Annual Report - Give Where You Live

Give Where You Live Foundation

Annual Report

2016-2017

givewhereyoulive.com.au

ABOUT US

The GIVE WHERE YOU LIVE FOUNDATION aims to address one of the most complex and entrenched social issues in our community - disadvantage. In some parts of our community the level of disadvantage is at alarming and unacceptable levels - we are determined to ensure that this changes. Generally, people do not experience disadvantage when they have access to an education that enables them to obtain a life sustaining job, and they are not limited by a debilitating life crisis. The Foundation aims to ensure that these conditions exist for all members of our community. Since 1954, the GIVE WHERE YOU LIVE FOUNDATION has been bringing together individual community donors, corporate supporters and service delivery community partners to help achieve our mission. With our partners and donors, we work together to Build Better Communities by providing grants and delivering programs that help provide educational and employment opportunities and support people experiencing life crises. Our mission is to create long-term sustainable change for those suffering the effects of disadvantage. The Foundation is one the largest annual community grant makers in the country, but our focus is on long-term impact. While we are known as grant makers, our aim is to be change makers.

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Front cover: 2017 grant recipients; Feed Geelong; Surf Coast Trek. This page: Summer in the Vines, Clyde Park Vineyard.

CONTENTS

About Us .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Vision, Mission and Values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Message from CEO & Chairperson . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Chairperson’s Award . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 2016-2017 Fast Facts .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Community Impact 2016-2017. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 - Grants .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 - Programs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Feed Geelong. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 ENGAGE - Youth in Philanthropy. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 GROW.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Where the funding came from . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Corporate Partners .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Volunteers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 - Loaned Executive Program. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 - Community Grant Review Panellists .. . . . . . . . . . . . . . . . . . . . . 14 Honour Board. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Our Board.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 - Board Members. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 - Board Appointments .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 - Committee Members .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 - Board Meeting Attendance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Concise Financial Report. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

VISION, MISSION & VALUES Vision

Values

A region where all people are part of an inclusive and connected G21 community and not limited by the effects of disadvantage.

At the Give Where You Live Foundation our Values are central to all that we do, the way we work and how we connect and work with our donors and partners.

Mission We are a catalyst for social change through innovative philanthropic solutions to challenging social problems. We engage donors and build partnerships; undertake best practice grant making and provide visionary leadership to create common agendas.

INTEGRITY

DIVERSITY

We are committed to being honest, respectful, consistent and ethical in our behaviour, relationships and work.

We embrace the diverse nature of the Geelong / G21 community. We encourage new ideas and value all opinions because this will better inform our work and increase our connectedness to the region.

ACCOUNTABILITY

We are accountable to our supporters, partners and the Geelong / G21 community. We take responsibility for the stewardship of the funds we raise and will ensure our actions and reporting are transparent. EXCELLENCE

We strive to be the best we can be in all activities we undertake. Consistently questioning our service standards will help us achieve our ambition of continuous improvement.

INNOVATION

Innovation will be a key factor to our success. We will constantly strive for improved, efficient and effective methods of completing our work, engaging our partners and communicating with the community. PASSION

We are passionate about our work, creating sustainable improvement in people’s lives, and supporting the Geelong / G21 community.

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MESSAGE FROM CEO & CHAIRPERSON Bill Mithen & Murray Boyd.

One of our mantras over the last 12 months has been, “From fundraisers to grant makers to change makers.” This focus on change and not simply the means by which you achieve it has driven a whole of organisation approach that has resulted in new activities, new strategies and a strong financial result. Over the last 12 months the Foundation’s revenue grew by 11% to a little over $3.8 million. We are pleased to say that this is the largest 12 month revenue result in the organisation’s history. What is most important in this result is that our total community contribution, or, the financial dividend that the community received from the Foundation over the last 12 months, was in excess of $2.8 million, which includes some funds returned to the Foundation from previously allocated grants. At the same time, we have been able to grow our investment corpus. Our corpus creates income and provides the organisation with financial stability and sustainability. The corpus increased from $2.8 million to over $3.2 million and our clear, long-term goal is to grow our corpus to the point where the income generated, accounts for our operating expenses. This goal is still some way off, however our intent is focused on the long-term financial sustainability and efficiency of the organisation. We were delighted to be awarded funding from the Victorian State Government under their Jobs Victoria Employment Network program. This funding has allowed us to expand our operations within our GROW initiative and deliver specific employment services in Colac.

The funding has seen us take on our first Colac employee and has expanded our activities within GROW. The year has also seen us strengthen our learning culture which is one of the key elements of our Strategic Plan. We continue to see as critical our ability to question and investigate new ways of working. We are firm in the view that change happens when we use imagination, innovation, take risks and importantly learn from our actions. Creating a learning organisation culture has been a significant undertaking by everyone at Give Where You Live Foundation and we’re committed to continuing its progress. Equally important, and as big an undertaking, has been the development of the Give Where You Live Foundation’s Theory of Change. As far as we are aware we are one of a few foundations, and very few community foundations, to have developed a Theory Change. This theory, or hypothesis, outlines how we think we can catalyse positive social change. It details where we should dedicate resources, focus our efforts, advocate and act. It has been produced with the help of The Australian Centre for Social Innovation and had input from the board, staff, donors, corporate partners, service experts, loaned executives, life members, grant reviewers, community partners and workplace givers. It will become a key guiding and strategic document for the Foundation for the next decade and we are thrilled to have achieved such a milestone. In a community that has transformed so remarkably over the past few years, we are immensely grateful and humbled by the support that we continue to receive. Our Theory of Change makes it clear to us that we are no longer just fundraisers and grant makers but we are now able to influence, advocate, lead, convene, imagine, innovate and most importantly catalyse change using all of the resources to which we have access.

The continued strength and success of the organisation continues to be the result of the input of a great many people and organisations. Life Members for their history and guidance, workplace givers for their unwavering support, corporate and business partners for their contributions and generosity, several trusts and foundations for their faith and confidence, volunteers for their passion and energy, and of course community partners for their dedication, expertise and selflessness. To all of these stakeholder groups we offer our great thanks and appreciation. We have had several people that have served on the Board or Board Committees who finished their time with the Foundation during the past 12 months. Anne-Marie Ryan and Nick Klein both finished as Board Members. Their contributions in governance and strategic thought were significant and we would like to thank them for their input. Peter Maxwell and Vaz Juchima have volunteered their time as a Life Member and independent member of our Nominations Committee. Their input into Board Member selections and succession has been invaluable and we will reap the benefit of their wisdom for many years to come. Finally, we would like to thank the Board and staff of the Give Where You Live Foundation. We are fortunate to work with a group of individuals that provide expertise, passion, dedication, skill, knowledge, energy, compassion and good humour. It is a privilege to be a part of such a wonderful team and we both owe you all a great debt of gratitude. To all of these stakeholders groups, we offer our profound thanks and appreciation.

Murray Boyd Chairperson

Bill Mithen Chief Executive Officer

Chairperson’s Award The Chairperson’s Award is an opportunity to acknowledge the efforts of an individual or group who have assisted the Give Where You Live Foundation in its Mission in supporting our local community. I am pleased to announce that the recipient of the 2017 Chairperson’s Award is KEVIN BROWN. Kevin, a long time supporter of the Foundation in his role of Plant Manager at Ford Geelong, actively nurtured the partnership between the two organisations in particular through his advocacy of our Workplace Giving Program and its accompanying Loaned Executive Program. Kevin was instrumental in ensuring that Ford left a legacy to the Geelong community through the Give Where You Live Foundation upon the manufacturing plant’s closure. Through Kevin’s advocacy, the Ford Manufacturing Workers Social Club contributed the amount of $25,000 that is now held as a named fund in our corpus. Kevin was also instrumental in ensuring that one of the last three Ford Falcons to roll off the production line was auctioned and the funds donated to Give Where You Live, seeing a further named fund opened in our corpus of $98,769. Kevin’s leadership and commitment to both Ford staff and the community during this very difficult time was truly exceptional. 4

- Murray Boyd, Chairperson Kevin Brown.

2016-2017 FAST FACTS

$1.85m

$2.86m in

COMMUNITY CONTRIBUTIONS

in COMMUNITY

GRANTS

Programs (GROW, Direct Assistance Voucher Program, Feed Geelong and ENGAGE Programs)

$1,016,247

164 GRANT

Health & Wellbeing Grants

$1,098,798

437

VOLUNTEERS

REVIEW

Live & Learn and ENGAGE Youth in Philanthropy Grants

= 2,477

PANEL

members

$472,380

Survive & Thrive and Feed Geelong Grants

VOLUNTEER HOURS

$280,946

5LOCAL

PARTNERSHIPS

with

4,500 INDIVIDUALS

GOVERNMENT BODIES

8

TRUSTS & FOUNDATIONS raising

$650,000

4

SMALL TO MEDIUM sized business partners in our

BIG PROGRAM

72

• MAYDAY Appeal • End of Financial Year • Christmas • Feed Geelong

COMPACT SIGNATORIES

90

ANNUAL

APPEALS

68 GROW

Over

$860,000 through WORKPLACE GIVING raising

Mobilising an additional into our

in

GROW target communities

$1.4m

most disadvantaged

COMMUNITIES through the INITIATIVE

GROW Over

220

CORPORATE

PARTNERS

EMPLOYMENT OPPORTUNITIES created

AWARDS • FIA Fundraising, 2016 Surf Coast Trek • Australian Charities Fund, Workplace Giving Excellence

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FUNDARAISING

EVENTS

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COMMUNITY IMPACT 2016-2017 - GRANTS Providing Grants to organisations in the Geelong / G21 region aimed at addressing health, education and income disadvantage continued to be an important element of how the Give Where You Live Foundation made a difference over the 2016-2017 year. The Foundation supports grants in following three programs areas: HEALTH & WELLBEING GRANTS

LIVE & LEARN GRANTS

SURVIVE & THRIVE GRANTS

Grants within this program areas improve social inclusion and access, as well as physical and mental health.

Grants within this program area support education and employment as pathways out of disadvantage. Research confirms that ensuring access to, and supporting students through education is a pathway out of disadvantage. The education level of a person is an important predictor of future employment, welfare and health outcomes as well as improving a person’s ability to participate socially and economically within the community.

Grants in this area contribute to the basic levels of economic security including food, shelter, pharmacy and household goods for the most vulnerable people in our community. Low socio-economic resources are a major cause of entrenched and multiple disadvantage.

Good health is not shared equally across the region, reflecting the social determinants of health. Health status and the determinants of health vary markedly between the life stages, from conception through to infancy, early childhood, youth, adulthood and older adulthood. Analysis also suggests that socioeconomic factors have a large impact on health. As a result, the Give Where You Live Foundation provides grants related to: Healthy Ageing, Living with a Disability, Reducing Risky Choices and Life Crises.

As a result, the Give Where You Live Foundation provides grants related to School Readiness, Disengaged Young People and Education, Training and Employment Pathways.

Income inequality is a key issue facing our region and the resulting disadvantage continues to be concentrated in certain geographic areas. As a result, the Give Where You Live Foundation provides grants related to Homelessness and Housing Support, Financial Skills and Ongoing Financial Strategies, Regional Emergency Relief and basic Food Security.

Impact Summary The Give Where You Live Foundation funded 51 organisations in June 2016 to implement projects, programs and activities to make a difference in one of the three grant program areas from July 2016 to June 2017. These grants contributed to the following overall impacts during the 2016-2017 year:

Improved the quality of life for 453 PEOPLE of all ages living with a disability

Decreased the effects of social isolation for 2,295 SENIORS

Improved the physical, social, emotional, language and/or literacy skills of 1,199 CHILDREN so that they can start school ready to succeed

Increased the resilience of 3,594 CHILDREN to respond to risky situations 6

1,447 YOUNG PEOPLE experienced increased engagement in school and community

Empowered 1,592 CHILDREN AND ADULTS to deal with a life crisis

Provided emergency relief (material aid and food) to 6,925 MEN, WOMEN AND CHILDREN experiencing an immediate need

Decreased the risk of homelessness for 734 PEOPLE

COMMUNITY IMPACT 2016-2017 - GRANTS Impact Highlights Of the Give Where You Live Foundation grants programs funded in June 2016, these are some of the individual highlights of the impact achieved from July 2016 to June 2017.

Drysdale Family Support helped build food the security of 350 MEN, WOMEN AND CHILDREN who live on the Bellarine through the provision of food, counselling and referrals to services to support the underlying causes of their food insecurity.

Bluearth Foundation supported 73 STUDENTS AT NORTHERN BAY COLLEGE to become peer leaders, helping to create a more resilient and caring school community.

Bellarine Living and Learning Centre provided 1,377 MEN, WOMEN AND CHILDREN WITH ACCESS TO HEALTHY AND NUTRITIOUS FOOD through cooking programs, community meals program and a food bank.

Riding for the Disabled Barwon Centre engaged 33 CHILDREN WITH DISABILITIES in therapeutic horse riding and other related activities, improving their self-confidence, self- esteem, focus and physical strength.

Uniting Barwon (formerly UnitingCare Geelong) provided 619 MEN, WOMEN AND CHILDREN RESPITE FROM HOMELESSNESS through short-term and long-term accommodation solutions.

Ardoch Youth Foundation supported 404 CHILDREN BE READY FOR SCHOOL by supporting the development of their early language and literacy skills.

Foundation 61 supported 50 MEN TO OVERCOME THEIR ADDICTIONS. The support assisted these men to change their behaviours, develop selfconfidence, rebuild their relationships and gain skills for employment.

Through regular visits from the Delta Therapy Dog teams brought companionship and joy into their lives and helped IMPROVE THEIR OVERALL HEALTH AND WELLBEING OF 2,112 SENIORS in aged care facilities and hospitals.

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COMMUNITY IMPACT 2016-2017 - GRANTS 2017-2018 Grants Awarded In June 2017 the Give Where You Live Foundation awarded 51 grants across the three program areas (Health & Wellbeing, Survive & Thrive and Live & Learn) totalling $1,651,279 for implementation in July 2017 to June 2018. Grant recipient A collaborative of Diversitat, G21, Barwon Health, Diversitat, Western Victoria Primary Health Network, CatholicCare and Barwon Child,Youth & Family Anglesea & Community House

$

Grant recipient

$

KIDS Foundation 30,000 7,752

Ardoch Youth Foundation

29,768

Australian Federation of Disability Organisations

29,820

Back to Back Theatre

30,000

Barwon Child,Youth & Family

30,000

Barwon Disability Resource Council

29,899

Barwon Network of Neighbourhood Houses/ANHCA

30,000

Bellarine Secondary College

30,000

KIDS Plus Foundation

225,000

Lazarus Community Centre

7,500

Life Education Geelong

10,000

LifeBoat Geelong

13,000

Lifeline Geelong Barwon Region Lorne Community Hospital

30,000 140,000

MacKillop Family Services

29,810

Ocean Mind

30,000

10,000

OneCare Geelong

30,000

Bluearth Foundation

30,000

Riding for the Disabled - Barwon Centre

10,000

Bluebird Foundation

30,000

Samaritan House Geelong

30,000

14,950

Sirovilla

32,500

CatholicCare

30,000

Solve Disability Solutions

10,000

Communities that Care

30,000

Somebody's Daughter Theatre Company

30,000

Stroke Association of Victoria

25,000

Bravehearts Foundation

Community Veracity Deakin University Delta Society

6,980 140,000 8,489

The Humour Foundation

7,000

The Sanctuary Counselling Centre

30,000

Diversitat

75,000

The Smith Family

30,000

Doxa

30,000

The Song Room

15,000

EdConnect Australia

29,537

Uniting Barwon

30,000

Encompass Community Services

30,000

Vision Australia

13,600

Foundation 61

30,000

Volunteering Geelong/Volunteering Victoria

15,000

Wesley Centre for Life Enrichment

20,000

Gateways Support Services

7,380

Geelong Mums

29,849

Western Edge Youth Art

15,000

Hope Bereavement Services

15,000

Whitelion

28,445

Grant Highlights OCEAN MIND A Live & Learn Program grant of $30,000 to create connected supportive communities for young people experiencing social isolation, mental health issues or disabilities aged 8-18 years through the therapeutic benefits of surfing and mentoring.

LAZARUS COMMUNITY CENTRE A Survive & Thrive Program grant of $7,500 to provide a safe place of unconditional welcome for homeless and disadvantaged people in the Geelong region that provides facilities for showering and clothes laundering, as well as entertainment such as TV, games and computers. 8

KIDS FOUNDATION A Health & Wellbeing Program grant of $30,000 to assist seniors and young children to stay safe, healthy and happy through Connecting Generation Geelong with an Adopt a Grand-Buddy program that brings together active kindergarten children and the older generation to build friendships.

COMMUNITY IMPACT 2016-2017 - PROGRAMS The Give Where You Live Foundation has a long standing and ongoing commitment to reducing disadvantage by working with organisations and programs that provide emergency relief, especially food assistance.

Our FEED GEELONG PROGRAM seeks to improve the immediate food insecurity for those most in need in our community by raising funds and awareness of this issue through the Feed Geelong Appeal, managing a significant emergency relief voucher program (the Direct Assistance Voucher Program), and improving the efficiency and effectiveness of the food assistance system by providing small and medium grants to build the capacity of organisations that provide assistance to those in need. SUPPORT PROVIDED BY FEED GEELONG

• R  AISED $55,212 through the Feed Geelong Appeal to support of Feed Geelong Grants assisting organisations in providing nutritious and healthy food to those most in need • P  ROVIDED 14 GRANTS to organisations to assist them in providing nutritious and healthy food to those most in need • Partnered with 14 COMMUNITY ORGANISATIONS to provide emergency relief (material, food and pharmacy) to 8,859 men, women and children experiencing an immediate need through the Direct Assistance Voucher program. In November 2016 and June 2017 the Give Where You Live Foundation awarded 14 Feed Geelong Grants totalling $175,845. Grant recipient

$

Christ Church Community Meals

5,000

Diversitat

5,000

Drysdale Family Support

30,000

FareShare Australia

10,000

2 & 5 Café

10,000

Geelong Food Relief Centre

30,000

Geelong Food Relief Centre

5,000

Geelong Mums

2,000

OneCare Geelong

4,100

Samaritan House Geelong

5,000

SecondBite The Outpost Uniting Barwon Urban Seed

ENGAGE - YOUTH IN PHILANTHROPY is a program of the Give Where You Live Foundation in partnership with Barwon Child, Youth & Family and Gforce Employment Solutions. The program educates and empowers young people age 15 to 25 years to effect positive change, by identifying youth issues that are important to them and making grants to organisations working on these issues. SUPPORT PROVIDED BY ENGAGE

• 1  2 YOUNG PEOPLE of diverse backgrounds participated in the first year of the program • Participants participated in a series of meetings through which they IDENTIFIED A YOUTH ISSUE important to them; developed grant round specifications, the application and review process, developed marketing materials round and then presented recommended grants to the Give Where You Live Foundation Board • P  ROGRAM PARTNERS PROVIDED SUPPORT in the form of meeting space, transportation, communication, expertise, facilitation and personal support. The youth issue identified in 2016-17 was the effects of youth homelessness, including poor mental and physical health; the stigmas attached to being homeless and the isolation experienced while homeless; and the lack of access to nutritional food, personal hygiene and transitional/emergency accommodation. In November 2016 two grants were awarded totalling $25,000 for implementation December 1, 2016 through to November 30, 2017. Grant recipient

$

Bluebird Foundation (ENGAGE Grant)

15,000

The Ladder Project Foundation (ENGAGE Grant)

10,000

5,000 30,000 4,745 30,000

The Give Where You Live Foundation would like to acknowledge and thank the Percy Baxter Charitable Trust for their support of the Direct Assistance Voucher Program and Ford Global Giving for their support of our overall Feed Geelong program.

The 2016 ENGAGE - Youth in Philanthropy panel.

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COMMUNITY IMPACT 2016-2017 - PROGRAMS The GROW initiative is currently operating within the second year of a ten-year plan. At the inaugural GROW Report Card event (May 2017) and the launch of the GROW Regional Dashboard we were able to report the following achievements against our 2020 target. Through the Give Where You Live Foundation’s GROW Initiative we are working, in partnership with G21 Geelong Region Alliance, to address entrenched place based disadvantage by reducing unemployment rates in the most disadvantaged communities in the Geelong / G21 region over the next ten years. GROW is a unique regional collective impact strategy which focuses on using local and social procurement; which happens through GROW signatory organisation choosing to buy local goods and services, and using the power of their buying, influence and employment to deliver social impact.

ADOPT GROW PRINCIPLES

BUY LOCAL

EMPLOY FROM TARGET AREAS

62 organisations joining the GROW initiative and working on action plans to embed GROW principles.

9.34% shift to local procurement, or $23.88 million into the Geelong G21 region equating to 145 jobs.

72 employment outcomes created within GROW Compact Signatories in our target communities.

$2 million committed by the Give Where You Live Foundation to GROW has leveraged over $2.7 MILLION IN ADDITIONAL FUNDING from State Government and Alcoa Foundation.

GROW 2020 TARGET By moving just 7% of the G21 expenditure from non-local to local suppliers, together we can generate: • 12,500 JOBS (500 for GROW targeted communities)

We have also mobilised funding from Jobs Victoria to establish the Colac Jobs Victoria office; employing a staff member to deliver the Colac Demand Led Employment Brokerage program until 2020. This program will convene the collaboration of local businesses and the local services sector to support 90 job seekers experiencing multiple challenges and barriers to gaining and retaining employment. Since commencing in late 2016 there are 25 registered job seekers, 15 of whom have completed tailored training and ten have successfully entered employment.

• $1 BILLION into the regional economy. THE COLAC DEMAND LED EMPLOYMENT BROKERAGE MODEL This all leads to creating:

Working with business to understand workforce needs and co-design training

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Welcoming new GROW Compact Signatories.

Engaging and providing specialised job readiness training to disadvantaged job seekers

Develop a collaborative system of support for job seekers

Job seekers capable and supported to obtain and retain employment

• A diverse local workforce • Retention of and sustainable jobs • A coordinated service sector • Inclusive economic growth

WHERE THE FUNDING CAME FROM Trusts, Foundations & Grants $746,558 (19.5%)

The Give Where You Live Foundation sources funding primarily from the generosity of the Geelong / G21 regional community.

Workplace Giving $880,860 (23.0%) Corporates $557,863 (14.6%)

The Foundation’s charter is to ensure these funds also stay within this community assisting local people to Build Better Communities. Give Where You Live brings people, resources and ideas together to support Geelong’s most vulnerable people, we do this with the generous assistance of individuals, businesses and Give Where You Live’s community partners throughout the Geelong region.

Campaigns & Appeals $480,737 (12.6%)

$3,827,446

Government Grants $296,781 (7.8%) Program Income $92,647 (2.4%) Investment & Interest $277,132 (7.2%)

Give Where You Live would like to take this opportunity to thank these partners who supported the Foundation throughout the 2016-2017 Financial Year.

Bequests & Other Income $151,000 (3.9%)

TRUSTS AND FOUNDATIONS

BEQUESTS AND NAMED FUNDS

These Trusts and Foundations provide grants in support of the Foundation’s work.

A Bequest through your Will to the Give Where You Live Foundation is a wonderful way to ensure your legacy continues to care for your community. The Foundation would like to acknowledge the estate of Horace Keen for their generous bequest to the Give Where You Live Foundation during the year.

• Alcoa Foundation • Ford Global Giving • Howard Glover Perpetual Trust • Percy Baxter Charitable Trust • The Muffin Foundation • The Oswald Hearne Trust • The Roy O and Constance M Young Trusts The Give Where You Live Foundation is the named beneficiary of the Roy O and Constance M Young Trusts in accordance with the wishes outlined in the Wills of Roy and Constance Young.

Events $343,868 (9.0%)

These Named Funds were established by the following individuals, corporations and groups to carry out the charitable interests of the Give Where You Live Foundation. • Deakin Childcare • Ford Australia • Ford Geelong Manufacturing Workers Fund • I Woolnough GOVERNMENT

• Victorian State Government - Regional Development Victoria - Jobs Victoria

The Smith Family.

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CORPORATE PARTNERS The Give Where You Live Foundation thanks all of our business partners – large and small.

These organisations have supported the community in which they conduct business through corporate donations, in-kind support, Workplace Giving and supporting our appeals and events. We thank our major partners: Platinum, Gold, Silver, Bronze, Media and Campaign Material sponsors; all of whom appear on the back cover of this Annual Report along with our BIG Program (business partnership program aimed at small to medium businesses) partners listed below.

Advisory Partners Aikman Engineering Ailin Teo Dental Surgery AQtive Business Consulting Ausland Landscaping Aus Pits Baillieu Holst Bellarine Hearing Services Bell Park Sport & Recreation Club Belmont Stereo Systems Brand Bureau Brax Window Treatments BTS - Business Technology Specialists BW Computers Caronlab Australia Chapman Welsh Financial Services City to Surf Solar Clark Rubber Commonwealth Bank Connect Tel Dentalspa Geelong Derbyshire Homes Draper’s Civil Contracting EmbroidMe Geelong Etheridge Cleaning and Maintenance Services FCCS Credit Union Gartland Property Geelong & Surfcoast Real Estate Geelong Brush Co Geelong Cemeteries Trust Geelong Chamber of Commerce Geelong First Aid Geelong Quarries Geelong Taxi Network GMHBA Limited

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Grants Announcement Evening.

Goodall’s Quality Meats Gordon Ave Pools & Spas Harwood Andrews Hearing Aid Specialists Hillross Geelong Hoare Bros Host Geek Income Solutions Individual Insight Engineering Australia J Hill Bookkeeping Josie’s Transport Jovic Accounting KFC Geelong Kings Funerals LBW Chartered Accountants Leen’s Building Supplies Loan Market Lonsdale Landscapes Malteurop Australia Mawson Motors Maxwell Collins Mitchell Street Early Learning Centre Moore Stephens Morgans Financial MPSC Australia

OnQ Marketing Services PACE Business Services Peak Pharmacy - Bellarine Village PF Private Wealth Pixeld Prime Real Estate Provincial Media Roderick Insurance Brokers Rosemont Stud SC Technology Group Spiire Australia TCA Partners The Wellness Studio Geelong Third Ecology Three PM Project Management VFA Learning - Geelong Walkers - Plaster, Tiles & Insulation Wellam Constructions We Manage I.T. West End Real Estate Westpac Bank White Cross Healthcare Whitehead Advisory Whyte, Just and moore WMC Accounting Worley Parsons Xera Consulting

VOLUNTEERS The Foundation’s operations rely on the generosity of hundreds of individuals including our Board, those who assess our grant applications, Loaned Executives supporting the Workplace Giving Program, those consulting on the GROW initiative and those who assist in the delivery of our fundraising events.

Loaned Executive Program The annual Loaned Executives Program welcomes a group of dedicated individuals to take up the challenge to make a difference in their community. Together they deliver over 200 Workplace Giving presentations; communicate the work of Give Where You Live Foundation and promote Workplace Giving. 2016 Team Leaders Ben Garvey

Barwon Timber

Jessica Robertson

GMHBA

Shane Drury

Lyons Construction

2016 Gordon Murray recipient Jessica Flowers with Bill Mithen, CEO.

2016 Loaned Executives Rachel Hotchin

Adroit Insurance Group

Gary Linton

Air Radiators

Terrie Brown

Barwon Water

Rachelle Allen

BatForce

Lauren Humphries

Bendigo Bank

Shelley McKiernan

City of Greater Geelong

Ryan Jones

Commonwealth Bank

Michael Hastie

Commonwealth Bank

James Crawford

Coulter Roache

Roberta De Stefano

Crowe Horwath

Hannah Bereznicki

Deakin University

Steven Tingate

Evologic

Timothy Berris

Fagg's Mitre 10

Matt Wilson

Fagg's Mitre 10

Paul Clark

Ford Australia

Kim Sinnott

Give Where You Live Foundation

Corrine Burns

GMHBA

Anna Wilson

GMHBA

Sam Rowland

Harwood Andrews

Callen Lowther

Geelong Broadcasters

Joel Dickson

Lyons Construction

Oliver Lynch

National Disability Insurance Scheme

Janine Fisher

National Disability Insurance Scheme

Jake Hedley

Spiire

Chris Retallick

Transport Accident Commission

Jess Flowers

The Geelong College

Taryn Hodges

The Gordon

Paul Marino

Tresidder Insurance Brokers

Mio Ristic

Video Vault

Rachel O'Connor

Viva Energy Australia

Jenny Tay

Viva Energy Australia

Liam Scott

WorleyParsons

The 2016 Loaned Executive Team.

13

Community Grant Review Panellists

The Give Where You Live Foundation engages community members in our grant review process to ensure that we are meeting the needs that are important to the community and that we are using the resources we raise from the community wisely. The Give Where You Live Foundation thanks the following individuals who volunteered their time and expertise to participate in one of our Grant Review Panels over the past year.

Adam Williams Alison Adams Alison Harvey Amelia Lowe Amy Flett Andrew Morris Andrew Clyne Anne Chadwick Anne O’Brien Anne Powers Annette Miller Annie Chester Anthea Whan Austin Paterson Belinda Lane Belle Brown Ben Goodwin Bill Mithen Brady Schmidt Bree Curren Brendan Ferguson Brenden Windmeyer Brett Ince Bronwen Charleson Caleb Hughes Carli Saw Caroline Vass Cate Schreck Catherine Lander Chris Bentley Christine Silverstroni Craig Brock Cynthia Scherer Cynthia Tresidder Dale Tampion Daleene Kroger Danny Archer Darby Helman David Grazules David Holton

14

Grant Review Panellists.

Dean Cardigan Deanne Firth Deb Furlan Debbie Spence Debbie Williams Deidre Farrar Deryck Gall Dianne Szkirka Dina Dasic Dorothy Trezise Elise Dodd Eliza Stubbings Eloise Dawson Emma Davis Erena Crowley Frederike Moodie Gail Joordens Geoff Brethouwer Grace Sims Gretchen Gibson Hamish Maclean Harriet Burton Hayley Nagahawatte Helen Janner Ian Collings Jacqueline Barry Jacqui Malloch Jake Hogendoon Jake Nankervis Jarrod Garth Jason Wilde Jenni Walker Jennifer Ficca Jennifer Mackay Jessica Guest Jessica Robertson Jessica Young Jodienne Morris Joel Watson John Cavnett

John Manserra Julie Maxwell Julie Spec Justin Harnett Kate Kebbard Kate Hirst Kathryn Egan Katie Terpstra Ken Massari Kerry Farrance Kimberley Sinnott Kimina Lyall Kristin Aitken Laura Burge Laura Johnsev Lawrie Miller Leah Gatty Leah Wolfe Leesa Nicholls Leonie Mitaxa Lesley Lightfoot Libby Pollard Liz Everist Marilyn Blakey Matthew Damen Melissa Farrell Michael Hastie Michelle Couper Michelle Greenlee Michelle Stocks Murray Boyd Nada Malinac Nadia Iavi Nancy Ranner Naomi Oeldrich Natalie Clifford Nick Guyett Nick Klein Nicola Woicik Oliver Lynch Pam Damen Paul Clark Paul Lewandowski Paul Statham Peta Bell Phil Hatch Rebecca Steele Rebecca Wilding

Robyn Hayles Robyn Van Ingen Roger O’Donnell Ross Williamson Sally Jackson Sheridan Salmon Siobhan McFarlane Skye Ramsey Somayeh Shirzad Stephen Dezelak Stephen Sennett Steve Bentley Susan Murrant Suzette Jackoswn Tamara Salajan Tara Iacovella Taryn Walton Tess Moore Thane Joske Tim Ellis Tim Hellsten Todd Devine Tom Brady Tony Spence Vaia Allen Wayne Coots Wendy Blackwell Yvette Denning Zytel Hircoe

INNOVATION GRANT PANELLISTS Austin Paterson Bill Mithen Cynthia Scherer Elaine Carbines Lesley Lightfoot Sarah Davies Sylvia Admans

FEED GEELONG GRANT PANELLISTS Amanda Ferry Bill Mithen Caroline O’Keeffe Cynthia Scherer Lesley Lightfoot Sandy Dudakov Sheridan Salmon

HONOUR BOARD GORDON MURRAY AWARD RECIPIENTS

CHAIRPERSON’S AWARD RECIPIENTS

1990 John Ferguson, Gas and Fuel Corporation 1991 Alexandra Hunt, Huyck Australia 1992 Stephen Greaves, Blakistons 1993 Peter Hedger, Hendersons 1994 Zdenka Roksa, Austin Group 1995 Stephanie Lock, Shell Refinery 1996 Stefan Kudilczak, Nelson Park School 1997 Shona McCreadie, Costas’s Pty Ltd 1998 Michael Stokes, Geelong Cement 1999 Kerrie Quirk, Express Promotions 2000 Sandra Priddle and Daryl Perrett, Ford Australia 2001 John Demopolous, Commonwealth 2002 Haydn Farley, Austin Group 2003 Gavin Hobbs, Transwest Environmental Services 2004 Kim Leworthy, City of Greater Geelong 2005 Tim Edmunds, Ford Australia 2006 Georgina Thomson, Harwood Andrews 2007 Marg McFadyen, MC Herd 2008 Greg Warburton, Ford Australia 2009 Shane Grace, Alcoa Australia and Sui Ly Kang, Ford Australia 2010 Belinda McPherson, Dept of Justice and Tim Currie, Ford Australia 2011 Cass Bird and Claire Hassett, GMHBA, Monique Corban and Matt Hudson, Shell Geelong Refinery 2012 Carolyn Hogan, Alcoa ARP and Jason Wilde, GMHBA 2013 Alicia Haydon, GMHBA 2014 John Recourt, HERD Group 2015 Shane Drury, Lyons Construction 2016 Jessica Flowers, The Geelong College 2017 Melissa Tournier, Ford Australia

1992 Chris Muir 1993 Barton van Laar 1994 Mal Campbell 1995 Barry Bell (OAM) 1996 Employee Canvassers, Ford Australia 1997 Dave Langley 1998 Dean Bateup 1999 Ian Cover 2000 Michael Betts 2001 Michael Stokes 2002 Bruce Peake 2003 Brenden Caligari 2004 Reg Fisher 2005 Tom Blood 2006 Andrew Cleary 2007 Geelong Rotary Club 2008 Charity Golf Day Committee 2009 Drew Ginn and Claudine Rodgers 2010 Anthony Jones 2011-2012 Gary Hill 2013 Chris Davies 2014 Barry Fagg 2015 Hayden Miller 2016 Robbie Lecchino 2017 Kevin Brown

LIFE MEMBERS

Alan Bradbury Alec Hand Andrew Cleary Andrew Lawson OAM Arthur Farnworth MBE* Barry Fagg Barbara Abley AM Bill Holt Birk Thacker Bob Renick* Brian Scorgie Colin Murray MBE*

Don Wookey* Dorothy Trezise Elspeth Hallowes Fred Runia Gary Hill Gordon Hall* Gordon Murray* H. F. Powell* Hilary Blakiston Howard Pollack* Ian Cover Jack Griffiths*

James Darling CMG OBE* Jim Rossiter John Bannister John Tozer* Jordan Mavros OAM Kees Smit Keith Fagg

Len Sprague* Mike O’Brien Michael Raymond* Neville Ellis* Paul Blazer* Peter Fyfe Peter Jackson

Peter Maxwell Peter Morgan* Ray Carey* Robert Kitson* Ruth Cooper Stan Bellchambers* Vin Fitzgerald William Austin*

*Deceased The Give Where You Live Foundation acknowledges the 2017 awarding of a Life Membership in recognition of exemplary service to the Foundation to Andrew Cleary.

Life Memberships were awarded in 2016 to Mike O’Brien, Ian Cover and Jordan Mavros OAM, pictured here with Bill Mithen and Murray Boyd.

15

OUR BOARD

The Give Where You Live Inc. Board gives freely of its time and contributes a wealth of business and community knowledge and experience. The Board is ultimately responsible for the allocation of funds and the governance of the Foundation. Board members who served throughout the 2016-2017 year include Murray Boyd, Deb Furlan, Nick Klein, Todd Devine, Daleene Kroger, Anne-Marie Ryan, Robyn Hayles, Austin Paterson and Bronwen Charleson. We acknowledge the resignation of Nick Klein and Anne-Marie Ryan throughout the year and thank them for their significant contribution.

Board Members 2016-2017

DALEENE KROGER Treasurer Appointed 2014

MURRAY BOYD Chairperson Appointed 2010

AUSTIN PATERSON

Murray has held the position of Chairman of the Give Where You Live Board for three years. His professional experience includes, Partner and Director of Quiksilver and Watercooled Surf Co. and a past director of Surfing Victoria. Murray is a graduate of the Australian Institute of Company Directors’ CD course.

Deputy Chairperson Appointed 2015 With a keen interest in aged care, community health and community development, Austin has held various CEO and senior positions in these fields across Geelong and Melbourne. Austin is currently engaged as a consultant and on a pro-bono basis to organisations including the Jack Brockhoff Foundation, Perpetual Trustees (The Percy Baxter Charitable Trust) and Back to Back Theatre Company and a current Board Member of Sirovilla Aged Care.

TODD DEVINE Appointed 2014 Todd holds a Bachelor of Business (Property), is a Certified Practicing Valuer and member of the Australian Property Institute. For over 20 years he has worked in the property industry as a valuer and property consultant predominantly within Victoria.

BRONWEN CHARLESON Appointed 2017 Bronwen is Special Counsel at Coulter Roache Lawyers, practising in the area of Wills, Estates and Succession Planning. Bronwen holds a Bachelor of Arts and a Bachelor of Law degree from the University of Queensland and has cross qualified to practice in England and Wales. She is a Director of Anam Cara House, Geelong’s Community Hospice responsible for the Legal, Quality and Compliance functions of the Hospice.

DEB FURLAN Appointed 2009 Deb is a Director of GTPaC Pty Ltd and holds both a Bachelor of Commerce and Bachelor of Science (Computing) Degree from Deakin University. Deb is a Member of the Australian Computing Society and Fellow of the Institute of Public Accountants.

JUSTIN HARTNETT Appointed 2010

16

Justin is a Principal of Harwood Andrews Lawyers and practice group leader of the wills and estates department. Justin holds a Bachelor of Law and a Bachelor of Arts and is accredited by the Law Institute of Victoria as a specialist in Wills and Estates.

Daleene is currently the Partner responsible for Business Management at Patrick Rowan & Associates. She holds a Bachelor Commerce from Deakin University, CPA Public Practice Certificate and is a Member of the Australian Institute of Company Directors. Daleene has worked for over 20 years in a variety of Accounting and Business Management roles.

ROBYN HAYLES Appointed 2017 Robyn is Chief Operating Officer at Barwon Health and has significant management, leadership and governance experience, an extensive background in public health governance and system reform. Robyn has an extensive work history of complex systems thinking and working at the interface of communities, education and health. Robyn is a graduate of the Australian Institute of Company Directors CD course and is committed to enhancing communities and community wellbeing.

Deb Furlan, Todd Devine, Daleene Kroger, Murray Boyd, Bill Mithen (CEO), Robyn Hayles, Austin Paterson and Bronwen Charleson. Absent: Justin Hartnett.

Committee Members

Board Appointments

FINANCE AND INVESTMENT COMMITTEE MEMBERS

Board Member

Daleene Kroger, Chair

Deb Furlan

Murray Boyd

Murray Boyd

Todd Devine

Justin Hartnett

February 2010

Austin Paterson

Daleene Kroger

Note: Nick Klein was appointed Chair of the F&I Committee at the February 2017 meeting. Following his resignation in June 2017. Daleene Kroger was appointed Chair of the F&I Committee in August 2017. AUDIT AND RISK COMMITTEE MEMBERS

Nick Klein, Chair Murray Boyd

Term end date

Current year of term

July 2009

July 2018

9 (final year)

February 2010

February 2019

8

February 2019

8

Term start date

Todd Devine

February 2014

February 2023

4

September 2014

September 2023

4

July 2015

July 2024

3

February 2017

February 2026

1

June 2017

June 2026

1

Austin Paterson Robyn Hayles Bronwen Charleson

Board Meeting Attendance Board Member

Aug 2016

Oct Nov 2016 2016*

AGM Dec Nov 2016 2016

Feb 2017

Apr 2017

Jun Total 2017

Deb Furlan

Murray Boyd

✔

✔

✔

✔

✔

✔

✔

✔

8/8

Daleene Kroger

Justin Hartnett

✔

–

–

✔

✔

✔

✔

✔

6/8

Note: Anne Marie Ryan was a member of the A&R Committee until her resignation in late Jan 2017. Deb Furlan was appointed as an A&R Committee member at the April 2017 Board Meeting.

Nick Klein

✔

✔

✔

✔

✔

✔

✔

✔

8/8

Deb Furlan

✔

–

–

–

–

✔

✔

✔

4/8

Daleene Kroger

✔

✔

–

✔

✔

✔

✔

–

6/8

Anne-Marie Ryan

✔

–

✔

✔

✔

Todd Devine

✔

✔

–

✔

✔

✔

✔

✔

7/8

Austin Paterson

✔

✔

✔

✔

✔

✔

✔

–

7/8

✔

–

✔

2/3

–

✔

✔

3/4

✔

1/1

NOMINATIONS COMMITTEE MEMBERS AS AT DECEMBER 2016

Murray Boyd, Chair Justin Hartnett Daleene Kroger Peter Maxwell (Life Member) Vaz Juchima (Independent Member)

Robyn Hayles Brendan Ferguson Bronwen Charleson

✔

4/5

* Electronic meeting. Note: Brendan Ferguson attended Board Meetings in the capacity of Board Observer, as part of the National Observership Program.

Note: The Nominations Committee members changed at the December 2016 Board Meeting. NOMINATIONS COMMITTEE MEMBERS AS AT JANUARY 2017

Murray Boyd, Chair Austin Paterson Deb Furlan Peter Maxwell (Life Member) Vaz Juchima (Independent Member)

17

CONCISE FINANCIAL REPORT Consolidated Income Statement FOR THE YEAR ENDED 30 JUNE 2017

Consolidated 30 June 2017 $

Consolidated 30 June 2016 $

Trusts, Foundations & Grants

746,558

707,712

Workplace Giving

880,860

914,062

Corporates

557,863

519,265

Campaigns & Appeals

480,737

560,111

Events

343,868

329,666

Government Grants

296,781

50,000

92,647

184,254

1,254

23,612

REVENUE

Program Income Interest & Dividends Bequests & Other Income

151,000

68,216

3,551,568

3,356,898

(1,292,771)

(1,760,573)

(108,872)

(132,767)

(1,401,643)

(1,893,340)

GROW Program

(712,155)

(384,637)

Community Development & Grant Making

(125,212)

(101,515)

(2,239,010)

(2,379,492)

(519,180)

(506,982)

TOTAL REVENUE EXPENSES Community Grants Surf Coast Trek - Kid Plus Foundation

Total Community Contribution Marketing, Fundraising & Events Administration TOTAL EXPENSES Surplus/(Deficit) for the year

*

(542,649)

(477,776)

(3,300,839)

(3,364,250)

250,729

(7,352)

275,877

80,882

526,606

73,530

Other comprehensive income Net change on revaluation of investments TOTAL COMPREHENSIVE INCOME FOR THE YEAR Notes: A. The concise financial report is a consolidation of the financial reports of Give Where You Live Inc and Give Where You Live Foundation. B. The financial statements and specific disclosures included in the concise financial report have been derived from the financial reports of Give Where You Live Inc and Give Where You Live Foundation. C. Give Where You Live Inc acts as trustee of the Give Where You Live Foundation, effective as of 1st July, 2012. D. in 2012, Give Where You Live Inc relinquished its Public Benevolent Institution (PBI) status with the Australian Taxation result was no longer eligible to be a Deductible Gift Recipient (DGR) organisation. E. As the Give Where You Live Foundation (the Fund) maintains DGR 2 status, all tax deductible donations from the 1st of July 2012 onwards were received by the Fund and all allocations to DGR eligible Community Partners were paid from the Fund. F. Due to the above changes and to assist with comparison to prior reporting periods Give Where You Live have adopted the concise financial reporting format. G. The concise financial report cannot be expected to provide as full an understanding of the financial performance, financial position and financing and investing activities of the entity as the financial reports of Give Where You Live Inc and Give Where You Live Foundation. H. Further financial information can be obtained from the financial reports of Give Where You Live Inc and Give Where You Live Foundation and these reports are available, free of charge, on request to Give Where You Live and from its website givewhereyoulive.com.au * The community grants expense is lower in the 2017 year due to $738,233 of community grants being written back during the year. This included $225,000 previously allocated to Encompass Community Services and $390,000 previously allocated to Collective Impact.

18

Consolidated Statement of Financial Position AS AT 30 JUNE 2017

Consolidated 30 June 2017 $

Consolidated 30 June 2016 $

2,251,550

2,360,609

443,228

266,582

918

909

2,695,696

2,628,100

3,263,333

2,837,301

CURRENT ASSETS Cash and cash equivalents Trade and other receivables Prepayments NON-CURRENT ASSETS Financial Assets Plant and equipment TOTAL ASSETS

20,246

18,866

3,283,579

2,856,167

5,979,275

5,484,267

789,505

437,349

CURRENT LIABILITIES Trade and other payables Provisions

1,940,063

2,556,226

2,729,568

2,993,575

392,306

159,897

TOTAL LIABILITIES

3,121,874

3,153,472

NET ASSETS

2,857,401

2,330,795

NON-CURRENT LIABILITIES Provisions

ACCUMULATED FUNDS & EQUITY Reserves

-

-

100

100

2,484,677

2,107,289

188,984

173,078

Deakin Community Child Care Fund

56,463

50,328

Ford Workers Fund

25,682

-

Ford Australia Fund

101,495

-

2,857,401

2,330,795

Initial Contribution Retained Surplus I Woolnough Fund

TOTAL ACCUMULATED FUNDS & EQUITY

Workplace Giving Breakfast Panel Melissa Stephens (Barwon Water), Elly Hanlon (Hanlon Industries), Shane Drury (Lyons Construction) and Rebecca Supierz (SEEK), pictured with Bill Mithen, CEO.

19

Consolidated Statement of Changes in Funds and Equity Balances FOR THE YEAR ENDED 30 JUNE 2017 Give Where You Live Inc.

For the year ended 30 June 2017 Balance at 30 June 2016 Surplus/(Deficit) for the year Other Comprehensive income

Retained Earnings $

Give Where You Live Foundation

Corpus $

Community Fund $

I Woolnough Fund $

Ford Geelong Manufacturing Workers Fund $

Ford Australia Fund $

Consolidated $

(4,173)

100

2,111,462

173,078

50,328

-

-

2,330,795

148,984

-

104,211

(1,542)

(594)

(66)

(264)

250,729

26,627

-

221,335

17,448

6,729

748

2,990

275,877

-

25,000

98,769

-

Transfer to named fund

(123,769)

Sub-total

175,611

-

201,777

15,906

6,135

25,682

101,495

526,606

Balance at 30 June 2017

171,438

100

2,313,239

188,984

56,463

25,682

101,495

2,857,401

Consolidated $

Give Where You Live Inc.

Give Where You Live Foundation

For the year ended 30 June 2016

Retained Earnings $

Corpus $

Community Fund $

I Woolnough Fund $

Deakin Community Child Care Fund $

Balance at 30 June 2015

(16,077)

100

2,055,732

168,510

49,000

2,257,265

11,904

-

(17,414)

(1,427)

(415)

(7,352)

-

-

73,144

5,995

1,743

80,882

Sub-total

11,904

-

55,730

4,568

1,328

73,530

Balance at 30 June 2016

(4,173)

100

2,111,462

173,078

50,328

2,330,795

Surplus/(Deficit) for the year Other Comprehensive income

20

Deakin Community Child Care Fund $

GROW Compact Signatory Corio Waste Management.

Consolidated Statement of Cash Flows FOR THE YEAR ENDED 30 JUNE 2017

Consolidated 30 June 2017 $

Consolidated 30 June 2016 $

3,691,083

3,341,580

(3,638,681)

(3,481,565)

52,402

(139,985)

CASH FROM OPERATING ACTIVITIES Receipts from Donors, Bequests and Other Activities Payments to Community Partners, Employees and Suppliers Net cash provided by (used in) operating activities CASH FLOWS FROM INVESTING ACTIVITIES Interest received Payments for investments Purchase of property plant & equipment

1,254

24,025

(150,155)

(67,500)

(12,560)

(5,683)

Net cash used by investing activities

(161,461)

(49,158)

Net increase/(decrease) in cash and cash equivalents held

(109,059)

(189,143)

Cash and cash equivalents at beginning of year

2,360,609

2,549,752

2,251,550

2,360,609

CASH AND CASH EQUIVALENTS AT END OF YEAR

Dawnbuster Fun Run.

21

Give Where You Live Inc. Statement by Members of the Committee The committee have determined that the Association is not a reporting entity and that this special purpose financial report should be prepared in accordance with the accounting policies outlined in Note 1 to the financial statements. In the opinion of the committee the Financial Reports as set out on pages 18-21. 1. Presents a true and fair view of the financial position Give Where You Live Inc. as at 30 June 2017 and its performance for the year ended on that date. 2. At the date of this statement, there are reasonable grounds to believe that Give Where You Live Inc. will be able to pay its debts as and when they fall due. This statement is made in accordance with a resolution of the Directors and is signed for and on behalf of the Directors by:

Murray Boyd Chairperson

DALEENE KROGER Treasurer

Dated 10th day of October, 2017

22

Theory of Change, Stakeholder Workshop.

Independent Auditor’s Report to the Members of Give Where You Live Inc. OPINION

THE AUDITED FINANCIAL REPORT AND OUR REPORT THEREON

The concise financial report, which comprises the consolidated statement of financial position as at 30 June 2017, consolidated statement of comprehensive income, consolidated statement of changes in equity and consolidated statement of cashflows for the year then ended, and related notes, are derived from the audited financial reports of Give Where You Live Inc. and Give where You Live Foundation of the year ended 30 June 2017. In our opinion, the accompanying concise financial reports, including the discussion and analysis is consistent, in all material respects, with the audited financial report in accordance with AASB 1039: Concise Financial Report.

We expressed an unmodified audit opinion on the audited financial reports in our report dated 19 October 2017.

CONCISE FINANCIAL REPORT

The concise financial report does not contain all the disclosures required by Australian Accounting Standards applied in the preparation of the audited financial reports of Give Were You Live Inc. and Give Were You Live Foundation. Reading the concise financial report and the auditor’s report thereon, therefore, is not a substitute for reading the audited financial reports and the auditor’s reports thereon. The concise financial report and the audited financial reports do not reflect the effects of events that occurred subsequent to the date of our report on the audited financial reports.

DIRECTORS’ RESPONSIBILITY FOR THE CONCISE FINANCIAL REPORTS

The directors are responsible for the concise financial report in accordance with AASB 1039; Concise Financial Reports. AUDITOR’S RESPONSIBILITY

Our responsibility is to express an opinion on whether the concise financial report is consistent, in all material respects, with the audited financial report based on our procedures, which were conducted in accordance with Auditing Standards ASA 810: Engagements to Report on Summary Financial Statements.

Stephen Kirtley Director

BASIS OF ACCOUNTING AND RESTRICTION ON DISTRIBUTION

Without modifying our opinion, we draw attention to Note 1 to the financial reports, which describe the basis of accounting. The financial reports have been prepared for the entities for the purpose of fulfilling the director’s financial reporting responsibilities under the ACNC Act. As a result, the financial reports may not be suitable for another purpose.

Dated this 19th day of October 2017 Davidsons Assurance Services Pty Ltd 101 West Fyans Street Geelong Victoria 3220

23

THANK YOU THANK YOU TO OUR 2016-2017 CORPORATE PARTNERS

No one person or organisation can fight our community’s tough social issues alone. In the Geelong / G21 region today, more and more people than need our help. Together the Give Where You Live Foundation brings people, resources and ideas together to support Geelong’s most vulnerable community members.

The Give Where You Live Foundation can only undertake our work with the generous assistance of individuals, businesses and the Give Where You Live Foundation’s community partners throughout the region. Give Where You Live would like to take this opportunity to thank those corporate partners who supported the organisation throughout the 2016-2017 financial year.

PLATINUM PARTNERS

GOLD DONORS

SILVER DONORS

BRONZE DONORS

FL_13096

MEDIA PARTNERS

CAMPAIGN MATERIAL PARTNER

givewhereyoulive.com.au [email protected] 03 5229 4364 18 Myers Street | Geelong VIC 3220