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ANZ Trustees administers a number of specific programs and projects.
These are funded by discretionary charitable trusts for which ANZ Trustees is the sole
Trustee and which have the same and similar purposes.
The specific programs and projects aim to:
- give more profile to the benefactors of the Trusts, including some which have relatively small amounts of income to distribute;
- ensure a focus on the particular charitable areas nominated by the benefactors;
- provide sufficient funds to support those projects and initiatives more likely to achieve some sustainable benefit to the community; and
- make the process of applying for funding from Trusts and Foundations easier for the organisations seeking support.
This program provides funding in Victoria for:
- basic clinical and medical research
- specific projects (not for general infrastructure)
The program identifies that philanthropic funding can address the gap in funding for specialised equipment related to specific projects. Assessments and recommendations for funding are made by an expert panel. Grants are allocated based on the panel's judgment as to the quality of the science and the specific relevance of the equipment to the success of the project.
Grants are in the order of $6,000 to $30,000.
How to apply for a grant:
Applications are considered only once each year.
Organisations seeking funding for medical research should download these guidelines.
Closing date: 1 July each year.
Medical Research and Technology in Victoria Guidelines (PDF, 336kb)
Medical Research and Technology in Victoria - Reporting Proforma (DOC, 68kb)
These two programs provide medical research funding in Queensland for:
- PhD scholarships
- Establishment grants
How to apply:
Applications are considered only once each year. A specially appointed Medical Advisory Committee (Queensland) recommends to the Trustee the allocations of funding.
Applications must be submitted on the appropriate application form and using the correct cover sheet. Application forms can be obtained from Philanthropy Partners, ANZ Trustees by phoning freecall 1800 808 910 or (03) 9273 6799 or emailing charitabletrusts@anz.com.
Please forward completed applications to charitabletrusts@anz.com.
Closing date: 15 April each year.
 Application form - ANZ Trustees Medical Research in Queensland (PDF, 28kb)
 Application form - ANZ Trustees Medical Research in Queensland (DOC, 60kb)
Application form - ANZ Trustees Children's Medical Research in Queensland (PDF, 20kb)
Application form - ANZ Trustees Children's Medical Research in Queensland (DOC, 52kb)
Medical Research in Queensland - Reporting Proforma (DOC, 32kb)
Children's Medical Research - Reporting Proforma (DOC, 32kb)
The Program provides seeding grants for projects or organisations that aim to assist a national strategic approach to an issue of need in the community.
Preferred initiatives will display the following design:
- Stated outputs and outcomes and strategic impacts and the measures that will assess whether these have been achieved.
- Inclusion of an evaluation of appropriate complexity and scope to the magnitude and design of the project.
- Defined timeliness, or 'ripeness' of conditions in the operating landscape of the project.
- Leverage potential, or clearly defined impact that extends beyond the target group.
- A contribution to knowledge and practice in the sector of operation.
| Size of grants (approx) |
Closing date |
Tax Requirements |
| $12,000 - $20,000 |
1 March |
Income Tax Exempt Charity (ITEC). |
| Only one grant per annum will be made |
The Program funds projects in Victoria with the following aims:
- To support families in the rearing and development of children.
- To provide support services for families with complex needs.
- To build the capacity of community organisations to strengthen and support the family and community.
- To assist the vulnerable and disadvantaged to gain access to, or participate in cultural programs or events in the arts, music, dance and theatre.
Preferred projects will display the following design:
- A thoroughly considered and mapped sustainability proposal.
- Stated outputs, outcomes and impacts, and the measures that will assess whether these have been achieved.
- Suitable governance design that is a direct reflection of the aims of the project.
- Development and building of existing organisational strength.
- Inclusion of an evaluation of appropriate complexity and scope to the magnitude and design of the project.
- Defined timeliness and need for the project.
- Leverage potential, or impact that extends beyond the target group.
- A contribution to knowledge and practice in the sector of operation.
| Size of grants (approx) |
Closing date |
Tax Requirements |
| $5,000 - $25,000 |
1 March & 1 September |
Income Tax Exempt Charity (ITEC)is required for all, and for the Victorian Community Foundation (VCF) Deductible Gift Recipient is required, ie. only to charitable organisations to which gifts are deductible under Sec 30-15 [formerly Sec 78(1)(a) and Sec 78(4)] of the Income Tax Act. |
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The Program is for general charitable purposes in Victoria with preference given to the Goulburn Valley and Barwon Heads, Ocean Grove area:
1. Applicant organisations in and around the Goulburn Valley are preferred, in particular:
- Junior Legacy
- Hospitals
- Charities that support the community
- Accommodation that benefits older people
ANZ Trustees has formed a partnership with FRRR (Foundation for Rural & Regional Renewal) through the McEwen Foundation in order to provide smaller grants for charitable purposes within the Goulburn Valley Region. The annual program will make available grants of up to $15,000 each to deductible gift recipient (DGR) organisations within the region for projects that meet demonstrated community need. Prospective applicants should check the FRRR website for information.
Larger grants ($15,000 - $50,000) are available through ANZ Trustees.
| Size of grants (approx) |
Closing date |
Tax Requirements |
1 .Applicant organisations in and around the Goulburn Valley are preferred
Options:
Grants up to $15,000 (apply through FRRR)
Grants of $15,000 - $50,000 apply here |
1 September |
Income Tax Exempt Charity (ITEC)As well as Deductible Gift Recipient (DGR) for applications around Goulburn Valley: ie. only to charitable organisations to which gifts are deductible under Sec 30-15 [formerly Sec 78(1)(a) and Sec 78(4)] of the Income Tax Act. |
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OR
2. Applicant organisations with a current connection with the Barwon Heads and Ocean Grove area. ie organisations based in the area or benefiting worthy organisations and persons in that area.
Preference will be given to applications that clearly identify the need being addressed; the benefits that are to be gained from the grant, and how the project will be sustained once original funds are expended. Each applicant organisation may seek a grant of up to $10,000. Projects involving partnerships may exceed this amount.
The program funds projects for general charitable purposes in Hobart Tasmania with the following aim:
- To address an identified area of need in the community.
Preferred projects will display the following design:
- Pilots or trials that potentially offer a sustainable solution to a social problem.
- A thoroughly considered and mapped sustainability proposal.
- Stated outputs and outcomes and the measures that will assess whether these have been achieved.
- Suitable governance design that is a direct reflection of the aims of the project.
- Development or building on existing organisational strength.
- Inclusion of an evaluation of appropriate complexity and scope to the magnitude and design of the project.
- Defined timeliness of the project.
- Leverage potential, or clearly defined impact that extends beyond the target group.
- A contribution to knowledge and practice in the sector of operation.
| Size of grants (approx) |
Closing date |
Tax Requirements |
| $10,000-15,000 |
1 September |
Income Tax Exempt Charity (ITEC). |
| Only one grant per annum will be made |
The Program supports pilots or trials, or provides seeding grants for 2-year projects in Victoria that aim to achieve considerable community benefit and have a strategic impact in a selected area of need.
Preferred projects display the following design:
- A thoroughly considered and mapped sustainability proposal.
- Stated outputs and outcomes and strategic impacts and the measures that will assess whether these have been achieved.
- Suitable governance design that is a direct reflection of the aims of the project.
- Inclusion of an evaluation of appropriate complexity and scope to the magnitude and design of the project.
- Defined timeliness, or 'ripeness' of conditions in the operating landscape of the project.
- Development or building on existing organisational strength.
- Leverage potential, or clearly defined impact that extends beyond the target group.
- A contribution to knowledge and practice in the sector of operation
| Size of grants (approx) |
Closing date |
Tax Requirements |
| $400,000 |
By invitation to selected organisations as determined by the Trustee from time to time |
Income Tax Exempt Charity (ITEC) |
| No more than one grant per annum. Grant is paid over 2 years. |
The Program funds projects in Victoria with the following aims:
- Enabling children with physical disabilities to gain access to mainstream community activities.
- Providing access to work, education and mainstream community activities for people with physical, intellectual or psychiatric disabilities.
Preferred projects will display the following design:
- Pilots or trials that potentially offer a sustainable solution to an access issue.
- A thoroughly considered and mapped sustainability proposal.
- Stated outputs and outcomes and the measures that will assess whether these have been achieved.
- Inclusion of an evaluation of appropriate complexity and scope to the magnitude and design of the project.
- Clearly defined need and identified disadvantage.
- Leverage potential, or impact that extends beyond the target group.
- Development or building on existing organisational strength.
- A contribution to knowledge and practice in the sector of operation.
| Size of grants (approx) |
Closing date |
Tax Requirements |
| $2,000 - 30,000 |
1 March & 1 September |
Income Tax Exempt Charity (ITEC) |
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The Program funds projects in Victoria with the following aims:
- Building and refurbishment costs; and costs of equipment associated with the provision of accommodation for older people.
- Assisting the aged disadvantaged to achieve a better quality of life.
- Preference will be given to projects in rural Victoria.
Preferred projects will display the following design:
- Capital works and refurbishment plans with community support of the planned developments.
- Development or building on existing organisational strength.
- Clearly defined need and identified disadvantage.
- Leverage potential.
- A contribution to knowledge and practice in the sector of operation.
| Size of grants (approx) |
Closing date |
Tax Requirements |
| $2,000 - 20,000 |
1 March & 1 September |
Income Tax Exempt Charity (ITEC) |
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The program makes contributions to disaster or emergency relief in a crisis situation to Victorian organisations. Preferred projects will clearly identify the crisis.
| Size of grants (approx) |
Closing date |
Tax Requirements |
| $5,000 |
Submit a letter of inquiry |
Income Tax Exempt Charity (ITEC). |
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The Program funds projects in New South Wales with the following aim:
- To conduct research for the purpose of and research into a cure for cancer.
| Size of grants (approx) |
Closing date |
Tax Requirements |
| $25,000 |
By invitation |
Income Tax Exempt Charity and Deductible Gift Recipient is required, ie. only to charitable organisations to which gifts are deductible under Sec 30-15 [formerly Sec 78(1)(a) and Sec 78(4)] of the Income Tax Act. |
| Multi-year commitments are preferred |
Application form By Invitation Only.
Unless an exception is specified under a particular Program or
Project, the following will not be funded:
- individuals
- bodies which are themselves grant-making agencies
- bequest programs
- budget deficits
- contribution to the corpus of another trust
- sectarian or religious bodies where services are limited to their own members
- building costs
- conferences and other professional development activities
- debt retirement
- equipment unless it is an integral part of an otherwise eligible project, or a very special need can be demonstrated
- general operating expenses
- core programs funded from other sources
- general fund raising campaigns
- annual appeals
- individuals
- sectarian or religious bodies where services are limited to their own members;
- transport or the purchase of vehicles.
You must complete the ANZ Trustees Programs Application Form and checklist attached to the
Application form (PDF, 108kb).
Follow all the instructions.
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