Required documentation
To make your application as smooth as possible, please ensure that you have the following documentation on hand before starting.
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Registered / Legal name
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Trading name
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The organisation’s Bank Account Name and Number
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GST Number (if applicable)
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Date organisation was formed
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Financial year-end date
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Accounting requirements (prepared, reviewed or audited)
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Name and contact details for two people in your organisation
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The area where your services are delivered / areas that benefit
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Other agencies you collaborate with in the CLT region.
Then, depending upon the nature of your organisation you will also require further information – please select the appropriate option below for detail.
Information needed for organisation registration
Please note that you cannot “save as you go” with the organisation registration form – you must complete registration in one session.
To complete your organisation’s registration in Fluxx, please make sure that you have the following information on hand:
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Population of the area you cover
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Education institution number
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Organisation mission & purpose
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Number of students enrolled
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Charities services number
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Organisation mission / purpose
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Where is your local office
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Where is your head office
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Are you affiliated to a national body?
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List of agencies / organisations that you collaborate with in the Central Lakes region
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Are you a social service provider? The answer to this question will determine which of the questions below you will need to answer
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Brief description of charitable activities provided in Central Lakes region. i.e. the purposes that enabled your organisation to gain charitable registration
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Outline how you deliver these activities / services (e.g. paid or volunteer staff)
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How often do these activities occur? Provide a brief description of timing
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Approximately how many residents of the Central Lakes region benefit from your activities?
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Of the above, are these club/group members or the wider pubic?
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Outline how your activities are primarily funded – e.g. fees, fundraising, donations.
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Do you charge membership?
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How much? (highest fee charged)
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Charities services number
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Organisation mission / purpose
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Where is your local office
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Where is your head office
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Are you affiliated to a national body?
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List of agencies / organisations that you collaborate with in the Central Lakes region
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Are you a social service provider? The answer to this question will determine which of the questions below you will need to answer
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List of the services/programmes you provide in the Central Lakes region.
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Outline how you deliver these services (e.g. paid or volunteer staff.
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Brief description of the schedule of activities in / visits to the region.
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How many clients per year do you support in the Central Lakes region.
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Do you receive govt funding - directly or indirectly? E.g. MoE, MoJ, MSD etc.
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How do you report on outcomes? Provide a list of the reports you produce.
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Am I a social service provider?
This refers to a very specific type of organisation which provides clinical, welfare, education, housing, food services etc. Typically these organisations have government contracts to deliver primary care.
Local sporting, recreation, or service clubs and organisations do not fall into this category.
Please call us on 0800 00 11 37 if you would like our advice as to which option suits your organisation.
Documents needed for applications
The following documents are required to accompany grant applications.
Please ensure you upload these documents with your application.
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Project / Programme Plan (if relevant)
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Project Quotes (if relevant)
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Bank Statement/ Deposit Slip
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A scanned copy of a bank deposit slip or bank statement as proof of bank account details
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Financial
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Financial statements from the previous financial year (prepared/reviewed/audited, as required by your organisation) OR income and expense accounts if operating for less than 12 months.
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A copy of the profit and loss report and current balance sheet for the financial year to date, or the previous financial year if you are less than 6 months into the current year.
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Reports
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A copy of the minutes (draft or final) of your organisation's most recent Annual General Meeting.
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A copy of your organisation's most recent Annual/President's/Chairperson's Report.
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Signed resolution or certified extract from the minutes of a meeting confirming your organisation's resolution to apply to Central Lakes Trust for funds, including the amount being applied for. This must be signed by two principal office bearers of your organisation.
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Budget
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A detailed copy of the project or operational budget
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Other possible additional supporting documents:
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Letters of support
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Strategic or annual plans
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Data or statistics
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Correspondence from other organisations consulted or collaborated with.
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