|
Procedures to be followed by an applicant for a Distribution of income.
It is the usual practice of the Trustees to allocate Distributions of income upon finalisation of the Annual report which includes the Audited financial statements for the years ending 30 June. This is expected to be in September each year with the Distributions made in the following November.
There is no special form required and an application can be made at any time but no later than 30 September for any financial year. Acknowledgment of applications are made in the period October – August, i.e. not in September. Applications should be made via a letter (two pages) outlining the nature of your organisation, why you need a Distribution, how much you need and from which Fund you believe it should be made (refer the Fund details on the Home page of this web-site) and why any Distribution should be made earlier than the usual time frame. Supporting attachments may accompany the letter. If not previously supplied, a copy of your Annual report and details of your Income tax status should be provided. Please note that Religious Purposes applications can be made by faith other than Christianity.
It is expected that a report will be provided to the Fund by the successful applicants on the outcomes from any Distribution.
If the successful applicant for a Distribution is unable to proceed with the project the Trustees should be notified and if there is an alternative project available details should be provide to the Trustees who will then decide whether the Distribution should be diverted to that project or the funds returned to the Trustees.
Please send all applications to:
Mr Geoff Linton
Secretary
Collier Charitable Fund
31/570 Bourke Street
Melbourne Vic 3000.
Please feel free to discuss any Distribution application prior to submission with the Secretary on 03-9670-1647 or email glinton@colliercharitable.org.
|
