guidelines for grant applicants

These guidelines have been prepared to assist charitable organizations in submitting their proposals for funding from the Allport Bequest.

Please read the guidelines carefully and, if you believe that your organization is eligible for a grant, complete the application form. All parts of the application form should be completed unless clearly inappropriate to your organization, in which case the reason for the question not being answered should be stated.

Applications should be signed by the Chairperson of the organization or its Chief Executive Officer.
 
background of the Bequest

Henry Allport was a prominent Hobart solicitor who for many years was a partner of the legal firm of Dobson Mitchell and Allport. Under his will, he set up two main trust funds, one of which led to the establishment of the Allport Library and Museum of Fine Arts, now situated at the State Library in Hobart, and the other known as 'Allport Bequest' which must apply its income in providing donations or gifts of money for public charitable objects for the citizens of Hobart. The terms of the Trust require the Trustees to publish in a Hobart newspaper each half year a list of the charities which have been helped and the amount donated to each.

Since Henry Allport's death in 1965, the income of the Trust has been applied to many charitable organisations for the benefit of the people of Hobart.
 
eligibility

1. Your project must benefit people who are citizens of Hobart. The Trustees construe this requirement as meaning people who reside in the greater metropolitan area of Hobart.
2. Your organisation must be charitable or the project must be for charitable purposes. The best evidence of this is that you are either an income tax exempt charity or have deductible gift recipient status.
    

consideration of applications

In order for you application to be considered, you will need to supply the Trustees with the following:

1. A fully completed application form which contains evidence that your project has clearly defined objectives and outcomes and the method by which the achievement of these outcomes will be measured.
2. Clear evidence that the project will benefit the citizens of Hobart.
3. Information as to whether or not you have requested funding from any other source and what the status of that application is.
4. If your project is likely to require funding over a number of years or requires more than one half yearly grant, a break-down of the project into smaller sections, so that the Trustees can give consideration to funding a distinct part of the project, if the full amount of the funding requested is not available.
    

closing date for applications

Funding decisions are made on the basis of half yearly accounts prepared for the Trust as at 30th June and 31st December in each year. Accordingly, your application must reach the Trustees prior to those dates. The Trustees' decision will be made within two (2) months of each accounting date.
 
assessment criteria

The following general criteria are used by the Trustees to assess proposals and make funding decisions:

1. Charitable objectives: the project must by 'charitable' within the legally defined meaning of the word.
2. Evidence of planning: the application should show that there will be effective monitoring and evaluation of the particular project involved and how the measurement of results of the project will be achieved. Where the application is for funding part of a larger project, the overall viability must be demonstrated.
3. History of past capability: the organisation should show that its past history demonstrates a capacity to meet the objectives which it has set itself.
4. Budget: the budget must provide adequate detail and appear to be realistic.
    

areas not funded

In general, the Trustees will not approve grants of funds for the following purposes:

• Payment of the normal administrative expenses of an organisation
• Funding deficits in relation to past activities or for making loan repayments
• Rental
• Public appeals
• Plant and equipment which requires regular renewal in the course of the organisation's activities, although funding for special items fulfilling a need which might otherwise not be filled will be considered
• Projects which normally would be eligible for full funding from government authorities.
   

successful applications

1. Successful applicants will be notified in writing within approximately two (2) months of the closing date. The decision of the Trustees is final and not subject to appeal. However, where lack of available funds is the sole reason for denying an application, an applicant may be encouraged to make an application for the next round of grants.
2. It is a condition of the grant that appropriate recognition of the source of funding should be made in relation to the particular project (if possible) or at least in the organisation's annual report.
    

Please click here for an application form in either PDF or Word format:

• Allport bequest.pdf
• Allport bequest.doc
   

Applications should be addressed to:

The Trustees
Allport Bequest
C/- Dobson Mitchell and Allport
GPO Box 20
HOBART TAS 7001

Contact should preferably be by letter, or e-mail at john.upcher@doma.com.au If necessary, contact can be made by telephone on +61 3 6210 0011.