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L W Nelson Trust 2020 Grant Round

This grant round has now closed. Submissions closed at 5:00PM 30 November 2020 (NZDT).

LW Nelson Trust Charitable Trust 2020

The Trust was established by Deed on the 29 October 1958 by the Settlor, Laurence William Nelson who died on the 16th December 1959. The Trust Fund is known as the “L.W. Nelson Trust". The LW Nelson Charitable Trust helps Northland charitable, educational and community organisations that provide assistance to the aged, destitute or those suffering from a serious mental or physical disability.

IMPORTANT: Please read the 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 until 5pm on 30 November 2020.

Who is eligible? Applications are open to organisations registered with Charities Services and Schools that are based in or supporting people within the Northland region (within the boundaries of the districts of Kaipara, Whangarei and the Far North).

Individuals, sports organisations and service clubs are not eligible to apply to the Trust and the Trust does not fund overseas projects.

How much funding is available? The minimum grant awarded will be $2,000 and the maximum grant will be $10,000.

What is funded?

  • Assistance with operating expenses, assistance with salaries, support for continuation of services.
  • Projects and/or dedicated services.
  • Programmes that support clients to interact and be part of the community and/or show a benefit to their wellbeing by inclusion.
  • Others (newsletters, repairs, furniture and information resources)
  • Capital expenses/purchases of vehicles (this would likely be a partial contribution - the organisation should fund the bulk of the purchase cost)

What is not funded?

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

How are decisions made? The Trustee makes recommendations and the Board of Trustees decide which applications to approve at the annual board meeting in February. The Board’s decision is final. No further communications will be entertained. This includes providing applicants with the reason why they have been unsuccessful, justifying why an application was successful or reconsidering an application.


Applications from the following won’t be accepted/considered:

Retrospective funding will not be considered. Applications from organisations who received a grant in the preceding year that have not met their accountability requirements (Uploading your previous years grant receipts to your application. Please note the Trust does not require an accountability report)

Important dates:

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

  • Applications are open from 9am on 15th October 2020 closing on 30 November 2020 at 5pm
  • Applicants will be advised of the outcome by the end of February 2021.

Late applications will not be accepted.

Contact us: Any questions should be directed to Public Trust by email at or by phone on 0800 371 471.

How to apply

Step 1: Determine eligibility

  • Please ensure you have read the Trust’s Funding Eligibility Criteria on the Public Trust website.
  • Please ensure you have checked you are operating within the Trust’s Funding Region.
  • If you are unsure if your organisation is eligible to apply, or of the suitability of your funding request, contact us on

Note: Only one application per organisation will be considered for each grant round.

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. 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 Trust managed by Public Trust granting via SmartyGrants 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 to your application.

 Note: Our preferred format for attachments is PDF, Excel, Word or JPG.  Supporting materials cannot exceed 25MB in size, as 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.

If you need more help using the application form you can download the Help Guide for Applicants or check out the Applicant Frequently Asked Questions (FAQs). If you have any technical difficulties using the online SmartyGrants portal email

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).
  • Submit your application.

  Note: Once you have submitted your application no further editing or uploading of supporting documents is 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 and 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 (don’t forget 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.
  • after the grant round has been completed and let you know if your application was successful.