LW Nelson Trust 2024 Contestable

Submissions are now being accepted. Submissions close at 5:00PM 29 November 2024 (NZDT).

LW Nelson Trust 2024 Contestable Funding Round

 The Trust was created by Laurence William Nelson of Whangarei, a retired farmer who died on 16 December 1959. The Trust Fund is known as the “L.W. Nelson Trust".

Applications are open until 5pm on 29 November 2024.

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.

The Trust supports charitable purposes by making grants to registered charitable organisations providing assistance to the aged, destitute or those suffering from a serious mental or physical disability within the Trust’s funding region, the Northland District.

Applications are open to organisations registered with Charities Services or an Incorporate Society that are based in or providing relevant services within the Northland region (within the boundaries of the districts of Kaipara, Whangarei and the Far North).

Grants will be for a minimum of $3,000 and a maximum of $15,000.

What is funded?

  • Projects and/or dedicated services.
  • Programmes that support end users to interact and be part of the community and/or show a benefit to their well-being by inclusion.
  • Others (including newsletters, repairs, furniture and information resources).
  • Assistance with operating expenses, assistance with salaries, support for continuation of services.
  • 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.
  • Natural disaster related and/or asbestos repairs.

Terms and conditions of grants

  • Decision of your funding application is made based on the information provided in the application, supporting material and from other general enquiries (if applicable). The decision of the L W Nelson Board of Trustees will be final, no correspondence will be entered into. This includes providing applicants with the reason why they have been unsuccessful, justifying why an application was successful or reconsidering an application.
  • A grant may be approved subject to certain conditions. In such circumstances the funds will normally be held by the Trustee until the conditions have been met. It is important that all details on the application form are concise and easy to read.
  • Applications for assistance or promotion of Drama, Music, Arts and Crafts will only be considered if they are primarily for educational purposes or public benefit to the communities this Trust supports (aged, destitute or those suffering from a serious mental or physical disability).
  • The criteria and conditions of the grant may be changed from time to time as the Board sees fit.

In what circumstances will an application not be considered?

  • Incomplete or late applications
  • Retrospective funding
  • Accountability requirements from 2023 - any applicant who received funding in 2023 that has not uploaded a receipt for the grant to the 'Smarty Grants' database or who has not made alternative arrangements with the Trustee in this respect will not be considered in the 2024 funding round.
  • 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
  • Financial Statements that do not comply with the Reporting Standards set by DIA - Charities Services. You must attach the same completed financial statements you used with your latest Charities Filing return.
  • Applications submitted under $3,000.

Important dates:

  • Applications are open from 9am on 15 October 2024 to 5pm on 29 November 2024. Please note late applications will not be accepted. 
  • All grant applications are considered by the Board of Trustees whose decisions are binding and are advised to all applicants by the end of February 2025.

Contact us: Any questions should be directed to Public Trust Charities Team by email to funding@publictrust.co.nz.

 

How to apply

Step 1: Determine eligibility

  • Please ensure you have read the Trust’s funding eligibility criteria on the Public Trust website.
  • If you are unsure if your organisation is eligible to apply or of the suitability of your funding request contact Public Trust Charities Team by email: 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 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

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.

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/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.

We will contact you after the board 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 SmartyGrants portal email service@smartygrants.com.au