Supporting documents requirements for organisations
Organisations must provide financial information to support their request for a grant.
They need to provide:
- the most recent set of annual accounts, financial statements or performance report
- a budget showing how the grant will be used.
Providing your financial information
Our requirements for financial information have also changed.
If your organisation is a registered charity:
- you have to publish your financial information in the new format provided on the Charities Services website. You will not need to provide us with any other copies - we will get the information we need online from Charities Services.
If your organisation is an incorporated society and your most recent annual financial statements are available from the Companies Office online, we can get the information we need online.
If your organisation is not a registered charity or an incorporated society, please upload your most recent annual financial statements to your organisation profile (not to your grant request).
Updating financial information
If the financial information for your organisation on the Charities Services website, the Companies Office website or on your profile is more than 18 months old* when you submit a grant request, you need to provide a full set of financial statements (approved by your governance group) for your most recent financial year. These must be uploaded to your organisation profile. The grant request will be considered incomplete if you don’t provide this information by the closing date for the funding round, and will not be considered for funding.
*Note: Here, 18 months means 6 months or more after the end of the last financial year.
If your organisation has existed for less than 18 months before a funding round closes, you may not be able to meet the financial information requirements but may still be eligible to request a grant.
Please provide your most recent statement of financial performance. This statement should be for a date no more than 3 months before the closing date for the funding round.
If you are requesting a grant of $10,000 or more, your organisation must be a ‘legal entity’. A legal entity is an organisation that has its own legal identity, separate from its members.
Our online system will not accept a request for $10,000 or more unless the ‘legal entity status’ section of the organisation profile has been completed.
- Legal entity status includes incorporated societies, trusts registered under the Charitable Trusts Act 1957, companies with charitable purposes, local authorities, school boards of trustees and Māori trust boards.
- Being registered with Charities Services does not make an organisation a legal entity.
Operating costs and annual reporting requirements
If your organisation’s annual operating costs were more than $500,000 for each of the previous two financial years, you must provide financial statements that have been externally reviewed for the most recent accounting period or financial year.
If your organisation’s annual operating costs were more than $1 million for each of the previous two financial years, you must provide financial statements that have been externally audited for the most recent accounting period or financial year.
Please note: Requests for grants that closed on or before 1 June 2016 will be considered against the requirements on this website at the time the funding round opened.