Wisconsin Trust Account Foundation, Inc.
2009 IOLTA/PILSF GRANT MID-YEAR REPORT AND
2008-2009 STATE APPROPRIATION GRANT ANNUAL REPORT
FORMAT & INSTRUCTIONS
Deadline: Please submit your completed electronic reports to WisTAF via email with attachments to
rmurray@wistaf.org no later than 4:00 p.m. on Friday, July 31, 2009.
Combined Report Instructions
In an effort to make reporting more efficient for grantees, we have combined the 2009 mid-year report for
IOLTA/PILSF grants with the 2009 annual report for state appropriation grants. Please complete the following
report sections for the type of grants you received:
2009 IOLTA/PILSF Grant Mid-Year Report – Complete this section if you received 2009 IOLTA Category
I, 2009 IOLTA Category II and/or 2009 PILSF grants. The time period for which you will be reporting is
January 1, 2009 through June 30, 2009.
Note: Please complete the electronic financial reports (Excel® spreadsheet titled “2009 IOLTA/PILSF MidYear Report Electronic Forms”) and submit with your 2009 IOLTA/PILSF Grant Mid-Year Report Narrative.


2009 IOLTA/PILSF Grant Income Statement
2009 IOLTA/PILSF Grant Actual Expenses
2008-2009 State Appropriation Grant Annual Report – Complete this section only if you received a 20082009 state appropriation grant. The time period for which you will be reporting is July 1, 2008 through June 30,
2009.
Note: Please complete the electronic financial reports (Excel® spreadsheet titled “2008-2009 State
Appropriation Annual Report Electronic Forms”) and submit with your 2008-2009 State Appropriation Grant
Annual Report Narrative.

2008-09 State Appropriation Grant Actual Expenses

2008-09 State Appropriations Outcome Report
Wisconsin Trust Account Foundation, Inc.
2009 IOLTA/PILSF GRANT MID-YEAR REPORT NARRATIVE
Agency Name:
Program (if applicable):
Contact Person:
Phone:
Email:
2009 IOLTA Category I grant amount: $
2009 IOLTA Category II grant amount: $
2009 PILSF grant amount:
$
1. Please give a summary of the significant events affecting the program/project in the current grant year (January
1, 2009 – June 30, 2009). If you’ve received more than one grant for the same program, you may refer back to
your first answer if applicable.
Category I grant:
Category II grant:
PILSF grant:
2. Please complete the six-month budget report form (January 1, 2009 through June 30, 2009) for your
program/project, detailing revenue and expenses.
Category I grant budget included
Category II grant budget included
PILSF grant budget included
3. Please check boxes (1) through (4) below to indicate any activities that are performed by your organization:
(1) NONE
(2) Lobbying or other activities of a political, religious or ideological nature
(3) Criminal cases
(4) Representing individuals whose income is greater than 125% of the federal poverty standard
Please describe the steps that are taken to ensure that WisTAF funds are not used in carrying out activities (2)
through (4) above, specifying record-keeping and accounting procedures used to verify that WisTAF funds are
being spent only for eligible clients, cases, or Supreme Court-approved projects.
Please complete the following financial reports. Use the Excel® spreadsheet titled “2009 IOLTA/PILSF
Mid-Year Report Electronic Forms” to access the reports (each report is contained in a separate tab
located at the bottom left of the worksheet). All figures reported should cover the period from January 1,
2009 through June 30, 2009.

2009 IOLTA/PILSF Grant Income Statement

2009 IOLTA/PILSF Grant Actual Expenses
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
If you did not receive a 2008-2009 state appropriation grant, you may stop here. If you received a
2008-2009 state appropriation grant, please complete the 2008-2009 State Appropriation Grant
Annual Report beginning on page 4.
Wisconsin Trust Account Foundation, Inc.
2008-2009 STATE APPROPRIATION GRANT ANNUAL REPORT NARRATIVE
Agency Name:
Program (if applicable):
Contact Person:
Phone:
3
Email:
2008-2009 state appropriation grant amount: $
1. Please give a summary of the significant events affecting the program/project for which state appropriation
grant funding was used during the grant year (July 1, 2008 – June 30, 2009). Have you noticed any trends in
client needs/services requested?
2. In which counties did you provide services using 2008-2009 state appropriation grant funding?
3. Did you have processes, tools, and/or criteria in place to measure the quality of the services provided using
2008-2009 state appropriation funding?
No.
Yes. Please describe:
4. IMPORTANT: Give a one-paragraph example of how the 2008-2009 state appropriation grant helped facilitate
your program’s/project’s impact on one client’s situation/life. (We would like to use these examples to
communicate the need for civil legal services and how your services impact the lives of low-income people in
Wisconsin.)
Please complete the following financial reports. Use the Excel® spreadsheet titled “2008-2009 State
Appropriation Annual Report Electronic Forms” to access the reports (each report is contained in a
separate tab located at the bottom left of the worksheet). All figures reported should be for state
appropriation grant funds used from July 1, 2008 through June 30, 2009.

2008-09 State Appropriation Grant Actual Expenses

2008-09 State Appropriations Outcome Report
 Note: The 2008-09 State Appropriations Outcome Report requests information on the number of
clients served; the number of cases open at some point during 7/1/08–6/30/09; and the monetary
value received/recovered on behalf of clients for those matters in which state appropriation funding
was used. If you are unable to track outcomes separately by funding source, please calculate the
overall percentage of income your state appropriation grant accounted for during the year and apply
that percentage to total clients served; total cases open; and the monetary value received/recovered.
For example, if you received a $10,000 state appropriation grant accounting for 40% of your total
income, use .4 as the multiplier to come up with your outcome estimates.
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