2020 Annual Report Community Trust South

2020 Annual Report Community Trust South Message from the Chair It is my pleasure to present the 2019/20 Chair’s report table we are always keen to ensure that our focus is having been appointed as Chair in May 2020. on this. This year we had Board meetings in Tuatapere, Lumsden and Te Anau. These opportunities helped At the time of writing this we have been involved in a Trustees understand the communities, meet local people, time of change with the arrival of Covid-19 into our and observe the impact the support of Community Trust country. All our communities have been impacted and South had on their communities. the ripple effects from this will have an effect on our investments and grants now, and in the future. The Trust Our Principal’s Discretionary Fund’s aim is to reduce has continued to grant during this period with the focus barriers to learning. A recent quote received from a being on ensuring our communities are well supported Principal says: “this money is absolutely making a and our funds are put to the most effective use. difference in our kid’s lives.” This is the only accolade the Trustees need – to know that our support changes lives. The staff at Community Trust South had been actively moving some of our processes and practices online We can look back on the 2019/20 financial year as a during the year and the need to move into running period where we repositioned our Trust for the future. the business of Community Trust South offsite was a While this has certainly been a challenging year credit to the staff’s learning and their agility to move with the Trust achieving a negative return, given the and adapt. We are fortunate to have such a dedicated circumstances with Covid-19 we accept the result. In and capable team led by our General Manager, Jackie line with the Trust’s Statement of Investment Policies and Flutey. Objectives, the Trust can expect to see a negative return one year in every five on average given the perpetual A continuing theme in 2019/20 has been the development nature of the Trust. of new ideas and practices. The investment loan to the Invercargill Inner City Development was an important I wish to acknowledge the work of my fellow Trustees piece of work to undertake, given that it is an impact and in particular the two Trustees who carried out their investment which will support a social need alongside duties diligently in 2019/20 and finished their terms in generating an investment return. September 2020; Penny Simmonds and Richard Wason. As our past Chair, Penny led many parts of the initiatives Also, during the year time was spent extending the outlined in this report. I take this opportunity to publicly boundary of the Trust to include Milford Sound. This thank Penny for her outstanding leadership during her was a collaborate effort with Otago Community Trust time in the role of Chair and acknowledge the significant and while it has taken time to go through the approval changes she made to enhance the operations of the process this was completed in the 2020/21 year. Trust over the eight years she has served. Richard has As we move forward, we are also mindful to review our also served on the Trust for eight years only missing practice and consider whether it needs to be modified. one Board meeting and he has actively worked hard This year we conducted a review of multi-year funding, to ensure that the Community Trust benefits all the we identified that this funding helps provide flexibility communities it serves. We welcome Kirsty Pickett and and stability which supports organisations to operate Louise Fowler as new Trustees, replacing Penny effectively and to develop leadership capacity. We are and Richard. confident that this aspect of our granting is meeting a Ngā mihi specific need for many groups. As a Community Trust it is important that we are inclusive of all the communities in our area. At the Board Trish Boyle Chair 1 Annual Report 2020 Our Trustees Penny Simmonds Trish Boyle Lindsay Wright John Wyeth Past Chair Present Chair Deputy Chair (Retired September 2020) Mata Cherrington Bill Moran David Goble Michael Wilson Stephen Canny Richard Wason Louise Fowler Kirsty Pickett (Retired September 2020) (Appointed September 2020) (Appointed September 2020) Our Strategic Vision Our vision as a community funder is for the south to STRATEGIC FOCUS – COVID-19 thrive. Our strategic vision provides the framework We continue to fund to our strategic vision concentrating which Trustees use to make their granting decisions and our focus on the most critical priorities (identified as outlines the direction the Trust takes for investing in our higher, medium, and lower priority) and supporting community. people and communities most impacted by Covid-19. Underpinning all that we do is our commitment to As we work with our community to reactivate, build the Te Tiriti o Waitangi. We are committed to working resilience and to build back better so they can thrive, in partnership with iwi, hapu, whānau and Māori we will focus on; enhancing the capacity and capability communities to support their aspirations. of organisations to work in new ways, to partner and collaborate, and to explore change for good Four strategic pou (pillars), each with a related set of opportunities. Our approach will focus on equity and funding priorities, form the foundation of our vision. so we recognise different approaches and resources Our focus is on people, partnerships, participation will be required to achieve equitable outcomes. We also and places and we seek to look at new innovative understand that key to a thriving region post Covid-19 approaches, solutions and ideas that can help to create will be ensuring social and economic recovery. positive change in the Community Trust South region. Health, Wellbeing Community Development Education Arts, Heritage & Active Lifestyles & Community Economic & Culture Development 2 Community Trust South The Year in Numbers TOTAL INVESTMENTS FUNDING APPROVED BY POU (PILLAR) $219 million 43.7% (excludes loans & advances) Health, Wellbeing & Active Lifestyles $3,388,683 INVESTMENT RETURN -1.4% 23.9% Community Development & Community FUNDING APPROVED SINCE Economic Development ESTABLISHED IN 1988 $1,857,641 $203 million 16.7% Education FUNDING APPROVED 2019–20 $1,295,175 $7.8 million 15.7% Grants: Scholarships: Arts, Heritage & Culture $7,697,473 $65,687 $1,221,661 FUNDING BY AREA All of Community Trust South Area $1,777,124 All of Southland $1,783,874 3 1 Western Southland $334,055 2 2 Fiordland $763,452 3 Wakatipu $659,686 4 Northern Southland $207,593 4 5 Central Southland $193,031 7 6 Invercargill & Bluff $1,156,829 1 8 7 West Otago $41,353 5 8 Eastern Southland $676,732 6 9 Southern Southland $106,417 9 10 Stewart Island $63,014 $7,763,160 10 3 Annual Report 2020 HEALTH, WELLBEING & ACTIVE LIFESTYLES Working with communities to ensure people participate, are supported, empowered and cared for. EDUK8 - RIGHT TRACK Right Track changes people’s lives. This nationally and “There are numerous anecdotal accounts from learners internationally recognised driver offender rehabilitation and supporters explaining how their lives have changed, programme has been successfully delivered across NZ how their relationships have improved, how their since 2007 and was introduced into Southland in 2018/19. future is now so much brighter, how they have stopped Programme creator John Finch has been instrumental friends and work colleagues from driving drunk and in the success of the initiative and has recruited local how they are spreading the messages throughout their personnel including representatives from the Court, own communities. Participation in Right Track has an DHB, Justice Department, Police, Fire & Emergency NZ enormous resultant ‘ripple effect’ with participants not and St John to contribute to the programme. Right Track only understanding the impacts of their own actions utilises a combination of interactive learning strategies in terms of driving but in life in general. They share with cognitive behavioural learning therapy providing this knowledge with their family, friends and wider participants with an opportunity to engage, learn, and community.”- John Finch take on board messages enabling them to make wiser Right Track is, “impacting, life changing, eye opening choices. It is an intense, emotional, educational, and and mind blowing. It opened our eyes and made us active learning programme that takes participants on a think not just about ourselves but other people’s lives” – journey of discovery. Right Track Participants The District Courts, NZ Police and the community Twelve months after the inaugural programme only identified the need for an effective programme to two participants have reoffended, a ninety percent address the issues associated with aberrant driver success rate. Several learners have become involved behaviour. The increasingly concerning trend of serious in subsequent programmes as mentors and in the and fatal crashes and driver offending indicates that upcoming programme three of the guest speakers in the high risk behaviour is endemic in communities. The Right first session will be previous learners who now want to Track is a nationally and internationally recognised share their stories and encourage others to change. programme that addresses driver behaviour. Right Track Southland 4 Community Trust South EDUCATION Working with communities to ensure every person has the opportunity to achieve their potential. LEARNING DIFFERENCES AOTEAROA TRUST Learning Differences Aotearoa Trust promotes “Funding from Community Trust South is everything. acceptance and understanding of learning differences It provides a base from which we can structure our that affect children and adults, to enable and support Trust.

Load more