Named Sub Trusts

Named Sub Trusts

Nikau Foundation is a trustee of these trusts which are managed by NZ Guardian Trust. Nikau Foundation provides recommendations regarding the distribution of income in accordance with the individual terms of each sub trust.

NZ Guardian Trust advise Nikau Foundation in August / September each year of the amount of income available for distribution and applications are invited from various organisations to be considered for allocation of grants. Application Process:

Download Evaluation form:

Many of these sub trusts have specific instructions regarding the distribution of income earned and these will not be detailed on this website. Details are available by referring to our latest annual report – refer news.

Two sub trusts provide significant funds for annual distribution under the following criteria:

Richard and Doreen Evans Charitable Trust
“The relief of poverty, the advancement of education or religion or any other matter beneficial to the community in the Wellington region”. Priority will be given to:

• The Cancer Society of NZ
• NZ CCS
• RSPCA
• Wellington City Mission
• Mary Potter Hospice
• Charities of a conservation nature.

Henry and Eileen Wise Medical Trust
“The advancement of Health”

The following organisations to be favoured:

• Wellington Multiple Sclerosis Society
• Royal NZ Foundation for the Blind (Wellington)
• Arthritis and Rheumatism Foundation
• Cancer Society of NZ (Wellington)

Application Process

Named Sub Trusts

Grants from these trusts tend to be for varied purposes and applications are invited from potential grantees by Nikau Foundation in June / July each year. There is no formal application form required.

While we invite applications it is important that we are aware of projects that fit our criteria that are being planned within our region. Therefore, if you think that you fit the criteria for these trusts please talk to us about what you are doing – if we think what you are doing is beneficial to the Wellington region and fits what we are attempting to achieve we will invite you to submit a formal application.

We will probably invite more applications than we are able to fund to allow our trustees to make a considered choice so an invitation to apply should not be taken as a certain approval. Applications are accepted from June each year.

The decision making process is longer for these trusts - recommendations to the various board committees will be in November each year and final decisions and advice to applicants would normally be made by January of the next year.