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Named charitable trusts - Private Bank & Trustees

Named charitable trusts

ANZ Staff Foundation

The ANZ Staff Foundation was established in 1988 as a perpetual charitable trust to build a permanent source of funds to meet the real and emerging needs of charities in Australia.

The Foundation is funded by regular contributions by ANZ and ANZ staff. Staff at all levels are also actively encouraged to support the work of the Foundation by giving their time and support to some projects the Foundation funds.

The ANZ Staff Foundation will give preference to organisations and projects:

  • which create opportunities for ANZ staff to participate as volunteers
  • that are already supported by ANZ staff
  • that are initiated by ANZ staff in association with community organisations in which they are already actively involved.

Your application should include details on how ANZ staff can help.

The ANZ Staff Foundation aims to fund small projects (preferred amount of up to $5,000) in the following areas:

  • skills and independence: give people the skills to manage their lives and provide them with independence, in particular financial literacy
  • environment: assist communities to conserve resources and protect the environment
  • local initiatives: innovative projects from local community organisations
  • capacity building: to assist organisations to build their capacity to deliver sustainable benefits to their community particularly in rural areas.

The closing dates are 15 January and 15 July each year.

How to apply

Applications must be submitted on the appropriate application form and using the correct cover sheet.

How to report
The Blum Foundation

In his will Stanislaw Blum specified:

"The Blum Foundation is to be dedicated in perpetuity for the promotion and encouragement of education of the Polish language and culture in Australia... My Trustee shall apply the income or any part thereof to or for the benefit of the teaching of the Polish language and culture at the primary, secondary and tertiary levels in Australia (including Sunday Schools, school summer camps and Polish boy scouts organisations and at any other places at which Poles in Australia attend for the purpose of being educated in the Polish language and culture …."

  • Operational Gift - this category of gift provides financial assistance towards the general activities and needs of an organisation supporting the Polish community.
  • Project Gift - gifts may be made to organisations that wish to undertake special projects designed to meet the cultural and linguistic maintenance needs of the Polish community in Australia or the promotion and encouragement of education of Polish culture and language more broadly in Australia.

The closing date is 1 October each year.

How to apply

Applications must be submitted on the appropriate application form and using the correct cover sheet.

How to report

Further information
The William Buckland Foundation

The William Buckland Foundation provides innovation funding to Victorian charitable organisations.  The Foundation seeks to enhance and improve the social fabric of Victoria by investing in new ideas that benefit the marginalised and disadvantaged.

The Foundation is permitted to fund only Victorian organisations, for projects which benefit Victorians. 

The Foundation’s granting is characterised by:

  • focus on innovation
  • an interest in leverage
  • addresses sustainability
  • provision of benefits for disadvantaged and marginalised groups
  • focus on children.

The Foundation is interested in:

  • providing seed funding and funding pilots
  • seed funding for new ideas that benefit the marginalised and disadvantaged, especially children
  • building the capacity of charitable organisations and the community sector
  • supporting groups that are collaborating in search of solutions to complex problems.  These collaborations may be with agencies or groups within a particular field of work, or with agencies or groups that bring essential complementary skills to a project.
  • The Foundation considers the dissemination of results to be important where such dissemination influences adoption of enhanced practices, stimulates new approaches, or signals that alternatives may be more useful.
  • The Foundation prefers to fund larger initiatives in the range of $50,000-$150,000 per annum. In some exceptional circumstances grants may be made outside this range and there is scope for smaller grants where appropriate.
  • The Foundation is open to funding grants for a duration of 3- 5 years.  This is in recognition that innovation requires sufficient time to be tested. 
  • The Foundation prefers to fund the full amount required to deliver a project.  Where projects are outside the scope of the Foundation’s preferred range, organisations are encouraged to seek partnerships with other foundations and/or government bodies.
  • It has a limited interest in funding post-project evaluation, and then usually only when projects have been initiated with the support of the Foundation.
  • Every proposal needs to demonstrate sustainability.

Please ensure you read the guidelines as they have been recently modified.  Before submitting proposals for major projects seeking multi-year funding, it is recommended that organisations consult with the Foundation’s staff.

The Foundation prefers to support proposals that:

  • are not eligible for government funding programs, or for funding sources other than philanthropy in the community
  • focus on the prevention of problems, addressing the causes of disadvantage, rather than the symptoms
  • have quantified a need and wish to explore a new approach to addressing that need
  • have the potential to deliver benefits for the disadvantaged group and have a systemic impact
  • explore new fields of interest
  • are sustainable in the long-term
  • have the potential to change practice in the field
  • share the values of the Foundation and seek to create positive change.

The closing dates are 1 January, 1 April, 1 July and 1 October each year.

How to apply

Applications must be submitted on the appropriate application form and using the correct cover sheet.

How to report

Further information
Alfred Felton Bequest

The Bequest allocates some small grants under $10,000 to special projects that will alleviate a pressing need. The Bequest would like to support the development of ideas and catalytic projects that support women and families in the raising of children and that have the potential to enhance the physical and emotional health of women and children and young people within Victoria.

Small grants

The Bequest allocates some small grants under $10,000 to special projects that will alleviate a pressing need.  Use the special application form if you wish to apply for a small grant and please limit your submission to one (1) A4 page only.

These grants are for projects within Victoria in the following areas of interest:

  • vulnerable children and young people needing supported education and training pathways
  • projects focused on indigenous groups and communities
  • projects located in rural and regional areas
  • early intervention projects and prevention programs designed to tackle the causes of disadvantage
  • helping meet the needs of women and children in health care and access to health care.

The closing date is 1 April each year.

How to apply

Applications must be submitted on the appropriate application form and using the correct cover sheet.

Major grants

The Bequest would like to support the development of ideas and catalytic projects that support women and families in the raising of children and that have the potential to enhance the physical and emotional health of women and children and young people within Victoria, including:

  • vulnerable children and young people needing supported education and training pathways
  • projects focused on indigenous groups and communities
  • projects located in rural and regional areas
  • early intervention projects and prevention programs designed to tackle the causes of disadvantage
  • helping meet the needs of women and children in health care and access to health care.

The Bequest will favourably consider funding projects that show all or some of these characteristics:

  • they aim to bring about change, particularly beyond the immediate project target group and/or organisation
  • they have made plans for sustainability
  • there is the potential to leverage additional funding from other sources
  • they will build the capacity of the organisation to better respond to need
  • they are not eligible for, or suitable for, government funding from existing government programs.

The closing date is 1 September each year.

How to apply

Applications must be submitted on the appropriate application form and using the correct cover sheet.

Letter of inquiry

Organisations that wish to apply for a Major Grant but due to the nature of the project are unable to fit in with the timetable for application set by the Bequest, can submit a Letter of Inquiry to the Secretariat.  This Inquiry will be considered and you may be invited to submit a full application outside of the usual timeframes. 

The Letter of Inquiry must be submitted using the template provided and limit your inquiry to two (2) A4 pages only.

How to apply

Letters of inquiry must be submitted on the appropriate form and using the correct cover sheet.

How to report

Further information
Holsworth Wildlife Research Endowment (ATF)

Holsworth Wildlife Research Endowment (ATF) invites applications by Universities in the states of Victoria, Tasmania, South Australia, Northern Territory, and Western Australia, and the Charles Sturt University (Albury-Wodonga) for post-graduate student research support in the fields of ecology, wildlife management and natural history studies.

Grants of up to $7,500 each will be awarded for the purchase of equipment, supplies, travel to study areas and conferences.

The closing dates are 1 May and 1 October each year.

How to apply

Applications must be submitted on the appropriate application form and using the correct cover sheet.

(ATF indicates a charitable gift that is part of ANZ Trustees Foundation ABN 23598387218)
Judith Jane Mason and Harold Stannett Williams Memorial Foundation

The Judith Jane Mason and Harold Stannett Williams Memorial Foundation was established in 2003.

The goal of The Mason Foundation is to achieve enduring, positive impact in the areas of chronic fatigue syndrome and Alzheimer's disease through funding medical research principally into the causes, prevention and/or management of these diseases.

Medical and scientific research grants – chronic fatigue syndrome

  • Research into more effective diagnosis, therapeutic intervention, care or treatment of chronic fatigue syndrome
  • Research into cures for chronic fatigue syndrome.

In assessing projects, the Foundation will favourably consider applications from Chief Investigator(s) who:

  • are leaders in their field
  • demonstrate best practice
  • provide high quality research aimed at making a positive impact in the area of chronic fatigue syndrome
  • have a commitment to collaboration with other organisations.

Projects will be funded for one year only. Applicants may reapply.

Individual grants in the vicinity of $100,000 will be considered, and the total annual income available for this grant category is in the order of $800,000 (indicative only).

Grants will be made to organisations in Australia only.

Medical and scientific research grants – Alzheimer’s disease

  • Research into more effective diagnosis, or treatment of Alzheimer’s disease
  • Research into cures for Alzheimer’s disease.

In assessing projects, the Foundation will favourably consider applications for emerging research concepts requiring seed funding or young investigators being established.

Projects will be funded for one year only. Applicants may reapply.

Individual grants of up to $50,000 will be considered, and the total annual income available for this grant category is in the order of $400,000 (indicative only).

The Mason Foundation has similar goals to The Wicking Trust (Medical and Scientific Research Grants) with respect to Alzheimer’s Disease.  Researchers in this area need lodge only one application in order to be considered by both trusts.  The grants are made separately and will be acknowledged appropriately.

Grants will be made to organisations in Australia only.

Closing Date : 1 July each year.

How to apply

Applications must be submitted on the appropriate application form and using the correct cover sheet.

How to report

Further information
The Sylvia and Charles Viertel Charitable Foundation

The Sylvia and Charles Viertel Charitable Foundation invites applications annually for a five-year Senior Medical Research Fellowship valued at $195,000 per annum.

Outstanding researchers who are medically qualified or graduates of another scientific discipline, with recognised postdoctoral achievements seeking to establish a research career in Australia and undertake research in an Australian academic institution, are eligible to apply whether they are currently working in Australia or not. Only Australian nationals or permanent residents are eligible for the awards.

Outstanding researchers who are medically qualified or graduates of another scientific discipline, with recognised postdoctoral achievements seeking to establish a research career in Australia and undertake research in an Australian academic institution, are eligible to apply whether they are currently working in Australia or not. Only Australian nationals or permanent residents are eligible for the awards.

The closing date is 1 May each year.

How to apply

Applications must be submitted on the appropriate application form and using the correct cover sheet.

Clinical investigatorship

Eligible applicants will be graduates of medicine or other clinical disciplines who have completed both their clinical and research training preferably at doctoral level.  Applicants will be commencing their first definitive clinical position, or have been in such a post for no more than 24 months on 1 May of the year of application.

The closing date is 1 May each year.

How to apply

Applications must be submitted on the appropriate application form and using the correct cover sheet.

Further information
J.O. & J.R. Wicking Trust

The goal of The Wicking Trust is to achieve systemic improvements through enduring, positive impact in the areas of care of the aged, problems associated with ageing and Alzheimer’s disease. 

General Grants: Major Strategic Initiatives (Not Accepting Applications for 2010)

To accomplish the goal of the Trust we will consider making grants for projects that respond to one or more of the following:

  • pilot programs aimed at educating members of the medical profession and/or the community about earlier detection and management of Alzheimer’s disease
  • trials of models of care that delay or eliminate the necessity for the aged to enter residential care and/or implementation of those models
  • trials of sustainable models of care that improve and enhance the quality of life of the aged within and outside residential care settings
  • trials of more effective means of recruiting, training and retaining aged care professionals
  • projects that establish leadership and career paths in the area of aged care nursing
  • development, adaptation or use of technology to improve the quality of life and independence of the aged or Alzheimer’s sufferers.

Grants will be in the order of $50,000 to $300,000 per annum, and we recognise that projects could require more than one year’s funding.

The closing date is 15 July each year.

How to apply

Applications must be submitted on the appropriate application form and using the correct cover sheet.

How to report

Further information

General Grants: Support Grants For Rural Communities

ANZ Trustees has partnered with the Foundation for Rural and Regional renewal to provide this program.

We recognise the extraordinary, beneficial and cohesive effects that some small organisations can have on communities through grass roots activities. We will consider allocating small grants for initiatives where benefits of the initiative will continue beyond the life of funds granted and that:

  • Address the problems of social isolation experienced by the aged, especially in rural communities;
  • Benefit aged people, and especially people suffering with Alzheimer’s disease, in rural communities;
  • Serve communities with a population of less than 10,000.

Grants will be in the vicinity of $1,000 - $10,000 per annum.  These projects will be funded for one year only.

Please refer to the FRRR website (http://www.frrr.org.au/) for detailed guidelines and the application process.  Do not use the attached guidelines to apply.

Bio-Medical and Scientific Research Grants

To accomplish the goal of the Trust we will consider making grants for:

  • Research into more effective diagnosis, therapeutic intervention, care or treatment of Alzheimer’s disease;
  • Research into cures for Alzheimer’s disease;

Grants for emerging research concepts requiring seed funding or young investigators being established are preferred.  An independent panel of medical experts will review all applications, and make recommendations to the Trustees.  All applications will remain confidential.

Individual grants will be in the vicinity of $25,000 to $50,000.

The Wicking Trust has similar goals to The Mason Foundation with respect to Medical and Scientific Research Grants into Alzheimer’s Disease.  Researchers in this area need lodge only one application in order to be considered by both trusts.  The grants are made separately and will be acknowledged appropriately.

Grants will be made to organisations in Australia only.

Closing Date: 1 July each year

How to apply:
Applications must be submitted on the appropriate application form and using the correct cover sheet.

(ATF indicates a charitable gift that is part of ANZ Trustees Foundation ABN 23598387218)

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