Your organisation or group's total operating expenditure over the last 2 accounting periods (years), determines the type of financial statements you need to provide.

Unregistered / Informal group

There may be a pathway for your group to access funding. Please email us for advisory support at community.matters@dia.govt.nz.

Small community groups and organisations

If your total expenditure was less than $550,000 - your financial statements must be approved by your governance board.

Large community groups and organisations

If your total expenditure was:

• Over $550,000 - your financial statements must be either audited or reviewed by a qualified auditor.
• Over $1.1 million - your financial statements must be audited by a qualified auditor.

For more information on statutory audit and review requirements visit the Charities Services website.

Applying for funding?

If you are an established group or organisation a financial statement (no older than 18 months) must be provided, by the closing date of the fund. Simply upload these statements to your organisation's profile in the online Grant Management System.

If you do not provide complete financial information, your funding request may be considered incomplete. This may mean your organisation is ineligible for funding.

Organisation less than 18 months old?

If your organisation is less than 18 months old at the closing date of the fund, you may still be eligible to apply.

You will need to provide your most recent statement of financial performance. This statement should be no more than 3 months old at the closing date of the fund.