Reporting Requirements

Final Report of Grant Expenditure

The final report of grant expenditure must be completed via the online portal by August 31 of the following year. Final reports are no longer accepted by mail or email outside of the portal. If the organization wishes to extend the grant period, it must secure permission to do so by letter to the Trust at the address below.

To access the portal, log in to your MyAccount page and click the “Requirements” button to view your pending forms. The Final Report and any additional requirements may be completed on this page.

Questions or concerns regarding the final report or the portal should be directed to:

William and Helen Thomas Charitable Trust
c/o Tony Sangio
Philanthropic Administrator
Bank of America Private Bank
NC1-028-26-09, 150 North College St.
Charlotte, NC 28202

Email: tony.sangio@bofa.com