Annual, Quarterly & End of Project Reports

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SPF Monthly/Quarterly Report Reconciliation Guidelines

Annual Reports

Every project and scholarship program accepted by the SPF as its 501(c)3 fiduciary is required to submit an Annual Report within 30 days of receipt of the Annual Statement from AAUW SPF, but no later than March 16th.

The annual report, submitted by each project or scholarship director/coordinator, must detail the revenue and expenditures, the number of participants, and accomplishments.  The SPF Annual Client Reporting Form can be found on the Forms Page of this website.

Quarterly Reports

The SPF Treasurer will send quarterly financial reports to the project director with 60 days of the close of each quarter. Quarterly reports will be received by May 31, August 31, November 30, and February 28 each year.

End of Project Reports

The project director is required to provide supporting documentation at the conclusion of the project or program.