The ORIX Foundation has two grant cycles, spring and fall. Grant requests for the spring cycle should be submitted between March 1st and April 30th. The fall cycle requests should be received in our office between October 1st and November 15th. Applicants must carefully review our eligibility requirements and supply all supporting materials in order to be considered for funding and requests may be submitted via postal mail or email. Applicants that are denied funding may reapply the following fiscal year (FYE March 31st).

ORGANIZATION ELIGIBILITY CRITERIA:

The foundation will consider funding charities that satisfy all of the following:

Are in alignment with our "Funding Priorities" as set forth later in this document
Are nonprofit 501(c)(3) tax exempt organizations
Preferably have material involvement by an ORIX employee or customer
Are local or community oriented (i.e., not a national organization, but the local arm of a national charity is acceptable if the money stays in the community where ORIX USA employees have a presence)
Demonstrate sound management, financial capability, and a viable plan for the completion of project(s)

The foundation will not consider funding the following:

Partisan political organizations
Sectarian organizations whose services are limited to one religious group
Organizations which do not directly benefit the community
Individuals
Foundations, Community Trusts, United Way Federations, or other pass-through entities that are themselves grant-making bodies
Trips or tours

The ORIX Foundation is particularly interested in supporting those organizations that fall within our "Funding Priorities" as designated below:

Nature of organization - The Foundation shall favor those charities that promote the health, welfare and education of children, families and military personnel/veterans. Additionally, we seek to fund organizations that have an impact on the aforementioned populations through programs organized to eradicate poverty, hunger, abuse and neglect, and to promote education.
Impact - Consideration shall be given to the number of individuals benefiting from the funds as well as the manner and extent to which such individuals will benefit.
Location of the Charity - The Charitable Giving Committee shall favor charities with principal locations and delivery of services in the Greater Dallas Area and other geographic areas where ORIX USA employees live and work.
Financial Capacity of the Charity - The charity should demonstrate a current need for funds and historically prudent management of funds and programs. The charity should demonstrate that its general and administrative expenses are comparable to or less than those of similar charities. The Foundation may give preference to developing charities and those charities with modest fundraising capabilities.
Final Report - Each charity approved for a grant will be required to give a final report on how the donation was utilized before additional funding requests will be considered (specific requirements related to the final report are detailed below).

GRANT PROPOSAL:

Inclusions -

In order for your application to be considered complete, please include the following components:

Mission of applicant organization
Project narrative describing the problem/need your program will address, agency capacity to successfully implement the project, and how this program fits within the funding priorities of the ORIX Foundation (1 - 2 pages)
Relevant historical data
Needs assessment, including a description of clients to be served
Budget narrative
- Last year's operating budget (revenue v. expenses). Please include sources of revenue - i.e.: private, corporate, individual, government
- Administrative and fundraising expenses (as a percentage of revenue)
- Assets v. liabilities
If there is material involvement by an ORIX employee in your organization, please include that information here as well

Supporting Documentation -

Every organization that submits a grant request must provide the following documents as appendices to their application:

Project budget and description of how funds will be expended
Agency operating budget
List of key personnel, directors and officers
IRS 501 (c)(3) letter
Most recently audited financial statements and Form 990 (a 3 year history of audited financials is highly desirable)

Final Reports

If your organization is approved for a grant, a final report documenting program outcome is required. This report is due in our office no later than 30 days after the one-year anniversary of the date funds were awarded. Specifically, the report should contain:

Name of recipient organization
Program/project title
Amount of grant and date of award
Brief description of program/project for which funding was received (include and explain goals and objectives for the grant period, and any deviations from those original goals if any)
Brief qualitative and quantitative measure of program outcomes (both positive and negative)
Explain whether or not your organization would undertake this project again (what changes might you make if any to the project design, and explain any challenges encountered)
Were there any press releases or articles published about this project/program? If so, please include copies with this report
Name and contact information for person completing this report

Grant proposals, appendices, and final reports should be submitted to the following:

Carol Greene, Foundation Administrator
ORIX Foundation
1717 Main Street, Suite 900
Dallas, TX 75201
Fax: 214-237-2018