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BayTrust

Always open for applications?

Yes

Eligible districts

There is a specific legal definition but broadly, the Area is from Katikati to Turangi to Cape Runaway including Rotorua, Taupo, Tauranga and Whakatane. Refer to the Trust's website to view their map.

Eligibility

The Trust accepts applications from formally constituted groups serving one or more Bay of Plenty Communities.

The following entity types are formally constituted groups:
• Charitable Trust
• Incorporated Society
• Limited Liability Company with Charitable Status

Available to groups or individuals?

Groups may apply

History

The Trust was formed in 1988 as the Trust Bank Bay of Plenty Community Trust to hold shares in the Trust Bank Group for the benefit of Bay of Plenty Communities.

In 1996 this share, along with all the other shares in the Trust Bank Group, was sold to the Westpac Bank and the sale proceeds of approximately $90m invested by the Trust.

Our name changed by dropping the Trust Bank in 1998 and changed again to BayTrust in March 2006 to give the Trust a shorter more easily remembered name.

Objectives

To help organisations carrying on charitable, cultural, philanthropic and recreational work which helps build, strengthen or enhance Bay of Plenty communities.

Projects funded

Strengthened Whanau
BayTrust recognises the importance of family and whanau as the basic unit in communities – when the family unit is strong, it follows that our communities will be healthy and strong. Our priorities in this area are:

1. Youth
Rationale: BayTrust believes that when Youth are involved and engaged within their community - through a range of activities (work, sport, volunteerism, education) they are more likely to lead productive lives and become good citizens that will provide leadership for our communities in the future.
Priorities:
• Activities that support youth engagement;
• Youth support services and programmes that encourage youth to be productive members of the community, that are strengths based, have identified outcomes and a long-term approach, are based on sound practice and can show strong alignment to the effective interventions identified in our research (conducted by CSI);
• That facilitate youth into post-secondary education, training or employment.

2. The first 1000 days of Child’s Life
Rationale: The first 1000 days of an infant’s life is the best time to make an investment into a child, and addressing the needs of an infant means effectively addressing the needs of the family.  Evidence supports the value of investment into this phase of an infant’s development as cost beneficial.
Priorities:
• Programmes addressing the needs of families and children, e.g. parenting programmes, especially where addressing those identified at risk or with high needs;
• Programmes should have identified outcomes and a long-term approach, be based on sound practice and show strong alignment to the effective interventions identified in our research (as above).

3. Vulnerable families and children
Rationale: For a variety of reasons, some families, children and parents need assistance to reach their full potential, improve their lives, or recover from setbacks. Supporting family members to achieve their full potential will lead to stronger communities.  
Priorities:
Programmes addressing the needs of children, especially those who are at risk or vulnerable, to help them overcome difficulties and thrive;
Programmes or activities that support adults/parents who are vulnerable (including drug and alcohol addictions) at risk or disadvantaged;
Programmes should have identified outcomes and a long-term approach, and be based on sound practice.

Inclusive Communities
Rationale:  BayTrust has a role in fostering acceptance of community diversity and assisting those at a disadvantage to participate in and contribute to the community to the best of their ability.    We recognise the challenges posed by changing demographics on communities and the relationship of Tangata Whenua to the land. 
Priorities:
Programmes that promote general health, wellbeing and access to education for those who are disadvantaged – through illness, inequity, age, disability or geographical situation;
Effects of demographic changes on people and activities that focus on how to reduce the negative impacts of these changes, especially those that take a regional perspective;
Activities that promote the acceptance of diversity within our communities.

Safe communities
Rationale:  Feeling safe within communities is necessary to personal wellbeing and enjoyment of our natural resources.
Priorities:
• Lifesaving, Coastguard, water survival and safety organisations and activities;
• Search and Rescue operations and organisations;
• Community Policing activities and organisations;
• Programmes that keep people safe when using internet and social media.

Healthy Sustainable Housing
Rationale: Recognising the importance of healthy, sustainable housing in enabling people and families to lead healthy, productive lives.
Priorities:
• Programmes that address issues of sub-standard housing and or lack of social/affordable housing;
• Retrofitting insulation programmes where there is a community approach to the programme.

Prosperous Communities
Rationale: Encouraging communities to address their own issues, build on their own strengths and natural advantages through assisting the development of local resources to enhance economic opportunities.  Economic vibrancy, prosperity and jobs that provide a sustainable/living wage or better, plus all year-round employment is essential to retain citizens and enable communities to thrive. 
Priorities:
• Community organisations and activities that facilitate community development at community level, volunteerism and equity amongst citizens;
• Activities that seek to address economic challenges, or improve economic welfare; the creation of sustainable employment opportunities;
• Activities that encourage or support the creation and enhancement of social enterprises that may lead to Impact Investments.

Active communities
Rationale: Recognising the benefit of sport and recreational activities in contributing to the overall health and wellbeing of community members, and the role sport plays in providing a mechanism for inclusion of individuals in a community. BayTrust believes the most strategic manner it can contribute to sport is through partnering with Sport BOP who run the CoachForce and other sporting/active community programmes throughout the BOP.
Priorities:
• Sport BOP and its CoachForce programme due to its wide coverage and identified community benefits;
• Other recreational activities that are not supported by Sport BOP where the activity is an important part of that community, is well supported by the community and is easily accessible to all.

Vibrant & Fun Communities
Rationale: Involvement in arts, culture and heritage, community activities and events enriches people’s lives and increases their sense of wellbeing and connectedness.
Priorities:
• Applications for community driven arts, cultural (including the support of Tikanga Maori) and heritage opportunities / activities that enrich the lives of communities through active participation and that ideally work in a collaborative manner reflecting community priorities e.g. community arts programmes;
• Arts and Culture activities that are used as mechanisms to foster inclusiveness, address disadvantage and/or are addressed at vulnerable communities or community sectors;
• Events up to $15,000 maximum where most of the below elements are present:
  - a free to the public component;
  - high community appeal (the event reflects the interests of a high % of the community);
  - outreach to schools or youth involvement;
  - local community involvement in the organisation and delivery of the event;
  - high volunteer involvement;
  - where BayTrust funding will make a material difference to the event;
  - that have material economic development spin offs.

Stronger Community Organisations
Rationale: We need strong community organisations and strong community leaders to deliver good quality programmes and activities that address community needs and aspirations.
Priorities:
• Activities that build the capacity and capability of community organisations or social enterprises, especially those that drive greater sustainability; support evaluative practices, service improvement and collaborative practices;
• Activities that support and enable community leaders;
• Activities that encourage and support volunteerism.

Improved Natural Environment
Rationale: The natural environment is fundamental to the sustainability and future of BOP.
Priorities:
• Community led natural environmental initiatives;
• Activities that promote community involvement in sustainability practices or raise awareness of environmental issues at a community level;
• Activities that recognise the natural environment as a cornerstone of sustainable communities and support those that show leadership within this space.
 

Excluded projects

The Trust will not accept:

• applications from individuals or informal groups; or for political or ideological purposes;
• applications for travel, accommodation or uniforms.
• applications for the repayment of debt.
• retrospective applications (i.e. lodged after the event or after costs have been committed).

The Trust will not usually consider:

• applications where the funds will be passed on to another organisation or organisations.
• projects where at least 50% of the costs are not in place or firmly committed.
• more than one application from any organisation within a 12 month period.
• applications to build endowments (i.e. to build capital bases).
• projects or activities outside of our BoP region.

Organisations intending to make applications for the categories immediately above are strongly advised to discuss their proposal with Trust Office staff first.

Activities funded

• operating costs and project costs.

Excluded activities

• travel, accommodation and uniform costs
• costs relating to the repayment of debt
• retrospective applications (applications lodged after the event or after costs have been committed)

Funds available

$2,000,000.00

Grants made last year

79

Funds available last year

$1,457,215.00

How to apply

Thank you for showing interest in applying for funding.
If you are applying for the first time you should make sure that you understand our funding framework, which you can see here; https://www.baytrust.org.nz/funding-framework. This includes the questions that you will be asked in the application. To find out what we do, and don’t fund visit https://www.baytrust.org.nz/grant-eligibility.
Please make sure you have familiarised yourself with our Outcomes, funding framework and funding eligibility before you apply for funding.
We fund programmes and projects that work towards achieving our Outcomes and Priorities and contain the Attributes we require. You can learn more about these in detail at https://www.baytrust.org.nz/funding-support.
 

Information required with your application

Please read the BayTrust Application Form guide. Ensure you refer to the outcomes and priorities listed on the website:
http://www.baytrust.org.nz/funding-support

Decision makers

Board of Trustees.

Decision time

Grant applications under $5,000 are reviewed monthly by committee, and groups that are applying for $5,00 or less are
advised to apply at least three months before they need to use the funds. 

Grant applications for $5,000 and over are reviewed quarterly by the full board and groups applying for more than $5,000 are encouraged to apply six months in advance of when they need to use the funds to ensure that their application will be reviewed in time.

Grant applications for the strategic fund begin with an Expression of interest, usually opening in February and closing in March each year, with short-listed applicants making presentations to BayTrust in July and decisions announced in August at APM.

How notified

This is dependate on the value of the grant.

Conditions of acceptance

Various requirements dependent on the situation.

Other information

BayTrust does not fund individuals (other than through the Dillon Scholarship) or informal groups.

Contact

Terri Eggleton
Community Development Advisor
BayTrust
PO Box 13-322
Tauranga 3141
Phone: (07) 578 6546 Fax: (07) 578 7357
Email: terri@baytrust.org.nz
http://www.baytrust.org.nz/