allowed

AMERICAN ASSOCIATION OF ESTHETIC DENTISTRY

1. No financial reports required

AMERICAN ASSOCIATION OF ORTHODONTISTS

Contact: John Terranova
Phone #: (800) 424-2841

1. No Indirect Costs
2. Unexpended funds must be returned
3. No financial reports necessary

AMERICAN ASSOCIATION OF UNIVERSITY WOMEN

Contact: Priscilla Little
Phone #: (202) 785-7700

1. Our general report form
2. Indirect Costs not generally allowed

AMERICAN CANCER SOCIETY

Contact: Mary LeMahieu / Karen Johnson
Phone #: (404) 320-3333 ext. 7534

1. Grants for the support of Personnel for Research
1. Their automated detailed report form
2. Indirect Costs - only if approved
3. Unallowed charges: secretarial/admin. personnel, office equip & supplies, tuition foreign travel, books, dues & membership fees, construction & bldg. maintenance, all non salary fringe benefits, etc.
4. Only final reports are necessary
2. Institutional Research Grants
1. Their automated detailed report form
2. Generally 3 year awards
3. Usually 15,000 per year (D/C)
4. $2,500 stipend allowed
5. P.I. must present narrative report at end of each year
6. Final reports due 15 months after end date
7. If the grant is not renewed the grant may be extended up to one year without additional funds. PI must submit extension request in writing before end date.
8. Equip less than $2,000 allowed. Items exceeding that amount needs approval.
9. Unallowed charges: secretarial/admin. personnel, office equip & supplies, tuition foreign travel, books, dues & membership fees, construction & bldg. maintenance, etc.
10. Indirect Costs 25% (excluding equipment)
11. Equal monthly payments
12. Carry-overs unallowed for unexpended funds
3. Research & Clinical Investigation Grant
1. Their automated detailed report form
2. No carryovers allowed
3. Ordinarily 2 year terms
4. Extensions allowed up to one year with prior approval
5. Only domestic travel allowed
6. Justification needed for equip. purchase over $2,000
7. Indirect Costs 25% (excluding equip)
8. Unallowed charges: secretarial/admin. personnel, office equip & supplies, tuition foreign travel, books, dues & membership fees, construction & bldg. maintenance, etc.
9. Equal monthly payments
10. Minor budget deviations allowed, major changes require written approval
11. Financial reports due 90 days after end date
12. Carryovers unallowed

AMERICAN CHEMICAL SOCIETY (Petro Res Fund)

Contact: Joseph Rogers
Phone #:(202)872-4461
(202)872-6092 (Kathy Skakotko)
Fax #: (202)872-6319 (K Shakotko checking on faxing rpts)

1. ACS Report Form (Lotus)
2. Unexpended funds and O/D may be carried over
3. Budget Deviations:
1. may be exceeded (with sponsor approval) in:
1. supplies
2. travel for field work
3. student stipends
2. may not be exceeded for:
1. equipment (need approval over $5,000)
2. P.D. salary may not exceed $5,000
3. travel may not exceed $1,000 * # of grant years (not limited to individual grant years, but total amount--$2,000)
1. Extention years do NOT apply--extention year does not make a two year grant a 3 year grant
4. More flexibility during extention years; budget guidelines do not apply!
4. Annual reports due
5. No P.D. signature required

AMERICAN DIABETES ASSOCIATION

Contact: Carolina
Phone #: (703) 549-1500

1. Our general report form
2. Reports due 90 days after end date

AMERICAN FOUNDATION FOR AIDS RESEARCH

1. Their automated report form
2. No prior spending
3. Reports due within 90 days of period end
4. Rebudgeting up to 10% allowed, except travel
5. Unallowable expenses: Phone, library, books & periodicals, office supplies, dues & memberships, foreign travel (unless directly related to project)

AMERICAN FOUNDATION FOR AGING RESEARCH

Contact: Odette Van Der Willik
Phone #: (212) 752-2327

1. Financial Reports are only due if requested in award letter
2. Generally only Hartford (sub-grants) require reports
3. Report are due 60 days after end date

AMERICAN GASTROENTEROLOGICAL FOUNDATION

Contact: Irene Kuo
Phone #: (301) 654-2055 ext. 637

1. Our general report form
2. No Indirect Costs
3. Guidelines different on all grants

AMERICAN HEALTH ASSISTANCE FOUNDATION

Contact: Walter Schlapkohl
Phone #: (800) 437-2423
15825 Shady Grove Rd., Suite 140, Rockville, MD 20850

1. Their automated report form
2. Justification required for budget change greater than $2,000
3. Interim reports do NOT require financial signatures
4. If less than 15% of the grant remains at the end of the period, a three month NCTX may be done without prior approval of the sponsor.
5. Reports are due within 60 days after period ends.

AMERICAN HEART ASSOCIATION OF MICHIGAN

Contact: Beverly Herivel
Phone #: (810) 557-9500 ext. 318

1. NOTE: Effective on all AHAM grants starting 7/1/96, class 1740 is NOT an allowable charge. Also, NO Ph.D. level salary is covered.

 

 
 
 

1. Research Fellowships
1. Fringe benefits cannot exceed 20% of stipend, AHA will not provide retirement benefits
2. Quarterly payments
3. Reports due 90 days after end date
4. ONLY salary & fringes are allowable expenses, retirement unallowed
2. Grant in Aid
1. Their automated detailed report form
2. Deviation in budget of over $500 must be pre-approved
3. All equip over $500 must be itemized
4. All expenses over $300 must be itemized
5. Unallowed Charges: Consultant fees, books & subscriptions, membership dues, phone charges, advertisement fees, copy & printing charges, Quality Assurance Fees (2537 class) report only 55% of 2537 class activity(see folder for formula)
6. Equipment purchases must be approved in advance
7. Indirect Costs unallowed
8. Annual reports due 60 days after end date
9. Grant payments made quarterly
3. Nursing Research Grant
1. Limited to $10,000 per year
2. Unallowed Expenses: Lab studies, hospitalization, drugs, medical/surgical treatments tuition, travel, books/journals, Indirect Costs, insurance, salary for PI/CO-PI
3. Budget deviations greater than $100.00 and equipment transfers need prior approval
4. No carryovers allowed
5. Reports due 30 days after end date
6. One annual payment

AMERICAN HEART ASSOCIATION, INC. (NATIONAL)

Contact: Lisa Bowen, Marion Burge
Phone #: (214)706-1460
Fax #: (214)706-1340 (Faxed reports ok ptc M Burge)

1. Grants-in-Aid
1. AHA Report Form - Expenditures Report (Lotus)
2. Carryovers (Continuing Awards)
1. Less than $100 - balance should be returned to AHA
2. Between $100-10,000 - o.k. without prior approval
3. Greater than $10,000 - must get AHA approval
4. NO OVERDRAFTS CARRYOVERS
3. Carryovers (Terminating Awards)
1. Less than $500 - balance should be returned to AHA
2. Between $500-10,000 - 12 month NCTX o.k. same purpose
3. Greater than $10,000 - must get AHA approval
4. Travel cannot exceed $1,000 - must be itemized, no foreign, no carryover
5. Equipment
1. Itemize each piece greater than $500
2. Greater than $10,000 - need prior AHA approval
6. Computers
1. One-time allowance of $2,500
2. Greater than $2,500 requires prior AHA approval
7. Supplies
1. Breakdown all supplies greater than $50 - provide attachment
2. Breakdown for General Supplies and Lab (2400/2429) when greater than $1,000
8. I/C usually 10%
9. Expenditures NOT Allowed: Malpractice Insurance, Patient care, hospitalization, lab tests, parking fees, books, subscriptions, tuition, lab fee work, building construction, membership dues, overhead (telephone, lights, postage, rent, office furniture and equipment, janitorial services), Personnel recruitment, receptions, luncheons, meals, uniforms, expenses related to obtaining a VISA
2. Established Investigatorship/Clinician - Science Award
1. Standardized fringe benefit reimbursment rate for 95/96 stipend payments Current Fringe Benefits form will be used for 1995 awards
2. Quarterly payments
3. No I/C
4. No reports required--Supp awd amts need not be reported and salary and FB paid automatically through EFT as of 95/96 payments

AMERICAN LUNG ASSOCIATION

Contact: Steve Springer 
Phone #: (517) 484-4541

1. Their automated report form
2. Semi-annual payments
3. No Indirect Costs
4. Only final reports needed/fellowships DO NOT require reports
5. Budget deviations allowed except travel & publication cost which may not be rebudgeted to exceed $500 per total grant
6. Unallowed charges: Honoraria, membership dues/fees, books, secretary support and subject fees.
7. Reports due 90 days after end date
8. Remaining balances and o/d's can be carried forward only with prior approval

AMERICAN OTOLOGICAL SOCIETY

Phone #: (612) 625-3200

1. Funding only approved for investigator salaries in rare cases
2. Reports due 120 days after period end
3. Their automated report form, does not require P.D. Signature

AMERICAN PARALYSIS ASSOCIATION

Contact: Susan P. Howley
Phone #: (201) 379-2690

1. Their automated report form
2. Indirect Costs not to exceed 10%
3. Carryovers need prior approval
4. Equipment purchased must be documented with PO numbers on report
5. Semi-annual payments
6. Budget deviations under $1,000 allowed except equip & travel transfers where prior approval is needed.
7. Report does not require P.D. Signature

AMERICAN PSYCHOANALYTIC FOUNDATION

Contact: Dr. Stuart Howser
Phone #: (617) 232-8390 ext. 2134

1. Our general report form

AMER. SOC. FOR THERAPEUTIC RAD. & ONC. ED. & DEV. FUND (ASTRO)

Contact: Vicky Carroll
Phone #: (800) 962-7876

1. Fellowships do NOT require financial reports

AMERICAN SUICIDE FOUNDATION

Contact: Mike Ingenthron
Phone #: (212) 410-1111

1. Our general report form
2. No Indirect Costs
3. Unallowable charges: Construction/Maintenance, Secretarial, Books/Periodicals, Furniture, Office (Equipment, Computers & Supplies), Dues/Memberships, Foreign Travel, Recruiting Expenses, Non-med./Pers. Serv. to patients, Per Diem charges for hosp. beds, or tuition
4. Financial reports due 90 days after end date

ANN ARBOR AREA COMMUNITY FOUNDATION

Contact: Sue Iott
Phone#: (313) 663-0401

1. Our general report form
2. Interim reports every six months
3. Final reports due within 30 days of end date.

ARTHRITIS FOUNDATION- NATIONAL

Contact: Ms. Dodie Porter
Phone #: (404) 872-7100 ext. 6311

Types of Grants: Postdoc Fellowship, Physician Scientist Development Award, Arthritis Investigator Awards, New Investigator Award, Doctoral Dissertation Award, New Investigator Grants, Arthritis Clinical Science Grants, Arthritis Biomedical Science Grants
1. Their automated report form
2. Monthly payments
3. Final reports due 90 days after end date
4. Carryovers up to $1000 allowed, over $1000 needs prior approval

Grants

Arthritis Biomedical Science Grants

1. One to three years (75,000)

Arthritis Clinical Science Grants

1. One to three years (75,000)

Training Awards

postdoctoral Fellowships

1. Two year award with possible one year renewal (25,000-32,500)
2. $500 institutional allowance

Physician Scientist Development Award

1. Two year award with possible one year renewal (28,000-32,500)

Doctoral Dissertation Award

1. One or two years (10,000)
2. grants used only for salary
3. tuition unallowed

Career Development Awards

New Investigator Grants

1. One or two years (25,000)

Arthritis Investigator Award

1. Two year award (50,000)
2. Budget deviations over $1,000 need approval
3. $1,000 institutional funds

ARTHRITIS FOUNDATION of MICHIGAN

Contact: Paul Baxendale
Phone #: (810) 424-9001
Fax #: (810) 424-9005

1. Open end dates - Account should remain open until all money has been spent PTC Jerry Carter 1/6/95
2. Our general report form
3. No Indirect Costs

AT & T FOUNDATION

BLOWITZ-RIDGEWAY FOUNDATION

Contact: Rob DiLeonardi
Phone #: (847) 446-1010

1. Their automated report form

BLUE CROSS BLUE SHIELD OF MICHIGAN FOUNDATION

FORMERLY MICHIGAN HEALTH CARE EDUCATION RESEARCH FOUNDATION
Contact: Nora Maloy
Phone #: (313) 225-8205
Fax #: (313) 225-7730
E-Mail: nmaloy@umich.edu

1. 1) Their automated report form
2. Semi-annual reports due
3. Reports due 30 days after end date
4. Payment requested within reports for amounts spent
5. No budget deviations allowed without Budget Adjustment Form signed by PD & attached to the financial report

FINANCIAL REPORTING

1. Budget deviations allowed (budget adjustment form needed to justify deviations) less than $200.00 without prior approval or any forms to be filled out
1. Any INTERIM report where a deviation is over $200 must have line item transfer in column B and a new Adjusted budget in column C, so the balance in column F will be zero. Therefore, the adjustments will be whatever number will make the Adjusted Budget equal the Actual Expenditure in that category.
2. Along with filling out Columns B & C, the Line Item Transfer sheet should be prepared by our office, then signed by the project director. The report will have been filled out assuming that the line item transfer request sheet has been approved, since this is just formality according the BCBSMF.
2. Any Final financial report where there is a budget deviation Over $200 need Not have Columns B & C filled out, but must have an attached Line Item Transfer request form, signed by the PI. These figures will be accounting for any deviations appearing in column F, over $200.

PAYMENT PROCESSING

1. The report need not be signed by the PD but the line item budget request form must be signed
2. To ensure expedient payment, fax the rpt and budget form to Nora Maloy at (313) 225-7730. Payment will generally be issued within 2 weeks upon receipt of the faxed report and budget form.
3. The original rpt & budget form with original PD signature should then be sent to BCBSMF for their records, although the faxed copy will suffice to generate the payment to us.
4. Fringes can not exceed 25% of salary.
5. All reports faxed to BCBSMF should have the date documented to the file for payment follow-up

BOONE AND CROCKETT FOUNDATION

Contact: Dr. Hal Salwasser

1. Our general report form
2. No Indirect Costs

BURROUGHS WELLCOME FOUNDATION

Contact: Ken Browndorf
Phone #: (919) 991-5108

1. Our automated report form
2. Reports due 60 days after end date
3. No Indirect Costs

CARNEGIE CORPORATION OF NEW YORK

Contact: Amanda Famiglietti
Phone #: (212) 371-3200

1. Our detailed report form with approved budget included.
2. Budget deviations exceeding 10% need prior approval
3. No cost time extensions need approval
4. Annual interim report due
5. Final Financial Reports due 30 days after end date

CASCADE HEMOPHILIA CONSORTIUM

Contact: Tami Wood-Lively
Phone #: (313) 761-2535 ext. 29

1. Their automated detailed report form.

ANNIE E. CASEY FOUNDATION

Contact: Rama Ramanathan
Phone #: (410) 547-6600

1. Their automated detailed report form (per note from Vicky Sully, our general report form may be used.
2. Quarterly Payments
3. Reports are due 60 days after end date
4. Interim reports required (Forth qtr payment withheld until interim rpt submitted)
5. Budget needed on report form
6. Unspent funds at end of a budget year will be considered partial payment against next years budget, unless carryover requested and approved
7. Budget deviations allowed up to 15% but less than $5000

COMMISSION ON PRESERVATION AND ACCESS

Contact: Linda Hutter
Phone #: (202) 939-3403

1. Our general report form
2. No budget deviations without prior approval

COMMONWEALTH FUND

Contact: Margaret Mahoney
Phone #: (212) 535-0400

1. Their automated report form
2. Quarterly Payments (contingent upon receipt of financial rpt)
3. Reports due semi-annually for each budget period
4. Budget deviations allowed if under $2,000 or 10% whichever is greater

COMMUNITY FOUNDATION OF SOUTHEASTERN MICHIGAN

Contact: Mark Neithercut
Phone #: (313) 961-6675

1. Only final financial report required.
2. Grant Related charges incurred prior to begin date allowable ptc Mark Neithercut.

COMMUNITY FOUNDATION OF GREATER FLINT

Contact: David Swanson

1. Our general report form
2. Rebudgeting allowed up to $200 or 5%, whichever is greater
3. No expenditures allowed prior to start date of grant

COUNCIL ON TOBACCO RESEARCH

1. No P.D. Signature required

CYSTIC FIBROSIS FOUNDATION

Contact: Christopher M. Penland, Ph.D.
Phone #: (301) 907-2520, Fax #: (301)-951-6378

1. Their automated special report form
2. Quarterly payments (final pmt upon receipt of scientific progress & financial rpt)
3. Only $600 allowed for travel
4. Indirect Costs 8% on most grants; Rate varies
5. Final reports due 120 days after end date/Annual rpts due 90 days after end date
6. The CF Foundation requires original signatures for the financial reports and therefore can not accept fax copies.
7. O/D's or balances of carryovers unallowed, unless pre-approved

DEAFNESS RESEARCH FOUNDATION

Contact: Wesley H. Bradley
Phone #: (212) 684-6556

1. Their automated detailed report form
2. 3 equal payments (start, middle & end of grant period)
3. Unallowable expenses: P.I. salary, travel & printing cost
4. Indirect Costs not to exceed 10%
5. Prior approval needed for all budget deviations
6. Grants cannot exceed 15,000
7. Annual reports must request carryforward of unexpended funds

DELTA DENTAL FUND

Contact: Jim Pittman / Penny Cox
Phone #: (517) 347-5160 / (517) 347-5333

1. Our automated general report form
2. Indirect Costs = 8%
3. Full award payment made at beginning of project.
4. Occasionally $1,000 mailed upon completion of study for travel expenses.
5. No rebudgeting w/o prior approval

DERMATOLOGY FOUNDATION

Contact: Sandra Rahn Goldman
Phone #: (708) 328-2256

1. Our automated general report form
2. Award period cannot be altered without prior written approval
3. Only Salary support
4. Financial reports due 30 days after end date
5. No Indirect Costs

EMERGENCY MEDICINE FOUNDATION

Contact: Pam Shirey
Phone #: (800) 798-1822 ext. 3216

ENGINEERING FOUNDATION

Contact: Joanne Traeger
Phone #: (212) 705-7837

EPILEPSY FOUNDATION OF AMERICA

Contact: Kevin T. Brady
Phone #: (301) 459-3700

1. Their automated report form
2. Quarterly payments
3. Final report due 90 days after end date
4. No reports required for Clinical Fellowships

EXXON EDUCATION FOUNDATION

Contact: Edward F. Ahnert 
Phone #: (214) 444-1104

1. Their automated report form
2. Only final reports due
3. No Indirect Costs
4. Annual payments

FIGHT FOR SIGHT (The Research Division of PREVENT BLINDNESS AMERICA)

Grants-in-Aid, Post-doctoral Research Fellowships, Student Fellowships, Renewals
Contact: Mildred Weisenfeld, Founder and Director
500 E. Remington Road, Schaumberg, Illinois 60173
Phone #: (708) 843-2020
Fax #: (708) 843-8458

1. Their specific report form - automated.
2. Final financial and narrative reports only; due within 60 days of the end of the grant.
3. Paymens made semi-annually for grants-in-aid, monthly for fellowship stipends.
4. They use their own grant numbers.
5. A written request is required for time extensions and should include the reason for delay, additional time required, summary of work accomplished, and a report indicating expenditures and any unexpended balance.
6. Rebudgeting is encouraged if required to accomplish the goals of the project. A written request and FFS approval is required to rebudget personnel and equipment categories.
7. No I/C.

FORD FOUNDATION

Contact: Diane L. Galloway-May, Assistant Secretary

Alicia Anthony, Assistant Grants Administrator, (212) 573-4603
Sheila Biddle, Program Officer, (212) 573-5102
Michelle Cole, (212) 573-5210
Melissa Carrol (212) 573-4771
320 East 43rd Street, New York, New York 10017

1. Their specific report form - automated.
2. Depending on budget, salary and fringe breakdowns may be required.
3. No substantial budget deviations without prior Foundation approval in writing.
4. Payments made over entire grant period.
5. Grants that exceed one year require annual financial and narrative reports, in addition to the final report.
6. Narrative and financial reports should be submitted as a single report.
7. Grant funds may be expended only for charitable, scientific, literary, or educational purposes.
8. Up to 15% I/C.
9. They use their own grant numbers.

FORD MOTOR COMPANY FUND

The American Road, P.O. Box 1899, Dearborn, Michigan 48121-1899

1. No financial report(s) required.
2. Full payment at start of grant.
3. No I/C.
4. Multiple year grants must have annual approval from sponsor.
5. Sponsor group code is 812.

FOUNDATION FOR ANESTHESIOLOGY EDUCATION AND RESEARCH

Young Investigator Award
Contact: Martin Helrich, M.D., Executive Director
University of MD Medical Center, Box 273, 22 S. Greene Street, Baltimore, MD 21201

1. Our general report form.
2. Annual payments made at beginning of project period for multiple year grants.
3. Financial reports for the first year are due before the end of the first year. Funding for the second year will be contingent upon a satisfactory progress report.
4. Final financial reports due one month after end date.
5. No I/C.

FOUNDATION FOR CHILD DEVELOPMENT

Contact: Barbara B. Blum, President 
Sheila A. Smith, Program Officer
Phone #: (212) 697-3150
Fax #: (212) 697-2258
345 East 46th Street, New York, New York 10017-3562

1. Their specific report form - automated.
2. Salary, fringes, supplies by class category, travel, and equipment breakdowns required. Supplies are to be itemized for purchases over $25.00.
3. Transferring funds from one category to another requires the approval of the Foundation and should be sought in writing prior to the end date of the grant.
4. All grants are on an annual basis and require annual financial and narrative reports, in addition to the final report (which is due within 2 months of the end date).
5. Up to 15% I/C.
6. Full payment at start of grant. Upon termination, the use of unexpended funds is subject to the discretion of the Foundation.
7. Any request for an extension of the grant must be submitted in writing prior to the end date for approval by the Foundation.
8. No permanent equipment purchases (i.e. computers, word processors, typewriters, calculators) or related equipment unless they were listed and approved in the grant budget. The Foundation retains legal title to all equipment and apparatus purchased by the grantee until the end of the grant. The grantee may then request that the Foundation transfer title to the institution.

FOUNDATION FOR FELLOWS IN ASTHMA

1. No financial report required.
2. Full payment at beginning of grant period.
3. No I/C.

FOUNDATION FOR SPORTS MEDICINE EDUCATION AND RESEARCH

First Time Investigator Grant

Contact: H. Royer Collins, M.D., Chairman, Board of Trustees
Phone #: (708) 292-4900
Fax #: (708) 292-4905
6300 North River Road, Suite 200, Rosemont, Illinois 60018

1. Their specific report form - automated.
2. Annual financial reports due. (The departmental administrator fills in the report form and sends a copy to us; we check that the total charges reported ties out to the statement of account for the time period reported.)
3. Three equal installments over entire grant period: 1/3 at start of grant, 1/3 upon receipt of 6 month narrative and financial reports, 1/3 at completion (12 months) of project upon receipt of final narrative and financial reports.
4. No I/C.

FRANCIS FAMILIES FOUNDATION, THE (Parker B. Francis Fellowship Program/Foundation)

Contact: Donald F. Tierney, M.D., Director of Fellowship Programs
Phone #: (310) 206-7066
Fax #: (310) 206-8622
UCLA, Dept. of Medicine, Division of Pulmonary and Critical Care Medicine, Room 37-131 CHS, Los Angeles, California 90095-1690

1. Their specific report form - automated.
2. Salary and fringe breakdowns required.
3. Semi-annual payments starting at beginning of grant year.
4. Annual financial reports due.
5. Do not refund carryforward balances. A future check will be reduced by the carryforward amount. If the report is for the final award year, refund the total balance if it exceeds $1,000.00
6. Fellowship awards; fellows must have 75% of time available for research; fellows cannot receive stipend support from other awards such as NIH, FIRST, CIA or physician-scientist awards or American Lung Association Fellowships.
7. No I/C.

FREMONT AREA FOUNDATION

Contact: Lisa J. VanBoven, Administrative Assistant Betty E. Frens, Program Associate
Phone #: (616) 924-5350
Fax #: (616) 924-5391
108 South Stewart, Fremont, Michigan 49412

1. Our general report form.
2. Final financial report and evaluation of the success of the project due with in 90 days of the completion of the project.
3. No change in the purpose of the grant may be made without prior written approval from the Foundation.
4. Up to 10% I/C.

FREY FOUNDATION

Contact: Heidi Gilmore-Callen, Program Officer
Phone #: (616) 451-0303
Fax (616) 451-8481
48 Fountain Street, N.W., Suite 200, Grand Rapids, Michigan 49503-3023

1. Their specific report form - automated.
2. Payments made over entire grant period or full amount at start of grant period.
3. Annual and final financial report due within 30 days of end of grant period. Narrative reports due at interim periods.
4. Material changes in the activities completed or costs incurred may reduce or cancel the Foundation's commitment. (This refers to technical reports.)
5. Funds provide by the Foundation shall be used exclusively for charitable purposes.
6. No I/C.

GENENTECH FOUNDATION FOR GROWTH AND DEVELOPMENT

Phone #: (804) 977-8192
Fax #: (804) 977-9450
1224 West Main Street, 7th Floor Suite 701, Charlottesville, VA 22903

1. Our general report form.
2. Full payment at start of grant.
3. Only a final financial report; due within 60 days after end date.
4. Grant funds to be used for the projesct as described in the application and to return any unexpended or uncommitted funds to the Foundation, unless the Foundation gives permission to extend the expenditure period.
5. Up to 10% I/C.

GENERAL ELECTRIC FOUNDATION

Contact: Clifford V. Smith, Jr., President
3135 Easton Turnpike, Fairfield, Connecticut 06431

1. Our general report form.
2. Payments made over entire grant period.
3. Final financial and annual narrative reports due.
4. Grant expenditures are confined to the United States only.
5. No I/C.

GERBER PRODUCTS COMPANY (s/b The Gerber Companies Foundation)

Contact: Dr. Frances Coletta, Ph.D., RD
Cynthia M. Ebert, Administrator
Phone #: (616) 928-2443, 
Fax #:(616) 928-2964
445 State Street, Fremont, Michigan 49413-0001

1. Our general report form.
2. Full payment at start of grant.
3. Annual financial and narrative reports due.
4. Sponsor group code is 812.
5. Up to 15% I/C.

GETTY, ANN AND GORDON, FOUNDATION

50 California Street, Suite 3315, San Francisco, California 94111

1. Our general report form.
2. Full payment at start of grant.
3. Only a final financial report due.
4. No I/C.

GETTY, J. PAUL, TRUST

Contact: Charles J. Meyers, Senior Program Officer
Phone #: (310) 393-4244
Fax #: (310) 395-8642
401 Wilshire Boulevard, Suite 1000, Santa Monica, California 90401-1455

1. Their specific report form - automated.
2. No breakdowns required.
3. Full payment at start of grant.
4. Annual financial reports due for multiple year awards.
5. Final financial reports due with 90 days of the end date.
6. No I/C.
7. Any interest earned on the grant funds must be accumulated for the benefit of the project.

GEYER, CHARLOTTE, FOUNDATION, THE

Contact: Nancy E. Falletta, Executive Director
Phone #: (716) 632-6448
Fax #: (716) 632-6098
P.O. Box 1276, Williamsville, New York 14231-1276

1. Our general report form.
2. Full payment at start of grant.
3. Only a final financial report due.
4. Up to 10% I/C.

GLAUCOMA FOUNDATION, THE

310 East 14th Street, New York, New York 10003

1. Our general report form.
2. Full payment at start of grant.
3. Annual financial reports due. Narrative reports due before end date of grants that
4. are one year long.
5. No I/C.

GRAHAM FOUNDATION

Four West Burton Place, Chicago, Illinois 60610

1. Our general report form.
2. Full payment made at start of grant.
3. Annual financial and narrative reports due.
4. The grant purpose is subject to modification only with the written approval of the Foundation.
5. Any funds not expended in accordance with the purpose of the grant must be returned to the Foundation.
6. No I/C.

GRAND HAVEN AREA COMMUNITY FOUNDATION, INC.

One South Harbor, Grand Haven, Michigan 49417

1. Our general report form.
2. "It is the policy of the GHACF not to pay a grant until the money is actually needed by the recipient organization. When that time comes, please indicate in writing the amount you wish paid and the date the check is needed." (We have to invoice them.)
3. Annual financial reports due.
4. The grant is subject to modification only with the Foundation's prior written approval.
5. Up to 10% I/C.

GRANT, WILLIAM T., FOUNDATION

Contact: Beatrix A. Hamburg, M.D., President 
Lonnie Sherrod, Vice President (male)
Shari Spivak, Grant Coordinator
Shari Rosenberg, Grant Coordinator
Sharon Brewster, Grant Coordinator
Margaret Mahler, Grant Coordinator
Phone #:(212) 752-0071
Fax #: (212) 752-1398
515 Madison Avenue, New York, New York 10022-5403

1. Their specific report form - automated.
2. Salary, fringes, supplies by class category, travel, and equipment breakdowns required.
3. Annual or quarterly payments made over grant period(s) depending on award type.
4. Transfer among line items in the budget are permitted without specific approval of the Foundation, provided no line item is increased or decreased by more than $1,000.00 or 10% of its original approved amount, whichever is greater. Otherwise advance permission is necessary for such expenditures to be paid.
5. Annual/Final financial and narrative reports required (due within 3 months of the end of each grant period) (Quarterly expense forms are to be filled out by the project director and do not need to be signed by a fiscal officer; once the quarterly report is received/confirmed by the Foundation, the next quarterly payment will be made; with each payment, the Foundation will return an updated copy of the quarterly expense report which the P.D. must use to report the next quater's expenditures before any additional payments can be made; quarterly expense reports do not apply to grants which receive only one annual payment, the expenditure of which is reported at year's end).
6. Unexpended balances are carried forward to the next succeeding year of the grant.
7. Time extensions should be requested in writing to the Foundation.
8. Up to 15% I/C.
9. The grant is subject to modification only with the Foundation's prior written approval.
10. They use their own grant numbers.

GREENWALL FOUNDATION

HARRIS FOUNDATION

Phone #: (312) 621-0566
2 North LaSalle Street, Suite 605, Chicago, Illinois 60602-3703

1. Our general report form.
2. Full payment at start of grant.
3. Only a final financial report required.
4. No I/C.

HARTFORD, JOHN A., FOUNDATION

405 Lexington Avenue, New York, New York

1. Their specific report form - automated.
2. No breakdowns required.
3. Payments made over entire grant period.
4. Semi-annual and final financial reports due (within 3 months of end of each grant period).
5. Up to 10% I/C.
6. They use their own grant numbers.

HEINZ, VIRA I., ENDOWMENT

Contact: James M. Walton, Chairman
Phone #: (412) 281-5777
Fax #: (412) 281-5788
30 CNG Tower, 625 Liberty Avenue, Pittsburgh, Pennsylvania 15222-3115

1. Our general report form.
2. Payments made at beginning of grant period(s) for multiple year awards.
3. Grant Agreement says "grant funds and income," so these grants should be invested.
4. Annual financial reports due.
5. No I/C.
6. They use their own grant numbers.

HEREDITARY DISEASE FOUNDATION

Contact: Allan J. Tobin, Scientific Director
Edy Shackell
Phone #: (310) 458-4183
Fax #: (310) 458-3937
1427 7th Street, Suite 2, Santa Monica, California 90401

1. Our general report form.
2. Only a final financial report required.
3. Awards given on a yearly basis.
4. 1/2 payment at beginning of grant period, second 1/2 payment sent 6 months after the beginning upon receipt of brief progress report sent to sponsor.
5. 6 month progress report due, final report (including reprints and manuscripts) due at end of grant period.
6. The policy of the HDF excludes overhead support and salary support for the Principal Investigator.
7. Fringe benefits are considered part of personnel costs and are allowable.
8. Grant support from the HDF is oriented toward relatively short-term "seed money" to catalyze new endeavors and support efforts of great potential yield. In general, the HDF will fund grants for one year only, with support not to exceed $35,000.00. Only in exceptional cases is this policy changed.
9. No I/C.

HEWLETT, WILLIAM AND FLORA, FOUNDATION, THE

Contact: B. Stephen Toben, Program Officer
Phone #: (415) 329-1070
525 Middlefield Road, Suite 200, Menlo Park, California 94025-3495

1. Our general report form.
2. Annual financial and narrative reports due.
3. Payments made over entire grant period.
4. Carryovers (positive or negative) from year to year are allowable.
5. They use their own grant numbers.
6. No I/C.

HUGHES, HOWARD, MEDICAL INSTITUTE

Contact: Dr. Barbara Filner, Program Officer, (301) 215-8884
Patricia Soochan, Program Analyst
Phone #: (301) 215-8890
Fax #: (301) 215-8888
Grants and Special Programs, 4000 Jones Bridge Road, Chevy Chase, MD 20815-6789

Medical Student Research Year Training Fellowship:
1. Their specific report form - automated.
2. Report period is June 1 through August 31 (therefore, a 15 month time period).
3. There is a always a $0.00 opening balance.
4. A breakdown is required for research allowance; equipment, supplies, travel, and other.
5. 1/2 payment at beginning of grant, 1/2 at middle of grant period.
6. Award amount split between: stipend, research allowance, and institutional allowance.
7. All funds must be expended in the reporting period in which they were paid; specifically the stipend payments; the .research allowance will have been fully transferred to the research mentor for laboratory- and research-related costs; and the institutional allowance will have been expended to provide health insurance for the fellow. pay any registration fees, and the remainder "used at the discretion of the fellowship institution." (Therefore, we will always report a zero balance.)
8. No I/C.
9. They use their own grant numbers.
Medical Student Return to Medical Studies Fellowship:
1. Their specific report form - automated.
2. For fellows receiving support for completion of their medical studies, the report period is the fiscal year of the fellowship institution. Report all students who have received continued fellowship support for their medical studies during the past fiscal year. This report should include both those in the first year of such support and those in the second year. (Therefore, annual financial reports are due, ended 6/30/XX and due at sponsor by 10/31/XX)
3. Award amount split between: stipend and cost-of-education allowance.
4. A breakdown is required for cost-of-education allowance; tuition and fees, travel, and other.
5. 1/2 payment at beginning of grant, 1/2 at middle of grant period.
6. The first report is not due until a continued fellow has received at least 6 months of support.
7. The beginning balance may not be zero. If it is the first report then it will have a zero beginning balance.
8. The sponsor allows a remaining balance because of their payment schedule and the carryover of certain fellowship funds to the second year of support often lead to a balance remaining at the close of the reporting period.
9. No I/C.
10. They use their own grant numbers.
Undergraduate Biological Sciences Education Program:
1. Their specific report form - automated.
2. Depending on budget, breakdowns may be required.
3. Annual/Final financial reports due within 4 months after end of each grant period.
4. Annual narrative reports also due before end of each grant period.
5. Any significant changes in the budget allocations (greater than 10 percent) among the major categories listed in the Projected Budget, or use of funds for new program categories during the course of the grant, will require prior written approval of the Institute.

Investment income earned on the grant must be applied to the purposes of the award.
6. The grantee institution may not use the Institute's grant funds to make third party grants to other public or private organizations.
7. At the end of the grant term, any unexpended funds may continue to be used for the purpose for which the grant was awarded. Under these circumstances, the grantee institution must continue to submit annual program and financial reports to the Institute with respect to the expenditure of all grant funds.
8. They use their own grant numbers.

HUNTINGTON'S DISEASE SOCIETY OF AMERICA

Contact: Claudia Archimede, Executive Assistant
Phone #: (212) 242-1968
Fax #: (212) 243-2443
140 W. 22nd Street, New York, New York 10011

1. Our general report form.
2. Payments made in four quarterly installments.
3. Annual financial report(s) due. Fourth and final payment sent upon receipt of financial report.
4. Final financial report due one month after end date.
5. Fellowship awards; they can be renewed.
6. Funds awarded on the condition that projects do not receive funding from any other source, including NIH.
7. No I/C.

INSTITUTE OF TURKISH STUDIES, INC.

Graduate Fellowship, Library Support Grant, Matching Conference and Lecture Series Grant, Grant for Workshop, Matching Seed-Money Grant
Contact: Sabri Sayan, Executive Director
Phone #: (202) 687-0295
Fax #: (202) 328-6213
Georgetown University, Intercultural Center, Room 166 CMCU Faculty Offices, Washington, D.C. 20057-1033

1. Our general report form.
2. Final financial report due one month after end of grant period.
3. Funds are scheduled to be paid in two installments over grant period (academic year).
4. No I/C.

INTERSTITIAL CYSTITIS ASSOCIATION

P.O. Box 1553, Madison Square Station, New York, New York 10159

1. Our general report form.
2. Awards made on an annual basis.
3. 1/2 payment at beginning of grant period; upon receipt of final narrative report outlining results of project, within 30 days after completion, ICA will provide the final payment.
4. Annual financial reports due.
5. No I/C.

JACKSON COMMUNITY FOUNDATION

1. No financial report(s) required.
2. Full payment at start of grant.
3. No I/C.

JACOBS, JOHANN, FOUNDATION

Contact: Theo E. Brenner, President
Phone #: (01) 384-98-23
Fax #: (01) 383-65-50
Seefeldquai 17, P.O. Box 101, CH-8034 Zurich, Switzerland

1. Our general report form.
2. Full payment at start of grant.
3. Final financial report due once the total grant has been disbursed; demonstrating how the money was allocated in conformity with the project's budget.
4. Up to 10% I/C.

JAPAN FOUNDATION (Center for Global Partnership)

Park Building 3-6 Kioi-Cho, Chiyoda-Ku, Tokyo 102, Japan

1. Their specific report form - automated.
2. Depending on budget, breakdowns may be required.
3. Scheduled payments over entire grant period.
4. Annual financial and project reports required.
5. Final financial and project reports due within 2 months of the end of the project.
6. The grantee will confer with CGP in advance if any substantial change is to be made in the content of the grant project or the use of the monies.
7. Up to 10% I/C.
8. They use their own grant numbers.

JEWISH FEDERATION OF METROPOLITAN DETROIT (United Jewish Foundation)

6735 Telegraph, Suite 30, Bloomfield Hills, Michigan 48303

1. Our general report form.
2. Payments made over entire grant period.
3. Awards granted on a yearly basis.
4. Only a final financial report is required.
5. No I/C.

JOHNSON, ROBERT WOOD, FOUNDATION

Contact: Gail Benish, Spencer Lester, Milton Ellis (609)452-8701
Phone #: (609)452-8701
Fax #: (609)452-9564 (can fax reports, but original should follow)
Email: Gail I. Benish: GIB@RWJF.org

1. RWJ Report Form (Lotus)
2. Carryovers allowed with prior approval
3. Overdrafts, if approved, will not reduce next payment
4. Budget deviations allowed for individual approved line items as long as these deviations stay within 5 percent of the major subtotal category (personnel, other direct operating costs, indirect costs, equipment, consultant/contractual agreements)
5. Generally quarterly payments, but many grants moving to accelerated payments
6. I/C is 9% (No I/C on equipment, consultant, honoraria, and space rental)
7. Report period depends on type of grant and financial analyst handling the grant. Quarterly reports should be done if no other information can be documented to justify a different reporting period--usually annual.
**Note: If report cannot be done immediately, call OR E-MAIL sponsor to extention on report due date. Verbal approval eliminates delinquent report letters.

**Use analysts initials to e-mail ex.

Account #345643 Fnd Health Services--requires quarterly reports (8,11,2,5)

Must send 3 reports to FHS and 1 report to RWJ

JOYCE FOUNDATION

Contact: Warren K. Chapman, Program Officer
Phone #: (312) 782-2464
Fax #:(312) 782-4160
135 South LaSalle Street, Suite 4010, Chicago, Illinois 60603

1. Their specific report form - automated.
2. No breakdowns required.
3. Payments scheduled over grant period.
4. Multiple year awards require annual program and financial reports.
5. No substantial variances in the budget will be made without the Foundation's prior approval in writing.
6. Up to 10% I/C.

JUVENILE DIABETES FOUNDATION INTERNATIONAL

Research Grant Award, Career Development Award, Postdoctoral Fellowship Award
Contact: Ruth Marsch, Grant Administrator
Sara King, Director of Research
Phone #: (212) 809-7575
Fax #: (212) 725-7259
432 Park Avenue South, Suite 206, New York, New York, 10016-8013

1. Our general report form.
2. Quarterly payments made over grant period. No wire transfers.
3. Annual financial reports due.
4. Final financial report due 3 months after end of grant period.
5. The grantee shall be permitted to reallocate funds from one expense category to another without the prior approval of JDFI when the reallocation does not exceed 5% of the amount of the total direct costs.
6. Professional membership ($100.00) in JDFI can be deducted from first quarterly payment on grant.
7. Unallowable: renovations/construction/maintenance of buildings, telephone services, library (books, periodicals) services, laboratory furniture, office furniture/equipment/supplies, dues and memberships in scientific societies.
8. Up to 10% I/C of total direct costs, excluding equipment.
9. Time extensions must be approved by the Executive Office of JDFI.
10. Up to $500.00 per grant year for travel to attend courses or professional meetings dealing with the research project.
11. They use their own grant numbers.
12. JDFI does not pay salaries or fringe benefits for principal investigators or fellows. (Fellowships are supported only through the JDFI postdoctoral fellowship program.). Substitution for specified personnel must be approved by JDFI.

KADE, MAX, FOUNDATION, INC.

100 Church Street, New York, New York 10007

1. No financial report required.
2. Full payment at start of grant.
3. No I/C.

KAISER, HENRY J., FAMILY FOUNDATION

Contact: Drew E. Altman, Ph.D., President and CEO
Suzanne Delbanco, M.PH., M.P.P., Program Officer
Phone #: (415) 854-9400
Fax #:(415) 854-4800
2400 Sand Hill Road, Menlo Park, California 94025

1. Our general report form.
2. Single payment for full award amount at beginning of grant period.
3. Interim progress report(s) due at specified date(s) by Foundation.
4. Final financial and narrative reports due two months after the conclusion of the grant period
5. Permission to make any major changes in program objectives, implementation strategy, key personnel, time table, or in the approved budget for the project (line items added or deleted or transfers among line items, amounting to $1,000.00 or 10% of the approved line item amount, whichever is greater), must be requested in writing and the Foundation's approval obtained before such changes are implemented.
6. Grants are made only for the purpose described in the proposal.
7. Neither the grant funds nor any interest earned on them may be used for any other purpose without the Foundation's prior written approval.
8. Any funds not expended or committed for the purpose of the grant within the grant period (or any authorized extension) must be returned to the Foundation within sixty days after the close of the grant.
9. Grant funds may be expended only for charitable, scientific, literary, or educational purposes.
10. No I/C.
11. They use their own grant numbers.

KELLOGG, W. K., FOUNDATION

Phone #: (616) 968-1611
Fax #: (616) 968-0413
One Michigan Avenue East, Battle Creek, Michigan 49017-4058

1. Their specific report form - automated.
2. Depending on budget, breakdowns may be required.
3. Annual payments at start of each grant period. Successive payments will be contingent upon receipt of an interim financial report and a satisfactory narrative report for the preceding year.
4. The approved budget and corresponding line items are listed in Column I. List the expenses for the project reporting period in Column II. Round the dollar amounts to the nearest whole dollar. In Column III the remaining balances per budget line item can be positive or negative. Enter the previously approved budget (for the next report period, if any) amounts in Column IV. A proposed budget (if different from Column IV) can be listed in Column V. If the P.D. wants to request the remaining funds be carried into the upcoming project period and/or wish to reallocate line items or add additional line items to the stated budget, he should state his intentions in the narrative report and reflect the final result of any budget changes in Column V.
5. Personnel salary rate increases are not allowed.
6. Any unexpended cash funds remaining from the Foundation payment at the close of each project year will be deducted from the payment for each successive year. The Foundation will, however, consider requests to use these unexpended funds for purposes consistent with the original goals of the project.
7. Advance Foundation approval must be requested in writing for disbursements deviating from the line items of the approved budget.
8. Annual financial reports due at end of each project year.
9. Original signatures are required. The individual with financial responsibility on behalf of the organization should sign as CFO. The person in charge of the WKKF project should sign as project director.
10. The Foundation provides support on a cash receipts and disbursements basis. Therefore, pending obligations (encumbrances) are considered as unexpended, and should not be reported as expenditures, rather should be included as an expenditure in the following year, when actually spent.
11. A detailed explanation should be given for deviations in actual and/or proposed expenditures from those included in the originally approved budget items.
12. Generally funds must be used exclusively for charitable, scientific, literary or educational purposes, and shall not be used to carry on propaganda.
13. No I/C.

KEMPER, JAMES S., FOUNDATION

Long Grove, Illinois 60049

1. Our general report form.
2. Full payment at start of grant.
3. Only a final financial report due when all funds have been fully expended.
4. No I/C.

KLINGENSTEIN, ESTHER A. AND JOSEPH, FUND

787 Seventh Avenue, 5th Floor, New York, New York 10019-6016

1. Our general report form.
2. Payments made in equal installments over entire grant period.
3. Annual financial and narrative reports due as well as final financial and narrative reports.
4. No I/C.

KNIGHT, JOHN S. AND JAMES L., FOUNDATION

One Biscayne Tower, Suite 3800, Two South Biscayne Boulevard, Miami, Florida 33131-1803

1. No financial reports required.
2. Full payment at start of grant.
3. No I/C.
4. They use their own grant numbers.

KOMEN, SUSAN G., BREAST CANCER FOUNDATION

KRESS, SAMUEL H., FOUNDATION

Contact: Lisa Ackerman, Chief Administrative Officer
174 East Eightieth (???) Street, New York, New York 10021

1. No financial reports required.
2. Full payment at start of grant or payments made in equal installments over entire grant period.
3. No I/C.
4. Some grants are offered as challenge grants requiring that the department raise a matching amount of money per year. Installments from the Foundation are sent upon confirmation from the department has secured the matching funds.

LABORATORY FOR EDUCATION AND RESEARCH IN NEUROSCIENCE

Contact: Richard F. Freeman, M.D., President
George W. Tobias, Treasurer
phone (313) 557-2322
115 Somerset Building, 21711 West Ten Mile Road, Southfield, Michigan 48075

1. No financial reports required.
2. Full payment at start of grant.
3. No I/C.
4. No beginning or end dates specified by sponsor, so PAF dates used.

LANDSCAPE ARCHITECTURE FOUNDATION

LEAKEY, L.S.B., FOUNDATION

Foundation Center 1-7, Pasadena, California 91125

1. Our general report form.
2. Only a final financial report is required at the end of the grant period.
3. Six months from the start date, a short progress report is required; when grant is completed a final progress report is required.
4. Return all unexpended funds at the conclusion of the project.

LEUKEMIA RESEARCH FOUNDATION

Phone #: (708) 480-1177 or (312) 275-1177
Fax #:(708) 480-1417
899 Skokie Boulevard, Suite LL14, Northbrook, Illinois 60062

1. Our general report form.
2. Quarterly payments made over entire grant period.
3. Project are funded only if they are not supported, in whole or in part, by another agency.
4. Only a final financial report required.
5. Any request for an extension of the grant must be submitted to the Foundation prior to the end of the grant for authorization, with an explanation for the delay.
6. No I/C.

LEUKEMIA SOCIETY OF AMERICA, INC.

Phone #: (212) 573-8484
Fax #: (212) 972-5776
National Office, 600 Third Avenue, New York, New York 10016

1. Their specific report form - automated.
2. No breakdowns required.
3. Quarterly payments made over entire grant period.
4. Narrative reports due 60 days ( 2 months) prior to anniversary date of each grant year
5. Annual financial reports due within 90 days ( 3 months) after each grant anniversary date. A cumulative final financial report is due immediately upon completion or termination of the grant.
6. Up to 8% I/C.
7. Funding is strictly limited to salary and fringe benefit support for the individual researcher.
8. Applicants must be affiliated with an academic institution at the time funding is to commence.
9. Continuation of the funding will be allowed only with prior written approval of the Society in the event that the grantee desires to deviate from the original application or transfer to a new institution while the grant is in effect. To obtain permission, the grantee must submit a letter at least 90 days prior to the contemplated change.

LIFE AND HEALTH INSURANCE MEDICAL RESEARCH FUND

1001 Pennsylvania Avenue, N.W., Washington, D.C. 20004-2599

1. Our general report form.
2. First half of the annual grant payment made at start of grant. Second half payment is made halfway through first year of grant. Successive payments are subject to availability of funds and continued satisfactory progress reports of the project.
3. Annual financial reports required.
4. No I/C.

LIFE SCIENCES RESEARCH FOUNDATION

Patricia Englar, LSRF Administrative Office
Phone #: (410) 467-2597
115 West University Parkway, Baltimore, Maryland 21210

1. Our general report form.
2. Quarterly payments made over entire grant period.
3. Annual financial reports due.
4. Cannot carry-over positive balances from year to year; must return funds to the sponsor. Can carryover negative balances from year to year.
5. No I/C.
6. Grant monies cannot be used for anyone else's salary and fringes but the primary researcher.
7. Equipment and supplies bought with grant money is the property of the primary researcher and can be taken to a different laboratory, if moved. (But LSRF will not support a non-U.S. citizen in a non-U.S. laboratory.)
8. Research cannot be done on a project where a patent agreement exists with a commercial profit-making concern.

LILLY ENDOWMENT, INC.

Contact: Fred Hofheinz, Director, Religion
Kathryn A. Minx, Director of Financial Services
Phone #: (317) 924-5471
Fax #: (317) 926-4431
2801 North Meridian Street, P.O. Box 88068, Indianapolis, Indiana 46208-0068

1. Their specific report form - automated.
2. No breakdowns required.
3. Payments made over grant period.
4. Semi-annual program and annual financial reports due one month after end of project period.
5. The grantee may reallocate budgeted items up to the lesser of $1,000.00 or 10% of individual line item amounts, provided that prior written notice is given to the Endowment. Changes in the budget in excess of the foregoing mentioned limits may not be made without prior written approval of the Endowment.
6. Requests for time extensions must be done in writing prior to end of grant.
7. No I/C.
8. They use their own grant numbers.

LINDBERG, CHARLES, FUND, THE

Contact: Gene Bratsch, Executive Director
Marlene (612) 338-1703 (she approves budget deviations; get them in writing)
Phone #: (612) 338-1703
Fax #: (612) 338-6826
708 South Third Street, Suite 110, Minneapolis, Minnesota, 55415

1. Their specific report form - automated.
2. Depending on budget, breakdowns may be required.
3. Payment of the grant funds will be made in a single installment upon the receipt of the signed agreement.
4. Two copies of the written progress report and a final only financial report are to be furnished to the President of the Fund.
5. Attach copies of all receipts/vouchers for any single item(s) whose cost was over $50.00.
6. Requests may be made to adjust deadlines, if necessary, by prior agreement.
7. Any request for permission to alter the proposed work, or a change in the budget involving an item or items totaling $250.00 or more, must be submitted in writing 30 days in advance of the proposed change.
8. No I/C.

LUCE, HENRY, FOUNDATION

Contact: Terrill Lautz, Program Director for Asia
Phone #: (212) 489-7700
111 West 50th Street, New York, New York 10020

1. Our general report form.
2. First payment at start of grant; subsequent annual payments depend on the progress of specific programs and projects.
3. Annual narrative and financial reports.
4. Funding can be carried over to the following year, although this should be explained in the annual narrative and budget reports.
5. Any interest earned on funds advanced by the Foundation should be applies to the purpose of the award.
6. Up to 12% I/C (depending on grant type).

LUPUS FOUNDATION OF AMERICA

MACARTHUR, JOHN D. AND CATHERINE T., FOUNDATION

Trina Bauling, Grants Administrator for Population Program
Phone #: (312) 726-8000
Ellen Patsur, ?financial person?, (312) 920-6273
140 South Dearborn Street, Suite 1100, Chicago, Illinois 60603-5285

1. Our general report form.
2. First payment made a start of grant upon receipt of a signed agreement; subsequent payments contingent upon review of satisfactory report to the Foundation. Or, quarterly payments made over entire grant period.
3. Grant funds and income earned thereon may be expended only for charitable, religious, scientific, literary or educational purposes.
4. Annual narrative and financial reports required, due within 2 months of end of grant period.
5. Funds remaining unspent at the end of any but the last year of a grant to be carried over and used to supplement the next year's allocation.
6. No substantial variances (more than 20%) will be made from the approved budget without the Foundation's prior approval in writing.
7. A no-cost extension of the grant must be requested of the Foundation at least 60 days prior to the grant expiration date. Such a request should include the reason for the extension and a financial report showing expenditures to date/the magnitude of the unexpended balance
8. Up to 10% I/C (depending on grant type).
9. They use their own grant numbers.

MACY, JOSIAH, JR., FOUNDATION

Victoria del Corral, Manager, Programs and Conferences
Phone #: (212) 486-2424
44 East 46th Street, New York, New York 10021

1. Our general report form.
2. Initial payment of the grant will be made after the Foundation has received a copy of the budget endorsed by appropriate UM official. Annual payments thereafter.
3. Annual financial reports required, due within two months after end of grant period.
4. No I/C.
5. They use their own grant numbers.
6. Grant cannot be transferred to another project director without prior approval of the Foundation.

MALLINCKRODT, JR., EDWARD, FOUNDATION

MARCH OF DIMES BIRTH DEFECT FOUNDATION

Debbie Bailey-Graff, Director, Grants Administrator
Phone #: (914) 428-7100
Lisa Labarbara, ???, (914) ???-????.
1275 Mamaroneck Avenue, White Plains, New York, 10605.

Basil O'Connor Starter Scholar Research Award, Basic Research Grant, Clinical Research Grant, Social and Behavioral Sciences Research Grant, etc.
1. Their specific report forms - automated.
2. Salary, fringes, supplies by class category, travel, and equipment breakdowns required.
3. Four quarterly payments over grant period. The usual funding period is two years but authorized for only one year at a time.
4. Funds may not be carried forward to the continuation or renewal of the grant.
5. Payments to the institution for the ensuing year's grant will be contingent on receipt of the initial year's final accounting report and refund as applicable.
6. Periodic progress reports will be requested. When the grant terminates, a final progress report must be submitted.
7. Annual financial reports due 30 days after the termination date of the grant. In cases in which financial commitments have not been satisfied at the termination date of the grant, the grantee institution is given 90 days to liquidate these commitments.
8. An extension, without supplemental funds of the termination date of a grant will be considered by the MOD on written request by the P.D. at least 3 months prior to the termination date of the grant.
9. Transfer of funds into, within, and out of an approved category is permitted up to 20% of the approved category amount. Requests for revisions exceeding 20% should be received 3 months prior to the termination date of the grant. Such transfers may not include travel budget. Any purchase of permanent equipment not authorized in the original budget must have prior approval.
10. Allowable: salaries of professional staff without faculty appointments and technical assistants, minimal but essential permanent equipment, expendable supplies, other expenses relevant to the conduct of the research, and travel not to exceed $1,000.00 to attend one scientific meeting directly relevant to the MOD grant.
11. Unallowable: salary for the P.D. or participants with faculty appointments, construction/alteration/maintenance/rental of buildings and space, office equipment and furniture, dues for memberships in scientific societies, office supplies, tuition, publication costs, books and journals, service contracts, and waste disposal.
12. Up to 10% I/C.
13. They use their own grant numbers.

MARKEY, LUCILLE P., CHARITABLE TRUST

Nancy W. Weber, Director for Program Administration
Phone #: ( 305) 445-5612
Fax #: (305) 445-6153
Executive Office, 3250 Mary Street, Suite 405, Miami, Florida 33133

1. Our general report form.
2. Annual payments over entire grant period. Any continued funding for the following year(s) will be dependent on a satisfactory review of the annual progress and financial reports.
3. Annual progress and financial reports required from the grantee within 60 days of the close of each award year.
4. A request for an extension must be made in writing and must include a detailed explanation of the purpose for which the extension is requested.
5. The grantee organization shall be a public charity and may not be a private organization.
6. to 10% I/C.
7. They use their own grant numbers.

MCAULEY, CATHERINE HEALTH CENTER

St. Joseph Mercy Hospital, P.O. Box 995, Ann Arbor, Michigan 48106

1. No financial report(s) required.
2. Quarterly payments.
3. Up to 5% I/C.
4. Multiple year grants must have annual approval from sponsor.

MCDONNELL, JAMES S., FOUNDATION

John T. Bruer, Ph.D., President
Phone #: (314) 721-1532
Fax #: (314) 721-7421
1034 South Brentwood Boulevard, Suite 1610, Saint Louis, Missouri 63117

1. Our general report form.
2. Full payment at start of grant.
3. Grant funds are to be deposited into an interest bearing account and the expenditure report should account for principal and interest. Interest earned will be used as additional support for the grant and may be applied at the discretion of the Principal Investigator, in accordance with the budget submitted with the grantee's approval.
4. Annual narrative and financial reports due 2 months after end of project period; financial accounting follows line-item categories submitted with budget.
5. Annual renewal of the grant is contingent upon satisfactory progress.
6. No variances to the budget without the foundation's prior approval in writing.
7. Any funds not expended or committed for the purpose of the grant will be returned to he foundation at the end of each grant year.
8. Up to 10% I/C on salary and fringe benefits only
9. They use their own grant numbers.

MCGREGOR FUND

C. David Campbell, Executive Director
Phone #: (313) 963-3495
333 West Fort Street, Suite 2090, Detroit, Michigan 48226

1. Our general report form.
2. Annual payments over entire grant period. First payment is unconditional; subsequent payments will be conditional upon securing additional support.
3. Interim (annual) and final written reports due.
4. Interim (annual) and final financial reports due.
5. "The grant including any interest earned on grant funds, may be expended only for the stated purpose..."
6. No I/C.

MELLON, ANDREW W., FOUNDATION

William G. Bowen, President
Richard Ekman
Samantha Wheeler-Marrs
Phone #: (212) 838-8400
Fax #: (212) 223-2778
140 East 62nd Street, New York, New York 10021

1. Our general report form.
2. Payment in full at start of grant period. Income earned on the declining balance will be applied to the purposes of the grant.
3. Annual financial reports required in addition to the final financial report when all funds have been expended.
4. Narrative report also due.
5. No I/C.

METRO HEALTH FOUNDATION

Glenn F. Kossick, Executive Director
Phone #: (313) 965-4220
333 West Fort Street, Suite 1370, Detroit, Michigan 48226-3134

1. Our general report form.
2. Quarterly narrative reports should be sent to MHF.
3. Upon completion of the grant period, the grantee will furnish MHF with a narrative and financial report on the use of grant funds. And similar annual reports if the grant is for longer than one year.
4. A financial statement should be attested by the responsible financial officer of the grantee or CPA; it should reflect the categories stipulated in the budget which accompanied the application.
5. All grant funds must be expended for charitable, scientific, literary or educational purposes.
6. No I/C.
7. They use their own grant numbers.

METROPOLITAN LIFE FOUNDATION

Sybil Jackson, President and CEO
One Madison Avenue, New York, New York 10010-3690

1. Our general report form.
2. Full payment at start of grant.
3. Semiannual narrative and financial reports shall be made to the Foundation.
4. Any request for an extension of the grant must be submitted in writing prior to the end date for approval by the Foundation.
5. No I/C.
6. No beginning or end dates specified by sponsor, so PAF dates used.

MICHIGAN AIDS FUND (of The Council of Michigan Foundations)

One South Harbor Avenue, P.O. Box 599, Suite 3, Grand Haven, Michigan 49417

1. Our general report form.
2. Funds shall be allocated on a quarterly basis with each payment representing one- fourth of the total approved budget. The first payment will be issued upon receipt of a signed, dated copy of the agreement.
3. Future payments will be issued upon receipt of quarterly written reports.
4. Funds unexpended for the purpose specified are to be identified and returned to CMF at the conclusion of the grant period, unless written approval for carry-over or transfer has been provided by CMF.
5. Annual financial reports required.
6. Advance written approval from CMF must be requested and secured for any departure from the line items as specified in the approved budget.
7. No I/C.

MICHIGAN BUSINESS INCUBATOR ASSOCIATION

1. No financial report(s) required.
2. 1/2 payment at start of grant period, second 1/2 paid later on.
3. No I/C.

MICHIGAN CAMPUS COMPACT

Kathleen Killian
Stephanie Hirchert
Phone #: (517) 353-9393
Fax #: (517) 355-4502
31 Kellogg Center, MSU, East Lansing, Michigan 48824-1022

1. (These are usually subgrants from W. K. Kellogg Foundation.)
2. Our general report form.
3. Full payment processed by MCC immediately upon receipt of fully executed subcontract.
4. Written and verbal reports when requested by MSU project leader.
5. Only a final financial report required, due within 60 days after the end date.
6. No I/C.
7. Equipment is an item costing $500.00 or more and having a useful life of 2 years or more.

MICHIGAN METRO GIRL SCOUT COUNCIL

1. No financial report(s) required.
2. Scheduled payments according to award letter from sponsor.
3. No I/C.

MICHIGAN PARKINSON FOUNDATION

Raymond B. Bauer, M.D. Student Fellowship Program
3990 John R., Detroit, Michigan 48201

1. No financial report(s) required.
2. 3/4 payment at start of grant, 1/4 at end when a report on the outcomes of the work performed is submitted.
3. No I/C.
4. Recipient can be part- or full-time student in the state of Michigan (college or post- grad study).
5. It is intended that funds be applied to educational expenses, or used for other research aspects of the project.

MIDDLE EAST INSTITUTE (U.S. Outreach Fund)

Phone #: (202) 785-1141
1761 N. Street N.W., Washington, D.C. 20036-0162

1. Our general report form.
2. Full payment at start of grant.
3. Only a final financial report and a one-page evaluation is due 60 days after completion of the project or, in case of a partial grant, once the USOF monies have been spent.
4. Receipts are required for expenditures that exceed $500.00.
5. If the project extends beyond its expected completion date or has to be modified owing to changed circumstances, USOF should be informed in writing.
6. No I/C.
7. They use their own grant numbers.

MID-WEST EYE-BANKS AND TRANSPLANTATION CENTER (formerly Mich. Eye-Bank)

Marilyn R. Lindenauer, President and CEO,
Phone #: (313) 764-3262
Phone #: (800) 247-7250
Fax #: (313) 936-0020
1000 Wall Street, Ann Arbor, Michigan 48105-1994

1. Our general report form (see * below).
2. First half payment at start of grant. Second half payment before end of grant.
3. Written progress report due by end of grant.
4. *Final only financial reports to be done because we have done them in the past, but not stated as required by the sponsor.
5. No I/C.

MINNESOTA MINING AND MANUFACTURING COMPANY

Barbara W. Kaufmann, Supervisor Corporate Contributions, Arts and Education
Phone #: (612) 733-1241
3M Center, St. Paul, Minnesota 55144

1. Our general report form.
2. Annual payments over entire grant period; subsequent payments made upon receipt of fund usage and program evaluation.
3. Annual financial reports required (inferred from above).
4. Sponsor group code is 812.
5. No I/C.

MORRIS ANIMAL FOUNDATION

Phone #: (303) 790-2345
45 Inverness Drive East, Englewood, Colorado 80112

1. Our general report form.
2. Only a final financial report required
3. Quarterly payments, with the first payment upon execution of the agreement.
4. Semi-annual written progress reports will be made to the Foundation by the P.D.
5. The final report is due 30 days after the termination date.
6. After the project is complete the University will provide an accounting of funds expended and any remaining in excess of $50.00 will be returned to Morris Animal Foundation.
7. No I/C.

MOTT, CHARLES STEWART, FOUNDATION

Karen Aldridge, Program Officer
Jeanette Mansour, Program Officer
Phone #: (810) 238-5651
Fax #: (810) 766-1753
1200 Mott Foundation Building, Flint, Michigan 48502-1851

1. Their specific report form - automated.
2. Depending on budget, breakdowns may be required.
3. Full payment at start of grant, or scheduled payments over grant period.
4. Semi-annual or annual narrative and financial reports required, due w/in 1 or 2 (up to 3) months of end of grant period.
5. Financial reports should explain all overrun variances that exceed both $1,000.00 and
6. 10% of the budgeted line item.
7. The addition of new line items (in the approved budget) must have prior written approval of the Mott Foundation.
8. Any refund of less than $100.00 is waived by the Foundation.
9. No I/C.
10. They use their own grant numbers.

MUSCULAR DYSTROPHY ASSOCIATION

Cindy Stein, Grants Program Manager
Karen L. Mashburn, Grants Coordinator
Phone #: (602) 529-2000
Fax #: (602) 529-5300
3300 East Sunrise Drive, Tuscon, Arizona 85718

1. Their specific report forms - automated.
2. Salary, fringes, supplies by class category, travel, and equipment breakdowns required.
3. Quarterly payments over entire grant period.
4. Research grants awards are for one, two, or three years.
5. Multiple year grants are contingent upon the availability of funds in succeeding years, submission of progress reports at least 8 weeks prior to end of grant period(s) demonstrating satisfactory progress, submission of a final narrative report due no later than 4 weeks after the termination date of the grant.
6. Annual financial reports due within 3 months (12 weeks) of end of grant period.
7. Allowable: technician's and research assistant's salaries and fringe benefits, equipment and supply expenses that are necessary, travel expenses that are directly related to the conduct of the research (maximum amount allowable is stated in approved budget), and publication costs.
8. Unallowable: salaries or fringe benefits for the P.D./collaborating investigators/post-doctoral fellows, salaries or travel while on sabbatical leaves, purchase or rental of office equipment (typewriters, word processors, furniture, filing cabinets, copy machines, etc.), tuition, and subscription/book/journal fees.
9. The P.D. must submit a written request for authorization to reallocate funds or re- appoint personnel of an approved budget. Requests will be considered up to 4 weeks prior to the termination date of the award.
10. MDA does not permit budget revisions exceeding 15% of the total approved budget for that year or a budget reallocation adding funds to a budget category for which there is no prior approved budget.
11. Discretionary budget revisions under $100.00 are permitted.
12. A written request for an extension must be sent by the P.D. to MDA no later than 4 weeks after the termination date of the grant. If funds are not completely expended and a second or third year of support still exists, any carry-over of remaining funds to the next year of support is limited to 10% of the total award of that year.
13. No commitments for expenditures allowed after the end date.
14. Continued use of funds by the P.D. who changes institutions requires prior written authorization at least 8 weeks before the effective date of change in institution.
15. Up to 8% I/C.

NATIONAL ALLIANCE FOR RESEARCH ON SCHIZOPHRENIA AND DEPRESSION

Contact: Constance Lieber, Brenda Berman--grants administrator
Phone #: (312)641-1666
Fax #: (312)641-3483 (faxed reports ok ptc B Berman)

1. UM Report Form
2. Only cumulative final report done

NATIONAL COLLEGIATE ATHLETIC ASSOCIATION

Contact: Ursula Walsh 
Phone #: (913)339-1906

1. UM Report Form
2. Only final report needed
1. NCAA does not require financial reports on all grants

NATIONAL COUNCIL OF TEACHERS OF ENGLISH RESEARCH FOUNDATION

Contact: Sarah Freedman 
Phone #: (510)642-9592

1. UM Report Form
2. Fringe Benefits unallowable
3. Only final report needed

NATIONAL EPIFELLOWS FOUNDATION

Contact: Gregory Bergey, Byna O'Brien
Phone #: (800)288-2074
Fax #: (212)687-5452 (faxed reports ok ptc B O'Brien)

1. UM Report Form
2. Only final report needed

NATIONAL FISH AND WILDLIFE FOUNDATION

Contact: Elizabeth A. Rockman, Katie Frohardt
Phone #: (202)857-0166

1. NFWF Report Form (Lotus)

NATIONAL GEOGRAPHIC SOCIETY

Contact: Chris Niesterowicz, Steven Stettes
Phone #: (202)828-5696

1. UM Report Form
2. Capital equipment (or equal salvage value) must be returned to NGS

ex. cameras, lenses, binoculars, computers, tape recorders, etc.
3. Annual reports

NATIONAL KIDNEY FOUNDATION

Contact: Dolph Chiachiano
Phone #: (800)622-9010

1. UM Report Form
2. Annual payments
3. Do final financial report to close grant
1. For fellowships, include fellows name on financial report

NATIONAL KIDNEY FOUNDATION OF MICHIGAN

Contact: Linda Smith
Phone #: (313)971-2800

1. NKFM Report Form (Lotus)
2. Typically quarterly payments
3. Annual reports

NATIONAL MULTIPLE SCLEROSIS SOCIETY

Contact: Abe Eastwood, Patricia O'Looney (212)476-0413
Phone #: (212)986-3240

1. Research Grants/ Junior Faculty Awards
1. NMSS Report Form (lotus)
2. Unallowable: membership dues, malpractice insurance, equipment/supply insurance, office equipment, supplies, books, journals, construction or renovation costs (must have prior approval for these expenses