Helen Graham Charitable Trust 2021 (in conjunction with the Thomas Bevan Family Charitable Trust)

Submissions closed at 9:00AM 4 October 2021 (NZDT).

The Helen Graham Charitable Trust 2021 Grant Round (In conjunction with THE THOMAS BEVAN FAMILY CHARITABLE TRUST)

IMPORTANT: Please read information below to assist you in completing your application online. Applicants should carefully consider the criteria which may be varied from time to time.

Applications are open from 9am 1 September 2021 until 9am on the 4th of October 2021.

Who is eligible? Applications are open to organisations (registered with Charities Services or an incorporated society) situated and or providing services within the area bordered by the Horowhenua District Council boundaries to the North, East and West and by the Otaki River to the South.

Applications are not accepted for capital expenditure, or from organisations based outside the specified funding area. Applications are not accepted from schools, individuals, sports organisations or service clubs.

How much funding is available? The minimum your organisation can apply for is $1,000 and the maximum your organisation can apply for is $5,000.

What does the Trust fund? The Trust considers applications for the following purposes / objectives:

  • Education particular consideration will be given to educational research connected with agriculture.
  • Medical Research
  • Organisations involved in the research or therapy for the physically disabled. Including accident victims, physically immobilised persons and people disadvantaged by a loss of sight or loss of hearing.
  • Charitable purposes beneficial to the community.

Applications made to the Helen Graham Charitable Trust may also be considered for funding from the Thomas Bevan Family Charitable Trust which supports religious and charitable purposes of the various churches in the Horowhenua District and general charitable purposes generally within the Horowhenua District, other than religious purposes (including but not limited to the spiritual welfare of children).

When reviewing applications consideration is given to organisations that are self-supporting and not solely reliant on The Helen Graham Charitable Trust nor the Thomas Bevan Family Charitable Trust.

What is not funded?

  • Capital expenses
  • Commercial ventures
  • Funding to a capital fund e.g. ‘Foundation’, Endowments etc.
  • Overseas travel
  • Earthquake/asbestos repairs  

How are decisions made? All applications are considered by the Trustee and the Advisory Panel in November 2021. It is important that all details on the application form are concise and easy to read. Decisions relating to grant applications are made on the information provided in the application and other general enquiries.

The Trustee and the Advisory Panel may approve a grant subject to certain conditions. In such circumstances, the funds will normally be held by the Trustee until the conditions have been met. The Trustee decision is final and no further discussion will be entered into.

In what circumstances will an application not be considered?

  • Incomplete or late applications
  • Retrospective funding requests
  • Accountability requirements from 2020 - any applicant who received funding in 2020 that has not uploaded a receipt for the grant to the 'Smarty Grants' database will not be considered in the 2021 grant round. (Or who has not made alternative arrangements with the Trustee in this respect.)
  • Applications from individuals, sports organisations and service clubs
  • Applications requesting funding for overseas projects
  • Applications not based in or supporting people within the Trust funding region (bordered by the Horowhenua District Council boundaries to the North, East and West and by the Otaki River to the South)
  • Applications submitted under $1,000 or over $5,000

Application forms that are not completed in full will not be accepted.

More information about the Helen Graham Charitable Trust and the Thomas Bevan Family Charitable can be found here

Important dates

The applications are to be completed and submitted via Public Trust online Granting System ‘Smarty Grants’.

  • Applications are open from 9am on 1 September 2021 closing on 4 October 2021 at 9am.
  • Applicants will be advised of the outcome by the 30 November 2021. Please note this date is subject to change and will be advised to all applicants.

Late applications will not be accepted

Contact us: Any questions should be directed to the Public Trust Charities Team by email to funding@publictrust.co.nz or phone the Charities Team on 0800 371 471.

IMPORTANT: Please read information below to assist you in completing your application online.

Step 1: Determine eligibility

  • Please ensure you have read the Trust’s Funding Eligibility Criteria on Public Trusts website.
  • If you are unsure if your organisation is eligible to apply or of the suitability of your funding request please contact the Public Trust Charities Team on 0800 371 471 or funding@publictrust.co.nz

Step 2: Register or login to apply online

  • First time users will need to register.

Hint: you will need an email address to register.  If your organisation has a ‘generic’ email (e.g. info@organisation.org) using this may allow other staff members to use the same login in future (as long as they know the password).

Your login can be used for any charitable trust managed by Public Trust granting via Smarty Grants and can be used in future grant rounds.

Note: Please store your login details in a safe place for future reference.

  • Once registered, you can login to the system and start your application.

Step 3: Complete your Application

  • The application is best viewed/completed on a non-mobile device.
  • Complete all of the required questions – mandatory questions are marked with an *
  • Attach all required supporting documents (Full applications only can be accepted).

Note: Our preferred format for attachments is PDF, Excel or Word.  Supporting materials cannot exceed 25MB in size. Files exceeding this will not upload.

Hint: Save your work regularly so it is not lost if you time out or lose your connection.

You can save your application at any stage and return to it later.

Make sure the spell checker is switched on in your browser to prevent spelling errors.

Step 4: Review and submit your Application

  • When you are satisfied with your application, press the review button to ensure that all required sections of the application have been completed (you must do this before the submit button is enabled).
  • Check you have uploaded all supporting documents.
  • Submit your application.

 Note: Once you have submitted your application no further editing or uploading of supporting documents will be possible.

Step 5: What happens next?

  • You will receive an automated email confirming your submission with a copy of your application attached and information about how/when your Application will be assessed.  This will be sent to the email you used to register.

If you do not receive a confirmation email then your Application has not been successfully submitted (remember to check your spam email folder when looking for the email).

  • We will contact you if we require any further information to consider your Application.
  • We will contact you after the Trustee and Advisory Panel meeting has been held to consider the Applications either successful/unsuccessful.

If you need more help using this form, download the Help Guide for Applicants or check out Applicant Frequently Asked Questions (FAQ's)

If you have any technical difficulties using the online Smarty Grants portal email service@smartygrants.com.au