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Albert D Hally Trust Fund

Closing dates

31/10/17

Always open for applications?

No

Eligible districts

MacKenzie ; Timaru ; Waimate ; Waitaki - South Canterbury limited to south of the Rangitata river. Waitaki district limited to north of Waitaki river.

Eligibility

Applications are invited from registered charitable institutions or those having as their charitable object or objects the benefit of the people of South Canterbury.

Available to groups or individuals?

Groups may apply

History

The Trust was established under the will of Daniel A Hally who died on 7 March 1966. The Perpetual Guardian Trust administers the fund.

Objectives

The Albert Daniel Hally Trust is established according to the wishes of the late Mr Hally, to support charitable institutions or those having as their charitable object(s) the benefit of South Canterbury.

Projects funded

Under the Charities Commission there are four categories of recognised charitable purposes
• The relief of poverty
• The advancement of education
• The advancement of religion
• Other purposes beneficial to the community

Activities funded

Most costs/expenses eligible. The Albert Daniel Hally Trust is distributed according to the wishes of the late Mr Hally, to support charitable institutions or those having as their charitable object(s) the benefit of the people of South Canterbury.

Funds available

$65,000.00

Upper limit per grant application

No set upper limit. Funds available varies from year to year.

Grants made last year

14

Funds available last year

$65,000.00

How to apply

Applications close end of April  and October each year

Albert Daniel Hally Trust Fund Application Form

Please be sure to include the following information to enable your Application to be considered:
1.Bank verification of your bank account number, i.e. bank deposit slip / statement or similar.
2.Copy of your Organisation's last set of Annual Accounts [must be within last 18 months].
3.Complete all sections of this Application Form [if you wish to provide additional information, please attach a covering sheet].
4.Have you previously applied for a Grant from this Trust?
YES / NO
If "NO"
attach a copy of your Constitution to be retained by the Trustee.
If "YES" detail any changes to your Constitution since last Application.
[Please note that failure to provide all the required information will result in your Application
being discounted
for the purpose of the current application period].
 

Information required with your application

Submit a completed application form to the Timaru District Council before the closing date. Application forms  are available from Council offices in Geraldine, Temuka and Timaru.

• background information on the applicant or group
• how much funding is wanted
• how the funds requested would be used
• either financial statement or audited accounts
• detailed budget for the project

Decision makers

The Guardian Trust administers the fund and applications to the AD Hally Trust are considered by the AD Hally Trust committee.

Decision time

Within six weeks. Fund size Around $70,000 annually - varies each year depending on investment earnings.

How notified

The Timaru District Council acts as secretary for the AD Hally Trust committee and and provides a local liaison role for the applicants.

How paid

Applicants  will receive a letter from the Public Trust advising the decision. Successful applicants will have the grant paid into a bank account within 4 weeks of the decision provided all the required banking information is included with the application.

Conditions of acceptance

Complete a Project Monitoring Form.

Other information

AD Hally Trust:
https://www.timaru.govt.nz/services/community-and-culture/community-funding/ad-hally-trust

Contact

Colleen Te au
Personal Assistant (Group Manager)
Timaru District Council
P O Box 522
Timaru 7940
New Zealand
Phone: 03 687 7452
Email: colleen.teau@timdc.govt.nz
http://www.timaru.govt.nz