MORRIS FAMILY FUND

Annual and Semi-Annual Report

Instructions and Form

Purpose

The purpose of this report is to provide the Morris Family Fund with an update on your project, including activities, accomplishments, challenges, and expenditures. It also provides an opportunity to inform us of any changes to project objectives, plans, and budgets that are anticipated or have already occurred.

Instructions

To complete the Annual Report, please complete both the Annual Report Form (found below) as well as the Annual Financial Report Template available on the website. Please complete both parts of the report and submit them at the mid-point and end of your organization’s fiscal year. Most reports will be 5-10 pages long. We strongly prefer that the report not exceed 10 pages, excluding pictures, attachments, and appendices such as scholarly articles or survey results.

Please email the completed Annual Report to mail@morrisfamilyfund.org

Please attach the narrative report as a Microsoft Word document and the financial report as a Microsoft Excel document.

If you have any questions or concerns prior to submitting the report, please feel free to contact us at: mail@morrisfamilyfund.org

We appreciate your efforts in submitting reports in a timely manner. Your feedback and responses help further our understanding of your project and our ability to support it.

Report Prepared By:
Date Submitted: [Date]

I. Organizational Information

Organization Name
Project Name
Project Start Date
Project End Date
Grant Amount (US$)
Grant Amount (INR)
Reporting Period

Project Director

Full Name
Title
Email Address
Phone
Mailing Address

Primary Contact for this Grant

Full Name
Title
Email Address
Phone
Mailing Address

Signature of Organizational Representative: ___________________________

Date: ____________________________

II. Executive Summary

Please provide a brief summary (250 words or fewer), covering the past year, of:

Progress made toward meeting the project goals outlined in the grant application/ last annual report

Key educational outcomes achieved (e.g. number of students who graduated, completion of a scholarly article, etc.)

Changes in project objectives, activities, and plans

Risks and challenges the project has encountered and strategies for overcoming them

Lessons learned

III. Progress and Results

Please describe, for the past year:

Progress made toward meeting the project goals outlined in the grant application/last annual report

Key educational outcomes achieved (e.g. number of students who graduated, completion of a scholarly article, etc.)

Changes in project objectives and/or planned activities

Key evaluation results, if available

In addition to providing a narrative report, please complete the following table, adding rows as necessary:

Project Goal	Progress Toward Goal

IV. Risks and Challenges

Describe significant risks and challenges that the project faced in the past year

Indicate how your organization is addressing these risks and challenges.

V. Lessons Learned

What lessons have you learned from implementing the project over the past year?

Please highlight any key findings on:

What works to improve educational outcomes

Project sustainability

Project scalability

VI. Ongoing Plans

Describe any anticipated changes in project objectives, activities and plans compared to the grant proposal/last annual report

What are your plans for the next year of the project?

VII. Budget

Please complete the Annual Financial Report Template. In addition, please summarize:

Any existing or anticipated variations from the proposed budget exceeding 25% in either direction

Financial risks (if any) and how you plan to manage them