Instructions and forms for completing MBF grant reports are listed below. All documents are in both Microsoft and PDF format with form fields that can be completed online. Please click on the format you wish to download. You may also print out the form blank and fill it out by hand.

If you have any questions or issues, please contact Beth Lynch.


  • Reports will be accepted in hard copy format only. Please do not email or fax your reports to the Foundation. 
  • Page limits strictly enforced. 
  • Reports must be received by the due date, not postmarked. 

Revised Budget Form 

  • 2017/2018  [PDF] - for IOLTA Grants Program
  • 2017/2018 [Excel] - for IOLTA Grants Program
  • 2016/2017 form for Citigroup CRG [Excel]
  • 2017 form for Bank of America Grants Program [Excel]


Expenditure Update Forms


Midyear Report

These are materials for 2017. Updated materials for 2018 to be posted in Jan. 2018.: 

  • Midyear Report Narrative Instructions  [PDF]
  • Midyear Budget Report Form [PDF] or [Excel]
  • Midyear Client Statistics Form [PDF] or [Word]
  • BOA Supplemental Statistics Form [PDF



Due March 24, 2017: 

  • Final Report Narrative Instructions   [PDF]
  • Final Client Statistics Form   [PDF
  • Final Citigroup CR Statistics Form [PDF]
  • Final Budget Form   [PDF]
  • Final Grantee Questionnaire   [PDF

 Final Report

2016/2017 Final Reports are due Sept. 15:

  • Final Report Narrative Instructions   [PDF]
  • Final Budget Form   [PDF] or [Excel]
  • Final Client Statistics Form   [PDF] or [Word
  • Final Grantee Questionnaire   [PDF] or [Word]
  • Final Report FAQs [PDF]
  • BOA Supplemental Statistics Form [PDF

IMPORTANT: If your grant includes funds from the Bank of America settlement, you must include the BOA Supplemental Statistics Form with your report. Thank you!