DashboardOrganization ProfileGrant ReadinessPrograms & ImpactOpportunity LibraryFit AssessmentApplication PipelineAnswer LibraryDocument VaultBudgets & FinancialsFunder ResearchOutcomes & EvaluationTasks & DeadlinesSubmission ReviewAwards & ReportingTeam & BoardNotes & HistorySettings

Notes and History

Every funder conversation, internal review, and milestone in one timeline, so nothing depends on a single person's memory.

Recorded entries

14

Across all grant activity

Logged this month

0

Current calendar month

Funder communications

5

Calls, emails, and site visits

Award decisions

2

Approvals and declinations recorded

Add an entry

Recorded immediately in the timeline

Timeline

14 entries

  1. Northline Bank Summer Sponsorship

    Internal review

    Finance and program review complete; awaiting Dana's signature on the recognition plan.

    Jan 1, 1970 · Marcus Ellery

  2. Riverbend Community Impact Grant

    Application activity

    Drafted the need and approach responses; partnership question still open.

    Dec 31, 1969 · Luis Ortega

  3. Hartwell Educational Equity Grant

    Budget update

    Verified all six budget lines against the program ledger; totals reconcile to the $110,000 request.

    Dec 30, 1969 · Priya Raman

  4. State Expanded Learning Opportunity Grant

    Status change

    Moved to Preparing after the bidders' conference confirmed our eligibility.

    Dec 28, 1969 · Dana Whitfield

  5. State Office of Youth Development

    Funder communication

    Attended the bidders' conference; scoring rubric weights evaluation at 25 points.

    Dec 27, 1969 · Dana Whitfield

  6. Riverbend Community Foundation

    Funder communication

    Carla encouraged including flexible client assistance in the request.

    Dec 23, 1969 · Marcus Ellery

  7. Bellweather Capacity Fund

    Funder communication

    Aisha confirmed eligibility and shared the prior awardee list.

    Dec 20, 1969 · Dana Whitfield

  8. Audited financial statements

    Document update

    FY2026 audit fieldwork complete; final statements expected within three weeks.

    Dec 18, 1969 · Priya Raman

  9. Northline Bank Corporate Giving

    Funder communication

    Trent asked for a sponsorship-plus-volunteering structure.

    Dec 16, 1969 · Marcus Ellery

  10. Hartwell Family Foundation

    Funder communication

    Site visit at the Central campus; Beth met four Rise families.

    Dec 11, 1969 · Dana Whitfield

  11. Hartwell Educational Equity Grant — FY2025

    Reporting

    Interim narrative submitted; confirmation HFF-INT-2025-19.

    Nov 15, 1969 · Dana Whitfield

  12. Riverbend Community Impact Grant — FY2026

    Award decision

    Awarded $40,000 for Family Stability Navigation.

    Sep 13, 1969 · Luis Ortega

  13. Riverbend Community Impact Grant

    Submission

    Submitted; confirmation RCF-2026-0412.

    Jun 30, 1969 · Luis Ortega

  14. Meridian Family Health Concept Note

    Award decision

    Declined — proposal did not connect activities to measurable health outcomes.

    May 31, 1969 · Marcus Ellery