Who should use this schedule
Your organisation or fund should complete this schedule to apply for endorsement as a deductible gift recipient (DGR) endorsement under the category Necessitous circumstances fund (item number 4.1.3).
To find out what requirements your organisation or fund must meet to qualify for DGR endorsement as a necessitous circumstances fund and for examples, see Necessitous circumstances fund.
If your organisation or fund doesn't qualify as a necessitous circumstances fund, check the DGR table to see if another category is applicable.
How to access this schedule
If you are unable to download the schedule, you can order a paper copy by phoning us on 1300 130 248.
Completing this schedule
This schedule should be completed by a person authorised by the organisation to act on its behalf.
You must complete this schedule in full. Schedules that are not completed in full will be returned to the applicant.
If you can't save a completed copy of this schedule, print a copy before closing the schedule.
In this schedule, when we say:
- ‘constituent or governing document’, we mean an organisation’s trust deed, constitution, rules, memorandum and articles of association, statute or charter
- ‘clause’ in the constituent or governing document, we mean a rule, section, paragraph or other element of the document.
For details about the personal information we collect from you, see Privacy notice – Necessitous circumstances fund.
If you need help completing this schedule, phone us on 1300 130 248.
Lodging your schedule
If you are completing this schedule as part of the Australian Charities and Not-for-profits Commission (ACNC) charity registration application process, make sure you:
- complete the declaration at the end of the schedule
- attach the completed schedule to the ACNCcharity registration application form where indicated (don't attach your evidence documents; we will request these from you at a later date).
If you aren't completing this schedule as part of the ACNCcharity registration application process, make sure you:
- complete the declaration at the end of the schedule
- print the completed schedule
- send your completed schedule with
- an Application for endorsement as a deductible gift recipient (NAT 2948)
- evidence documents, if applicable
- a copy of your constituent or governing document
- post it to
Australian Taxation Office
PO Box 3373
PENRITH NSW 2740