helen macpherson smith trust Annual Report 2010 Helen Macpherson Smith Trust 1 is an independent perpetual philanthropic trust established by Helen Macpherson Schutt (née Smith) in 1951 for the benefit of Victorian charitable institutions. 2 About Our Founder and Her Legacy 3 Chairman’s Report We approve grants to a wide variety of eligible 6 Grants Overview charities and a diverse range of projects 9 Case Studies that seek to benefit the people of . 15 Grants Approved in 2009–2010 25 Investments and Grants: An historical perspective 26 Financial Summary

trustees staff investment committee contact information Darvell M Hutchinson am Anthony H B Baird Darvell M Hutchinson am The office of the Helen aged care + arts, culture & heritage + Chairman Investments Executive Chairman Macpherson Smith Trust is located at: Frances H Awcock am Darren J McConnell Frances H Awcock am Finance Executive Level 43 community support + disability care & support + Keith B Smith Anthony H B Baird 80 Collins Street Christopher W Wootton Vic 3000 The Hon C Roderick Kemp Darren J McConnell Grants Executive (appointed 31 Sarah C Bartak J Gordon M Moffatt am education + employment & vocational training + August 2010) T (+61 3) 9631 2551 Grants Program Officer F (+61 3) 9631 2530 bankers Winsome M M McCaughey & Communications Officer E [email protected] National Australia Bank (appointed 31 Pamela J Beech environment + health August 2010) legal advisers Executive Assistant & Freehills Dr Philip J Moors Office Administrator (appointed 31 auditors Dianne Street PKF August 2010) Accountant/Administrator www.hmstrust.org.au Guidelines and forms for grant applications are available on our website. Our Founder Chairman’s Report and her legacy

The 2010 financial year has been another With the Administrative Scheme approved, a 2 The capital of the Helen Macpherson Smith challenging one, yet stimulating in our pursuits search for three additional Melbourne-based 3 and rewarding in our outcomes. trustees and a Macpherson descendant trustee Trust was valued at 30 June 2010 at $83.8m. commenced in the final months of the financial Despite the tighter economic conditions year, and on 31 August 2010 we were pleased to encountered across the philanthropic sectors, formally announce that The Hon. Rod Kemp, Grants totalling $5.1m were approved in the year the Trust has pursued a commitment to advancing Ms. Winsome McCaughey and Dr. Philip Moors positive change for the people of Victoria through had been appointed as trustees. our grantmaking activities. We have sought to bringing aggregate grants to $85.3m since the help to build better communities across the state Another of our governance projects was com- through the many charities we support, whether pleted during the year, namely the finalisation Trust was established. for aged care, disability, community support, of the Trust’s official archives system, and we the arts, education, health, employment or the thank our consultant archivist, Shirley Goldswor- environment. Through careful management of thy, for her professional dedication to the project. The life of Helen Schutt was not one that made Australia from one of his many visits abroad our investment portfolio and its net return, we The trustees believe that the preservation of the headlines. She lived comfortably and quietly, first to travel with Helen. have achieved our grant-giving aims again this heritage of a benefactor is an essential part of in Melbourne, then in Europe, secure in the year, and also given thought to how the Trust’s their accountability. The archives now ensure that In April 1951, while living at the Hotel Majestic financial and social legacy of her family. benefaction can continue to outgrow future the documentary history of our benefactor Helen in Cannes on the French Riviera, Helen con- inflationary pressures to keep pace with the and the Macpherson, Smith and Schutt families Helen was particularly fortunate in her forebears: tracted pneumonia and died. ever-increasing social needs across society. is secure, preserved and accessible to family on both sides they were hard working and Helen’s story could have ended there but for members and future researchers. energetic Scottish immigrants. On the Macpherson the fact that on her death she left £275,000 governance side they were good judges of land and excellent ($550,000), being the majority of her consider- capital and investments farmers while the Smiths were entrepreneurs with In recent years, the trustees recognised that in able wealth, to establish a philanthropic trust a talent in business, particularly as timber order for the Trust to be ready to face the The 2010 financial year represented a turning to benefit Victorian charities. merchants. Helen was born Helen Macpherson governance and administrative challenges of the point for our capital growth, as distinct from Smith in Scotland in 1874 to her Scottish father, Despite this generous benefaction, Helen was 21st century and beyond for the philanthropic the decline in the market value of our corpus Robert Smith, and her Australian mother of buried in a pauper’s grave in the Saint Pierre sector, some changes were required to the investments over each of the two previous years Scottish descent, Jane Priscilla Macpherson. cemetery in Marseilles. Later, acting on instruc- constitution of the Trust. An application was due to the global financial crisis. made in November 2009 to the Supreme Court tions from solicitors, her body was exhumed and Over the course of the financial year the official Helen attended school in Scotland, Europe of Victoria for an Administrative Scheme to vary her remains cremated in accordance with her interest rates of the Reserve Bank were raised and Australia. the constitution. The Order of the Court wishes. Helen’s ashes were cast to the winds in the steadily from 3% in June 2009 to 4.5% in May approved the application in its entirety, resulting In 1901, aged 27, Helen married William John Marseilles cemetery. No tombstone or monument 2010, with the cash rate increasing six times, in many modern governance provisions being Schutt. He was 33 years old, a barrister, racon- existed in honour of her lasting legacy to society, largely because the prices of houses in Australia enshrined for future enactment. For instance, teur, Essendon footballer and later to become a until the Trustees unveiled a monument beside her continued to surge. Despite this, the stock market under her 1936 will, our benefactor had restricted Justice of the Victorian Supreme Court. Of the parents’ graves in the Smith family plot in the rose almost 9% over the twelve month period, the maximum number of trustees to three, but the 22 years of their married life in Melbourne, little Melbourne General Cemetery on St Andrew’s echoing the improvement in the economy growth of the Trust over recent years had made is known. They had no children and Helen’s name Day 2001, to commemorate the 50th Anniversary provided by strong commodity prices. rarely appeared in the social pages of newspapers of the Trust. that provision an onerous restraint. Similarly, the or magazines. Trust was permitted to accumulate income only The Trust enjoyed good capital returns for the The capital value of the Helen Macpherson Smith for the first 21 years of the Trust, and thereafter, financial year, with the value of the portfolio also It is through the reporting of William’s life, Trust at 30 June 2010 was $83.8m, and in the the absence of such a power to combat inevitable rising by about 9% from $76.6 million to $83.8 especially after his retirement from the bench, year to June 2010 the Trustees approved grants periods of economic downturn became a serious million at year-end. The number of securities held that we learn something of Helen’s life in Europe, of $5.1m to fund a range of Victorian charities limitation for almost four decades. The Order of by the Trust was reduced and at 30th June 2010 where she lived from early in 1924 until her death across most sectors of community life. The grants the Supreme Court of Victoria now permits the about 88% of the portfolio was invested in listed in 1951. made are detailed in this Report. power to accumulate part of the net income to Australian equities with the balance of 12% In Europe, Helen travelled widely, living mainly As a perpetual legacy, Helen’s Trust will continue corpus, and the maximum number of trustees has invested in cash or term deposits. The Trust in both Switzerland and the south of France. indefinitely. Her forebears — both Macphersons been increased to nine. Likewise, the provisions has the power to invest offshore, but since our She and William made extensive trips together and Smiths — were strong, energetic and relating to trustee appointments have changed grant-giving is restricted to Victoria, there has in Europe, their activities widely reported in the resourceful. Many family members contributed from being virtual life-time appointments to a been a general intention to match our asset press. much to the advancement of Australian colonial term of three years extendable to a maximum of currency similar to that of our grant-giving life. It is fitting that the financial legacy of Helen either nine or twelve years. These many significant commitments. The Trust held no investments William Schutt died in 1933, aged 65, after and her family continues to leave a lasting mark changes in our governance herald a new era for denominated in foreign currencies, which was an accident on board ship while returning to on Australia and its people. the Trust’s modus operandi. fortunate given the strength of the Australian dollar over the year and since balance date. Trustees Staff

income staff appreciation 4 5 Gross income was $8.440 million as against a record $9.692 million in The trustees wish to thank the Trust’s team of 2008/9. These figures include realised capital gains, which were much higher permanent and contract staff for their dedication this year than last. However, offsetting that positive trend was a lower total to the Trust throughout another challenging year. of dividends received from corporations. The global financial crisis once again The permanent staff members of Tony Baird, impacted dividend payouts, particularly in the banking sector, although there Darren McConnell, Chris Wootton, Sarah Bartak are now clearer signs that dividends are on a rising trend again. There was a and Pamela Beech were joined during the year by strong positive impact on interest received as the trust enjoyed the benefits Dianne Street, our new Accountant/Administrator. of rising interest rates on its term deposits. During the year, the market for Dianne joined the Trust in December 2009 and writing call options against our physical holdings was far more volatile than reports to the Finance Executive. Gordon Moffat Darvell M Hutchinson am Keith B Smith in recent years, resulting in premium income being more than $2 million (investments), Shirley Goldsworthy (archives) and Anthony Baird Darren McConnell Chairman of Trustees Trustee Investments Executive Finance Executive less than in the previous year. Total net income after expenses for the year Elma Gradascevic (administration) continue to available for distribution to beneficiaries fell to $4 million compared to provide valued support to the Trust on a part-time $7.3 million, but unapplied income brought forward from the previous year basis. This year saw an important change in our permitted total grants approved for the year to be maintained above our team structure. We were joined by our first $5 million target. The overall income return on the Trust’s investment assets volunteers assisting in the Grants area, Anthea was 6.2% as against 11.0% in 2008/9. Robinson and Carol Nugent, and we most sincerely thank them for kindly donating their finance and administration time and abilities. The abridged financial statements of the Trust for the 2010 financial year set out in this report show that total revenue for the year from all sources outlook including net realised capital gain on sales of investments totalled $8.440 As the setbacks from the global financial crisis million. Total operating costs incurred for the year amount to $1.209 million, become clearer, we see that economic conditions reflecting a ratio of 14% of total revenue, as against 12% last year. in Australia continue to be not as dire as in some Frances H Awcock am The Hon C Rod Kemp Western countries. However, the wellbeing of the Chris Wootton Sarah Bartak Trustee Trustee grants Australian economy will continue to be heavily Grants Executive Grants Program Officer & Communications Officer The shaping of the Helen Macpherson Smith Trust as a vibrant living trust has dependent upon the financial health of our major not been confined solely to reviewing its governance provisions to ensure they trading partners and strong commodity prices. are appropriate to best practice, but also to re-defining its granting policies. A major hurdle in this scenario will be the From February, a new grantmaking policy was adopted which channels the continuing strength of the Australian dollar. Trust’s grants coverage into three defined streams, namely Small Grants, Despite these challenges, the Trust looks forward Strands and Partnerships. Details of these streams are set out in the Grants to cautious growth of both the capital base and Overview of this Report and on our website. The streams concept is more income yields in order to maximise our significant definitive in providing firstly the Trust’s continued support for small immediate grant-giving role in the State of Victoria. needs, secondly for projects in specific strands of community need, and finally for working collaboratively with other stakeholders to deliver improved outcomes from major community projects and programs. This year the Trust received 392 grant applications seeking some $27 million of requests. Of these, the trustees approved 131 grants totalling $5.109 million from the Winsome M M McCaughey Dr Philip J Moors Pamela Beech Dianne Street Helen Macpherson Smith Trust and the HMS Bushfires Grants Fund. The Trustee Trustee Executive Assistant & Accountant & Macpherson Smith Community Alliance, our collaborative partnership with Darvell M. Hutchinson am Office Administrator Administrator the Victorian Government, awarded $586,500 in grants to 22 organisations Chairman of Trustees across regional Victoria. Details of these grants are listed further in this report. Grants Overview

healthy lifestyles disability support 6 • 14 ongoing grants totalling $775,333 7 With the alarming rising rates of childhood The Trust is also committed to supporting people • 131 new grants totalling $5.89m (including multiple year grants) obesity, adult diabetes and other health-related with a disability so that they can actively implications of excessive weight, the Trust participate and enjoy community life to their • $30m total value of projects supported supported a range of innovative programs aimed fullest potential: at addressing this national crisis: • 26,044 volunteers involved • Supporting TADVIC to develop a one-armed • To establish the position of a Healthy Lifestyles fishing kit ($7,500) • 926 organisation partners (ie schools, business, government Program Director – A Helen Macpherson Smith • Providing loan equipment via the Able Fellow at the Jean Hailes Foundation for the & other philanthropic organisations) Management Group for specific ski equipment next three years to take a holistic approach to so that people with a disability are able to improving women’s health ($300,000) • 866 community organisation partners participate safely and equally with other skiers • A program at the University of Ballarat to ($25,995) explore ways to encourage increased physical • Funding research by Travellers Aid to develop In 2010, the Trust reviewed and significantly changed its Granting Policy and established activities for girls ($31,680) three funding streams: Small Grants (Less than $25,000); four Strands (Ageing, new strategies to support people with a • A medical research program at Victoria disability to access community transport across Belonging, Building Community Spirit and Improving Youth Health); and Partnership University which examines the impact of the state ($50,000 over two years) Grants. These are explained in detail towards the end of this Overview. obesity on protein handling by the kidney and potentially identify future therapeutics other grants ($46,206) On the following pages, we profile the second • An innovative program at Deakin University year of the HMS Bushfire Grants Fund, collaborative partnerships capacity-building on ways to motivate children to consume more the ongoing work of the Macpherson Smith The Trust is committed to building, fostering and strengthening strategic The Trust is also investing in building the capacity vegetables ($34,556) Community Alliance, seven selected case studies, relationships and collaborative partnerships with peer philanthropic trusts, of community organisations so that they can as well as the full list of grants approved during charitable organisations and all levels of government: deliver improved services and benefits to the regional & rural access the year. communities which they serve: • On-going joint funding support with the Office for Youth in relation to The Trust’s regional and rural program focus is state-wide regional mentoring co-ordinators and capacity-building support • Support over two years to expand the services best exhibited through our provision of support for the Victorian Youth Mentoring Alliance ($190,000 – matching Govern- of Greatconnections, a skills-bank of retired to ensure that people who live in rural and remote ment funding) volunteers to work in community organisations areas of the state are also able to access high ($45,000) quality programs which are readily available in • In conjunction with the Office for Communities, joint funding to continue metropolitan Melbourne: the operation and development of the Victorian Council of Social Services • Support over three years to Community Radio (VCOSS) Clearinghouse over the next three years ($137,500 – matching 3MBS to create a new and sustainable funding • Support over three years for the Linden Centre Government funding) membership base ($90,000) for Contemporary Arts to tour their Indigenous Art program to regional Victoria ($47,250) • Support to Mackillop Family Services to establish a benchmarking program • Support for the Yorta Yorta so that they can for thirteen community organisations in the areas of administration and successfully become the first indigenous • To provide the 1300 Number access service for support services ($100,000 over two years) co-manager of the Barmah National Park Griefline Services to individuals who live in ($41,220) rural and remote areas ($88,312) • Active participation by the Trust as part of the Loddon Partnership which involves representatives from State and Federal Government and • To support the establishment of a Clinical Skills philanthropic organisations to work with Aboriginal Corporation Training Facility in Echuca to attract and retain (MAC) and Murray Valley Aboriginal Cooperative (MVAC) doctors in rural areas ($77,500) • In conjunction with Myer Foundation, Melbourne Community Foundation, • To support over three years the Melbourne Reichstein Foundation and the Portland House Foundation the book Time Writer’s Festival Regional Schools Program Will Tell was produced showcasing eleven case studies demonstrating ‘good’ across regional Victoria ($83,000) philanthropy Case Studies

our approach to granting The Trust’s Partnership program involves funding 8 9 The Trust reviews its approach to granting every specific programs/projects related to the eight three years to ensure that it meets changing community sectors and/or strands to build the community needs and remains in accordance with capacity of the not-for–profit sector and foster the will of the late Helen M Schutt (née Smith). collaborations between community organisations, From February 2010, the Trust makes grants in other peer trusts/foundations and government. three defined streams: Expressions of interest are sought for the Partnership program. The Small Grants program of the Trust provides grants of up to $25,000 across eight community The Trust seeks applications from eligible sectors: Victorian-based charitable organisations by conducting three grant rounds per year (end • Aged Persons Care and Support September, January and April). The Trust also • Arts, Culture and Heritage welcomes the opportunity to discuss potential applications prior to submission. All applications • Community Support are acknowledged by email and all eligible • Disabled Care and Support applications are considered by the Grants Committee of the Trust. The outcomes arising • Education from the deliberations of the Grants Committee • Employment and Vocational Training include written advice to all applicants - both successful and unsuccessful; an eGrants Bulletin, • Environment which is distributed listing all approved grants • Health and Medical Research from each round; and a list of successful grantees is posted on the Trust’s website. For larger grants over $25,000, the Trust is focussing on four Strands, namely: The Trustees place considerable emphasis on evaluation both in terms of the performance of • Ageing: to support programs/projects, including the Trust itself and in terms of the community medical research, which will lead to improved impact and sustainable outcomes of the projects health outcomes and quality of life for the that the Trustees support. As such, an acquittal elderly report is also required when successful projects • Belonging: to support programs/projects which are completed. aim to actively involve the most disadvantaged in the community, namely youth, disabled, thank you indigenous and refugees, to increase their The Trust would like to acknowledge the participation and feeling of belonging as part of fantastic work being undertaken by community the community through innovative opportunities organisations and their efforts to improve the in education, training and employment quality of life for all Victorians, especially for those in need. We would also like to congratulate • Building Community Spirit: to support all of our successful grantees and thank them for innovative practical ideas and programs/ giving the Trust the opportunity to help them projects which will strengthen social networks make a difference. and community spirit in urban and rural communities • Improving Youth Health: to improve innovative and practical programs/projects, including medical research, which will lead to improved health outcomes for youth so that they can achieve their full potential. 10 11

Royal Children’s Hospital Foundation Life Saving Victoria

$600,000 for Targeted $60,000 for installation of an integrated Diagnostic Sequencing: communications network along the A revolution in diagnosing Victorian coastline childhood disease

Life Saving Victoria is the peak body for water safety in Victoria, serving the community The Royal Children’s Hospital Foundation is the fundraising arm for the Royal Children’s in the successful delivery of industry-leading programs in water safety, swimming and Hospital, Victoria’s largest paediatric hospital. Funds raised have been allocated resuscitation. exclusively to foster excellence in medical research, education and acquire specialist medical equipment.

Sustainable and capable communications Marine Rescue, Victoria Police, Ambulance Above Photo courtesy Life Above equipment is integral to providing emergency Victoria and Victoria State Emergency Service, As the first Partnership grant under our new Grants hypospadias (misplacement of the urethral Saving Victoria Professor Andrew Sinclair. policy, a total of $600,000 over three years has opening) which affects an astonishing 1 in 135 search, rescue and medical services to the public to be in radio contact and coordinate their Photo: Robert Reitmaier, ERC, Royal Children’s been gifted to the Royal Children’s Hospital for boys, most of whom require surgery. on our beaches, however, Life Saving Victoria’s operations in the event of an emergency. For the Hospital, Melbourne groundbreaking research led by Professor Andrew previous infrastructure was severely inadequate Centre to be fully operational, it required the In many cases for doctors, even though they may Sinclair into the development of a diagnostic with significant delays being experienced in the installation of four additional repeater towers for know a particular disorder has a genetic origin, it is platform for children with Disorders of Sex co-ordination of emergency search and rescue; its Communications Network. The Trust’s grant not possible to identify the specific causative gene. Development (DSD). The ultimate aim is for this to ‘black spots’ in the communications network; of $60,000 provides for these additional zones This means it is often difficult to diagnose the lead to the development of a rapid, cost effective delayed response for emergency medical assistance to be brought onto the Network and will be genetic disorder and pinpoint where the normal and flexible platform for diagnosing a range of for patients on beaches and in the water; and ready in time for summer 2010/2011. developmental process has gone wrong. As a genetic disorders. Up to 5% of children are born surf lifesavers being placed at risk when working consequence, the treating doctor is essentially This ability to centrally coordinate both routine with a significant genetic disorder. These disorders in remote areas outside radio contact. ‘flying blind’ in terms of best clinical management – and emergency search and rescue operations have a significant lifelong impact on the affected interventions, therapies, medication or counselling A state-of-the-art Lifesaving Command Centre, along the coastline of Victoria, including inter- individual and their families, and society. – for a patient with an undiagnosed genetic disorder. situated in Port Melbourne, has now been agency operations, will eliminate communication Instead of trying to develop a diagnostic platform Clinical management would dramatically improve developed which allows all surf lifesaving clubs delays, confusion, and contribute to the swift for a range of conditions, the researchers will focus if such a diagnostic platform can be developed. and external search and rescue agencies, including location and rescue of victims. on a detailed analysis of DSD in order to test the The research is a collaborative project between the Australian Volunteer Coast Guard, Volunteer efficacy of this approach for broader application. Royal Children’s Hospital and Murdoch Childrens DSDs are surprisingly common, ranging from Research Institute. sex reversal to genital anomalies (1 in 4,500) to 12 13

KAGE Physical Echuca & District YMCA Theatre Association Youth Services

$20,000 for Stage 2 $35,000 for One & All: of Sundowner Campaspe Inclusion Project

KAGE is a performing arts company which creates innovative and challenging The Echuca & District YMCA Youth Services raises funds in the local community performance works for presentation. Their work is defined by the Company’s signature to support predominantly youth programs in the area including summer camps for melding of dance, theatre and design, and appeals to a variety of demographic groups disadvantaged youth, leadership programs for young people, emergency lunches within the wider community, depending on the show created. KAGE works in partnership for primary school children and free access for children from disadvantaged families with communities to broaden engagement with their work and has explored links to the to YMCA programs and services. national curriculum, to isolated individuals in society and to special interest groups.

Above The initiative for One & All was borne through One & All works mainly with school aged Team mates in the the observation that most people are unable to children to provide opportunities where children Sundowner is a major new performance work The production stars features highly acclaimed Above changing room. confidently approach and interact with people of all abilities interact so they develop under- combining dance, drama and original composition performers actor Helen Morse and musicians Paul Helen Morse Photo courtesy in Sundowner. Echuca & District with a disability. The project brings together the standing and are comfortable in one another’s to reflect the often hidden personal experiences and Kelly and Megan Washington as well as KAGE’s Photo: Jeff Busby YMCA Youth Services. skills of a number of partner organisations to company. Using sport as a platform, the education frustrations of young onset dementia. co-founder Gerard Van Dyck , the Tivoli Lovelies work towards a more inclusive Echuca via the and understanding can extend to other members and the Share and Care Tappers (a group of The project’s title comes from the disorder platform of sport, with the aim of raising of the children’s families, specifically through women dancers aged between 65-82 years). Sundowner’s Syndrome, which is well known to awareness of and improved acceptance and sporting clubs and sporting clinic involvement. those who provide care to the aged and/or infirm. In 2009 the Trust made a grant towards the initial understanding of people with a disability across Key partners in the project include Campaspe Sometimes referred to as ‘sundowning’, it was once development stage of the work, which KAGE has the rural community of Echuca. Primary Care Partnership, Echuca Regional believed that the syndrome was caused as a result developed in close consultation with Alzheimers Project co-ordinator Phillip Evans was inspired Health, Sports Focus, Echuca Specialist School of missed day/night cues, hence the sudden onset Australia (Vic) and Carers Victoria. The result was by watching a successful local Auskick game in and various local Echuca primary and secondary at sundown. ‘Sundowners’ experience periods of impressive and this year, a further grant of $20,000 2009 that involved both able and disabled children. schools. extreme agitation, confusion and irritability, towards the final creative development of the The event was so successful that he took the idea making them difficult to care for during this period project and presentation was awarded. The work to reproduce it to various user groups in the region. – good all day, but with the quiet of evening comes will be premiered in 2011 and toured in 2012. frustration, malfunction, blind rage. 2010 Grants

A Austin Hospital Medical Bendigo Science and Child & Family 14 Research Foundation Technology Museum Inc Services Ballarat Inc 15 The Abbeyfield Society www.ahmrf.org.au www.discovery.asn.au www.cafs.org.au (Mortlake) Inc Do Stressful Experiences in A new dome for the Sanctuary: a theatre & www.abbeyfieldmortlake.com.au Hospital Affect the Preterm Planetarium multimedia project Enhancing Dementia Care Infant’s Brain Development? Education Arts, Culture and Heritage Aged Care Health $32,000 $10,000 $25,000 $27,200 The Bendigo Trust Coeliac Research The Able Management Australian National www/bendigotrust.com.au Fund Limited Group Inc Academy of Music Ltd Bendigo Tramways Depot www.coeliacresearchfund.org www.ablemanagement.com.au www.anam.com.au Development: Signage Coeliac Disease Matters Loan Ski Equipment Upgrade ANAM Outreach and Arts, Culture and Heritage Health Disability Care and Support Community Training Program $15,000 $22,750 $25,995 Arts, Culture and Heritage $22,500 Youth Connect Bereavement The Colac Community Aboriginal Literacy Assistance Limited Hospice Project Inc Australian Nutrition www.bereavementassistance.org.au $64,500 for Right Step: A Young Foundation www.anamcarahousecolac.org.au Foundation Vic Chapel and Mortuary Fitout Anam Cara House Hospice Offenders Diversion Program www.aboriginalliteracyfoundation.org ALF Literacy Camps Division Inc Community Support Laundry/Service Area Fit Out Education www.nutritionaustralia.org $15,000 Aged Care $10,000 Ageing with Dignity $16,071 Health Based in the south eastern suburbs of Melbourne, Youth Connect works with the $50,583 BREAZE Arts Project Australia Inc www.breaze.org.au Community AXIS community to provide young people with the skills and knowledge to support them www.artsproject.org.au Community Connections Governance Board to manage a successful pathway through secondary education, further learning and Studio Windows Replacement B - Climate Change www.communityaxis.com.au Presentation Program employment. It works in partnership with a wide range of local organisations and Disability Care and Support Construction of a $25,000 Ballarat District Nursing Environment Disability Access Ramp individuals to deliver a number of programmes and services that assist young and Healthcare Inc $30,000 Disability Care and Support people, parents, employers and industry, schools and other education providers www.bdnh.com.au $20,000 Association for Children and the community. BDNH Redevelopment Brenda House Inc with a Disability Health Development of a www.acd.org.au $50,000 Cystic Fibrosis Victoria Inc ‘Growing Together – Sustainable Family Violence www.cfv.org.au Service Model - Pilot Right Step is an innovative pilot program run by The program’s primary target group are those A Parent’s Guide to Depression and the Community Support Youth Connect in conjunction with the Victoria young people under police caution or being dealt Supporting Siblings of BalletLab Association Inc Importance of Family $15,000 Health Police and Moorabbin Justice Centre which is with through the new Moorabbin Justice Centre. Children with a Disability’ www.balletlab.com Disability Care and Support $10,000 aimed at reducing youth recidivism amongst The launch of the Centre, which now sees young Aviary: creative development $20,000 paid over two years and presentation 10-18 year olds. It involves a program of life offenders from the area prosecuted by a court C Arts, Culture and Heritage skills, capacity building, information and referral, based in the local community, highlighted the D, E $35,000 paid over two years mediation and mentoring and will involve 120 need for a youth offender diversion program in Asylum Seeker Central Bayside young offenders over a three year period. The the region. Consultation with various support Resource Centre Inc Community Health Deakin University Trust has made a grant of $64,500 over three agencies suggested a need for a program with www.asrc.org.au Bayley House Services www.deakin.edu.au years towards the program which has been case-managed, individualised support. All young Bridges to Participation www.bayleyhouse.org.au http://www.vicnet.net.au/~cbchs Motivating Children to developed through extensive community consulta- people targeted for Right Step support are at high Pilot Project A Bath with People in Mind CBCHS Clayton Centre Consume Vegetables Disability Care and Support Health tion between the three participating organisations. risk of recidivist behaviour and in need of Employment and Disability Care and Support Vocational Training $15,000 $34,556 individualised, early intervention support to $25,000 The program is unique and groundbreaking for $25,000 prevent them becoming an ongoing risk to Victoria. Police and magistrates are able to refer themselves and general community well-being young offenders at risk of further youth or adult and safety. The program is overseen by a steering criminal behaviour to Right Step, potentially group made up of partner community agencies in curtailing the need for further police involvement addition to Victoria Police and Moorabbin Justice or progression into the justice system. Centre (Magistrate Court). Doncaster Community Florey Neuroscience Greatconnections Limited John Pierce Centre MacKillop Family Monash University N Orchestra Victoria Care and Counselling Inc Institutes www.greatconnections.com.au www.jpc.org.au Services Ltd www.monash.edu.au www.orchestravictoria.com.au www.doncare.org.au www.fni.edu.au Capacity-Building The Maintenance of Garden www.mackillop.org.au Burn Registry National Ageing Orchestra Victoria’s Hands On Parenting How Common are for Sustainability Areas for the Deaf Benchmarking Not For Health Research Institute Inc Regional Program 2010 Support Program (HOPS) ‘Mini Strokes’? Community Support Disability Care and Support Profit Administration $172,446 paid www.nari.unimelb.edu.au Arts, Culture and Heritage Community Support Health $45,000 paid over two years $14,194 and Support Services over two years Electrophysiological Markers $25,000 $15,000 $30,000 Community Support of Age-Related Changes in $100,000 paid Emotional Health: Developing Griefline Services Inc Kage Physical Theatre over two years MonashLink Community a Normative Database Drummond Street Services Footscray Community www.griefline.org.au Association Inc Health Service Aged Care www.ormond.unimelb.edu.au Ormond College www.dsrc.org.au Arts Centre Limited Griefline - Introduction www.kage.com.au www.monashlink.org.au $70,497 Developing Distance www.footscrayarts.com of 1300 Number for Sundowner: a play MECWA Community Care Inner East Leadership Academic Centre 16 Education On-line Family FCAC - Community Garden Rural Support about young on-set www.mecwa.com.au for Social Inclusion Education 17 Practitioner Training Community Support Community Support Alzheimer’s Disease 6 Electric Hi-Lo Beds with Initiative - Stage 2 National Heart $25,000 Community Support $5,000 $88,312 Arts, Culture and Heritage pressure Relief Mattresses Community Support Foundation of Australia $25,000 $20,000 Aged Care $35,000 (Victorian Division) Outlook (Vic) Inc $15,000 www.heartfoundation.com.au Gumeril Aboriginal www.outlookvic.org.au Footscray Community Minutes Later - Promoting E W Tipping Health Service Limited Karden Disability Outlook Online Legal Centre Inc. Monkami Centre Inc a Fast Response for The Belonging Place Employment Service Foundation Inc www.communitylaw.org.au/ Support Foundation Melba Support Services Inc www.monkami.com Suspected Heart Attack Community Support Employment and www.tipping.org.au footscray www.karden.org.au www.melbasupport.com.au The Arts Hub in CALD Communities Disability Care and Support Vocational Training ‘Living My Life My Way’ Gimme Shelter! – publication $30,000 Supporting Emerging Introductory Life Skills Health Disability Care and Support $7,000 Community Kitchen of the refugee housing Community Leaders $22,500 $22,100 Disability Care and Support & tenancy report with a Disability $4,500 H, J, K $10,000 Community Support Disability Care and Support P, R $21,000 $20,000 paid over Mount Alexander National Trust of Hamilton Art Gallery Melbourne Citymission Inc Sustainability Group Inc three years Australia (Victoria) Palliative Care Victoria Echuca & District www.hamiltongallery.org www.mcm.org.au www.masg.org.au www.nattrust.com.au YMCA Youth Services Friends of the Earth Hamilton Art Gallery 50th Frontyard Youth Services - Flying the Flag for www.pallcarevic.asn.au Women’s Melbourne Walking Evaluation of the One & All: Campaspe Melbourne Anniversary Tapestry L, M Expansion Feasibility Study Sustainability Tour Guide Booklet Palliative Care Volunteer Inclusion Project Arts, Culture and Heritage Community Support Environment www.foe.org.au Arts, Culture and Heritage Training Resource Kit Disability Care and Support $10,000 $25,000 $6,000 Yorta Yorta Co-Management La Trobe University $2,201 Aged Care $35,000 Support www.latrobe.edu.au $23,000 Environment Provision of Mechanical HeartKids Victoria Melbourne Community $41,220 Ventilation to Pregnant Mulleraterong Centre Inc Newman College www.heartkidsvic.org.au Television Consortium Inc Mulleraterong Community Echuca Regional Health Women with H1N1 Influenza www.newman.unimelb.edu.au Fly Baby Healing Suit Prahran Mission Foundation Ltd Health www.c31.org.au Hub Operable Wall Publication of a book: Health Disability Care and Support www.prahranmission.org.au www.erh.org.au G $21,637 Digitisation of the Imagination, Books $6,600 Voices Vic Carers Echuca Tertiary Training Community Digital Studio $20,000 and Community in Community Support Training Program Facility - Clinical Skills Gateway Social Medieval Europe Disability Care and Support Training Area Support Options Inc Life Saving Victoria $50,000 Arts, Culture and Heritage Ilbijerri Aboriginal & Muscular Dystrophy $10,000 Employment and www.gatewaysupport.org.au Limited $15,000 Vocational Training Torres Strait Islander CALD Friendly www.lifesavingvictoria.com.au Association Inc $77,500 Theatre Co-op Ltd Melbourne Fringe www.mda.org.au Visitor Program Installation of Integrated Prince Henry’s Institute www.ilbijerri.com.au www.melbournefringe.com.au Enhancement of Information Aged Care Radio Communications Next Wave Festival www.princehenrys.org Jack Charles V The Crown Visible City Service Provision to the $10,000 Network along the www.nextwave.org.au SRY in Parkinson’s Disease - F Arts, Culture and Heritage Arts, Culture and Heritage Muscular Dystrophy (MD) Victorian Coastline The Perry Sandhills Project Proof of Concept & Beyond $5,000 Community Within Victoria $20,000 Community Support Arts, Culture and Heritage Health Fight Cancer Health Gellibrand Support $60,000 $10,000 $20,000 Foundation Limited Services Inc $7,000 The Jean Hailes Melbourne Writers www.fightcancer.org.au www.gelibrand.org.au Festival Inc Establishing the Frequency My Future My Choice Foundation Linden Centre for O Project Platypus www.mwf.com.au Museums Australia of Cord Blood Units Disability Care and Support www.jeanhailes.org.au Contemporary Arts Association Inc Containing Common Healthy Lifestyles Program MWF Schools’ Program (Victoria) $25,000 www.lindenarts.org Oakleigh Centre for www.platypus.org.au Director - A Helen Regional Tour 2010 - 2012 www.mavic.asn.au Chromosomal Abnormalities Touring Contemporary Intellectually Disabled Sustainable Farming for Health Macpherson Smith Fellow Education Publication: Exhibition Design Indigenous Art to Citizens Inc a Living Landscape Health $83,000 paid over for Galleries and Museums $40,000 Genealogical Society Regional Victoria www.oakleighcentre.org Environment $300,000 paid over three years Arts, Culture and Heritage of Victoria Inc Arts, Culture and Heritage Landscaping Front Garden of $24,797 $10,000 www.gsv.org.au three years $47,250 paid over Tootgarook Holiday House Fitted for Work Purchase of ScanPro2000 three years Monash University Disability Care and Support www.fittedforwork.org UCC 150 Printer as part Public Interest Law Connecting Refugee Jewish Museum www.monash.edu.au Music Broadcasting $9,000 of GSVs Educational and Clearing House Vic Inc Women with Work Extending the Functionality, Society of Victoria Limited Research Program of Australia www.pilch.org.au Employment and Sustainability and www.3mbs.org.au Arts, Culture and Heritage www.jewishmuseum.com.au The Old Van Ltd Homeless Persons Legal Clinic Vocational Training Usefulness of the Breast Building a Sustainable 3MBS $10,000 Zelman Cowen Gallery of www.theoldvan.com Consumer Advisory Group $50,000 paid over two years Cancer Knowledge Online Education Australian Jewish History Mary Magdalene Workshop Community Support Portal (BCKOnline) and the New JMA Online $90,000 paid over Series & Performance Health $34,684 paid over two years Arts, Culture and Heritage three years Arts, Culture and Heritage $30,000 paid over two years $50,000 $14,200 RMIT University & District Swinburne University University of Ballarat Victorian Arts Centre Trust Young People’s Legal www.rmit.edu.au Health Service Inc of Technology www.ballarat.edu.au www.theartscentre.com.au Rights Centre Inc. Patient Attitudes to Usage Establishing a Men’s www.swin.edu.au Facing the Fear: Simulated Dig Deep: Youth Music www.youthlaw.asn.au and Reduction of Opiod Shed in Sea Lake Using Infrared Laser Social Environments for Mentorship Program Taking Young People’s Medications for Chronic Community Support Stimulation of the Retina People who Stutter - Regional Pilot Participation in Decision Non-Cancer Pain $10,000 to Improve Vision Health Arts, Culture and Heritage Making Seriously: An Active Health Health $10,000 $10,000 Peer Research Program $32,583 $60,000 Community Support Southcare Community $50,000 paid over two years Care Inc University of Ballarat Victorian Association RMIT University Sudanese Community T www.ballarat.edu.au for the Care and www.rmit.edu.au Program Gas Chromatographic-Mass Resettlement of Offenders Youth Connect 18 Inflammation in the Brain Community Support TADVIC Co-operative Ltd Spectrometric Analysis of www.vacro.org.au www.youthconnect.com.au 19 During the Development $15,000 www.tadvic.asn.au Volitile Organic Compounds The Bike Builders’ Workshop Right Step: program to of Heart Failure Induced Development of One- in Exhaled Breath as a High Community Support reduce youth recidivism by Myocardial Infarction Armed Fishing Kit for Through-Put Screening $30,530 Education Health St Kilda Gatehouse Inc People with Disabilities Modality for Lung Cancer $64,500 paid over $29,500 www.stkildagatehouse.org Disability Care and Support Health three years Red Light/Dark Room $7,500 $110,000 paid Victorian Council Arts, Culture and Heritage over two years of Social Services The Royal Children’s $20,000 www.vcoss.org.au Youth Empowerment Hospital Tongala & District VCOSS Clearinghouse Against HIV/AIDS www.rchfoundation.org.au Memorial Aged - Transition Joint www.yeah.org.au Targeted Diagnostic St Martins Youth Care Service Inc www.unimelb.edu.au Funding Proposal Red Aware Youth Led Sequencing: A revolution in Arts Centre Koraleigh Nursing Home Managing Residents Community Support Campaign and Event Model diagnosing childhood disease www.stmartinsyouth.com.au Helen Macpherson Smith with Dementia and $137,500 paid Health Health Access Officer Project Dementia Wing Extension Behaviours of Concern over two years $33,882 $600,000 paid over three years Arts, Culture and Heritage Aged Care Aged Care $23,920 $25,000 $50,000 paid over two years Western Edge Royal District Youth Arts Inc University Of Melbourne Nursing Service St Vincent de Paul Travellers Aid Australia www.westernedge.org.au www.rdns.com.au Aged Care & www.travellersaid.org.au www.unimelb.edu.au Old Stories New Learning: Assessing Self-Medication Community Services Non Drivers with Disabilities Community Indicators Tate Street PS Residency Capacity of Older Clients www.vinnies.org.au in Victoria and Community Victoria Literacy Project Community Support with Dementia Red Cliffs Independent Transport Coordination Arts, Culture and Heritage Aged Care Living Units Disability Care and Support $50,000 $15,000 $39,650 Aged Care $50,000 paid over two years $25,000 V, W, Y Women’s Health S Trinity College Grampians Victoria University Statewide Autistic www.trinity.unimelb.edu.au www.whg.org.au Saint John’s Anglican Services Inc Support for Existing www.vu.edu.au Cyber Safety in the Grampians Church, Sorrento www.sasi.org.au Helen Macpherson Impact of Obesity on Protein Health Handling by the Kidney www.srac.org.au Safety Soft Fall Rubber Smith Scholarships $10,000 St John’s Church Restoration Surround for In-ground Education Health Appeal - Restoration of the Trampoline $130,000 paid over $46,206 Prince Consort Window Disability Care and Support three years Woodbine in the South Transept $3,628 www.woodbine.org.au Arts, Culture and Heritage Victoria University Commercial Industrial $1,000 U www.vu.edu.au Washing Machine & Summer Foundation Ltd Deciphering Attitudes, Industrial Dryer www.summerfoundation.org.au UnitingCare Ballarat Exploring Barriers and Disability Care and Support Facilitator Towards Saltbush Community Digital Story Telling - Giving Parish Mission $21,150 Eliminating Restraint and Initiatives Inc a Voice to Young People www.unitingcareballarat.com.au Seclusion in Inpatient St Matthew’s Community in Nursing Homes Reid’s Kitchen Aged Psychiatry Units & Sustainability Space Disability Care and Support Community Support Aged Care Environment $28,080 $17,300 $15,000 $53,573

Sunraysia DisAbility University of Ballarat Victorian Arabic Scope (Vic) Ltd Group Inc www.ballarat.edu.au www.scopevic.org.au Data Base @ SDRC Promoting Physical Activity Social Services Outcomes Project - Stage Disability Care and Support and Wellbeing of Rural and www.vass.org.au 2 Completion $10,000 Regional-Living Girls Victorian Arabic Social Community Support Health Services Community Assistance $15,000 $31,680 paid over Community Support three years $24,995 HMS Bushfires Grants Fund

$1,283,492

20 21 In the wake of the horrific bushfires which took Anglicare Victoria place in February 2009 across Victoria, the Helen www.anglicarevic.org.au Macpherson Smith Trust resolved to make a Resilience Groups in Gippsland significant direct contribution towards assisting $30,192 the restoration of community life in the rural Berry Street Inc townships which were damaged or destroyed by www.berrystreet.org.au the fires. A special $2 million fund was established Festival for Healthy Living Program with schools for this express purpose. The purpose of the Fund in the Cathedral Ranges area is to support the medium to long-term segments $60,000 over two years of the recovery efforts and to support capacity- Chaplaincy Australia rebuilding projects and programs which will help www.chaplaincyaustralia.com to restore community life, networks and spirit of Community Tool Library in Yarra Ranges area the affected Victorian townships. $30,000 In 2010, the HMS Bushfires Grants Fund awarded Education Centre Gippsland Ltd grants totalling $1,283,492 to ten organisations www.ecg.asn.au around the state. Amongst the grants was the Bunyip Ridge Bushfire Recovery Support Trust’s third largest one-off gift ever of $1m to $20,000 Sustainable Gardening Australia, bringing the total Evolve at Typo Station Bushfires funding allocation so far to $1,414,193. www.evolve.org.au Bushfire Recovery Program in Yea & Alexandra Colleges $40,000 K.I.D.S Foundation www.kidsfoundation.org.au Creation of a Victorian Burn Survivors’ Network $30,000 Kinglake Ranges Mens Shed Inc www.kinglakerangesmensshed.org.au Kinglake Ranges Mens Shed Repair & Fitout $24,950 Murrindindi Toy Library www.murrindinditoylibrary.org.au To Establish the Toy Library $37,000 Regional Arts Victoria www.rav.net.au 1000 Hands – creation of a public artwork in Marysville $11,350 Sustainable Gardening Australia Foundation www.sgaonline.org.au Establishing Communal Gardens in Bushfire Affected Communities $1,000,000 Macpherson Smith Community Alliance

$563,052

22 The Macpherson Smith Community Alliance (msca) is a four year $2m collaborative partnership between 23 the State Government, the Helen Macpherson Smith Trust and from 2009, the Victorian Council of Social Service (vcoss). The MSCA provides grants for community-based projects to assist small rural and regional communities across Victoria to manage and adapt to change and create thriving communities. More than 100 small towns participate in the Government’s Community Building Initiative (cbi). Each cbi brings residents, businesses, government, local council and community organisations together to set priorities for their community, and then work to make their projects a reality. The msca provides funds for these projects to assist local communities to leverage support from other potential funders. Sustainable Gardening The Macpherson Smith Community Alliance concludes at the end of 2010. Australia Foundation This year, the Macpherson Smith Community Alliance awarded 22 grants totalling $563,052 to a wide range of community-led projects, bringing the allocation so far to 65 grants for a total of $1,420,179: $1,000,000 over three years to establish communal gardens in bushfire affected communities Redevelop Wandiligong Playground Inglewood Bridgewater Men’s Shed $20,000 $12,500 Alpine Shire Council Inglewood & Districts Health Service

Sustainable Gardening Australia (SGA) is a non-government, non-profit organisation Dederang and District Touring Signs Community Garden $5,000 $14,300 founded in 2003 to raise awareness of the environmental consequences of conventional Alpine Shire Council Kerang District Health gardening practices and to provide realistic and sustainable alternatives. SGA’s vision is Corinella History Trail Feasibility Study for an Indoor Heated Pool in that all Australians cultivate their gardens in sympathy with the environment by following $10,000 Kinglake the seasonal rhythms of the land, its ecology and its climate. Bass Coast Shire Council $50,000 Murrindindi Shire Council Charlton Men’s Shed $20,350 CJ Dennis Hall Kitchen Upgrade Above This grant, to be spread over three years, seeks plots, thereby excluding others from participa- Buloke Shire Council $25,000 An SGA staff to contribute to the recovery process of bushfire- tion, the Communal Demonstration Garden Murrindindi Shire Council member at work. Lake Foreshore affected communities by bringing the community model provides a garden that is open to all Photo: Elaine Shallue, $52,355 Upper Yarra Community Environment Park courtesy SGA. together to address the impact of the fires on members of the community to use on an as-needs Buloke Shire Council Sustainable Community Engagement Project their local environment, through gardening. basis as a learning resource and a place to meet Indigenous Wildflower/Grassland Project $40,000 The project contains a number of interrelated and connect with others. Shire of Yarra Ranges goals: integration of psychological, social and $5,500 The second element of the project is to offer environmental outcomes for community members City of Casey Terang Community Fitness Centre another six different bushfire-affected communities affected by bushfires; the development of local Cannons Creek Corner Gazebo $70,000 the opportunity to form local POD (produce, Terang Indoor Sports and Recreation Centre skills, competencies and knowledge; and an $8,000 organic and diverse) Gardening Groups. The opportunity for community members to come City of Casey groups aim to connect neighbours together and Serviceton Clubrooms Upgrade & together and contribute to a common community strengthen community. People gather to meet, Landscaping and Walking Track - Fred Gration Maintenance – Stage 3 Development of project and support each other as individual talk, learn and grow food, to share seeds, tools Reserve, Coronet Bay Meeting/Recreation Room landowners. $11,696 and muscle in each other’s gardens. The project $42,862 West Wimmera Shire Council Aware that many of the communities affected by is structured to create self-sustaining groups of Coronet Bay Combined Community Group Inc Black Saturday and the other 2009 bushfires face neighbours who work together and support each Kerang Town Entry Statements Dunmunkle Promotional Project a difficult journey to re-establish and re-focus other in growing produce sustainably in their $8,109 $1,200 themselves, SGA’s project has three points of backyards. Gannawarra Shire Council Yarriambiack Shire Council access to it that reflect the differing needs of Thirdly, Sustainable Gardening Australia will Lake Marma & Rabl Park Management and individual communities and their ability, at this Golden Plains Movie Magic produce a free ‘how to’ manual, based on the $21,902 Development Plan point in time, to engage in the project. experience of trialling the Communal Demonstra- Golden Plains Shire Council $42,000 Yarriambiack Shire Council Firstly, the project seeks to establish Communal tion Gardens which will document the processes Jeparit Caravan Park Precinct Improvements Demonstration Gardens in four different and pitfalls of establishing these model gardens $24,998 Hopetoun Skate Park Development bushfire-affected communities. Communal from scratch. This publication will be available Hindmarsh Shire Council $30,000 Demonstration Gardens differ from community to all communities across Victoria, not just those Yarriambiack Shire Council gardens in that, unlike community gardens where affected by bushfire. Main Street, Natimuk a limited number of people are provided with $47,280 Horsham Rural City Council Investments & Grants An historical perspective

On her death in 1951, the late Helen Macpherson grants 24 25 Schutt (née Smith) left a bequest of £275,000 for Grants approved from the income earned on these the establishment of a charitable trust in perpetuity investments have been: to benefit all Victorians.

The impact of this lasting legacy from Helen to five years ended $ 000’s the people of Victoria is exemplified in a summary of capital growth and grants over the now 59 1970 93 years of the Trust’s operations. 1975 379 The value of the investment corpus is approximately $83.8 million, as reflected in the following table: 1980 1,324

corpus investment 1985 3,382 1990 7,712 year book market Murrindindi Shire ended june value value Council 1995 11,676 1952 550 – $25,000 towards the 2000 9,883 renovation of the kitchen 1965 1,049 – 2005 20,484 at the CJ Dennis Hall 1975 3,270 – 2010 30,389

The Murrindindi Shire is located north east of the city of Melbourne and includes 1985 8,748 – the towns of Kinglake, Marysville, Eildon, Alexandra and Yea. 1995 23,388 – year ended $ 000’s Above The CJ Dennis Hall provides one of only two The project was first identified following the 2000 41,046 49,700 Preparing to celebrate such facilities in the Kinglake Ranges and is bushfires of 2007 but realisation of the project 2006 4,649 the opening of the CJ available for use by the residents of the Toolangi was delayed by the Black Saturday Bushfires in 2006 69,230 90,947 Dennis Hall. Photo 2007 4,400 courtesy Murrindindi and Castella communities (approximately 870 2009. The hall was used as a relief centre and Shire Council. 2007 76,828 108,645 people) and the broader population of the community meeting place immediately after the 2008 5,725 Kinglake Ranges (approximately 5500 people). devastating 2009 bushfires. The value of this 2008 83,138 96,889 Because of its historical connections to poet facility to the Toolangi and Castella communities 2009 10,506 CJ Dennis, the hall also provides an attractive was recognised prior to, during and after the fires, 2009 82,033 76,640 facility for use by people from the nearby areas and the project has been widely supported by the 2010 5,109 of Healesville and Yarra Glen. communities involved. Following the 2009 fires, 2010 86,318 83,842 the project provided community members with a It is an important facility for the Toolangi and focus for recovery, as they worked towards the Castella communities where annual community improvement of this community asset. events such as the Rhododendron Ball, Christmas total grants 85,322 Celebration, Tennis Club Presentation Night and The project has provided the CJ Dennis Hall with Primary School Concert are held. These events a new kitchen facility of commercial standards play a significant role in the local community and where local groups can cater for existing events as the hall is seen as a gathering place by local well as undertake new activities such as cooking residents. classes. It was officially opened on 22 July 2010. Financial Summary

statement of comprehensive income for the year ended 30 june 2010 statement of financial position as at 30 june 2010 26 27 2010 2009 2010 2009 $ $ $ $ accumulated funds Retained surpluses – capital 77,526,005 79,018,359 revenue Income from investments 8,440,007 9,692,454 Available for sale financial assets reserve 11,126,688 3,883,182 total expenses 1 (4,823,572) (8,449,096) 88,652,693 82,901,541 operating surplus 3,616,435 1,243,358

Grants approved during year 5,108,790 10,505,964 current assets Cash and cash equivalents 14,985,291 15,460,154 surplus/(deficit) for year (1,492,355) (9,262,606) Trade and other receivables 2,621,084 2,649,276 Attributable to Capital account 2 (387,024) (6,059,817) total current assets 17,606,375 18,109,430 Attributable to Income account (1,105,331) (3,202,789) non-current assets Other financial assets 75,118,569 68,690,502 (1,492,355) (9,262,606) Office furniture & equipment 23,695 29,024 Note: Leasehold improvements 1,926 2,587 1. Total Expenses for the 2010 year include a provision for capital impairment losses on other financial assets of ($3.5) million and do not relate to the administrative operations of the trust. (2009 impairment losses to other Computer equipment 14,255 4,745 financial assets ($7.1) million) 2. Deficit on capital account comprises net realisable gains on disposal of investments of $3.2 million, less the Artwork 7,260 7,260 capital impairment losses on other financial assets and $83 thousand in capital expenses (2009 comprised $1.1 million in realised capital gains) total non-current assets 75,165,705 68,734,118

total assets 92,772,080 86,843,548

current liabilities Trade & other payables 4,119,387 3,942,007

non-current liabilities Other payables _ _

total liabilities 4,119,387 3,942,007

net assets Held for: Corpus – Investments 83,841,758 76,638,796

Other 47,136 43,616

Income 4,763,799 6,219,129

net assets 88,652,693 82,901,541 28

Helen’s handwritten note reflects the generous intention of her legacy to the many Victorian charities that have benefited from that generosity, and to those that will do so in the future.

GRAPHIC DESIGN letterbox.net.au

PHOTOGRAPHY Photos of trustees and staff thanks to Dale Mann, GDesign Studio, Janusz Molinski P.10–11: Steavenson Falls, Marysville Courtesy Barry Thomas

COVER IMAGE Artist John Wolseley Title Fire and Water-Moths, Swamps and Lava Flows of the Hamilton Region Artist 2 x 3 m Weavers Chris Cochius, Pamela Joyce and Milly Formby helen macpherson smith trust Client Hamilton Art Gallery Level 43, 80 Collins Street tel 03 9631 2551 email [email protected] Woven at the Australian Tapestry Melbourne Vic 3000 fax 03 9631 2530 www.hmstrust.org.au Workshop 2009 Image Viki Petherbridge