Rua & Clarrie Stevens
Charitable Trust

Est 1970

Administration

The greater part in us will never die’

Grant Application Form for approved organisations

Accountability Reports

To this Trust doing good is not enough, only the very best the Trust can do is acceptable!  The key issue we are trying to address is “how can we do things better?”

Accountability Reports form an important part of the Trust Family relationship as provides the Trust with the ability to evaluate and monitor its own effectiveness over time.

Here are some questions to consider when preparing an Accountability Report:

1. What did the investment achieve for the peoples lives it was hoping to affect?

2. How are they better off?

3. Who is behaving differently as a result of the Trust’s investment?

4. Are policy makers, decision makers and opinion leaders saying different things and making different decisions?

5. Did the investment stimulate other investments/grants?

The Trustees and Advisory Trustees have recently decided to focus upon the administration of trust, clarifying and simplifying the grant making process.  The purpose of this section is to make it clearer and easier all parties—ourselves included!

Distribution Dates:  One of the steps we have taken to simplify the administration of the Trust is to limit ourselves to two distributions per annum, one on the 10th November (Rua’s birthday) and one on the 31st March (the end of the financial year and close to Clarries birthday).  These dates can be seen on the timeline below:

Grant Making Process (Multi-Year):  Most of our recipients receive grants year after year, providing organisations with an important source of ongoing funding and creating the special bond affectionately referred to as the Trust Family.  Multi-Year grants are an important part of our Trust but must still adhere to our Grant Making Process.  Here are the steps for Multi-Year recipients:

Key Dates:  As can be seen from the timeline, the two distribution dates have clear cut-off dates, the 31st August for the November distribution and the 28th February for the distribution in March.  As another method of simplifying administration we would like to receive the Accountability Report for the prior year at the same time as the Application for Funding.  Unfortunately, Applications will not be considered for the relevant distribution without completed Accountability Reports.

· Step One: Accountability Reports (prior year) and Applications for Funding (current year) are received by the Trust by the dates shown in the timeline above.

· Step Two: Applications for Funding are consolidated and considered by the Trust.  Responses are sent to all applicants.

· Step Three:  Grants are distributed to recipients per the timeline above.

Grant Making Process (Single Grant):  The Trust makes single grants to organisations it would like to support from time to time.  Where these grants do occur, it is important to note that they are initiated by the Trust as the Trust does not accept applications from unknown parties.  If you are approached by the Trust, here is the Grant Making Process:

· Step One: The Trust invites you to make an application for funding.

· Step Two: Applications for Funding are consolidated and considered by the Trust.  Responses are sent to all applicants.

· Step Three:  Grants are distributed to recipients per the timeline above.

· Step Four:  Accountability reports are received for the funding per the timeline above (ie, August for November grants and February for March grants).

Text Box: Empowering Women

Grant Application Form (or click here for the .pdf version)