Welcome to the Orfalea Fund and Orfalea Family Foundation

Online Grantee Evaluation & Reporting

As an integral part of our grant-making, the Orfalea Foundations require grantee agencies to produce reports detailing the extent to which they are meeting their program and financial goals. Typically, these reports are due at six months and twelve months following the execution date of a grant agreement. All reports are carefully reviewed by foundation staff to ensure compliance with grant terms, and to determine eligibility for future funding.

If you are a current Orfalea Foundations grantee, please read below for the latest instructions on how to submit your Interim Progress Report or Annual Evaluation Report. Before proceeding with the following steps, please reference your original grant agreement for your agency's specific reporting requirements.

Submitting Your Reports

Download and save one of the following documents according to the foundation ( Orfalea Fund or Orfalea Family Foundation) as stated in your grant agreement:

Step 1. Download and save one of the following documents:
(Right click on the above file link and select 'save target as' to select a location on your hard drive.)
Step 2. Using Microsoft Word, fill out the template completely and accurately. Please ensure the template does not exceed 2 full pages.
Step 3. Send your completed evaluation template as an e-mail attachment to foundation@orfalea.org, with either "Interim Progress Report" or "Annual Evaluation Report" in the subject line.