How to Apply for a Grant

Overview

The Ian Potter Foundation makes grants across a broad range of sectors and endeavours. Our grants are managed through seven program areas: Arts, Community Wellbeing, Education, Environment & Conservation, Health & Disability, Medical Research, and Science.

The majority of our grants are made in response to applications and/or an expression-of-interest (EoI), although grants may be made in response to a need or opportunity proactively identified by the Foundation. The latter are usually major funding initiatives.

The Ian Potter Foundation rarely awards the full amount of any project.  Please ensure that you have alternative providers of funding, and that your application clearly considers any possible grant from the Foundation in this context.  

This section guides grantseekers step-by-step through the process of applying for a grant, starting with confirming your organisation's eligibility to receive a grant under the Australian taxation laws and checking the suitability of the project before setting up an online account and submitting an application. Please note that most of our program areas consider applications via a two-step process that may take from four to six months to complete.

We encourage you to make use of the FAQs, Tips & Hints and other downloadable documents that provide extra detail, should you need it.

If you can’t find the information you need or have any doubts, please call us. We are happy to answer questions and provide additional guidance.

Eligibility

Eligibility of your organisation

Under the terms of the deed of The Ian Potter Foundation and Australian taxation laws, The Ian Potter Foundation can only make grants to organisations with BOTH Deductible Gift Recipient (DGR) Item 1 and Tax Concession Charity (TCC) status.

DGR requirements

There are two distinct types of DGR. This is identified on an organisation's notice of endorsement from the Australian Taxation Office as either a deductible gift recipient item 1, or item 2.

• The Ian Potter Foundation is limited to funding DGR's where the 'provision for gift deductibility' is "item 1 of the table in section 30-15 of the Income Tax Assessment Act 1997". That is, we can only make grants to organisations endorsed as DGR Item 1.

• The Ian Potter Foundation is a public ancillary fund and cannot make grants to other public ancillary funds (PuAFs) or to private ancillary funds (PAFs). If your notice of endorsement as a DGR states the provision for gift deductibility is item 2 of the table in section 30-15 of the Income Tax Assessment Act 1997, your organisation will be an ancillary fund and therefore not entitled to receive grants from us.

An organisation's name or ABN can be used to search the Australian Government's online Australian Business Register to check details of its DGR and TCC endorsements.

Please also note the following regarding DGR status:

• Organisations must be EITHER endorsed by the ATO as a DGR item 1, or they must be specifically named in Subdivision 30-B in the Income Tax Assessment Act 1997 as being a DGR.

• If an organisation uses more than one name (for example, a legal name and a trading name), then any grant application must be made in the name which holds the correct DGR status.

• Some organisations also hold DGR status only for a fund which they operate, or one aspect of their activities. Applications from such organisations must relate to the fund or activities for which DGR status has been endorsed or approved.

More information about DGR and TCC status can be obtained from the ATO Non-Profit Organisations website.

Eligibility of your project

Please make sure you read the funding objectives and specific exclusions for each of our program areas. These specific requirements can be found under each Program Area in What We Support

Exclusions

Projects that fall into any of the following categories will not be considered for funding.

• Retrospective funding – projects which are already underway or which will commence prior to the date indicated in our online application information are not eligible for consideration.
• Recurrent expenditure for which there is no future provision.
• Capital or endowment funds established to fund a chair or to provide a corpus for institutions.
• Research for undergraduate, masters or doctoral students.
Auspicing is not permitted – the organisation applying must be the one that will run the program or project.
• Applications for public charitable purposes outside the Commonwealth of Australia.
• Applications for projects that have previously been declined by the Foundation cannot be resubmitted.
• Applications will not be accepted from organisations that have not successfully acquitted previous grants from the Foundation
• We do not directly support schools.

Please note that in the indigenous sector the Foundation is currently only funding major, strategic programs.

Program area specific exclusions

Program areas may also have specific exclusions. Please check the relevant program area under What We Support.

Auspicing

Auspicing refers to the practice of an ineligible organisation (one that does not have DGR and TCC status) applying to the Foundation via an eligible organisation. Auspicing arrangements are excluded under the Foundation's guidelines.

The organisation applying to the Foundation must be the organisation that will run the project or program for which a grant is being sought.

Geographical constraints on grants

The Foundation is limited to providing money, property or benefits for public charitable purposes in the Commonwealth of Australia. However, the Foundation is able to provide a grant for activities outside the Commonwealth if the grant is made for a public charitable purpose in the Commonwealth. For example, a grant might be made to an Australian university to enable it to fund an overseas study tour by an Australian researcher engaged by the university.

How to submit an EOI/Application

Below is an overview of the Grant Application Process. This should be read in conjunction with specific information in the relevant Program Area where you can Apply for a Grant.

Step 1: Before you proceed PLEASE read our Funding Principles,  and review the Eligibility and Exclusions sections above to make sure your organisation can receive a grant.

Step 2: Identify the relevant Program Area. Information on each program area can be found under What We Support.

Step 3: All program areas require you to submit an Expression of Interest (with the exception of the Medical Research program area which has a single-stage application process)

Step 4: Check that your project meets the funding objectives of the relevant program area. You will need to speak to a Program Manager before submitting your EOI or Application.

Step 5: When a program area is open for application, there will be an active link on the program area page that will take you to a login page. You will need to either log in to your existing account (if you have previously applied to the Foundation) or click New Applicant on the login page to create a new account. Once logged in, you need to complete a short eligibility quiz before accessing the EOI or full Application form.

Step 6: Complete and submit your EOI or Application by 5.00 pm EST on the closing date.  Please note: at the EOI stage, we do not require a hard copy.

Opening and closing dates apply for EOIs and full Applications. These dates can be found on the relevant Program Area page or under Funding Rounds.

 

We recommend you make use of the Tips and HintsFAQsInfo for Universities and Sample Forms - they are designed to ensure your application has the greatest chance of success.

Application Process

The following Program Areas require an Expression of Interest (EOI) prior to proceeding to an Application. 

Please note: Medical Research applications are single-stage.

Before submitting your EOI (or full Application for Medical Research) you must telephone the relevant program manager on 03 9650 3188 to discuss your proposal and its fit with the Foundation’s priorities.

The EOI/Application Process

Stage 1: Expression of Interest (EOI)

EOIs must be submitted online. You can access the relevant online EOI form via the appropriate Program Area page during an open funding round. To assist in your preparation, you can preview the EOI questions.

EOI submissions will be assessed and applicants notified by email within 10 business days as to whether their project will or won't progress to full application.

Where possible, proposals should be submitted earlier than the EOI closing date to receive a quicker response. This will give you additional time to complete your full application if you are invited to Stage 2.

Stage 2: Application (by invitation)

If you are invited to submit a full application the Program Manager will advise you via email. You will have approximately three weeks to complete and submit the application both online and in hard copy to the Foundation office. There are strict closing dates for full applications which can be found under the relevant Program Area page or Funding Rounds.

Meetings and site visits may then be required to assist the Foundation to better understand your organisation and the proposed program or project.

Outcomes

Your application for a grant will be considered by the Foundation’s Board of Governors. The Board meets three times a year and you will be notified of the decision within two weeks of the meeting.

Please note that an invitation to submit an application does not mean that your application will be funded.

Funding Rounds

Next Round | Round 3, 2019 | By invitation

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This round is for Major grants and by invitation only.

Upcoming | Round 1, 2020 | Applications open 4 November 2019

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Open Program Areas

Expression of Interest

  • Arts

Important Dates

Expression of Interest

Open:
Monday 4 November 2019
Close:
Friday 22 November 2019

Applications

Open:
Monday 4 November 2019
Close:
Friday 24 January 2020 5pm AEST

Grants announced

late April 2020

Future | Round 2, 2020 | 30 March 2020

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Program Areas to open in this round will be announced late September 2019.

 

Important Dates

 

EOIs/Applications open: 30 March 2020

EOIs close: 17 April 2020 (5pm AEST)

Applications close: 5 June 2020 (5pm AEST)

Grants announced mid-September 2020

 

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