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Application Form

Application Form details

The following detail will give you an overview of eligibility and general guidelines before filling in the application form. (Note that these details will change from time to time, so we suggest that before applying you revisit this page.)

Our Purpose: “To provide support that helps, grows, and enriches our communities”

Our Current Focus:

As most of the funding for The Harcourts Foundation is generously provided by our Harcourts offices, we will only consider applications from groups for a specific event, project, item, or initiative where Harcourts has an office.

Priority is also given to those areas where the Harcourts office is currently a financial contributor to The Harcourts Foundation. (Note: many of our offices fund and support a huge range of community initiatives through their own offices as well as through The Harcourts Foundation). In the event that we receive more applications that meet the criteria than we have funds available, we will prioritise those applicants which demonstrate their grant will have the widest community impact. (As we develop over time, our focus may change to reflect the focus and interests of those contributing to and guiding The Harcourts Foundation.)

Before applying to The Harcourts Foundation, please check:

1. Are you Eligible to apply?

2. Do you meet the Guidelines for applying?

The Harcourts Foundation – Legal Status

The Harcourts Foundation is an endorsed tax concession charity and Deductible Gift Recipient (DGR) as of 1 April 2008 (ABN: 60 295 914 068). Being registered as a DGR enables The Harcourts Foundation to receive income tax deductible gifts and deductible contributions.

Are You Eligible to Apply?

Under the terms of the Trust Deed of The Harcourts Foundation and Australian taxation laws, The Harcourts Foundation can only make grants to organisations with BOTH Deductible Gift Recipient (DGR) and Tax Concession Charity (TCC) status. Please ensure that your organization has BOTH DGR and TCC status before completing an application. (The Australian Government’s Australian Business Register Online (www.business.gov.au) enables you to search your organisation’s name or ABN (click on the ‘ABN Lookup’ section) to see whether it is endorsed as a DGR and TCC.) Please note: DGR Status: Your organisation must be EITHER endorsed as a DGR by the Australian Tax Office (ATO), or must be specifically named in the Income Tax Assessment Act 1977 as being a DGR. Activity Being Applied For: If your organisation has DGR status for one part of your activities, your application should only be directly related to that activity. Name of Applicant: If your organisation has more than one name, please ensure the application is made in the name which has the DGR status.

Who is Applying for a Grant?

The organisation applying for a grant MUST be the organisation which will run the project for which the grant is being sought. In order to complete your application, you will need to provide ALL of the following:

1. A copy of your ‘Endorsement as a Deductible Gift Recipient’ certificate as issued by the ATO, OR details in which your organisation is named in Subdivision 30-B of the Income Tax Assessment Act 1997.

2. A copy of your organisation’s ‘Notice of Endorsement for Charity Tax Concessions’ issued by the ATO on or after 1 July 2005. This notice will describe your organisation as a charitable institution, charitable fund, public benevolent institution or health promotion charity.

3. The item number in which the applicant organisation is named in Subdivision 30-B of the Income Tax Assessment Act 1997 4. Confirmation of your Australian Business Number (ABN) where shown on the application form. Notes:

The Harcourts Foundation can not make grants to other ancillary funds or to prescribed private funds. If your notice of endorsement as a DGR states the ‘provision for gift deductibility is item 2 of the table in section 30-15 of the Income Tax Assessment Act 1997’, your organisation will be an ancillary fund and therefore not entitled to receive grants.

Guidelines:

Grant applications must be for a specific event, project, item, or initiative. Requests for the event, project, item, or initiative must be scheduled to occur within four months of the upcoming Grant decision meeting date (meetings are held in the month following the end of the quarter). Grants will not be given for items already purchased or events/initiatives/projects already held. If the Grant is not used for the purpose for which it was applied, we will request that you return it so we can provide it to another group elsewhere. We may ask for supporting documents such as quotes, references etc. If you are a branch of an organisation where another branch has been successful in achieving a Grant from us in the past, this does not mean you automatically qualify for a Grant. Each application will be considered independently based on funds available and circumstances at the time. If you are successful, please do not apply within the next 18 months, as we would like to assist other organisations. You may apply as a national or regional organisation, however your application must be for a specific community event, project, item, or initiative that fits the criteria. Please do not submit funding requests for: Individual needs – our focus is on supporting as many people as possible within our communities. Overseas or other travel costs – (individuals or groups) unless a direct community benefit can be shown. Religious, political, lobby causes/activities.

As a new Foundation, we look forward to growing the contributions we make to our communities. We look forward to funding as many applicants as possible, however please understand if we are unable to support your particular request .

 

Click here to download application

For more information please contact our office on 02 6586 1111 or the Harcourts Foundation