What to send

When applying for any of our grants, we request that you send us some supporting information. Please read carefully as some application forms require different documentation.

Applying for up to $20,000

People, Places and Participation


Annual Accounts

Annual accounts must be no more than 16 months old at the closing date and be signed by two office holders. If your constitution, rules or trust deed stipulates that your organisation must have compiled, reviewed or audited accounts, you will need to provide this report with your application.

Letter of support, signed, dated and no more than six months old
Please provide a letter of support from a community organisation you work with.

Quote(s) for specific equipment or services where applicable
A quote for the item/s you want to be funded. Please note if your organisation is GST registered, any approved grant will exclude GST.

Education

Early Childhood Centres
ECE's are only required to supply the annual accounts for the last financial year.

 

Applying for more than $20,000

For your application to be considered for any funding round, the following items MUST be included:


Annual accounts

Annual accounts must be no more than 16 months old at the closing date and be signed by two office holders. If your constitution, rules or trust deeds stipulate that your organisation must have audited accounts, you will need to provide audited accounts and the audit report with your application.

NOTE: If you are applying for $40,000 or over, you must provide us with audited accounts.

All recent bank account balance statements
Please provide us with the most recent bank balance statements of all your organisation’s bank accounts, including investments. These bank statements must not be more than two months old at the application closing date.

 

Applying for up to $40,000

Annual accounts

We will need to receive a set of annual accounts, these accounts must:-

  1. Be no more than 16 months old (e.g. if a grant application round closes on 31 July 2016, accounts older than 1 February 2015 cannot be used to support the application)
  2. Be signed by two office holders (e.g. two Trustees or Chair and Committee member)
  3. Meet the content requirements of NZ’s new reporting standards for not for profit organisations, including a Statement of Service Performance.  These content requirements differ by size of organisation; in general, larger organisations will need to include more in their accounts than smaller organisations. (Some useful guidance on these new standards can be found at www.charities.govt.nz. Note: although the guidance is for Charities, Foundation North requires that these standards apply to all applicant organisations)

In general, for grants less than $40,000 Foundation North does not require the accounts to be audited, however some organisations require an audit as part of their rules and constitution.  Where this is the case, we would like a copy of the audited accounts.

 

Applying for more than $40,000

Annual accounts

We will need to receive a set of annual accounts, these accounts must:-

  1. Be no more than 16 months old (e.g. if a grant application round closes on 31 July 2016, accounts older than 1 February 2015 cannot be used to support the application)
  2. Be signed by two office holders (e.g. two Trustees or Chair and Committee member)
  3. Meet the content requirements of NZ’s new reporting standards for not for profit organisations, including a Statement of Service Performance.  These content requirements differ by size of organisation; in general, larger organisations will need to include more in their accounts than smaller organisations. (Some useful guidance on these new standards can be found at www.charities.govt.nz. Note: although the guidance is for Charities, Foundation North requires that these standards apply to all applicant organisations)
  4. Be audited; Foundation North requires audited accounts for large grants (those greater than $40,000), even where the rules of the organisation do not require an audit.



People

If you are applying for a grant of more than $20,000 in the People round, download our checklist here:

Participation

If you are applying for a grant of more than $20,000 download our checklist here:

Places

If you are applying for a grant of more than $20,000 in the Places round, download our checklist here:

 

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