2016 Annual Finance Report

Foundation Five Nine
June 2016 ―
Annual Report & Accounts
Chairman’s Letter
In 2010 Sarah Darling and Perri Cutten wanted to do something for young folk on the
Peninsula. They encouraged me to assist in setting up the Foundation which is a Tax
Deductible Recipient organisation which means all contributions are Tax Deductible.
It was named Foundation Five Nine as this is the telephone prefix for the area where
we proposed to concentrate our efforts.
Our Mission is to support disadvantaged young folk on the southern Mornington
Peninsula.
Foundation Five Nine was launched at Montalto Vineyard and Olive Grove courtesy of
its generous owners, John & Wendy Mitchell in April 2010.
We had invited around 60 people who were interested in our objectives.
The response at The Launch was overwhelming and we received commitments of
over $500,000.00 that night to be given over 3-5 years.
From this base our Executive Director, Sarah Darling, sought out programs that were
considered worthy of our support.
In our initial year we did not distribute much money but since then, as we found
our groups worthy of support, we have been able, with the contributions from our
supporters, to make a significant difference to the lives of young people on the
Peninsula.
The continuing role played by our Supporters enable us to carry on with this very
worthwhile endeavour.
Our functions over the years have been supported by Merricks General Wine Store,
Montalto Vineyard and Olive Grove on many occasions, Epicurean at Red Hill and
Chris Morris at “Barragunda” and the great Team 59 – Nick Kutcher from Trunk Bar
and Restaurant, Adam D’Sylva from Coda and Tonka restaurants, Mike Aylward from
Ocean Eight Vineyard and Lawrence Dowd representing Chris Morris’s Colonial Beer
Company. This year we welcomed Blake’s Feast and Capi soft drink to the Team who
all generously hosted our annual gathering.
Nick Cox from Projects of Imagination is also an important part of Team 59 doing all
our artwork for us.
We would also like to thank Alan Johnstone and Audi for their support for the Sorrento
Pro Am Golf Day which provided significant funds but also exposes us to a new
audience.
Our contributions this year to the various groups that Sarah refers to later totalled
$417,423.00 We are very pleased with the great work that all recipients are able to
implement with your support.
I would like to thank Jeffrey Sher QC, who was one of our Founding Directors whose
resignation was announced at Barragunda in March this year.
Another Founding Director , Perri Cutten, has announced she will step down towards
the end of this year. We thank her most sincerely for her contribution in many ways.
We have recently appointed two new directors – Ian Ward Ambler and Georgie Nikakis
both of whom reside part time and full time on the Peninsula. They will strengthen our
Board with experience and youth. We look forward to working with them both.
YEAR
INCOME
DISTRIBUTIONS
$$
2009/2010 209,08712,825
2010/2011 229,711142,375
2011/2012 306,692309,800
2012/2013 240,686309,300
2013/2014 342,814304,184
2014/2015 382,227373,000
2015/2016 518,590417,423
Total distributions since inception : $1,868,908
Income includes distributions from Trustee Companies to Tax Deductible
Recipients on behalf of Foundation 59, that we support.
Foundation 59 Ltd is a Trustee of Foundation 59 and was endorsed as a Deductible
Gift Recipient from 29th November 2009.
My thanks to David Dyer for his ongoing support and, of course, to our Executive
Director, Sarah Darling, without whom the Foundation would not flourish. Our sincere
thanks.
We look forward to seeing you all at “Barragunda” on Friday 3rd March 2017 at 6.00pm.
A.S. Murdoch
Chairman — Foundation 59
Biala Peninsula Inc.
Biala Peninsula seek to provide a ‘wrap around’ service to families and carers of babies
and very young children with developmental delays or disabilities to improve their
skills to participate at home and in the community.
As such they offer early intervention programs for these children and their families
and carers from birth to pre-school.
Foundation 59 has supported the following programs since the Foundation’s very
beginnings in April 2010.
1. Music Therapy program – with additional funds provided by Grosvenor Foundation.
These sessions are offered one day a week to all children attending Biala on that
day. Small groups , individual sessions and home visits for special needs children all
available on those days.
The program now includes Wallaroo Kindergarten in Hastings and Rosebud
Kindergarten at the Seawinds Hub.
2.Counselling Service for Families Program
Introduction of a third counsellor to the program – a nurse who has changed her
profession as a result of being a parent who benefited from the counselling Biala gave
her as a parent.
Family counselling. Small, intimate and personalised sessions– have led to positive
changes both subtle and immense. These services are offered to every person who is
a Biala parent or carer.
3.Premmie on the Peninsula (PoP) Program
“The program continues to attract new families and has provided links and support to
be put in place as families deal with the many issues and challenges of a premature
and often at risk baby/toddler. We are providing timely, professional advice,
community links, and feedback on child developmental and many other issues.”
Marlene Fox – Manager.
4. Team Sibsclub.
For the siblings of Biala babies/toddlers.
5. Emergency Additional ECIS place – in the West Rosebud area.
6. Second Kindergarten Assistant in Biala Inclusive 3’s kindertgarten.
Foundation 59 total contribution
$86,211.50
Thank you also to the Grosvenor Foundation as administered by Equity Trustees for
their further contribution to the ever growing and popular Music Therapy Program.
‘I was a broken woman coming
to Biala a few years ago, these
wonderful people have helped
us grow and learn…no words can
describe their support…I love the
whole team dearly.’ Rosebud West Children’s Project.
We are at the end of the first year of this new program which trains parents, carers
and teachers in how to support very young disadvantaged children. Interactive
conversations, reading and learning games are employed to ensure their learning
develops at this very crucial early stage with the aim of significantly reducing the
chance of them being already intellectually and socially disadvantaged by the time
they get to kindergarten.
This program was founded in the US by Joe Sparling with very positive results and we
were fortunate that Joe was able to be here to assist with the early training programs
that commenced at the Hub in May 2015.
A year on and there is already a very positive buzz about the changes this program has
been making with the conversations between staff and students
The plan is to concentrate the program in Rosebud, to make absolutely sure the it is
adapted to our particular Australian needs, before eventually rolling it out over the
entire southern Peninsula.
Melindie Lane, who heads the program won the Early Childhood Educator of the year
in Victoria 2016.
Foundation 59 committed $30,000.00 p.a. for 3 years.
Hands on Learning
Hands on Learning is a targeted in school intervention where two artisan teachers
work collaboratively with small groups of students who are finding the traditional
classroom too challenging.
Foundation 59 have been part of the Hands on Learning family on the southern
Peninsula since our very beginnings in April 2010 when we initiated our support for
the program at Mornington Secondary College which was in danger of closing down
through lack of funding.
By June 2016 we have assisted Hands on Learning into three secondary schools,
Mornington Secondary College, Somerville Secondary College and Rosebud
Secondary College, and three new primary start ups, one at Dromana Primary School,
Eastbourne Primary and Boneo Primary.
Foundation 59 contributed $70,000.00.
Many thanks to Grosvenor Foundation for their contribution.
Lifelong Learning
Lifelong Learning is based on experiential or practical education principles. It supports
primary school children in two disadvantaged areas, one primary school at the back of
Mornington and another in Hastings. It primarily targets those children who are having
difficulties engaging with mainstream education.
The Lifelong Learning activities are complementary to the school’s mainstream
educational goals and provide practical applications for literacy, numeracy, humanities,
the environment, research, ICT and so on.
The Lifelong Learning curriculum includes a wide range of safe, practical learning
activities. E.G. restoration of a vintage clinker sail boat, cookery including regular
community breakfasts, construction of an environmental trail, chicken coop, possum
boxes and parrot boxes, reptile enclosure, vegetable gardens and landscaping.
It is based on an early intervention approach with the aim of supporting these primary
students before disconnection with learning becomes embedded in their thinking,
making it more difficult to re-engage them in later years at school.
Russell Ardley who is the program head also provides roast lunches for all students
one day a week in one school, educating them about healthy eating - as well as
catering for a Principal’s lunch, where students who have been performing well are
rewarded by having lunch with the Principal.
Outcomes of the program include increased student self-esteem, improvements in
their relationships with other students and teachers, significant progress in academic
performance on returning to the normal classroom, and they are more co-operative
and less disruptive at school.
Foundation 59 contribution $60,000.00
Western Port Secondary College Year 9 Program
Project 9
“Exploring opportunities in our community while embracing and enhancing our unique
qualities as individuals and tribes within Project 9.”
Foundation Five Nine first supported this program supplying the group with iPads for
the first two years.
The turnaround in the figures of students attending school in year 9 and afterwards
was astonishing and was a great tribute to the team at Western Port Secondary –
known as the mentors.
An excursion program was also introduced and the class were taken to Melbourne, to
galleries, on adventures, to workplace setups and to the local Police station.
Foundation 59 have committed $26,211.50 to Project 9 this 2015-2016 financial year
to ensure the continuation of their excursion program.
Southern Peninsula Youth Services
This is a YMCA initiative created most successfully by Jeanette Horsley the program
co-ordinator for Peninsula teenagers who are also suffering from some degree of
trauma in their lives. They meet after school hours twice a week during term times and
are involved in camps held over the holidays.
On the surface it is a chance to hang out together with a team of people whom they
can trust; a chance to socialise and chat with their peers and discuss any problems
that might be occurring in their lives.
They are fed – given sound advice with regards to their schooling or job ambitions and
they also get to make candles on one of the nights which they sell in local markets.
Photography group on Thursday afternoons is wildly popular with an exhibition being
held this year at Coast in Blairgowrie.
Some of the children have participated over many years – some for all their teenage
years.
It is like a little family.
Foundation 59 has increased their commitment to $50,000.00 this year for the
advancement of this much needed program.
With thanks to the Grosvenor Foundation for their additional support.
With thanks to Richard & Jane Baillieu for their contribution to this program on our
behalf.
Musica Viva Australia
2015/2016 is our second year of support of Musica Viva Australia on the southern
Peninsula.
This is an internationally acclaimed program which has been running for over 30 years.
Foundation 59 have continued their involvement in funding programs into two
primary schools on the southern Peninsula - Mornington Park Primary and Wallaroo in
Hastings.
We also continue to fund the program into the Mornington Special Development
School.
Reports back to us indicated that all programs have been more than enthusiastically
received and we received an application from Musica Viva to increase our
commitment to them in order for these schools to have more contact.
This we were fortunate enough to be able to do.
With a very generous approach from The Pierce Armstrong Foundation of $25,000.00
we were able to increase the number of schools by two – now including Crib Point
Primary and the Perseverance School in Crib Point.
Foundation 59 increased their contribution this year to $70,000.00 plus the
$25,000.00 from the Pierce Armstrong Foundation.
Many thanks also to the Grosvenor Foundation for a contribution of $10,000.00.
Thanks also to the Ballandry Fund for their contribution To Musica Viva of
$10,000.00.
Summary
2015/2016 has been an exciting year for Foundation 59. The two new programs we
involved ourselves with last year namely:-
Misica Viva, and The West Rosebud Children’s Project, ..have received a fantastic
response. Musica Viva reports that the three schools in their initial program had
indicated they wanted more Musica Viva involvement and accordingly we increased
our financial support to accommodate this.
The Pierce Armstrong Foundation also came on board with these two new programs
and both Musica Viva and the West Rosebud Children’s project were in line for a
$25,000.00 boost each, dramatically expanding both which was so generous of them.
The groups to whom you have given funding over the past 6 years keep making
significant progress and our policy is to stick by these groups so that this impressive
work can continue.
Our policy of early intervention remains and both Biala and the West Rosebud
Children’s Groups are doing this most admirably with very small pre-kindergarten
children.
Musica Viva and the Lifelong Learning Program are tackling issues at the Primary
Level – something that Hands on Learning are now adopting as well.
At the Secondary level, we have Hands on Learning, Western Port Secondary College
(Project 9) and the Southern Peninsula Youth Services.
We have had wonderful support from within our local golfing community – from the
two clubs, The National Golf Club and Sorrento Golf Club
To the mob from “Barragunda” and “Team 59” (the caterers) as they now call
themselves - a big thankyou for an absolutely wonderful Bash in March.
This year we are moving the date to the Friday BEFORE the long weekend (Friday 3rd
March) and starting at 6.00pm instead of 4.00pm so we hope to see a whole lot more
of you there to celebrate the great achievements you have made on the Peninsula
over the last 6 years.
Sincere thanks to Mutual Trust for providing all our Accountancy services at no cost
and to Nick Cox from Projects of Imagination for all our artwork also at no cost.
Finally, thank you to all the Board, past and present, for your great support and to our
Chairman, Sandy Murdoch, for all his wonderful guidance.
Sarah Darling – Executive Director
We at Foundation 59 wish to thank all of you who have so generously supported our cause to
improve the lives of troubled and disadvantaged kids on the Mornington Peninsula.
Andrew & Venetia Adamson
Alandal Consulting
Adrian Anderson
John & Annette Armitage
Martin & Toni Armstrong
Garry & Barb Austin
Mike Aylward –
Ocean Eight Winery
John & Louise Ayre
Anthony & Sybil Baillieu
Marshall & Judy Baillieu
Richard & Jane Baillieu
Nicholas & Lisa Barnett
M Bartlett
Doug Bartley
Clive & Jenny Batrouney
Tom & Jenny Barr Smith
Geoff & Robbie Baxter
Max & Lorraine Beck
Clive & Siobhan Beckingsale
Michael & Judy Begg
Bennelong Foundation
Diana & Neville Bertalli
Helen & Brian Blythe
Jack & Meg Bowen
Graeme & Di Boyer
Jan Brasch
Jennefer Brash
Sarah Brockhoff
Fiona Brockhoff
& David Swann
John Brockhoff & Ann Carter
Bill & Sandra Burdett
Marcus & Nora Burke
Peter & Jane Burke
Michael & Kim Burnett
Cahoots Aust. Pty Ltd.
C.J. Classic –
National Golf Club
The Calvert-Jones
Foundation
James Calvert-Jones
Terry & Christine Campbell
Colin & Angela Carter
David Catanach
Peter & Joan Clemenger
John & Chris Collingwood
Community Scoops Ice
Cream Van
Bill & Jan Conn
Trevor Cook
Bob & Dale Cowper
Laurie & Julie Ann Cox
Perri Cutten & Jo Daniell
Damm Fine Food
James Darling
Ian Darling
Michael & Manuela Darling
Sarah Darling & Rollo Moore
Tony & Sue Darvall
Ron & Judy Dodge
Michael & Anne Dowd
John & Rose Downer
Craig & Bernadette
Drummond Drummond Foundation
Adam D’Sylva –
Coda & Tonka Restaurants
David & Robin Dyer
Nick Edwards
Epicurean Red Hill
Sylvia Falzon &
Geoff Tomlinson
Peter Fancke
Ann Farling
Rob & Sandy Fildes
A & C Fitzwilliams Hyde
Flinders Golf Club Ladies
Committee
Lesley Forwood
Simon & Libby Fraser
Mick & Anne Gallace
John & Pauline Gandel
John & Gaye Gaylard
David Gibbs & Susie O’Neill
John & Susannah Gibson
Dianne & Giorgio Gjergja
Melanie & Peter Gleeson
Des & Tamara Glynn
Charles & Cornelia Goode
Sue Gray
Peter Greenham
Kevin & Christine Greenhatch
Carol Greig
Grenet Foundation Ltd
Kelvin & Rosemary Griffith
Peter Griffin & Terry Swann
John & Jo Grigg
Grosvenor Foundation
Angela Gunn
Rae & Peter Gunn
Julie & Peter Gunnersen
David and Liz Hales
Michael & Susie Hamson
Peter Hansen
Tony & Cathy Hancy
John & Sue Harris
John & Karen Harvey
Barbie & Jim Higgins
Mike Holloway
John & Noelle Howell
Brent & Anita Hughes
Patrick & Linda Hughes
Chris and Sue Humphries
Robin Hunt & Julie Reith
Tony & Ann Hyams
Geoffrey & Ruth Ingall
Peter & Liz Ingham
Michael & Lou Innes
Anthony Jackson –
Mutual Trust
Cam & Caroline Johnston
Peter Jonson
Kevin & Barbara Kane
Andrew & Judith Kaye
Kay & Burton – Flinders Office
Kay & Burton – Portsea Office
Sally Keating
Michelle Kelso
Peter Kent & Sue Hogg
Graeme King
Kings Swim Centres
Craig & Connie Kimberley
Nick & Kathy Kostos
Nick & Missy Kutcher
Richard & Janet Launder
Warick & Susie Leming
Janet Limb
Georg & Maureen List
John & Sue Lord
Peter & Maryclare Los
Helen Lovett &
Damian Maloney
Euan & Rosie Luff
Paul & Sandy Lynch
Nicholas Mabbutt
The Merricks
General Wine Store
John & Wendy Mitchell
M.L. MacDonald
Judy Mackinnon
Mark Fund Co Pty. Ltd.
Ann McFarling
John McInnes
John & Marita McIntosh
Peter & Elizabeth McKeand
Prue Mclaughlin & Chris Cook
Virginia McNamee
Ian McRae
Robin & Philip Mellet
Margaret & Kevin Mitchell
Montalto Vineyard
& Olive Grove
Bruce & Lana Moran
Elizabeth Morgan
Glen & Joan Morley
Mornington Peninsula Shire
Chris & Maree Morris
Tim Mulvaney
Sandy & Sandra Murdoch
Michael & Atida Naphtali
David Nathan
Susan Nathan
National Golf Club –
C J Classic
Guy & Sally Nevett
Richard & Joelle Neville Smith
Stephen & Sandra Nicholas
Peter & Helen O’Bryan
Barry & Claire O’Callaghan
Ocean Eight Winery
Justin & Sally O’Day
Norm Oliver
W. Oliver & R. Breit
Open Gardens Australia
Raymond & Mary Lou Orloff
Candace Ormerod
John & Lea Partridge
The Peninsula School,
Mt Eliza
The Portsea Hotel
John & Jennifer Prescott
Progress Signs - Mornington
Projects of Imagination –
Nick Cox
Kathleen Quealy
& Kevin McCarthy
Jill Reichstein
Julie & Ian Reid
David & Grace Rew
C. Richardson
Carrie & John Righetti
Peter Riley
Denis Roche
Ken & Gail Roche
Caroline Robertson
& Roger Watts
Ross & Freda Robertson
Andrew & Judy Rogers
Nicholas Rogers
Paul Rosen
Barbara & Michael Rozenes
Adam & Yoko Ryan
Jeffrey & Diana Sher
Shelley Shergold
Darcy & Jenny Smith
David & Kathie Smorgon
Sorrento Golf Club –
Audi Sorrento Pro Am
Richard & Sue Stanley
Michael & Elizabeth Strauss
Bronwyn & Malcolm Stewart
Colin & Susie Stuart
Sunny Ridge Strawberry Farm
Gowan & Cath Stubbings
Will & Bonnie Studd
David & Jenny Swann
Sue and David Syme
Harvey & Fiona Tartakover
Brian & Olive Teelow
Three Palms Restaurant,
Sorrento
James Tobin
Jonathan Tribe & Helen Szoke
Trunk Bar & Restaurant Melbourne
Ian & Susie Vaughan
Peter & Mandy Vial
K Walker
Ron & Barbara Walker
Ian & Penelope Ward-Ambler
Geoffrey Webb
David & Barb Wenzel
Christopher &
Christina Wigan
Ian Wilson & Juliana Claridge
Willow Creek Winery
Adrian & Felicity Wischer
Yabby Lake Winery
Derek & Caroline Young
Anita Ziemer & Geoff Slade
Foundation Five Nine
P.O. Box 500 , Sorrento, Vic
3943
With thanks to Chris Morris and ‘Perdy’ of Barragunda, and Team 59.
FOUNDATION 59 LTD
AS TRUSTEE FOR
FOUNDATION 59 TRUST
Levels Of Support
Platinum
Gold
Silver
Bronze
Associates
Other
$20,000 p.a. for 3–5 years
$10,000 p.a. for 3–5 years
$5,000 p.a. for 3–5 years
$2,000 p.a. for 3–5 years
$1,000 p.a. for 3–5 years
Any Amount
Foundation 59 Limited is a company
limited by guarantee and is trustee
of Foundation 59.
Board of Directors of Foundation 59
Limited
Donations over $2.00 or more to
Foundation 59 Trust are tax deductable.
Or donate direct through our website www.foundation59.org.au
We of P/C Email will donate
$ per annum for
years
Cheque Enclosed
Payable to:
Foundation 59 Ltd.
P.O. Box 500 Sorrento 3943
or
Mastercard
/
Expiry M
/
Accountants – Honorary
Mutual Trust
Level 33
360 Collins Street
Melbourne 3000
Anthony Jackson
Solicitors
Freehills
101 Collins Street
Melbourne 3000
John Emerson
Bankers
Visa
/
Alexander Stuart Murdoch – Chairman
Jeffrey Lesley Sher - retired 11/3/16
David Nicholas Dyer
Perri Cutten – retired 21/11/16
Sarah Darling – Executive Director
Georgie Nikakis – joined 21/11/16
Ian Ward Ambler – joined 21/11/16
/ (CCV) Y
Name On Card Signature National Australia Bank
21st Floor
8 Exhibition Street
Melbourne 3000
Foundation Address
P.O. Box 500
Sorrento, Vic. 3943
Phone 03 5984 2071
Mobile 0402 403 664
Email [email protected]