History
The Leith Trust was established by the Will of a retired hotelier, Frank Albert Leith, who died on 30 May 1966 and was added to by the Will of his widow, Florence Frances (Flora) Leith, who died on 19 February 1973. The Trust's bias toward youth is the wish of Mr and Mrs Leith who had no children of their own.

Contact Details
The Leith Trust
Attn: Ainsley Atkins
c/- Pearce Webster Dugdales
Level 4
379 Collins Street
Melbourne 3000

Telephone: 9614 5122
Fax: 9614 2964

Email: aatkins@pearcewebster.com.au
Website:
www.leithtrust.org.au
Application

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Interim and Final Reports

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Grants made in 2017

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About the Trust

Purpose of the Trust

The will of Frank Leith provided for income to be applied within Victoria in perpetuity for public charitable purposes but with particular emphasis on assistance to children in poverty including their accommodation, advancement in life, and education within the geographical area of the Diocese of Melbourne, including for Anglican Welfare services. Grants have never been confined to the Anglican Church.

We prefer to fund programs that make a cost effective, demonstrable and sustainable difference for the better in the quality of life and access to opportunities for our targeted children, youth and families.

New focus for 2018 Applications

This year the Trustees intend to give some preference to projects which enhance the parenting capacity of disadvantaged young parents. This new emphasis will not exclude funding of other services to children and families.

Application Process

The annual closing date for applications is 30 September. Successful applicants will be notified by mail by 31 December and unsuccessful applicants by 31 January.

Where an applicant received a grant in the previous annual distribution, but has not provided a final report within 12 months of its receipt of that grant, payment of a new grant will be postponed until the Final Report on the previous grant has been received.

Approximately 65% of applications made in 2017 were successful.

See below for the terms and conditions.

Terms & Conditions

Who can apply

An application can only be made by the organisation that will provide the service.

Grants may only be made to organisations which are not only Deductible Gift Recipients (under Subdivision 30-BA of the Income Tax Assessment Act 1997 (Cth)) but also deductible for Estate Duty (under Section 8 (5) of the Federal Estate Duty Assessment Act) and Probate Duty (under Section 21 of the Victorian Probate Duty Act) even though no duty is now levied by those Acts.

An applicant which does not have the estate duty and probate duty exemptions but is a deductible gift recipient may in lieu of those two exemptions furnish a copy of its constitution so that the Trust may judge for itself whether it would have satisfied the criteria for estate duty and probate duty exemption.

Preference will be given to eligible Victorian service originations. Interstate or internationally based organisations are generally not funded.

Applicants may be interviewed or contacted for more detail.

All applications will be treated confidentially, save that details of the organisation, project and amount of funding will be published on the Trust's website annually.

Length of the project

Generally the Trust funds projects that aim to be completed within twelve months from the date of the grant.

If support is sought for a project of greater than twelve months, funding can be requested for a particular stage of the project. The anticipated completion date, of both the specified stage and the entire project, should be clearly outlined in the application. Major support is unlikely to be given by the Trust to a project for more than three years.

Projects that will not be considered are:

  • Administrative;
  • Management;
  • Staff training; or
  • Research.

The Trust is unable to make distributions to individuals for relief, study, research or travel or any other purposes.

All Grants will be made subject to the following conditions:

  1. The Grantee will use the whole of the grant exclusively for the Project described in the application for the grant and not for any other purpose.
  2. The Grantee will use its best endeavour to complete the Project, or in the case of an on-going Project the stage of the Project to which the application specifically related, within twelve months from the date of receipt of the Grant (the "Specified Period").
  3. Should the Grantee be unable to spend the funds in the Specified Period, the Grant will be returned to the Trust unless other arrangements have been approve in writing by the Trustees.
  4. The Grantee will promptly advise the Trust of any material change which may affect the Grantee's ability to undertake or complete the Project within the Specified Period.
  5. The Grantee will expend the grant only within the state of Victoria.
  6. The Grantee will show the grant separately in its books of account and keep records adequately to enable the use of grant funds to be checked readily.
  7. The Grantee is not required to acknowledge the assistance of the Trust in any published or displayed material relating to the Project.
  8. The Grantee will provide the Trust with a Final Report no later than 15 December 2018. Applications for the 2019 grant will be considered ineligible without this final report. The Final Report will include:
    1. A brief description of the Project as submitted in the application;
    2. A brief description of the Project at the time of the report
    3. A brief description of any changes which were made to the Project as described originally;
    4. A brief outline of the reasons for any changes which were made to the Project;
    5. A signed and dated statement of expenditure showing:
      • The amount received;
      • Details of the amounts expended on the Project;
      • The balance remaining at the date of the report;
      • If you have received a large grant we would appreciate some further detail as to how the grant has been expended, such as an itemised account.
  9. The Grantee will allow authorised representatives of the Trust to inspect the project during the life of the project.