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Version: November 2002 Page 1 of 18
Charitable Services ANZ Executors & Trustee Company Limited
ABN 33 006 132 332
GRANT GUIDELINES
November 2002
INFORMATION & FUNDING POLICY GUIDE FOR ORGANISATIONS SEEKING
A GRANT FROM CHARITABLE TRUSTS
Grant Guidelines are designed to assist organisations which are
seeking grants from discretionary Charitable Trusts administered by
ANZ Executors & Trustee Company Limited. Internet site: Grant
Guidelines are available at the following Internet address:
http://www.anz.com/australia/charitabletrusts/guidelines.asp ANZ
Executors & Trustee Company Limited is a Statutory Trustee
Company operating in all mainland States and Territories of
Australia. It is the sole trustee or co-trustee of around 390
charitable trusts, settlements and foundations ("Trusts"). Each
year substantial amounts of money are paid to charitable
organisations or for charitable purposes in the community on behalf
of Trusts administered by the Company. Where a trustee has
discretion over distributions of income, the trust is known as a
discretionary trust. APPLYING FOR A GRANT As you would appreciate,
there are always more applications for worthy projects than can be
funded from the Trust money available for grants. It will help you
and the Trustees, therefore, if you would read Grant Guidelines and
the other guidelines to which reference is made before submitting
an application. Please use the appropriate Application form
referred to in the relevant section of the guidelines, provide all
the information required and sign and date the form. Some
discretionary Charitable Trusts do not accept applications; so if
you are looking for a particular Trust administered by ANZ
Charitable Services , but it is not listed in Grant Guidelines,
applications to that Trust will not be able to be accepted. Some
Trusts are listed in Grant Guidelines but they will only accept
applications from organisations which have been invited by the
Trustees to apply; please do not make an application in these
cases. Some other Trusts will only accept applications made through
the special Programs and Projects for which those Trusts are listed
as providing the funding. Grant Guidelines details all of these
requirements and limitations plus some other conditions, including
that some Trusts, by law, may provide a grant only: − to a specific
type of organisation e.g., benevolent societies or educational
institutions; − for a specific purpose e.g., those who are older
and infirm; − in a specific geographical area, e.g., Victoria or
Brisbane Separately printed Guidelines are available for the ANZ
Staff Foundation; the William Buckland Foundation; the Sylvia and
Charles Viertel Charitable Foundation; the Medical Research and
Technology in Victoria Program; and from time-to-time the Strategic
Impact Program. These Guidelines can be obtained from ANZ
Charitable Services and, except for the Strategic Impact Program
which varies each year, at the Internet address shown above.
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MAKING AN APPLICATION FOR A GRANT
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We are trying to make it as simple as possible for you to apply
for a grant. However, at the same time it is important that the
Trustees have the information they need to make their decision
about your application. Consequently all applications must be made
on the appropriate Application form. Unless otherwise stated in the
guidelines, this is the Common Grant Application Form attached to
Grant Guidelines and available at the Internet address shown on
page 1. Please complete a separate grant Application form for each
project or activity for which you are seeking a grant and for each
Trust or Program to which you are applying. CLOSING DATES FOR
APPLICATIONS Different Trusts and Trustees consider Applications at
different times during the year. Closing dates are shown in the
relevant sections of the guidelines. Each grant Application must be
received by ANZ Charitable Services by the closing date listed. So
that there is enough time to research applications before the
Trustee meetings, late applications will not be accepted. Trustee
meetings are usually held within eight (8) weeks of the closing
date of applications, however this is subject to change. LODGEMENT:
You may lodge your applications by email, delivery or post. Post or
delivery
Email: [email protected] Please note: that if you submit
by email, you must also send separately a copy of your latest
audited financial statements, annual report and evidence of current
tax status.
ANZ Charitable Services ANZ Executors & Trustee Company
Limited GPO Box 389D Melbourne 3001
Telephone: 1800 808 910 Freecall Fax: 03 9273 2319 OTHER
CHARITABLE TRUSTS AND FOUNDATIONS Consult the Australian Directory
of Philanthropy (ISSN 1321 - 0734) for other trusts and
foundations, which may be more suited to your requirements. For
copies of the Directory contact Philanthropy Australia, Level 10,
530 Collins Street, Melbourne, Victoria 3000. Telephone: (03) 9620
0200 Fax: (03) 9620 0199 Email [email protected].
Please note: • These guidelines, programs and closing dates are
subject to change • Before lodging your application you must check
the website to make
sure guidelines and closing dates are current •
•
It is the responsibility of the applicant to check closing dates
and apply accordingly
Applications not based on current guidelines and programs will
not be accepted
mailto:[email protected]:[email protected]
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CHARITABLE TRUSTS INCLUDED IN Grant Guidelines
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The Charitable Trusts administered by ANZ Charitable Services
are listed in the following sections: A. Charitable Trusts where
you may apply to a particular named Trust or Foundation
which has its own separately printed guidelines:
ANZ Staff Foundation; William Buckland Foundation;
Sylvia and Charles Viertel Charitable Foundation.
B. Charitable Trusts where you may apply to a particular named
Trust or Foundation and the guidelines are included in Grant
Guidelines:
Alfred Felton Bequest; Alfred Gersham Johnston and Ivy Doreen
Johnston Perpetual Trust; The McEwen Foundation.
C. Special Programs with separately printed Guidelines:
Medical Research and Technology in Victoria; Strategic Impact
Program.
D. Programs and Projects for which Charitable Trusts
administered by ANZ Charitable
Services provide the grant funds and the guidelines are included
in Grant Guidelines: Arts and Culture Projects in Victoria; Family
and Community Support in Victoria; Older People - Accommodation and
care in Victoria; People, including children, with Disabilities in
Victoria; Small Grants Program in Victoria; Charitable
Organisations in Tasmania.
E. Community Foundations for which ANZ Executors & Trustee
Company Limited is the
Trustee: ANZ Queensland Community Foundation; New South Wales
Community Foundation;
Victorian Community Foundation.
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A. CHARITABLE TRUSTS where you may apply to a named Trust or
Foundation which has its own separately printed guidelines.
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Guidelines for the following are available from ANZ Charitable
Services at the postal address or the Internet address shown on
page 1: ANZ STAFF FOUNDATION For charitable organisations in
Australia, gifts to which are deductible under Section 30-15
[formerly Sec 78(1)(a) and Sec 78(4)] of the Income Tax Act.
Closing dates: 15 January and 15 July each year THE WILLIAM
BUCKLAND FOUNDATION One half of the Income is to be used for public
hospitals, public benevolent institutions and public benevolent
societies in Victoria. The other half of the Income is to be used
for public scientific or public education purposes in Victoria and
in the case of public educational purposes preference to be given
to agricultural and related pursuits. Closing dates: 1 January, 1
April, 1 July and 1 October each year THE SYLVIA & CHARLES
VIERTEL CHARITABLE FOUNDATION For charitable purposes in Australia.
There are special guidelines for both General and Medical
Applications. Closing dates: 15 March, 1 May (Medical only), 15
June, 15 September and 15 December
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B. CHARITABLE TRUSTS where you may apply to a named Trust or
Foundation and the guidelines are as follows:
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ALFRED FELTON BEQUEST The Bequest provides funds for charitable
purposes in Victoria, with a primary focus on the physical and
emotional health of women and children, particularly those in rural
areas and urban areas of disadvantage. The Bequest welcomes
innovative, catalytic projects or programs, which particularly
demonstrate any of the following: • supporting families in the
rearing and development of children; • supporting intensive family
services; • building the capacity of schools and community
organisations to
strengthen and support the family; • helping meet the needs of
women and/or children in health care and
making a positive impact on the community in the near future; •
providing opportunities for women, mainly through local schools
and
community organisations, particularly in the field of education
and community welfare;
• supporting efforts to broaden participation in the arts by
women and/or children;
• developing health programs and health education projects
targeted at women and/or children.
Generally, the Bequest does not consider funding: • individuals;
political organisations or programs; religious or sectarian
projects where services are limited to members of that group •
annual appeals; endowments; general fund raising campaigns • budget
deficits; debt retirement; core costs; general operating
expenses • capital or building works unless there is compelling
evidence that such
support is vital to the success of the program • long-standing
social care projects which should be funded by
government; projects that duplicate existing government programs
The Felton Bequest does not seek to be a sole provider of funds and
is prepared to consider co-funding with governments, businesses,
and other Charitable Trusts and Foundations. It also highly regards
the work of volunteers in contributing to charitable services. How
to apply for a grant: Please use the Common Grant Application Form
attached to Grant Guidelines. Closing dates: 1 April and 1
September each year
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ALFRED GERSHAM JOHNSTON AND IVY DOREEN JOHNSTON PERPETUAL
TRUST
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Funding Guide: • Applicant organisations must have a current
connection with the Barwon Heads and Ocean Grove
area. • Applicant organisations need not be based in the
immediate Barwon Heads/Ocean Grove area as
long as the purposes for which they are seeking the grant will
benefit worthy organisations and persons in that area.
• Applications must be for general charitable purposes. •
Preference will be given to applications, which demonstrate clearly
the benefits which are to be
gained from the grant. • Each application may seek a grant of up
to $10,000 but may exceed this amount if more than
one organisation is an applicant. How to apply for a grant:
Please use the Common Grant Application Form attached to Grant
Guidelines. Closing date: 1 August each year THE MCEWEN FOUNDATION
Grants can be given only to charitable organisations in Victoria,
gifts to which are deductible under Sec 30-15 [formerly Sec
78(1)(a) and Sec 78(4)] of the Income Tax Act. The Foundation
provides funds for general charitable purposes in Victoria but with
a strong preference for charitable organisations in and around the
Goulburn Valley District and in particular: • Junior Legacy; •
hospitals; • charities; and • accommodation which benefits older
people. How to apply for a grant: Please use the Common Grant
Application Form attached to Grant Guidelines. Closing date: 1
August each year
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C. SPECIAL PROGRAMS with separately printed Guidelines
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MEDICAL RESEARCH AND TECHNOLOGY IN VICTORIA
Funded in Victoria through the: Appel Family Bequest; The
William Buckland Foundation; The Alfred Felton Bequest; Arthur and
Mary Osborn Estate; and The Hugh D. T. Williamson Foundation.
Special Guidelines apply for applications to this Program and
these can be obtained from ANZ Charitable Services or at the above
Internet address. How to apply for a grant: Applications are
considered only once each year by a specially appointed Medical
Advisory Board (Victoria) which recommends to the Trustee the
allocations for grants. A special Medical Application Form is
required to be completed by each applicant and this is attached to
the Special Guidelines. Closing date: 1 July each year STRATEGIC
IMPACT PROGRAM
Funded in Australia through the: A.E. & R.D. Hingeley
Estates Funded in Victoria through the: Ella & Mitchell Brazier
Fund; Leigh & Marjorie Bronwyn Murray Charitable Trust; Thomas
George & Lockyer Potter Charitable Trust; Theodatus John Sumner
Estate; and Truby & Florence Williams Trust.
Applications are not accepted for the Strategic Impact Program
except as indicated below. The Trustee, in consultation with expert
opinion, selects from time-to-time specific programs and projects
designed to achieve considerable community benefit. Following
selection, the Trustees call for applications from organisations
able to undertake these programs and projects. This is usually done
during the year through public advertisement.
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D. PROGRAMS AND PROJECTS Discretionary Charitable Trusts for
which ANZ Executors & Trustee Co. Ltd. is the sole Trustee and
which have the same and similar purposes are grouped in a number of
Programs and Projects. This is done to: • Provide sufficient funds
to support those projects and initiatives more likely to achieve
some
sustainable benefit to the community; • Increase the impact on
the particular charitable areas nominated by the benefactors; •
Streamline the application process Funding Guide: The Trusts will
fund the purposes listed under each Program and Project. The Trusts
will not fund any of the following unless an exception is specified
under a particular Program or Project: − bodies which are
themselves grant-making agencies;
− budget deficits; − building costs; − conferences;
− debt retirement; − equipment unless it is an
integral part of an otherwise eligible project;
− general operating expenses;
− individuals; − sectarian or religious
bodies where services are limited to their own members;
− transport.
How to apply for a grant: You must complete the Common Grant
Application Form attached to Grant Guidelines. The name of the
Program or Project to which you are applying must be specified on
the Application Form which must also be signed by a Board or staff
member with appropriate authority. Closing dates are listed under
each Program and Project
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ARTS AND CULTURE PROJECTS, INCLUDING FOR THOSE WHO ARE
DISADVANTAGED, IN VICTORIA
Funded through the: Charles Frederick William Taylor Trust; and
Miss Ruth Watchorn Estate
Funding Guide: The Trusts fund in Victoria: • selected special
projects undertaken by major cultural organisations which enable
the
disadvantaged to have access to or participate in cultural
programs; and • community projects or programs which give people
access to or the ability to participate in
cultural events in the arts, music, dance and theatre or
educational programs in the arts and sciences.
Closing dates: 1 February; 1 May; 1 August; and 1 November each
year Amounts available: A total of around $30,000 is available for
grants each year. FAMILY AND COMMUNITY SUPPORT IN VICTORIA
Funded through the: Harry Dicker Estate; Alfred Edments Estate;
Charles Lamond Forrest Estate; Rena Vessey Hall Estate; James R.
Hartley Estate; Louisa M. Henty Estate; Harold Moreland Oldham
Perpetual Trust; Miss Violet Pugh Estate; Otto & Elizabeth
Schumacher Trust; Charles and Jessie Strong Trust; W. E. L. Wears
Estate; and Truby & Florence Williams Trust.
Please note that the Otto & Elizabeth Schumacher Trust is
only able to provide grants to organisations which are controlled,
managed or established by any Church or denomination in
Victoria.
Funding Guide: The Trusts fund programs in Victoria which: •
support families in the rearing and development of children; •
provide support services for families with complex needs; • build
the capacity of schools and other community organisations to
strengthen and support the
family. Closing dates: 1 February; 1 May; 1 August; and 1
November each year Amounts available: A total of around $130,000 is
available for grants each year.
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OLDER PEOPLE - ACCOMMODATION AND CARE IN VICTORIA
Funded through the: John Saville Eastwood Estate; Selwyn Henry
Langston Estate Funding Guide: The Trusts use part of their income
for small grants (not exceeding $10,000) for the costs of capital
construction, refurbishment or equipment for homes, hospitals,
hostels or other accommodation devoted to the permanent care of
older people in Victoria, particularly those who are financially
disadvantaged. Some preference will be given to rural Victoria and
provincial cities.
The Trusts fund in Victoria: • building costs; and costs of
equipment associated with the provision of accommodation for
older
people. Closing dates: 1 February; 1 May; 1 August; and 1
November each year Amounts available: A total of around $50,000 is
available for grants each year. PEOPLE, INCLUDING CHILDREN, WITH
DISABILITIES IN VICTORIA
Funded through the: John Saville Eastwood Estate; Percy &
Ruby Haddy Foundation Funding Guide: The Trusts fund in Victoria: •
programs designed to enable children with physical disabilities in
Victoria to gain access to
mainstream community activities; and • projects which provide
access to work, education and mainstream community activities
for
people with physical and/or psychiatric disabilities. Projects
will be preferred which benefit a substantial portion of the
population of people with disabilities.
Closing dates: 1 February; 1 May; 1 August; and 1 November each
year Amounts available: A total of around $80,000 is available for
grants each year.
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SMALL GRANTS PROGRAM IN VICTORIA
Funded through the: James R. Hartley Estate. Funding Guide: To
assist smaller charitable organisations in Victoria to reassess
their role and functions and to achieve improvements in the
effectiveness and efficiency of their activities and in their
co-operative and collaborative arrangements with other
organisations. Closing dates: 1 February; 1 May; 1 August; and 1
November each year Amounts available: Grants of up to $5,000 each
are available to a total of $20,000 annually. Submission of a
report: Small Grants Program recipients will be required to submit
a report to ANZ Charitable Services which shows that consideration
has been given to functional and working relationships with other
key agencies working in the same field or geographic area.
CHARITABLE ORGANISATIONS IN TASMANIA
Funded through the: Dr. R. A. Parker Estate; Dr. R. A. Parker
Settlement. Funding Guide: The Trusts will fund general charitable
organisations and purposes in and around Hobart, Tasmania. Closing
date: 1 August each year Amounts available: A total of around
$12,000 is available for grants each year.
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E. COMMUNITY FOUNDATIONS for which ANZ is the Trustee
Requirements for all Community Foundations Tax status: Grants can
be given by the Community Foundations only to charitable
organisations, gifts to which are deductible under Sec 30-15
[formerly Sec 78(1)(a) and Sec 78(4)] of the Income Tax Act, and
only to organisations in the State in which the particular
Foundation was established. Amounts available: The funds available
from the General Fund and Special Purposes Funds in any one year
are limited and grants are generally small - $1,000 to $5,000. How
to apply for a grant: You must complete a Common Grant Application
Form attached to these Guidelines. ANZ QUEENSLAND COMMUNITY
FOUNDATION ANZ Queensland Community Foundation – Special Purpose
Funds (by invitation only) Funding Guide: A number of Funds are
accepting applications for the following purposes:
• research into cancer; • research into children’s diseases and
related childhood areas of accidents, toxicology,
nutrition and sudden death syndrome (applicant organisations
must have an active research program);
• children’s medical welfare; • medical research into
osteoporosis, asthma, arthritis and eye disease; • people who are
blind.
NSW COMMUNITY FOUNDATION The New South Wales Community
Foundation - General Fund Funding Guide: The Fund is not accepting
applications at present as all funds are committed.
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VICTORIAN COMMUNITY FOUNDATION.
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Victorian Community Foundation - General Fund Funding Guide: The
Fund accepts applications at present for general charitable
purposes and projects to benefit older people, children and Koories
in Victoria. Amounts available: A total of around $35,000 Closing
dates: 1 February; 1 May; 1 August; and 1 November each year
Victorian Community Foundation – James and Vera Lawson Trust and
Dean William Robert Winter Trust Funding Policy/Grant Conditions:
The James and Vera Lawson Trust and Dean William Robert Winter
Trust promote the health and well-being of Victorians, with a
particular focus on healthy ageing, including research into and the
prevention and treatment of cancer and heart disease. The Trusts
accept applications each year from Victorian charitable
organisations wishing to undertake a project with health promotion,
prevention and maintenance objectives. Projects that build on the
existing strengths of the applicant organisation, focus on outcomes
and have a long term impact will be preferred. Grants for capital
works projects and equipment only will not be considered. Amounts
available: A total of around $85,000 each year. Closing date: 1
August each year Victorian Community Foundation – Suzanne Steele
Foundation Funding Policy/Grant Conditions: The Suzanne Steele
Foundation provides money, property or benefits to assist children
in need and to support young people in the performing arts,
especially singing. Closing date: 1 August each year
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Charitable Services Charitable Services ANZ Executors &
Trustee Company Limited ANZ Executors & Trustee Company Limited
ABN 33 006 132 332 ABN 33 006 132 332
Common Grant Application Common Grant Application
Overview This Common Grant Application form should be used for
all applications to the charitable trusts listed at the top of the
“Common Grant Application-Cover Sheet”. Please read the relevant
Guidelines before you submit an application and note particularly
the tax requirements of each Trust, Foundation or Program. A Common
Grant Application form should also be used for all applications to
the William Buckland Foundation but please see the separate
guidelines for that Foundation and complete the form attached to
those guidelines. Closing dates: These are shown in the relevant
Guidelines. LODGEMENT: You may lodge your applications by email,
delivery or post. Post or delivery
Email: [email protected] Please note that if you submit
by email, you must also send separately a copy of your latest
audited financial statements, annual report, evidence of current
tax status, signed Privacy Statement and Consents and signed
Application Form.
ANZ Charitable Services ANZ Executors & Trustee Company
Limited PO Box 389D Melbourne 3001
For enquiries: Telephone: 1800 808 910 (Freecall) Fax: (03) 9273
2319 Internet access:
http://www.anz.com/australia/charitabletrusts/guidelines.asp
Instructions: • Complete, sign and date the “Common Grant
Application-Cover Sheet” and the “Privacy
Statement and Consents”. • Attach to it your typed “Application
Details”:
− −
− −
Answer all of the questions in the order listed. Use the numbers
and headings provided.
• Complete a separate application for: each project for which
you are seeking a grant; and each Program, Project, Foundation or
Bequest from which you are seeking a grant.
• Provide us with two (2) copies in full of each separate
application. • Provide us with your organisations completed and
signed “Privacy Statement and Consents”. • Do not include any
materials other than those specifically requested. • Do not send
original documents, videotapes or CD ROMS.
Version: November 2002 Page 14 of 18
mailto:[email protected]
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Charitable Services Charitable Services
Grant Application – Cover Sheet Grant Application – Cover
Sheet
YOU MUST PROVIDE TWO COPIES OF THE FULL APPLICATION AND ONE
COMPLETED COPY
OF THE PRIVACY STATEMENT AND CONSENTS.
The information you must provide with this application is
detailed below and in the following pages. Applications which do
not provide the information or do not include the attachments
requested, will not be considered. Please circle the name of the
Trust, Foundation, Program or Project for which you are applying
(one only): 1. William Buckland Foundation 2. Alfred Felton Bequest
3. Alfred Gersham Johnston and Ivy Doreen
Johnston Perpetual Trust 4. ANZ Queensland Community Foundation
5. The McEwen Foundation 6. Arts and Culture Projects 7. Family and
Community Support in Victoria 8. Older People - Accommodation and
care in
Victoria
9. People, including children, with Disabilities in Victoria
10. Small Grants Program in Victoria 11. Charitable
Organisations in Tasmania 12. Victorian Community Foundation –
General Fund 13. Victorian Community Foundation – J and
V Lawson Trust and DWR Winter Trust 14. Victorian Community
Foundation – Suzanne
Steele Foundation
Your Organisation’s Name:
Your Organisation’s Postal Address:
Your Organisation’s Street Address:
Organisation’s Telephone Number: Organisation’s Facsimile
Number: Contact Person’s Details [a] Name:
[b] Telephone Number:
[c] email address: Organisation’s ABN number and Tax Status:
ABN number:
You must show that the Australian Tax Office has endorsed your
organisation’s tax status with effect from 1 July 2000 or later –
either by its inclusion in legislation, its inclusion in a publicly
accessible register, or by providing us with a copy of a letter
from the Tax Office. GST: Have you registered for the GST?
Please tick appropriate answer: YES [ ] NO [ ]
Name of the Project for which you are seeking a grant:
Description of Project:
Amount ($) of Grant Being Requested:
Year 1 $ Year 2 $ Year 3 $
Total Budget for the Project or Activity:
Total Budget for your Organisation (for the current year):
Applicant’s declaration: I, (insert full name)
_____________________________________ am authorised by the
Organisation to make this application on its behalf and say that
all the information provided is true and correct. Applicant’s
signature: Date signed:
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YOU MUST PROVIDE THE FOLLOWING DETAILS
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1. History and Purpose: Give a brief description of the history
and purpose of your organisation. 2. Current Activities and
Population Served: Summarise the current programs and
accomplishments of your organisation; and list the
characteristics of the population that your organisation serves,
for example, geographic location, socio-economic status, age.
3. Staff Numbers: Number of paid full-time, part-time and casual
staff, and volunteers. 4. Financial Statement: Your most recent
financial statement, audited if available. This statement
should reflect actual expenditures and funds received during
your most recent financial year. 5. Tax Status: You must show that
the Australian Tax Office has endorsed your organisation’s tax
status (as an income tax exempt and/or deductible gift
recipient) with effect from 1 July 2000 or later – either by its
inclusion in legislation, its inclusion in a publicly accessible
register, or by providing us with a copy of the letter of
endorsement from the Tax Office.
6. ABN Number and GST: You must provide your ABN Number and
answer the question on the Common Grant Application Cover Sheet.
Grants made to organisations as gifts are freely given and would
not ordinarily constitute consideration for taxable supply by
recipients. The Australian Taxation Office [ATO] provides
information on GST and grants on its website
http://www.taxreform.gov.au. Information on GST and non-profit
organisations forms part of the ATO’s “Resolved Issues Document”
(July 2001). Applicants and grant recipients are advised to seek
further information from the ATO.
7. Directors’ List: A list of your Board of Directors, with
their affiliations. Please identify which of your Board Members are
employees or executive directors.
8. Annual Report: Provide a copy of your most recent annual
report. 9. Brief description of the project (or activity) for which
your organisation is seeking a
grant: Summarise in no more than two pages [a] the project for
which your organisation is seeking a grant, [b] its main purpose,
[c] the need which is being addressed, [d] the methods or
strategies which will be used, [e] the people who will benefit, [f]
the outcomes you aim to achieve, [g] how the project will be
sustained when the grant funds have been expended, and [h] where
your organisation seeks funding for service delivery, evidence of
your ability and expertise to deliver that service
10. Project Time: Anticipated dates of commencement and
completion of the project. 11. Evaluation Measures: Explain how and
by whom the effectiveness of your project will be
measured. 12. Budget: Provide an itemised budget (income and
expenditure) for each year of the project or
activity. This is important in the event that your application
can only be part funded. Indicate if you are seeking a grant for
general operating funds.
13. Project Directors: The names and qualifications of the
individuals who will direct the activity or project.
14. Funding Sources: Please list the Trusts, Foundations,
corporations and other sources, including governments, from which
you are seeking funding and to the best of your knowledge the
status of each request.
15. Other Organisations: What other organisations are doing
similar work and in what way does your project differ from these
other organisations?
16. Recent Grants: Provide details of all grants which your
organisation has received in the last three years from trusts and
foundations administered by or through ANZ Charitable Services.
17. Referees: Provide the names and contact details (including
telephone) of two individuals or organisations who would speak or
write in support of the application if requested to do so by ANZ
Charitable Services.
18. Privacy: Please attach your completed Privacy Statement and
Consent (see next page)
http://www.taxreform.gov.au/
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PRIVACY STATEMENT AND CONSENTS
This statement applies to ANZ Executors and Trustee Company
Limited ABN 33 006 132 332 (ANZ Trustees), the other Trustees of
the particular charitable trust, settlement or foundation (Trust)
to which your grant application relates (together, Trustees) and
advisors appointed by the Trustees or otherwise under the terms of
the Trust to advise or assist the Trustees in considering your
grant application. Collection of personal information In its
application to ANZ Trustees for a grant, your Organisation (the
Applicant) gives ANZ Trustees contact details and other personal
information about directors and other key personnel (Individuals).
In the future ANZ Trustees, its researchers and advisors may obtain
other information about the Individuals from the Applicant, from
any of them, or from other sources. We may collect 'sensitive
information' but only when it is necessary for the purpose of the
Application. This is all "Personal Information". Use of personal
information We use Personal Information for the primary purpose of
assessing the Applicant's application, and if it is successful, to
provide a grant to the Applicant. We may also use Personal
Information for our internal operations including accounting,
record keeping, archiving, compliance monitoring and compliance
with legislative and regulatory requirements. Without some or all
of your information, we might not be able to process your
application. If your application is not successful, we may hold
Personal Information we collect in relation to the application for
our records. If your application is successful, after the grant is
completed we may hold Personal Information concerning the grant for
our records. We will not continue to hold Personal Information if
it is not necessary. Disclosure of Personal Information We may
disclose Personal Information for the purposes set out above, to
people and organisations who carry out functions for us, for
example our agents and our researchers, any person you authorise,
your legal advisers, any party to whom we are authorised or
required by law to disclose the Personal Information, and any party
to whom the person whose Personal Information we hold authorises us
to disclose it. Data quality We take reasonable steps to make sure
that the Personal Information we collect, use and disclose is
accurate complete and up to date. Data security We take reasonable
steps to protect the Personal Information we hold from misuse and
loss and from unauthorised access, modification or disclosure.
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Access and correction to personal information
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Subject to exceptions permitted by law, an Individual may obtain
access to the Personal Information we hold about them by contacting
the Trustees at the address set out below. An access fee may apply.
If we are informed by an Individual the Personal Information we
hold about them is not accurate, complete or up to date, we will
take reasonable steps to correct it. Where we receive and keep
Personal Information about an Individual from another source,
generally that person will have the same access to that information
and it can only be used for the same purposes and shared with the
same persons as the Personal Information that you give us. However,
to the extent permitted by law, Personal Information that we
receive from other sources will be kept confidential. Informing
Individuals You must inform each Individual of the contents of this
Statement and Consent. By signing the Application for a grant, you
acknowledge you are aware of this Statement and, on behalf of each
Individual, consent to sensitive information being collected if it
is necessary for the purposes of the Application. If you require
any further information about privacy, please contact us: ANZ
Charitable Services ANZ Executors & Trustee Company Limited GPO
Box 389D, Melbourne, 3001 Freecall: 1800 808 910 Fax: (03) 9273
2319 I have read the terms and conditions relating to the
application for a grant from the [ ] Foundation/Trust, including
this Statement and Consent to Use of Personal Information, and
agree to those terms and conditions. Signed:
Name (print):
Witness:
Date:
Separately printed Guidelines are available for the ANZ Staff
Foundation; the William Buckland Foundation; the Sylvia and Charles
Viertel Charitable Foundation; the Medical Research and Technology
in Victoria Program; and from time-to-time the StrategicPostTHE
SYLVIA & CHARLES VIERTEL CHARITABLE FOUNDATIONALFRED FELTON
BEQUEST
Closing date: 1 August each yearTHE MCEWEN FOUNDATIONMEDICAL
RESEARCH AND TECHNOLOGY IN VICTORIA
STRATEGIC IMPACT PROGRAMCOMMUNITY FOUNDATIONS for which ANZ is
the TrusteeANZ Queensland Community Foundation – Special Pur
OverviewPost
YOU MUST PROVIDE THE FOLLOWING DETAILS