The Lutheran Welfare Trust was created to contribute towards the support or establishment of welfare projects primarily within the Lutheran Church. This Trust is endorsed as a Deductible Gift Recipient and as an Income Exempt Charitable Entity – this means donations can be tax deductible.
The Trust was established to provide relief to those who are in necessitous circumstances, which according to the Commissioner of Taxation definition, involves some degree of poverty. To the extent possible, the Trustees take a broad approach to this definition, although the Trustees must still be bound by the ATO description. Careful consideration should be given to this definition in the application for funds.
The Trust operates on a 1 July to 30 June financial year in accordance with the Tax Office rules, so applications are now open for the 1/7/22 – 30/6/23 year.
The Trustees are seeking applications for the funding of welfare related projects, not for specific individual welfare cases. The amount available in any one year is dependent on prevailing interest rates and income returns.