colliercharitable.org

2017 2018 — Annual Review April 2019

Image: Courtesy The Royal Children’s Hospital Contents Welcome

03. Welcome Welcome to the 2018 edition of the Collier Charitable Fund’s Annual Review. 04. Me ssage from the Chair We are pleased to share with you the work that has been undertaken 06. The Trustees during the year as well as taking this opportunity to acknowledge and celebrate the Collier sisters, Alice, Annette and Edith, the joint founders 07. 2018 Year in Review of the Collier Charitable Fund.

08. Some Facts & Figures In 2018 the Fund passed the $100m distribution milestone and this affords us an opportunity to reflect on the sister’s lives and their 10. What We Funded philanthropic contribution. Included in this year’s review is a section about the Collier sisters and their remarkable contribution. 12. U niversity of Melbourne Story

13. Tw eddle Child & Family Health Services Story

14. Melb ourne City Mission Story

15. The Queen's Fund Story

16. A Legacy...

– Our History: A Special Feature –

17. Looking to the Future

18. Grant Recipients

28. G overnance & Financials

Image: Detail of Collier family visa document from the Collier archive

2018 Annual Review — colliercharitable.org 03 Message from the Chair

2018 was a special year for the Collier Charitable Fund. Having recently exceeded $100 million in charitable grants since the commencement of the Fund, the trustees wish to mark this milestone, and to draw attention to three extraordinary women, Alice, Annette and Edith Collier. These sisters had the generosity of spirit and foresight to bequeath their collective wealth under three identical Wills to establish the Fund, a perpetual charitable trust, following the death of the last surviving sister, Edith, in 1954.

The Collier sisters were educated at Presbyterian Ladies’ College. They lived through two world wars, never married and lived together in their final years in a large house in Irving Road, Toorak. The terms of the trust set out in the Wills provide insight as to their character and intentions. They designated specific charitable areas for support including Victorian public hospitals, and (Australia wide), public education and the advancement of religion. They also made provision for general charitable purposes in Victoria and elsewhere in Australia which has provided some flexibility in grant making as community needs and attitudes have changed over the years.

Over the last 5 years, the corpus of the Fund has produced sufficient income to enable the Fund to distribute $4.9 million each year, while leaving some income in hand for special grants. This year we are making several such grants to organisations and for projects which the trustees view as particularly appropriate having regard to the lives of the Collier sisters and their charitable intentions. These include grants to the Royal Women’s Hospital in Melbourne to support research into the prevention of family violence and to the Menzies Foundation to promote leadership by women in public education. The details of these grants are provided later in this review.

The Collier Charitable Fund is proud of its record. Over the years it has provided vital funds for emergency relief and material aid, with a focus on the most disadvantaged. For many years, it has provided core funding to charities, encouraging them to apply for what they really need. More recently, it has collaborated with other charitable foundations enabling it to support larger, strategic grants.

We are fortunate to have Wendy Lewis as our Executive Officer and Secretary. Her extraordinary set of skills and hard work is greatly appreciated by the trustees. This year the Fund is participating in an exciting new initiative, funding an undergraduate intern from Swinburne University. The intern’s time will be divided between supporting Wendy and working with Launch Housing, a not-for-profit organisation providing housing and homelessness support services.

Amanda (Mandy) Milledge On behalf of the trustees of the Collier Charitable Fund

05 Image: 2018 Annual A Collier Review sister’s — colliercharitable.org monogrammed hankerchief from the Collier archive The Trustees 2018 Year in Review

Operations

From an operational perspective the Fund has continued to develop.

In particular, the development of the online grant system and database continues to evolve. The system contains data that dates back to the inception of the Fund in 1954 and allows analysis of the grants made and to be made.

The office was renovated at the end of 2017 and now enables the Fund to host larger meetings with other funders, grantees and potential grantees.

Painting leased from Arts Project Australia - Artist John Bates

Standing (L-R) Michael Kingston, Chris Beeny Seated (L-R) Peter Kelly, Wendy Lewis (Executive Officer), Amanda Milledge (Chair)

Image: Invitation to the Ghesireh Palace Hotel from the Collier archive

2018 Annual Review — colliercharitable.org 07 During 2018 the Fund’s Executive Officer met The trustees also took the opportunity to Some Facts and Figures many organisations and visited numerous meet people and attend various events in the projects supported by the Fund. These visits community sector to keep up-to-date and grow provide an opportunity to see first-hand the their understanding of the needs and issues of impact of the projects that are funded as well grant seekers and the sector as the opportunity to understand the needs more broadly. Since the Fund commenced in 1954 the Over this period many of the organisations and issues that these organisations are facing Victorian and Australian charitable sector that have been supported have evolved or in the delivery of the services they provide to has changed significantly. combined with other organisations but with the the community. same purpose of supporting the community in their specialty area. Annual Grants Made for 2018 by Fund

Fund 1 Public Benevolent Asylums or Institutions in the State of Victoria

Fund 2 Public Hospitals in the State of Victoria

Fund 3 The Lord Mayor’s Charitable Foundation Fund 7 22 % 22 % Fund 1 Fund 4 Public Educational Purposes in the Commonwealth of Australia

Fund 5 Religious Purposes in the Commonwealth of Australia

Fund 6 Directed Grants to the Lord Mayor's Charitable Foundation Fund 5 14 % 14 % Fund 2 Relief of Poverty in Australia, the Australian Red Cross, the education of children of deceased Fund 7 or incapacitated sailors, soldiers or airmen and any other charitable purposes not (otherwise) provided for in any of the other Funds 14 % 14 %

Fund 4 Fund 3 & 6

Total Number of Total Amount Fund Grants made from Distributed by Fund 1955 - 2018 1955 - 2018 2017/2018 2016/2017

Fund 1 3775 21,894,000 Total Value of Applications Received $ 9,574,00 $ 11,004,00 Fund 2 1408 14,576,000 Fund 3 65 7,359,428 Total Number of Applications Received 329 395 Fund 4 2283 14,718,857

Fund 5 4864 14,576,000 Total of Amounts Distributed $4,900,000 $4,900,000

Fund 6 692 7,288,000  Total Number of Applications Funded 171 184 Fund 7 2378 21,949,000

Grand Total 15465 $102,361,285  Overall Average Value of Grant $27,083 $26,630

2018 Annual Review — colliercharitable.org 09 2005 to 2018 What We Funded Total Grants Paid and Applications Approved

Grants 6,000 250

Over recent years the trustees have elected The Fund has one open grant round each 5,000 200 to maintain the level of funding available for year. As in previous years the value of grant distribution at a similar level each year, rather applications received in 2018 exceeded the 4,000 than varying the amount available to reflect amount available for distribution. 150 the volatility of investment income. As a result, 3,000 the level of distributions has remained at 100 $4,900,000 since 2014. 2,000

50 1,000

2018 Grants Received and Approved by Fund 0 0 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018

90 85 85 Total Amount Paid 3,052 3,500 4,060 4,620 4,620 3,500 3,710 4,102 4,200 4,900 4,900 4,900 4,900 4,900 81 Applications Approved 166 137 153 193 191 158 164 155 159 193 205 200 184 171 80

70

60

50 44 2018 Special Distributions

40 35 34 36 29 During the 2018 financial year the Fund 30 During 2015 the trustees set aside some 21 21 funds for special distributions. These distributed $172,857 in special grants. Further 20 13 13 funds are available for initiatives that are special grants are to be made during 2019 to mark the $100 million giving milestone. 10 identified by the trustees.

0 Fund 1 Fund 2 Fund 4 Fund 5 Fund 6 Fund 7

Received Approved Fund 7 Fund 1

29 % 17 %

$50,000 $30,000 In 2018 over 80% of applications received In other cases, smaller amounts have been Youth were fully funded. granted but only where it is clear that they can Education, Research still be applied effectively. Capacity Building 54 %

$92,857

Fund 4

2018 Annual Review — colliercharitable.org 11 University of Melbourne Story Tweddle Child and Family Health Service Story

2018 Grant $50,000 2018 Grant $30,000

Purpose Strengthening children and families in disaster & emergency recovery Purpose An online app for parents who experience barriers to accessing Early Parent support (Sleep issues; crying etc). Beneficiaries Families impacted by disasters (Research and development) Beneficiaries Early Childhood (0 – 4) & Parents Geographical area supported Victoria Geographical area supported Victoria Total grants made to date $1,766,640 Total grants made to date $160,650 Fund Fund 4 Fund Fund 2

Strengthening children and families in Most people think that playing with a baby or toddler is Through laughter and play, endorphins are released and disaster and emergency recovery. something that comes naturally, but for many parents, feelings of wellbeing emerge. it doesn’t. Many lack any experience and have no role During the last ten years the Collier Charitable Fund has models on which to base their own parenting. The Learning To Play Facilitator had a profound impact donated over $1million to the University of Melbourne on the way vulnerable parents saw and responded to to enable researchers to deliver a diverse range of Tweddle Child and Family Health Service is a state- their children. She role modelled important interactions, initiatives that have made positive, long-lasting impacts wide 98 year old Public Hospital and Early Parenting explained what children might be experiencing, in the community. The outcomes of these projects have organisation based in Footscray. Every week they provided gentle alternatives to parenting responses, included helping doctors improve the diagnosis and provide over 70 intake telephone assessments for advised staff on observational tools and encouraged treatment of serious medical conditions, and assisting mums and dads struggling with the pressures of groups to bond through shared activities, encouraging educators to understand how classroom environments parenting their baby or toddler. peer support. can improve children’s learning and comprehension. Programs include a 5-day residential parenting This year Collier is proud to be partnering with Gandel program and a 10-day parenting assessment and skills Philanthropy and the Helen Macpherson Smith Trust development program for child protection families. to support a unique project that is helping children and Through admission, 32 different risk factors are families recover from the trauma of disasters and assessed, including depression, anxiety and family major emergencies. violence, each posing a cumulative risk to the parent/ infant attachment relationship. The project is an exciting collaboration between the How will this project help build resilient communities? University of Melbourne, Australian Red Cross, Phoenix This innovative collaboration will lead to the Tweddle turned to the Collier Charitable Fund seeking Australia: Centre for Posttraumatic Mental Health, development of a trusted, accessible package of to fund a new play therapy program. Through admission Victorian Department of Education and Training and resources that will upgrade existing resources and Tweddle identified that many parents were struggling community stakeholders. change the way services are provided across Victoria with trauma and this was effecting their ability to enjoy and, long-term, across the country. their baby, and subsequently causing distress and Why is this project needed? disruption in the parent/child relationship. The need for this project was first identified in the “This much-needed package – which will include In the Parenting Assessment & Skills Development ‘Beyond Bushfires: Community Resilience and Recovery’ professional training for service providers, school- With help from the Collier Charitable Fund, Tweddle Program (PASDS) for child protection families, the one study (2010-2016) led by Professor Lisa Gibbs from the based resources and family resources – will provide introduced the evidence based program ‘Learning on one play sessions were particularly therapeutic. They University’s Child Health and Wellbeing Unit. The study, direction on how to address the impacts of disasters To Play’. The play therapist worked at Tweddle every enabled the parents to experience a play interaction which involved over 1,000 participants across Victoria, and other major emergencies on child mental health and Wednesday. She provided one on one sessions, group and an opportunity to learn about their child, something examined the impact of disasters on community wellbeing, family function and positive parenting.” sessions and secondary consults for residential babies, many of these parents have never experienced. They members’ mental health and wellbeing. As Professor toddlers, parents and staff. She also provided two staff were able to have this destigmatising session in their Gibbs explains: What will be the impact of Collier’s support? training sessions in therapeutic play. own rooms, in a relaxed private and playful atmosphere “Without the support of organisations such as the and the opportunity to take photos and videos home “No-one plans to put children in the middle of a disaster Collier Charitable Fund, Gandel Philanthropy and the Through play, babies and toddlers learn that the world with them. or emergency, but unfortunately they are still caught up Helen Macpherson Smith Trust, my team simply wouldn’t can be safe and predictable. Play therapy effects are in these inherently unpredictable risk environments. have the resources to implement a project of this size found to be greatest when there is parent involvement One mum said: “Children who were confronted by the terror of and scope.” where children have the opportunity to ‘play out’ “Liz was amazing and I couldn’t speak more highly of her. approaching fires were at a much greater risk of feelings and problems. When families experiencing I found Tweddle staff were amazing mentors, coaches mental health conditions and the many disruptions in “Philanthropic investment is crucial in helping adversity begin to play together, perceptions of each and friends. I watched a staff member play and sing to their homes and schools also impacted their ongoing universities deliver services to those in the community other are changed, communication is accomplished in a toddler and it was the most lovely thing I witnessed at learning. who need them the most. Thanks to the support of these less direct ways, and individuals experience a decrease Tweddle.This staff member inspired me as a mum. I think “We realised there was a large gap in services and organisations, we have the opportunity to make a real in resistance. she is one in a million. I loved seeing how beautiful staff resources to minimize the long-term impact of trauma difference – when disaster strikes, we will be there to were towards babies at Tweddle.” on children – and we could help fill this gap.” help communities recover and thrive.”

2018 Annual Review — colliercharitable.org 13 Melbourne City Mission Story The Queen's Fund Story

2018 Grant $30,360 2018 Grant $15,000

Purpose Animal assisted therapy – a pathway to engage vulnerable youth Purpose Emergency financial aid for at least 46 single women and their children in Vic Beneficiaries Youth 12 to 25 experiencing, or at risk of homelessness Beneficiaries Women Geographical area supported Metropolitan Geographical area supported Victoria Total grants made to date $719,072 Total grants made to date $355,650 Fund Fund 6 Fund Fund 1

Melbourne City Mission is one of Victoria’s oldest, A qualified music therapist provided weekly group music The Collier Charitable Foundation has helped The This has also meant that my client can now focus largest and most diverse ‘for purpose’ community sessions, drop-in sessions, mindfulness workshops Queen’s Fund to help single, disadvantaged women on employment and maintaining her on-going service organisations. We work alongside people at and 1 on 1 sessions by referral. The program proved in Victoria for over 50 years, contributing a total of rental payments.” risk, providing individualised supports that disrupt effective in connecting with vulnerable young people $355,650. August 2018. Referring Agency: Uniting Wyndham trajectories into disadvantage and enable people to as it is an easy access point for those experiencing lead positive lives. crisis to engage with services. Many young people Operating since 1887, The Queen’s Fund supports Social workers with whom we work tell us very few identified very strongly with the program and took the single women in Victoria who need emergency financial organisations in the Victorian community are able to We are known nationally and internationally for our lead in running some of the weekly group sessions; one relief due to family violence, mental illness, or medical offer the assistance we provide within the timeframe expertise in youth homelessness. We are the largest designed an 8-week course for other young people at issues by providing grants of up to $350. we provide it. Our assistance is flexible, non-judgmental, funded provider of youth homelessness services in Frontyard, another developed a 5-week song writing and accessible by social welfare organisations from Victoria and our flagship is Frontyard Youth Services. program and delivered this from the Aardvark Centre We work with social workers from 160 welfare agencies across the whole of Victoria. The Queen’s Fund provides Frontyard is the cornerstone of the Victorian (a community based music facility for young people across Victoria who are in the best position to accessible, straightforward emergency financial aid, homelessness service system and an important facing adversity). determine how to help the woman in need. They which can make all the difference to families in times interface with mainstream and specialist services continue to support her after our emergency relief of crisis. including out of home care, mental health, alcohol and In 2018, the Collier Charitable Fund is supporting has been provided. other drugs, disability, family violence and youth justice. MCM’s Animal Assisted Therapy program. This type of therapy has been running for four years at Frontyard We are different because we can provide flexible The Collier Charitable Fund has supported Melbourne and was the subject of University of Melbourne research financial support that considers the personal and City Mission for over 35 years and most recently on the effectiveness of animal assisted therapy. The unique circumstances of each applicant to create the supported the growth of our holistic therapeutic research found three major areas of benefit; decreasing most impact, paying for things like rent, household bills, programs at Frontyard. These programs use alternative negative emotions, inducing calming behaviour and transport or refurbished computers for education, often tools, such as music and animals, to engage vulnerable increasing social interactions and relationships. One within 24 hours if needed. youth and create a therapeutic outlet for emotional and participant noted; “the dogs bring happiness and they psychological recovery. are comforting. It makes you forget your problems.” Our committee is unpaid and we have very low overheads. Any overheads we do have are covered by In 2017, Collier’s support of the music therapy program MCM is incredibly grateful for the ongoing support of a historical bequest. This means 100% of the money enabled young people to escape their current crisis and the Collier Charitable Fund. It has enabled us to embed donated goes to the women and children who need it share positive experiences, building their confidence holistic therapies in our service offering and positively most. and social connections. It was found that vulnerable impact the lives of vulnerable young people across young people can ‘hide’ behind music to articulate their Victoria. Single women, particularly those with children, remain experiences and needs that are often too confronting to one of the groups in our society who are most in need of express face-to-face to youth workers. support. And the need is growing. We do not receive government funding so are entirely dependent on receiving grants from philanthropic The music therapy program aimed to: Women continue to be more likely be living below the foundations/trusts and individuals. We find that due to - Build self-worth, confidence, sense of identity, social poverty line. This outcome is due to women tending to our low overheads and the valuable service we provide, connection and overall wellbeing of young people have lower employment rates and lower wages than we have long standing relationships with foundations - P rovide a long-term connection with young people in a men, paired with a greater caring role for both children and trusts such as the Collier Charitable Fund. fun, safe environment and family members. - Provide an escape to complex issues for young people In 2018, The Queen’s Fund saw a 30% increase in - P rovide relation, calmness and clarity to reduce “The support The Queen’s Fund provides to vulnerable demand for our services from the previous year helping anxiety and form coping mechanisms women is invaluable. Once again, The Queen’s Fund has almost 1,500 women in need. We could not have met this prevented someone from becoming homeless through demand without the ongoing generous support from the the assistance with rental arrears to sustain a tenancy. Collier Charitable Fund.

2018 Annual Review — colliercharitable.org 15 Legacy

An enduring benevolence... the following extract from the Wills of the Collier sisters explains how the seven designated funds originated.

7. (d) In order to give full effect to my general charitable vi) UPON TRUST as to a further two of such parts to intentions with regard to the Trust Fund after the [date of pay or apply the net income thereof for such Religious death of the last to die of the three Collier sisters], I Purposes in the Commonwealth of Australia and in such DIRECT that my Trustees shall after the said Date divide proportions as my Trustees in their absolute discretion the Trust Fund into fourteen equal parts, and hold such may from time to time determine. parts for ever UPON THE TRUSTS and with the powers and discretions hereinafter mentioned, that is to say:- vii) UPON TRUST as to a further one of such parts to pay the net income thereof to The Lord Mayor's Funds i) UPON TRUST out of the income of such parts to pay Metropolitan Hospitals and Charities, with power to the salaries, commission, costs, charges, expenses and request that the same be transmitted through the said outgoings attending the administration of the Trust Fund Fund to any hospital or charity specially designated in as authorised by my Will AND subject to such payments. advance by my Trustees or held by the Fund upon any special charitable trusts which I empower my Trustees ii) UPON TRUST as to three of such parts to pay or to arrange or settle with the said Fund, including the apply the net income thereof to or for such of such Public investment of moneys which my Trustees may from time to Benevolent Asylums or Institutions in the State of Victoria time pay to the said Fund. as are charitable and in such proportions as my Trustees in their absolute discretion may from time to time viii) UPON TRUST as to a further three of such parts to determine. pay or apply the net income thereof in such shares or proportions as my Trustees in their absolute discretion iii) UPON TRUST as to a further two of such parts to may from time to time determine to or for such of the pay or apply the net income thereof to or for such Public following objects namely, the Relief of Poverty in Australia, Hospitals in the State of Victoria, and in such proportions the Australian Red Cross Society, the Education of as my Trustees in their absolute discretion may from children of deceased or incapacitated Sailors, Soldiers, time to time determine. or Airmen and any other charitable purposes not herein before provided for, as my Trustees in their absolute iv) UPON TRUST as to a further one of such parts to discretion may from time to time determine. pay the net income thereof to The Lord Mayor's Fund for Metropolitan Hospitals and Charities. v) UPON TRUST as to a further two of such parts to pay or apply the net income thereof for such Public Educational Purposes in the Commonwealth of Australia and in such proportions as my Trustees in their absolute discretion may from time to time determine.

A philanthropic family — Our history 2018 Annual Review — colliercharitable.org 17 2007 — 2018 $52M donated

Jenkin Collier 1830 1921 — A young immigrant committed himself to making Alice Collier Australia a better place. 1863 1950 — His daughters stayed true to his values and after Edith’s passing in 1954, the daughters’ charitable wishes could Annette Collier be put into effect, thus benefitting institutions such as our 1864 1947 public hospitals and the Lord Mayor’s Charitable — Foundation.

Edith Collier 1869 1954 —

1955 — 2007 $50M donated $100,000,000+ Jenkin Collier arrived in Melbourne from Wales as a 23 year old immigrant in 1852 and entered the building trade. It was while he was operating a mill to cut sleepers in Goulburn that he got to build the last 53 miles of the Melbourne to Echuca line, which he completed months ahead of schedule.

Later, he built the line between When Jenkin Collier died aged 91, he Deniliquin and Moama. His visionary left his estate to his family. The three plans to build a railway from Dalby to the daughters, devoted to each other, never Gulf of Carpentaria and from Charleville married. They travelled extensively to the NSW border were too radical but they lived very unpretentiously. to be accepted by the Queensland They attended church at St John’s parliament over one hundred years Church, Toorak regularly and spent ago, but the government’s vetoing of only a fraction of the 50,000 pounds Collier’s dream didn’t dampen income they received annually from his active involvement in pastoral their father’s estate. Instead they gave development of Queensland. generously to charities and people in need, always insisting on anonymity. Collier made his money in the boom Their private secretary of thirty years time of the 1870s. The family lived in said they were “the sweetest and ‘Werndew’, a 40-room mansion set dearest souls” she ever knew. on four acres on Irving Road, Toorak. Collier’s three daughters Alice, Annette and Edith went to PLC. His son Herbert was educated at Melbourne Grammar and later became a Queensland farmer. Sadly Herbert died in his late 20s without leaving any descendants. The Collier sisters They were also excellent business-

women and made their own

decisions as to how to invest their

income. As a result they left a 1.25

million pounds trust, the income

In 2007 the Lord Mayor’s Charitable Since commencing in 1954 the Fund Foundation, a direct recipient of the has provided support to over 3000 from which has been donated Fund, hosted a function to celebrate organisations. the Fund distributing $50 million. In the subsequent 11 years the Fund has The first annual report published in annually ever since to charities, distributed a further $52 million to 1955 contains the following quote from bring the total to just over $102 million. the Book of Revelation (14:13) “and their works do follow them”, a fitting tribute to the legacy of Alice, Annette and Edith hospitals and educational Collier who stayed true to their father’s commitment to making Australia a better place. institutions in proportions

nominated in the sisters’ wills. Onwards

The following initiatives will commence in 2019 to acknowledge the contribution of the Collier sisters.

1. 2.

The Collier School Leader Fellowship Partnership with the Royal Women’s Hospital

In 2019 the Fund has established the Collier Commencing in July 2019 the Collier Charitable School Leader Fellowship. The Fellowship Fund will fund the Royal Women’s Hospital and has been created under the auspices of the the University of Melbourne to enable them to Menzies Foundation and in partnership with the design and implement a research project to Graduate School of Education at the University assess the practical value and impact of the of Melbourne. The Fellowship offers an Strengthening Hospital Responses to Family opportunity to support a female school leader Violence (SHRFV) program across ten Victorian who has the capacity to make catalytic change Hospitals. The grant will support the Royal to improve student learning outcomes. The Women’s Hospital and the University to build Fellow will have the opportunity to work with a transferrable evidence base showing which internationally renowned Laureate Professor approaches are effective in Victorian hospitals’ John Hattie to develop her leadership responses to patient and staff who experience capabilities to build collective efficacy in family violence. her school.

The inaugural 2019 Collier School Leader Fellow is Ms Karen Snibson, Principal at Phoenix P-12 Community College in Sebastopol.

colliercharitable.org 2018 Grants

FUND 1. PUBLIC BENEVOLENT ASYLUMS OR INSTITUTIONS IN VICTORIA FUND 1. CONTINUED

ORGANISATION AMOUNT ORGANISATION AMOUNT

Albury Wodonga Regional FoodShare $ 37,762 Noah’s Ark $ 20,000 Connecting schools with local farmers to reduce hunger My Child, My Choice, My NDIS Project

Anglicare Victoria $ 30,000 OC Connections $ 20,000 TEACHaR - Transforming educational achievement for children in home-based and residential care Waterless Car Wash Team

Ballarat Hospice Care $ 25,000 Odyssey House Victoria $ 10,000 Providing comfort and dignity to patients in care Disadvantaged youth brokerage program

Banksia Gardens Community Services $ 30,000 OzChild $ 25,000 Aiming High VCE Support Program Strengthening Families, Building Communities Project

Barwon Child, Youth & Family $ 30,000 Refugee Legal $ 25,000 Communities That Care Program Legal assistance for fast track applicants

Berry Street Victoria $ 28,000 Save the Children Australia $ 40,000 Teaching Family Model Pilot Project - better outcomes for traumatised children in care Family Learning Club

Brophy Family & Youth Services $ 25,000 Save the Children Australia $ 30,491 A new home for Tasty Plate Children’s wellbeing initiative

Cabrini Health $ 30,000 Solve Disability Solutions $ 50,000 Identification of the mental health of child asylum seekers and refugees Increasing capacity and innovation through University partnerships

CareWorks SunRanges $ 10,000 The Collingwood Cottage $ 6,000 Helping Hand Project A nutritious supplement to the diet of the poor

CatholicCare $ 40,000 The Queen’s Fund $ 15,000 Settle Well Project Emergency financial aid for single women and their children in Victoria

Fitted for Work $ 30,000 The Salvation Army $ 120,000 Supporting women facing disadvantage in obtaining work Statewide extension to emergency relief (Doorways Project)

Green Cross Project $ 30,000 Uniting (Victoria andTasmania) $ 30,000 Mobile Health Services Project Supporting people seeking asylum

Guide Dogs Victoria $ 48,730 Uniting (Victoria and Tasmania) $ 21,000 Young Adults Program (YAP) Enabling social inclusion for people with a mental illness

Kids Under Cover $ 30,000 VincentCare Victoria $ 30,000 Studio to prevent youth homelessness Inner-Melbourne homeless hub and resource centre development

Launch Housing $ 49,500 Vision Australia $ 7,517 Education Pathways Program Vision Australia’s Seeing Eye Dog Program

Law and Advocacy Centre for Women $ 40,000 Zoe Support Australia $ 30,000 Development of pathways out of the justice system The White List - Secure futures for young mothers and their babies Life Saving Victoria $ 16,000 TOTAL FUND 1 $1,050,000 Aquatic Survival and CALD Community Engagement Project

Link Community Transport $ 30,000 Education for the Future Project

Make A Difference Dingley Village $ 10,000 Every successful journey starts with a single step

2018 Annual Review — colliercharitable.org 19 FUND 2. PUBLIC HOSPITALS IN VICTORIA FUND 4. PUBLIC EDUCATIONAL PURPOSES IN AUSTRALIA

ORGANISATION AMOUNT ORGANISATION AMOUNT

Alfred Health / Caulfield Hospital $ 25,000 AEIOU Foundation $ 26,000 Bariatric bed Research - parental perspectives on early intervention services for children with autism

Alfred Health/The Alfred $ 30,000 Anglicare Tasmania $ 20,000 Trauma service expansion - 2 cardiac monitors Education around the use of poker machines

Barwon Health $ 34,000 Australian Youth Climate Coalition (AYCC) $ 20,000 3x LIFEPAK defibrillators with internal discharge peddles for operating theatres Repower Our Schools Project (NSW and VIC)

Bendigo Health $ 30,000 Australian Youth Orchestra $ 15,000 Patient transport vehicle Australian Youth Orchestra Participant Bursary Fund

Castlemaine Health $ 30,000 Beacon Foundation $ 15,000 Theatre equipment to address wait list capacity Youth Work Readiness Program

East Grampians Health Service $ 30,000 Carriageworks $ 15,000 EGHS Medical Imaging and Pathology Department Redevelopment Solid Ground Program - Indigenous skills development program

Eastern Health $ 31,967 Children’s Ground $ 30,000 Difficult airway intubation project Bilingual early years education in central Australia

Heathcote Health $ 30,000 Disability Sport & Recreation $ 10,000 Wayfinding signage for Heathcote Health campus Wheeltalk Disability Education Program

Moyne Health Services $ 30,000 Down Syndrome Victoria $ 26,000 Moyne Health Services Urgent Care appeal Education support service for students with Down Syndrome

Peninsula Health - Frankston $ 40,000 Doxa Youth Foundation $ 20,000 Mobile dementia research Vocational Pathways Program

Peninsula Health - Rosebud $ 29,400 Edith Cowan University $ 29,000 Expanding capacity for emergency services Supporting struggling secondary literacy learners: English teachers’ strategies, preparedness and challenges

Peter MacCallum Cancer Hospital $ 42,500 Gunawirra $ 23,000 Tecan Digital Dispenser Training for early childhood educators working with aboriginal children & families

Royal Melbourne Dental Hospital $ 18,086 Hope Centre Services $ 10,000 Mobile dental equipment Mimi’s House Project

Royal Melbourne Hospital/Melbourne Health $ 50,000 Information and Cultural Exchange $ 16,600 CardioInsight™ non-invasive cardiac mapping of the mechanism of atrial fibrillation. Club Weld 2 (CW2) Project

Royal Women’s Hospital $ 50,000 Learning for Life Autism Centre $ 22,000 The Women’s family violence system audit tool ‘Inclusion Works’ at Mooroopna Park Primary School

Sandringham Hospital $ 32,500 Macpherson Smith Rural Foundation $ 28,000 Improving care of critically ill patients in the emergency department at Sandringham Hospital Dream Seeds - developing aspiration, resilience and connection for country kids St Vincent’s Hospital Melbourne $ 26,000 The Transrectal Ultrasound Probe. Using ultrasound to detect and diagnose prostate cancer. Macquarie University $ 11,200 Oral presentations in the early grades of primary school The Royal Children’s Hospital $ 30,000 Cryoablation equipment Melbourne Fringe $ 10,000 NAVIGATE - inclusive skills development and mentoring program The Royal Victorian Eye and Ear Hospital $ 27,500 Improving airway management skills: Bronchoscopy simulator equipment for trainee clinicians Monash University $ 20,000 Growing Indigenous Graduates Program Tweddle Child & Family Health Service $ 30,000 Devlopemnt of an online app for parents who experience barriers to accessing early parent support Mornington Island State School $ 20,000 Reading for your life - locals teaching locals Western District Health Service $ 53,047 Affinity IV AF600 birthing beds for Hamilton Base Hospital Outback Futures $ 30,000 Rural and remote learning - equipping and empowering

TOTAL FUND 1 $700,000 Reading out of Poverty $ 12,200 Pop Up Library - early literacy initiative

2018 Annual Review — colliercharitable.org 21 FUND 4. CONTINUED FUND 5. CONTINUED

ORGANISATION AMOUNT ORGANISATION AMOUNT

Rural Aid $ 20,000 Diocese of Wangaratta $ 8,000 Gift of Music Program St John’s Mansfield rewiring

Seaford North Primary School $ 12,000 Diocese of Wangaratta $ 30,000 Educational robotics and coding at Seaford North Primary School Christ Church Murchison restoration

Seawinds Community Hub $ 27,500 Intergen $ 21,000 Education Intervention with Abecderian Method for children from lowest socioeconomic background Theological institutions responses to Child Safe standards

Stewart House $ 29,500 Jewish Care Victoria $ 15,000 Funding children in need from Western Plains NSW to attend health and wellbeing program Pastoral Care Program

St Martins Youth Arts Centre $ 20,000 Melbourne Anglican Foundation $ 25,000 Workshop program in Dandenong Multicultural ministry

The Australia Foundation In Support Of Human Rights Watch $ 30,000 Melbourne Anglican Foundation $ 25,000 Defending the rights of older people in Australia Theological training assistance for migrants, refugees and other disadvantaged communities

The University of Melbourne $ 50,000 Mustard Leadership Australia $ 30,000 Strengthening children and families in disaster and emergency recovery Mustard Live App

The University of New South Wales $ 30,000 National Council of Churches - Safe Church Program $ 39,000 Stories of the legal challenges facing asylum seekers in Australia Engaging church institutions in response to the Royal Commission recommendations.

Thomastown Primary School $ 15,000 New Peninsula Baptist Church $ 30,000 Little Red School House Playgroups Building renovations at Rosebud campus

United Way Australia $ 25,000 Peninsula Health $ 15,000 Improving early literacy for children living in out of home care in Victoria Clinical Pastoral Education (CPE) - providing spiritual care for public patients

Victoria University $ 10,000 Rabbinical Council of Victoria $ 20,000 Victoria University Achievement Scholarship Program Professional development in pastoral care and leadership skills for Rabbinate

Wonthaggi North Primary School $ 2,000 Redemptoris Mater Seminary $ 5,500 Excursion to National Gallery Bible software for seminary students TOTAL FUND 4 $700,000 Ridley College $ 30,000 Ministry development

Schools Ministry Group $ 8,000 Easter and Christmas presentations for Government school children FUND 5. RELIGIOUS PURPOSES IN AUSTRALIA Scripture Union ACT $ 25,000 Christian ministry to students

ORGANISATION AMOUNT Scripture Union Queensland $ 26,000 Far North Queensland Missions and Holiday Camps Acts 2 College of Mission & Evangelisation $ 31,500 Training for youth ministry, chaplaincy and pastoral care of teenagers and young adults Scripture Union Victoria $ 25,000 Social outreach and pastoral care with children, young people and families Anglican Diocese of Ballarat $ 31,000 Cross cultural ministry training Sports Chaplaincy Australia $ 20,000 ClubCare ACCESS Anglican Diocese of Bendigo $ 31,000 Church repairs and maintenance The Lighthouse Church on Well St $ 30,000 Improved Access Project Anglican Parish of Benalla $ 18,000 Replacement of church sound system for Holy Trinity Benalla Uniting Church in Australia Frontier Services $ 20,000 Support for high country remote area bush chaplaincy living and travel expenses Armidale District Baptist Church $ 20,000 Support for a youth chaplain in Armidale Uniting Church in Australia, Synod of Victoria and Tasmania $ 45,000 Supporting rural and regional church congregations in ministry and mission Bible Society Australia $ 25,000 Expansion of Masterclass Program Whitley College $ 20,000 TransFormation Diploma Award Scholarship Fund Churches of Christ in Victoria and Tasmania $ 31,000 Building Communities of Hope and Compassion TOTAL FUND 5 $700,000

2018 Annual Review — colliercharitable.org 23 FUND 3. LORD MAYOR'S CHARITABLE FOUNDATION FUND 7. RELIEF OF POVERTY IN AUSTRALIA; AUSTRALIAN RED CROSS; EDUCATION OF CHILDREN OF DECEASED OR INCAPACITATED SAILORS, ORGANISATION AMOUNT SOLDIERS OR AIRMEN, & OTHER CHARITABLE PURPOSES

Lord Mayor’s Charitable Foundation $ 350,000 ORGANISATION AMOUNT

TOTAL FUND 3 $350,000 Albury Wodonga Regional Cancer Centre $ 50,000 “Cancer Pals” Project (Buidling capacity of communities in the Riverina)

Asylum Seekers Centre $ 30,000 Casework support and emergency relief for people seeking asylum FUND 6. LORD MAYOR'S CHARITABLE FOUNDATION Australian Red Cross Society $ 120,000 Strengthening community-led approaches to improving justice outcomes

ORGANISATION AMOUNT BackTrack Youth Works $ 30,000 Community expansion and mentoring Alliance for Gambling Reform $ 50,000 Community education to prevent harm from gambling Barnardos Australia $ 25,000 Bundaleer Better Futures Program Ardoch $ 29,500 Broadening horizons for children in disadvantaged communities to positively impact their educational outcomes Biala Ringwood Early Intervention Program $ 20,000 Biala Operation 2019 Christie Centre $ 35,400 Hopper/Conveyor for Aroundagai Document Destruction Program Camp Breakaway $ 25,000 A break away for children with high medical needs and their families Dogs for Kids with Disabilities $ 30,000 Assistance Dog Program Camp Quality $ 12,300 Camp for children impacted by cancer and their families Fight Cancer Foundation $ 20,000 Reducing education disadvantage in kids with cancer Carry On (Victoria) $ 25,000 Education support for 2018-2019 Groomed to Go $ 20,000 Building a Brighter Future Program Cerebral Palsy Alliance $ 30,000 Wizzy Bugs and Baby Treadmills for children with disabilities Limbs 4 Life $ 21,000 Amputee Peer Support Program Evaluation Children’s Hospital Foundation $ 13,000 Supporting our most vulnerable youth McCallum Disability Services $ 10,000 Hydrotherapy bath for people with disability Community Living & Respite Services $ 30,000 Opening Doors Project Melbourne City Mission $ 30,360 Animal Assisted Therapy - a pathway to engage vulnerable youth Dementia Australia $ 25,000 Younger Onset Dementia Community Engagement Project Operation Larder $ 10,000 Provision of food and hygiene items to the disadvantaged of the Frankston community Dream Stitches: Migrant and Refugee Women’s Sewing Program $ 10,000 Re-equipping Dream Stitches for the future Prison Fellowship Australia $ 10,000 Camp for Kids Program Epilepsy Association $ 30,000 SUDEP and Seizure Safety Checklist Scope (Aust) $ 20,000 Kids Chat 2 You Program Food Ladder $ 50,000 Funding for a research project to be carried out in partnership with the Charles Perkins Centre The Collingwood Cottage $ 3,257 A nunritious supplement to the diet of the poor Geelong Food Relief Centre $ 10,000 New product shelving Vision Australia $ 42,483 Vision Australia’s Seeing Eye Dog Program Geelong Legacy Club Incorporated $ 10,000 Education assistance Yooralla $ 18,000 Provision of early autism diagnosis for disadvantaged children Hepatitis Victoria $ 23,500 Addressing health inequities in CALD communities due to chronic hepatitis b

TOTAL FUND 6 $350,000 Legacy NSW Associated Clubs $ 40,000 Children’s education

Lutanda Children’s Services $ 30,000 Ministry outreach camp

Lutheran Church of Australia VIC/TAS District $ 25,000 Cross cultural ministry to those affected by migration

2018 Annual Review — colliercharitable.org 25 FUND 7. CONTINUED SPECIAL DISTRIBUTIONS 2018

ORGANISATION AMOUNT

Melbourne Anglican Foundation $ 25,000 FUND 1. PUBLIC BENEVOLENT ASYLUMS OR INSTITUTIONS IN VICTORIA Food programs for the homeless and destitute

Melbourne Legacy $ 60,000 ORGANISATION AMOUNT Youth Resilience Program Jesuit Social Services $ 30,000 Mission Australia $ 30,000 Youth Justice Campaign Parents Staying ConnectedmProgram TOTAL FUND 1 $30,000 Survivors $ 35,300 Coffs Harbour Refugee Youth Development and Participation Program

Open Support $ 27,000 Case Manager for women and children escaping domestic and family violence

Orange Sky Australia $ 30,000 FUND 4. PUBLIC EDUCATIONAL PURPOSES IN AUSTRALIA Geelong mobile laundry van

Prosper (Project Australia) $ 20,000 ORGANISATION AMOUNT English as a Second Language (ESL) Health Information Project Alliance for Gambling Reform $ 50,000 Public Interest Advocacy Centre $ 25,000 Research and education to support gambling reform Asylum Seeker Health Rights Project University of Tasmania $ 22,857 St Vincent de Paul Society NSW $ 20,000 Artificial photosynthesis: Using light to sustainably prepare valuable chemical compounds Kick Start: Supporting young people into employment Homework Club - Hume $ 10,000 Sun City Christian Centre $ 37,000 Expansion of Homework Club to cater for 15-25 newly arrived migrants Sun City outreach bus Homework Club - Castlemaine $ 10,000 The Hills Community Aid and Information Service $ 11,400 Homework Program at Castlemaine Secondary College Emergency crisis support TOTAL FUND 4 $92,857 The Humour Foundation $ 15,500 Clown Doctors Program - VIC

Women’s Health In the North $ 30,000 Let’s Talk Money Program

Youth Futures $ 20,000 FUND 7. RELIEF OF POVERTY IN AUSTRALIA; AUSTRALIAN RED CROSS; The Nest Program EDUCATION OF CHILDREN OF DECEASED OR INCAPACITATED SAILORS, TOTAL FUND 7 $1,050,000 SOLDIERS OR AIRMEN, & OTHER CHARITABLE PURPOSES

ORGANISATION AMOUNT

Carry On Victoria $ 25,000 TOTAL DISTRIBUTIONS FOR 2018 $4,900,000 Development of a new IT system

Philanthropy Australia $ 25,000 Capacity buiding grant TOTAL FUND 7 $50,000

TOTAL SPECIAL DISTRIBUTIONS 2018 $172,857

OVERALL DISTRIBUTIONS FOR 2018 $5,072,857

2018 Annual Review — colliercharitable.org 27 Governance and Financials

Governance

During the year ended 30 June 2018 the During the year ended 30 June 2018 there In 2018 the total investment performance The value of the Fund’s investments as shown trustees were Amanda Milledge (Chair), Chris were 12 trustee meetings. The attendance (distributions, dividends, franking credits and in the table above decreased by 2.2% over Beeny, Peter Kelly and Michael Kingston. details were: interest received and growth in the value of the the 2017 value.

Number of Number of investment portfolio) was 7.4% (2017: 17.1%). Trustee Subject to the oversight of the trustees, Meetings Held Meetings Attended the Executive Officer is responsible for the A Milledge 12 10 day to day operations of the Fund, including C M Beeny 12 10 maintaining the Fund’s accounts, monitoring the investments and administering the grant A P J Kelly 12 11 Financial Snapshot making process. E M Kingston 12 12 NOTE:  Where any trustee has a conflict of interest in 2017/2018 2016/2017 Ms Lewis is the principal contact at the Fund connection with any grant application, the trustee for grant applicants and recipients. takes no action in the relevant decision. $'000's $'000's

Investments Total Income from Investments 6,827 6,242

The Fund aims to achieve, in perpetuity, The Trustees regularly review the Fund’s a stream of income to maintain an annual investment performance and are mindful of Expenses 675 631 distribution equivalent to at least 4% of corpus fluctuations in the performance of investment after expenses as well as maintaining a level of markets. corpus that increases above inflation over the longer term. At 30 June 2018, the Fund’s investments were allocated as follows: Annual Distribution 4,900 4,900

2018 2017 Investments Held $'000's $'000's Special Distributions 173 156

Alphinity Fund 8,251 6,426

Perpetual Ethical SRI Fund 7,519 7,467 Net Assets 81,110 82,364

Vanguard High Yield Australian Shares Fund 54,317 57,695

Units in listed real estate trusts 24 80

Total Investments $70,111 $71,668 For more detailed financial information the 2018 Financial Report is available on the website.

2018 Annual Review — colliercharitable.org 29 colliercharitable.org

Image: Photograph of ‘Werndew’ from the Collier archive. 2018 Annual Review — colliercharitable.org