Current funding policies
Distributions under the seven funds
The terms of the Wills give the Trustees complete discretion in making their decisions on what they fund or choose not to fund in support of the Designated Purposes.
Without limiting this discretion or limiting their freedom of action:
- The Trustees' usual practice has been to make relatively small monetary grants, mostly in the range $5000 to $30,000, to many different organisations and projects rather than to make fewer grants at higher levels of monetary support – see Annual Grants
- The Trustees are open to making grants in collaboration with other grantmakers in order to maximize impact and eliminate duplication.
- The Trustees are open to applications that support capacity building in organisations whose work qualifies under any of the seven funds.
- The Trustees are not likely to fund:
- a project that only benefits an individual or an individual's family;
- a contribution to the corpus of another grant making organisation.
- The Trustees consider that the following areas of need that would qualify for consideration as meeting one of the Designated Purposes, might warrant greater support than usual in current social and economic circumstances
In Fund 1: Public Benevolent Asylums and Institutions in Victoria (also refer to Fund 7: Relief of Poverty in Australia etc).
These organisations are those that are incorporated in or have their headquarters in Victoria, If this connection to Victoria does not exist, it is possible that funding could be provided under Funds 4, 5 or 7 for an appropriate program or project.
Projects and programs directed to alleviate the cycle of social disadvantage and social problems affecting those living in regional areas and recent immigrant communities. Social outreach programs to the poor and disadvantaged that are undertaken by churches or religious groups would normally be considered under Fund 7. If there is clear and manifest religious purpose, a program would be considered under Fund 5
In Fund 2: Public Hospitals in Victoria
Regional hospitals that act as centres of excellence and specialisation and smaller community hospitals.
In Fund 4: Public Educational Purposes in Australia
The areas of focus under this Fund are:
- Early education initiatives for disadvantaged children,
- Education and training for the young,
- "Core education" and completion of schooling,
- Improved education for immigrant and disadvantaged communities, and
- Teaching, training or research carried out by universities or other tertiary institutions into any of the above areas.
In Fund 5: Religious Purposes in Australia.
(Note comment in Funds 1 and 7 on social outreach programs of churches)
These purposes must be for the advancement of religion.
The Fund does not discriminate between religions or denominations.
Having regard to the diversity of religious practices and beliefs in modern Australia, the Fund is well disposed to ecumenical or interfaith initiatives.
Support for the following categories of need might be given:
- Religious ministry to the poor and disadvantaged;
- Religious initiatives in needier communities in Australia;
- Training for religious ministry;
- Upkeep and support of ministers of religion in their ministries;>
- Chaplaincy or pastoral care or social outreach programs that have a clear and manifest religious purpose;
- Maintenance, restoration, refurbishment or improvement of places of worship. (However, such projects for churches in relatively wealthy communities would not normally have priority.)
In Fund 7: Relief of Poverty in Australia etc. (also refer to Fund 1: Public Benevolent Asylums and Institutions in Victoria)
Projects and programs directed to alleviate the cycle of social disadvantage and social problems affecting those living in regional areas and recent immigrant communities.
Social outreach programs to the poor and disadvantaged that are undertaken by churches or religious groups would normally be considered under Fund 7. If there is clear and manifest religious purpose, a program would be considered under Fund 5