About The Trust

The Trust is a charitable trust set up under the Will of the late Mr Alexander McMillan.  The Trustees are the Mayor of the City of Dunedin, the Vice-Chancellor of the Otago University, the Dean of the Otago Medical School, a representative from the religious community and Mr A J Anderson, a partner of Gallaway Cook Allan.

The object of the Trust is to provide funds for religious, educational and charitable purposes within Otago.  The Trustees welcome applications from the wider provincial area as well as the City of Dunedin.

As a matter of policy, the Trustees prefer to assist with capital projects rather than recurring or administrative expenditure.  Over the years grants have been made for halls, libraries, museums, civic improvements, parks and playgrounds, sports facilities, kindergartens, schools and tertiary institutions.  The Trust has also helped fund new swimming pools, church restorations and art galleries.

What The Trustees consider:

• does the project fall within the legal definition of  "charitable"
• is your project realistic and how does it benefit the organisation and/or the community;
• the number of people who will benefit from the project;
• is the organisation financially viable;
• what other fund-raising has been done and whether the project target is attainable;
• are the results from the project measurable.

The Trustees
Alexander McMillan Trust
Gallaway Cook Allan Lawyers
P O Box 143
Dunedin

• details of your organisation;
• your organisation's legal status;
• information about the project you are applying for;  including such details as size, how much, how many, quotes and prices;
• details of the cost of the project and how you intend to pay for it including funds already raised and whether you are applying to other organisations for assistance;
• information on how the project will impact on the community including the number of people who will benefit;
• information about your methods of financial recording and planning such as budgeting and forecasting for both the project as well as your ongoing operations. You must include copies of your latest audited annual financial statements and latest annual report.

• individuals;
• commercial organisations;
• sports or social groups;
• sponsorships for tournaments, events etc;
• travel
• seminars or courses;
• salaries, rents or similar overhead or administration costs;
• volunteer expenses;
• endowments;
• political parties or lobby groups;
• projects which the Trustees consider to be the responsibility of the local or central government;
• projects in retrospect, or projects intended to refinance existing debt;
• computer equipment or websites.