Resources & Useful Information

Information Brochure

Thank you for taking the time to read this information brochure – you will find it beneficial! It will help you understand who can and can’t apply, the Trust’s funding criteria, types of grants, the documents required with each application funding process, and application close off dates. This will assist you in completeing the funding application correctly, help us process it, and aid the result of a successful application. You will find more helpful information on thiswebsite, including sample applications, budget templates and fact sheets. If you are still unclear about any part of your application, please don’t hesitate to contact our office by phoning (06) 769 9471 during business hours.

FUNDING CRITERIA

Who can apply?

• Groups, organisations or individuals can apply if their application purpose is for charitable, cultural, philanthropic, or recreational benefits to the community within the TSB Community Trust’s “specified area”. The area runs from Mokau in the North, to Tahora in the East and Manawapou River in the South.
• Taranaki individuals who are selected to represent New Zealand, selected into a national development squad, along with field scholars attending a recognised overseas educational programme for a minimum of six months are eligible to apply.

Who can’t apply?

• Service Organisations (i.e. Lions, Rotary, etc) do not usually qualify for grants, but the individual projects which they are fundraising for may apply directly to the Trust.
• Political lobby groups.
• Church facilities will only qualify for special consideration if evidence is produced that their facility has greater community use.

General Criteria

There are three types of grants – Annual Grant, Special Grant and Individual Grant (see further definitions below).

• Applicants must bank predominantly or solely with TSB Bank.
• Only one grant will be approved to any applicant in any one financial year, i.e. either an annual or a special grant – but not both. (see below)
• Schools shall make application under Board of Trustees.
• Where clubs have men’s, women’s, juniors, and masters sections using the same club facilities, only one grant will be approved. The Trust does not grant to groups who fragment in an attempt to qualify for grants.
• Youth groups like Girl Guides and Scouts may make one application each under their respective district.
• With the exception of provincial representative teams and qualifying individuals, school and group travel is not generally funded.
• The Trust does not normally fund ongoing expenses like salaries. 

GRANT DEFINITIONS

Annual Grant

Groups meeting Trust criteria are eligible to receive an annual grant if they submit an application annually.  Annual Grants may be used for general organisation administration or other purposes as the organisation requires.   Annual grant amounts vary depending on the type of group, and it is the Trust’s policy to ensure consistency in that similar groups receive similar annual grants.

Special Grant

A special grant is a grant to any one group which is more than the group can expect to receive on an annual basis. Special grants are normally given for major projects, hosting national events, upgrades of facilities and other significant circumstances.  With the exception of Jubilee/Centennial Celebrations, unless there are exceptional circumstances, special grants will not be granted to any one group less than three years apart. Groups applying for a special grant are not eligible to also apply for an annual grant in the same financial year.

Individual Grants

Individuals who have been selected to represent New Zealand, individuals attending recognised overseas education programmes for a minimum of six months (e.g. AFS) and individuals who have been selected into national development squads may apply for grants.  Individuals who qualify for assistance are normally eligible to only one grant per financial year.

DO NOT WRITE 'SEE ATTACHED' ON THE APPLICATION FORM, A CLEAR AND CONCISE ANSWER IS REQUIRED IN THE SPACE GIVEN 

SUPPORTING DOCUMENTATION  - FOR ALL APPLICATIONS

All first time applicants must provide a copy of the groups Trust Deed/Consitution/Rules or Certificate of Incorporation.  These documents are only required to be submitted to the Trust with the first application or if they are amended in any way.If the applicant is a newly formed group then the following must also be attached to the application:

• A budget showing the projected income and expenses for the group for a minimum of one year.
• A copy of the most recent meeting minutes - these must be signed by the Chairperson/President.

• The Group’s Annual Report/Chair’s report/AGM minutes. These must be signed by the Chairperson/President.
• The Group’s Financial Statements. These must have been audited or signed by an independent person to show that they are a true and accurate record – this must not be a Committee or Board member.

•  A projected income and expenditure budget for the project.
• Quotes to support the projected expenditure of the project.
• Written confirmation of any grants already received to support the projected income.
• If the result of grant applications is not yet known then the expected date of notification.
• A description of the project, including benefit to the community, evidence of community support, Project Manager name and details, and a timeline for commencement and completion of the project.
• In some cases a three year business plan showing anticipated income and expenditure for the group/organisation may be required.  It is best to check with the Trust office to discuss this requirement prior to submitting the application.

As there is only one opportunity per year for large grant applications, groups need to ensure that all the information and documents are submitted as required.  The Trust recommends that if your organisation is applying for $50,000 or more that you make a time to meet with Trust staff to discuss the application well before the close off date of August 15 to ensure all required information is available. 

For the best results - get all applications in well before the close off dates so that the Trust Office can contact you if required.  If applications are left to the last day and further information is required, they will not be processed in that quarter.

CLOSE OFF DATES

Applications for grants under $50,000 will be considered quarterly and the closing dates in any given year are:15 May, 15 August, 15 November, 15 February.

Applications for grants $50,000 and over will be considered once a year and have a close off date of 15 August.

If one of these dates falls on the weekend or Public Holiday, the close off date will be the following business day. 

NOTE:  Any grant may be subject to taxation if the organisation does not hold a certificate of exemption from the Inland Revenue Department.  We recommend that you seek independent taxation advice in respect of any grant.

For the best results - get your application in well before the close off dates so that the Trust Office can contact you if required.  If applications are left to the last day and further information is required, they will not be processed in that quarter.

TSB Community Trust (Inc), 

PO Box 667,  

New Plymouth 4340, 

New Zealand 

Ph:(06) 769 9471 

Fax:(06) 769 9472 

Email:info@tsbtrust.org.nz   

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