Last Updated March 2013
OBJECTS OF THE TRUST
“The Trustees shall stand possessed of the Trust Fund UPON TRUST to be applied to charitable, cultural, philanthropic, recreational and other purposes being purposes beneficial to the community principally in the specified area.”
Amended Trust Deed – 29 August 2002, Section 4. Paragraph a.
The purpose of making donations is to:
The Trustees will assess applications for donations against this policy, the criteria and any guidelines that may be developed and reviewed from time to time by the Trust.
This Policy will be reviewed annually by the Trust with any reviews taking into account feedback received from donee organisations and the results of any surveys that are conducted from time to time by the Trust.
CRITERIA FOR APPLICATIONS
Donation applications will be categorised using the Johns Hopkins Funding Index as provided on Te Kete Tepua Database. This Index defines the Project, not the organisation.
Generally organisations should apply for funding only once within the Trust’s financial year.
Applications will be considered from:
Applications will not be considered from:
Applications will not be considered for:
A Community Trust donation is not subject to GST.
CLOSING DATES FOR APPLICATIONS
CLICK HERE for upcoming Application Deadlines and Meeting Dates
Applications for donations up to $10 000.00 will close on the third Friday of each month other than November and December. Applications are considered at the Trust meeting of the month following the closing date, apart from December and January.
Applications for donations more than $10 000.00 will close on:
CONDITIONS OF DONATIONS
The following conditions will be attached to any donation made by the Trust
GUIDELINES FOR APPLICANTS
When submitting an application for funding assistance, the applicant should ensure that the following information, where applicable, is clearly evident. If necessary, a supporting letter should be provided.
1. The way in which the donation will contribute to the benefit, well being and/or enjoyment of the community.
2. The number of people in the local community who will benefit from the project.
3. The amount being contributed by the Applicant to the project – generally at least half the cost is expected to be raised by the Applicant .
4. The extent to which projects and amenities will have a multi purpose use.
5. The extent of collaboration with other funders.
6. For any restoration project, the historical category classification, amount of community use and historical significance.
7. The ownership of any capital items purchased as part of a project.
8. The availability of other services or projects that may overlap with the Applicant’s service or project.
9. How the ongoing costs of the project will be sustained.
10. Where an application is made by a national or regional body applying on behalf of a local branch for a specific local project or for the local aspects of a national project, financial information, including budgets and financial statements, must be provided for the local branch or the local project. Details of the way in which the local community will benefit, including numbers of people, should also be provided.