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.

REMINDERS: 

  • Reports will be accepted in hard copy format only, unless otherwise noted.

  • Page limits strictly enforced.

  • Reports must be received by the due date, not postmarked.


Revised Budget Forms

  • 2019/2020 [PDF] - for IOLTA Grants Program

  • 2019/2020 [Excel] - for IOLTA Grants Program

Expenditure Update Forms


IOLTA - Midyear Report

2019/2020 IOLTA Midyear Reports are due Feb. 14, 2020. Materials for this report will be posted in Jan. 2020.

Materials for last year’s reports (18/19) are here for your reference:

  • Midyear Report Narrative Instructions [PDF]

  • Midyear Budget Form [PDF] or [Excel]

  • Midyear Client Statistics Form [PDF] or [Word]


IOLTA - Final Report

2018/2019 IOLTA Final Reports are due Sept. 20, 2019

(UPDATED Materials to be posted soon)

  • 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]


Special Project Grant Report

If you received a grant from the MBF Fellows Fund or Civil Justice Fund, please use the materials below to complete your Final Report. 

  • Final Report Narrative Instructions [PDF]

  • Final Budget Form [PDF] or [Excel]

  • Final Client Statistics Form [PDF] or [Word]

  • Grantee Questionnaire [PDF]

IMPORTANT:  Your Special Project Grant Final Report must be submitted electronically.  Refer to Final Report Narrative Instructions for details.