Thank you for visiting this page. 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).
(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.
- 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 .
Grant Application Form:
Grant Application Form
Grant Application Rounds:
- 1 January - 31 March
- 1 April - 30 June
- 1 July - 30 September
- 1 October - 31 December
Contact:
information@harcourtsfoundation.org