Polson Higgs

Dunedin Casino's Charitable Trust Application Criteria
(A Registered Independent Charitable Trust) Registered 1999

Provider of funds for the relief of poverty, the advancement of education, religion or sport, or any other charitable purpose beneficial to the community.

Important: All applicants should read this information carefully for eligibility requirements.

 

The Dunedin Casino's Charitable Trust was established as part of the Dunedin Casino's licence application process, to provide funds for charitable purposes.

The Dunedin Casino's Charitable Trust invites applications for grants from charitable organisations in the Dunedin and Otago region in November and May each year.

The Trust is administered by Polson Higgs, Chartered Accountants and Business Advisors, who controls the assets and carry out the administration functions of the Trust.  Charitable Trustees are appointed to assist the administration trustee in setting donations criteria and to decide on the allocation of donations.

APPLICATION FORMS

Applications for donations must be made on the Trust’s standard application form.  Please click on the following link to download the form:

and send it back to:

The Administration Trustee
Polson Higgs
139 Moray Place
PO Box 5346
Dunedin

Closing date: Friday 4th May 2012

WHEN TO APPLY

Applications for donations are called on in November and May each year.

It is important that you check the deadline date for applications to be received.  Late requests cannot be accepted.  Please refer to the application form for details of deadline dates.

The annual allocations are announced in June and December each year.  Your organisation will receive a letter from the Trust to confirm the application has been received.

Your organisation will then be assessed to make sure it meets the Trust’s funding criteria.  At this stage we may wish to ask further questions or request additional information from your organisation.

All applicant organisations will be advised whether or not their funding application has been successful.

TERMS AND CONDITIONS

  • When considering applications, the number of persons served and the financial status of the applicant are taken into account.  Applicants must complete the financial summary sheet in the application form and supply audited accounts.
  • Funds allocated by the Trust must be used to achieve the specific objectives of the applicant as stated in the application form.  Recipients will be asked to furnish reports requested by the trustees.
  • Only one fund allocation per year can be made to any recipient; organisations are discouraged from becoming dependent on the Trust.
  • Decisions made by the Trust are final and no correspondence or discussion will be entered into on any funding decision.
  • Funds are not awarded to individuals, nor for travel purposes.
  • As a general rule funding will not be given for salaries and other administration costs.
  • The Trust reserves the right to publish the names of fund recipients and financial amounts involved.

WHO CAN APPLY?

The objective of the Dunedin Casino's Charitable Trust is to assist charitable organisations in:

  • The relief of poverty
  • The advancement of education
  • The advancement of religion
  • The advancement of sports for the benefit of the wider community
  • Or any other charitable purpose beneficial to the community

As a general rule, the Dunedin Casino's Charitable Trust is unable to make grants to individuals, for travel, for salaries and other administration costs.

We require proof that your organisation is registered with the Charities Commission.  You will need to provide your Charities Commission registration number.

For more information on the activities of the Trust, or for an application form, please contact:

The Administration Trustee
Polson Higgs
139 Moray Place
PO Box 5346
Dunedin, NZ

Telephone: (03) 477 9923
Facsimile: (03) 477 9795

 

 

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Last updated:   Wednesday, 25 January 2012  |   9:13:52 a.m.

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