
Annual Report
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Reviewers approve a budget when every line has a unit, a rate, a quantity and a reason they can check against a quote or a policy. This template is organised the way funders read: the total request and key points first, then personnel, fringe, travel, equipment, supplies and indirect costs, each with its basis, and a final table with match funding.
The sample is a 24-month request of £242,000 from Northfold Partners, with £80,000 of match funding, indirect costs held at the funder's 10% cap and a month-six variance check. Copy your funder's cost headings into the tables, replace each line with your own quantities, rates and quote references, and check the total against the application form.
Click Make a copy in Google Docs, then confirm on the Google page. The copy is saved to your own Google Drive.
Copy your funder's cost headings into the budget tables and remove any you do not need.
Replace each line with your quantity, unit rate and total, and add the quote reference or policy that supports it.
Enter your real fringe and indirect rates, list match funding with its source and status, and check the total request equals the application form.
Delete the Make it yours page, then share the document or export it as a PDF for submission.
Use the rate your funder allows. The sample uses a 10% cap, and 15% de minimis is another common rate. Always show the policy or agreement that supports the rate you claim.
Give each in-kind item a value basis, such as a rate card or a quote, and say whether it is secured, applied for or pledged. Funders may disregard in-kind support without a stated basis.
No. Northfold Partners, every person named and all the figures are fictional sample content. Replace them with your own details and check every total before you submit.

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