2011 Total grants awarded: 847 - Foundation North
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Total grants awarded: 2011 847 ANNUAL REPORT key: www.ASBCommunityTrust.org.nz
ASB Community Trust receives strong support from ASB Bank Limited. ASB Bank continues to support its
traditional Auckland and Northland local communities and has committed $10 million over five years to
Contents assist the operations of its previous owner, the ASB Community Trust. Chair’s review
parent Trust and its subsidiary company, friendly workplace. After 120 years of good
Trust governance 60
nance
ASB Community Trust Charitable Purposes service the roof needed to be replaced and
w
Limited, referred to as the Group), and the air conditioning system was no longer
evie
separately the parent Trust. effective. In line with our commitment
40
1
w
ver
to reducing the Trust’s carbon footprint,
nts
vie
At year end the Group’s Capital stood at
/11 r
e
Trustees have taken the opportunity to make
e
tem
39
2
’s r
Trust go
$871.4 million and the Group’s Trust Fund
ie w
rt
sta
air
the building as environmentally friendly
po
ev
(capital plus reserves) totalled $1.072 billion.
2010
Ch
al
re
3
sr
as possible.
nci
y
O’
it
ts lit By comparison the Group’s highest-ever
d
ibi
if na
CE
Au
n
me s Trust Fund balance — $1.095 billion — was The Trust engaged Salmond Reed Architects
on
ted
p
res
te achieved in September 2007. From this it to provide advice on the work required to
y4 At year end the Group’s
ida
ta te teg
ra a can be seen that there is still a little way to go
sol
ls st r bring Allendale House back to a standard
r po ent Capital stood at $871.4 million
n
ia
Co before the Group recovers from the effects of worthy of its heritage status. Not only
Co
stm
c /
an e
33
ents Fin e arch Inv and the Group’s Trust Fund the downturn in the financial markets over are the roof and air conditioning systems
es
Gran
t rec
ipi
R (capital plus reserves) totalled the 2008 and 2009 financial years. However, being replaced, but the building is being
grants worth more than $745 million have strengthened to minimise the impact of
$1.072 billion. By comparison
ectors
Funding s
now been distributed since the Trust was earthquakes and a sprinkler system is being
the Group’s highest-ever
32
tribution
Grants dis formed in 1988. installed. A rainwater harvesting system
Trust Fund balance — $1.095 and solar hot water heating will make the
Grant recipients Arts & Culture 6 billion — was achieved in Investment Strategy building energy efficient. The annex is
being extended to provide modern office
Comm
unity September 2007. In last year’s Annual Report we noted that
accommodation for the Trust’s grants
Buildi Cambridge Associates LLC (Cambridge) had
ng Pro
j ects 8 been appointed as the Group’s investment team, with staff expected to move back to
Com
Pac mu
nity
Solid result for the Trust advisor. During this financial year Trustees Allendale House in the first quarter of 2012.
ic S if We
trat Yo llbe Financial Performance Overview participated in an investment planning
ut ing
Personnel
egy
31 H
h
En 10 review facilitated by Cambridge. As an
ea vir Compared to last year’s stellar financial
lth on outcome of the review Trustees adopted During the year we farewelled four Trustees.
MP & me performance — driven by a 28.2% return on
nt four objectives for the Group’s investment Candis Craven (Chair of the Finance and
C
EI D
12 investments — this year’s performance by the
o
ev
mm
strategy. These are to: Investment Committee) and Peter Rowe
30 elo
H
pm ea 60 1
Trust’s investments has been steady, but solid.
un
en lth ■ maintain the real value of capital of the (Chair of the Audit Committee) had each
it
Recreation &
yH
14 40 Income from investments totalled $105.6 completed two four-year terms as Trustees.
t
Trust in perpetuity.
He
28
I
o
Rescue Services
n
million, which was still a creditable return Soana Pamaka and Waitai Petera each
rit
us
i
L ea
ag
ing
■ ensure a stable level of spending (operating
t
of 10.3%. completed one four-year term.
i
e
ativ
rni
26
and capital costs, and grants) over time.
16
32
Mara
6
ng
Expenses, including fund manager, custodian As Chair of the Finance and Investment
es
Sport 22
■ maintain equity between present and
18
and advisory fees totalled $6 million, while Committee, Candis Craven admirably
e 20
grants to community organisations totalled future generations in perpetuity. steered the Trust through the tortuous global
24
$40.9 million, leaving a surplus for the year ■ achieve a return in excess of inflation financial crisis. Her wise counsel ensured that
of $61.5 million. (as measured by CPI) plus 5% over rolling the portfolio remained intact to benefit from
26 As guardians of an “in perpetuity trust”, 5 year periods. the post crisis lift in investment performance.
With her interest in the arts Candis also made
Trustees must ensure that the capital is Since adopting these objectives work has a valuable contribution to the development
preserved for future generations and so each continued to align the portfolio to achieve
ASB Community Trust Investment advisor Auditors and tax advisors of the Trust’s arts policy and granting
year the capital is increased to keep up with these objectives through asset allocation
Allendale House Cambridge Associates LLC KPMG programme. Peter Rowe, in his role as Chair
inflation. With the Consumer Price Index at strategies and targeted fund manager
50 Ponsonby Road, Auckland 19 Martin Place, Sydney, Australia 18 Viaduct Harbour Avenue, Auckland of the Audit Risk Committee, oversaw the
4.5%, $37.5 million was added to the Trust’s appointments. development of the Trust’s Audit Committee
Temporarily located at: Custodian Banker Capital Maintenance Reserve.
charter and effectively managed the ongoing
8 College Hill, Freemans Bay, Auckland JP Morgan Chase Bank NA ASB Bank Ltd The 2010/11 financial statements which are Allendale House relationship with the Trust’s auditors, as well
259 George Street, Sydney, Australia Corner Albert and Wellesley Street included on pages 40 to 59 of the Annual As a part of its commitment to preserving as implementing improved risk management
p 09 360 0291 or 0800 272 878 Auckland Report set out the financial performance Auckland’s heritage the Trust is undertaking strategies. Peter’s passion for the arts also
f 09 378 6954 Solicitors
of the ASB Community Trust Group (the renovation works on Allendale House and saw him make a valuable contribution to the
e info@ASBCommunityTrust.org.nz Jones Young
consolidated financial statements of the making the grand old lady into an eco- development of the Trust’s arts policy and
w ASBCommunityTrust.org.nz 135 Albert Street, Auckland
4
CHAIR’s review continued CEO’s review Research
granting programme. Soana Pamaka and the application process in ways that allow us remains our core role as we continue Planning for the future That research has included commissioned
Waitai Petera were both strong advocates to identify priority organisations and work to respond to the needs voiced by the investigations of needs in the housing,
As ASB Community Trust nears the end
of the Trust’s Māori and Pacific Education with them to develop key capacities before community. youth and rescue services sectors and
of its second strategic plan, work is already
Initiative and were instrumental in full funding is released. research into the potential for social lending.
The call from the community for a underway on developing the next plan for
bringing this initiative from its beginning Commissioned research helped inform nine
We know the intrinsic value of being a simpler and faster grant response system the Trust.
as an idea to an exciting programme of policy reviews, with new policy developed
learning organisation and therefore we has been met by Quick Response Grants,
development for our community’s Māori During the life of the current plan the Trust and implemented. The Trust has also
will continue to monitor these and other which are now available in the Recreation,
and Pacific children and young people. faced serious challenges when the global implemented an evaluation approach that is
initiatives, measuring their impact and Learning and Arts sectors. Not only do
financial crisis seriously impacted income. based on learning and development.
We have welcomed new Trustees Lyn ensuring they are making a positive difference. these grants have a faster turn-around,
However, Trustees held fast to this guiding
Lim, Moe Milne, Mark Brickell, Unasa We have formed strong, trusting partnerships we have also reduced compliance costs During the life of the current strategic plan,
Enosa Auva’a and Ian McDougal. We
We’ve learned that the best, with the community groups involved and by changing the rules for those seeking
document and it provided the blueprint
Grants Advisors have worked to ensure that
look forward to working with them in the most successful initiatives these relationships will be ongoing. a general grant of less than $40,000.
needed to help make decisions in difficult
they are more accessible to discuss potential
times.
years ahead. begin with trusting We recognise too that, just as the Trust has
Instead of fully audited accounts, these projects with community organisations.
A number of significant milestones in relationships built over time evolved into a learning organisation, the
organisations now only need to provide Short and medium-term strategies were Alongside this the Trust has been able
us with accounts signed off by a qualified developed to make sure funding continued to offer multi-year grants, streamlined
the life of the Trust have been achieved through open, honest and community has become smarter about how
accountant. and the Board stayed true to its vision and processes and clearer communications.
over this past financial year, with candid communications. We it achieves its goals. Community leaders are
mission, ensuring the Trust maintained
the development of new investment actively looking for partners, synergies and Not surprisingly, those applying for large A Trustee development programme was
strategies and the implementation of
have improved the application ways to multiply their impact. At the Trust grants, including grants for community
inter-generational equity and remained
initiated, including induction and training,
new and innovative granting strategies process in ways that allow us to we welcome that evolution and we will do building projects, will still need to meet
viable in perpetuity.
the website was redeveloped, the Trust was
and policies. The strong and inspiring identify priority organisations our best to encourage it. a high level of compliance, and the grant Guided by the strategic plan, the Trust has rebranded and social networks were engaged
leadership provided by CEO Jennifer and work with them to develop A priority for the coming year will be
assessment process will take longer. We used its networks, newsletters and social through the use of Facebook and Twitter.
Gill, ably supported by her committed make no excuse for this. Infrastructure media to communicate changes to policy
staff, will ensure that the Trust continues
key capacities before full the Trust’s new Pacific Strategy, where
projects are, by their nature, complex and it and processes, giving the community greater
As the Trust prepares for the next strategic
to provide philanthropic leadership and funding is released. building trusting relationships with Pacific
is prudent for us to ensure that all funding clarity around funding. Māori and Pacific
plan, Trustees are aware that it will have
communities will be essential. to evolve to face the challenges of a new
innovation in our region. All Trustees join and compliance requirements are met. strategies have been developed and enduring
economic climate. However, we are confident
me in expressing our thanks to Jennifer Becoming a learning Our analysis of past grant making to Pacific
Our assessments of these applications will
community partnerships have evolved
that the Trust will build on past success and
and her staff for their achievements to organisation communities, and feedback from a series of
continue to be diligent and wide-ranging.
through the Youth Health & Development
continue to be an organisation that learns
date and look forward to working with ethnic-specific fono (meetings) held in 2010, Fund, the Housing Innovation Fund and the
This past year was a period of consolidation It is our policy to require evidence of not from its experiences in order to respond to
them as the Trust continues to build on shows that the Trust has a lot of work ahead Māori and Pacific Education Initiative.
for the Trust, punctuated by the launch of only community need and community the needs of the Northland and Auckland
its commitment to the communities of of it. This community has low awareness of
innovative new funds based on the findings support, but also evidence that the Over the last few years the Trust has communities it serves.
Auckland and Northland. the Trust and its grants programme, resulting
from the research and monitoring we have applying organisation is robust and has the moved towards an evidence-informed
in few applications being received and even
It has been a pleasure and an honour undertaken in recent years. internal resources to complete, manage approach to grant decisions so it can fund
fewer being approved.
for me to serve as Chair of the Trust. and sustain the project. more effectively. For example, the Trust
As a learning organisation, we continuously
However, due to my other commitments This fast-growing population faces unique understood that some applicants were
look for ways to do our jobs better. This You can read more about all these
this year I have stood down from the challenges, but we know there are people out waiting a long time for a decision, so it
is exemplified by our Māori and Pacific innovations and new programs as well as
role and Ken Whitney has been elected there working to overcome those obstacles. implemented quick-response grants in some
Education Initiative, launched in 2009. projects supported by our regular funds
by his fellow Trustees as the new Chair. Our priority is to reach out, form relationships sectors, which are distributed within eight
MPEI is certainly a jewel in the Trust’s in a special section of this annual report.
I will remain a Trustee and I have every with them and find out how the Trust can help. weeks of an application. This was further
crown, but not only for the great success of In addition, summaries of the research,
confidence that Ken will provide the endorsed through an external stakeholder
its programmes. Just as important is what Our first step was to develop a Pacific Strategy, funding guidelines and an overview of
leadership required to guide the Trust in survey which identified that timely decisions
we as an organisation are learning from which was adopted by Trustees in February what we aim to achieve in the coming year
its mission to enhance the lives of all the were important to applicants.
this innovative approach to community 2011. Tasked with implementing the strategy are available on our website.
people in our region.
engagement and grant-making. This learning is Grants Advisor Peter Stowers, supported by Continued staff professional development
If you share our passion for the
is best reflected in the new Youth Health our staff and Trustees. We are encouraged by has seen an increased focus on improving
Ann Hartley, Board Chair community and our desire to learn, we
and Development Fund and the Community the progress of this important initiative to date policies and processes and, as a learning
invite you to share in these resources and
Housing Projects Fund. and we remain committed to providing the organisation, the Trust looks for feedback
put them to good use. And as always, we
resources and assistance required to build a and engages in research, so that funding
We’ve learned that the best, most successful welcome your feedback and comments.
bridge of understanding and co-operation. decisions are informed by evidence and
initiatives begin with trusting relationships
knowledge.
built over time through open, honest and Support for the not-for-profit sector across Jennifer Gill, CEO
candid communications. We have improved our other more traditional funding streams
5 6
CORPORATE RESPONSIBILITY Investment strategy
Aiming for sustainability Investment strategy Asset allocation Asset Bucket Weightings as at 31 March 2011 Income surpluses (deficits) after Grant commitments, 2000-2011
ASB Community Trust continues to The Trust relies on investment returns to The Trust’s asset allocation policy is
be a signatory to the United Nation’s provide the administration and grants budgets categorised under four broad asset groups, or
Principles for Responsible Investment each year, making investment performance asset buckets, according to the primary roles
60
(UNPRI). critically important. that each asset class plays in the portfolio: 61.5 54
As a responsible member of the world This year the Trust enjoyed a 10.3% ■ Growth: the Growth bucket forms the 221 1
2000
200
201 1
community the Trust signed up to the return ($105.6 million) and was able to engine room of the portfolio and consists
UNPRI in 2008, adopting the principles distribute $40.9 million to community of listed public equities in developed and 26
0
200
201
as a way to demonstrate leadership by organisations — compared with just a couple emerging markets.
2
advancing universal principles and of years ago when the Trust experienced an ■ Diversified: the Diversified bucket
232
2009
128
2003
responsible corporate citizenship to make 18% ($200 million) decline in investment provides growth and volatility reduction $ million
the global economy more sustainable and values and grants had to be reduced to and consists of long/short hedge funds
inclusive. $16 million. and absolute return funds.
200
4
200
8
The Trust believes that environmental, While a rapid recovery is good news, this see- ■ Inflation Proofing: the Inflation Proofing 68
social and corporate governance (ESG) saw effect — up one year, down the next — has 200 5
101
bucket provides an inflation hedge, 7 200
issues can affect the performance of become problematic and Trustees are aware diversification and growth through a
2006
investment portfolios. The UNPRI that it makes it difficult for community combination of real assets, both listed and
19 28
provides a common framework to assist organisations to plan their futures. As a result, unlisted such as commodities, property,
investors in considering and integrating Trustees have found a way to smooth out the natural resources and inflation-linked Inflation Proofing 7.8% 127
ESG issues into their investment bumps and ensure that one-off events do not bonds. Diversified 15.1%
processes. have an instant negative impact on grants.
■ Deflation Proofing: the Deflation Deflation Proofing 33.4%
The ASB Community Trust has agreed Going forward, the budgets will be based on Proofing bucket provides a reduction
that, over time, it will apply the following a percentage of the five-year moving average in volatility and protection against any Growth 43.7% Surplus
principles: value of the Trust Fund, which means one bad prolonged contraction. The bucket Deficit
■ Incorporate ESG issues into year may have little effect on the next year’s consists of fixed income and cash
investment analysis and decision- grants. A series of bad years could slowly investments.
making processes. erode the size of the grants budget, while good
performances may gradually increase the The asset buckets graphic shows how Trust’s capital and Trust fund since commencement
■ Be active owners and incorporate ESG grants budget. investments are spread across the four asset
issues into its ownership policies and groups.
practices. 1,200 $ million
Best investment advice
■ Seek appropriate disclosure on ESG The Trust’s Investment Committee
issues by the entities in which it is continuously reviews and adopts global 1,000
invested. best practices in the oversight of the Trust’s
■ Promote acceptance and portfolio. Helping them make those 800
implementation of the principles decisions is Cambridge Associates (www.
within the investment industry. cambridgeassociates.com), an international
600
investment advisor to foundations and
■ Work together with other signatories endowments including the Bill and Melinda
to enhance its effectiveness in Gates Foundation, the W.K. Kelloggs 400
implementing the principles. Foundation and the universities of Harvard,
■ Report on its activities and progress Princeton and Stanford. 200
towards implementing the principles. With headquarters in Boston and offices
around the world, Cambridge Associates 0 90 91 92 93 94 95 96 97 98 99 00 01 02 03 04 05 06 07 08 09 10 11
became the Trust’s investment advisor last
year and is providing the best strategies to
maximise income, protect and future-proof
assets and ensure a stable level of spending. Real capital Trust fund Since Trustees are required to preserve the Trust’s capital in perpetuity, grants can only be made when the Trust Fund is greater
than the Trust Capital (i.e. when the red line is above the black line).
7 8
Arts & Culture Sector
The Trust supports creative projects and organisations that
aim to foster access, engagement and experience in the arts.
grants awarded in this sector Grant Recipient: inspire audiences, while challenging thinking valued and there is equal
about who can dance and what dance is. access to performance
$5,105,714 Touch Compass This means more disabled adults, children
and youth participating in community events;
opportunities.
ASB Community Trust’s
Touch Compass creates performing arts more trained and skilled disabled dancers with strategic objective is to
opportunities for disabled and able bodied careers in the performing arts; more proficient promote access, engagement
% of this year’s total grants people who want to dance. The company dance tutors who understand integration; more and participation in the
aims to break down the psychological and accessible venues; inspired audiences whose arts and Touch Compass
physical barriers that prevent disabled people perceptions and attitudes towards disability is a clear fit with this. A
from participating. and dance are changed, and the myths and $180,000 grant is helping
fears they have about disability are dispelled. provide operating support
Its integrated training and performances
over the next three years.
are truly innovative. They give dancers of Touch Compass’ vision is for a more
different abilities the chance to explore and inclusive society where the creative www.touchcompass.org.nz
create unique and exceptional shows that aspirations of disabled people are highly
12.5% Number of staff Dancers by age
Over 65
Comparison of sector GRANTS
value, 2009-2011 Touch Compass
creates opportunities
for participation,
careers, proficiency
and accessibility.
Under 20
Fulltime Part-time Volunteers 21-65
09 10 11
NUMBER OF Grants by Region NUMBER OF Grants Grant Recipient: opportunity to celebrate their diversity. It Number of volunteers
will also stand as a sustainable model of
youth access, engagement and participation
Youth Performance Trust that can be scaled up and used elsewhere in
4 the country.
The organisation behind the hugely
successful Smokefree Pacifica Beats has The project is a clear fit with ASB Mentoring workshops offered
5 expanded this year to host youth arts expos Community Trust’s strategic objective
in Auckland and Northland. to promote access, engagement and
2 participation in the arts. A $25,000 grant
The Youth Performance Trust aims to
is helping towards operating costs for the
build the confidence and competency of
111 youth arts expo.
young Māori and Pacific performers. Its
first-ever arts expo will see performing www.ypt.org.nz
The Youth Performance Trust arts experts mentoring young practitioners
1 aims to build the confidence through workshops in dance, singing and Number of Māori and Pacific youth
and competency of young Māori participating
and Pacific performers. instruments, song writing and leadership.
13
136 The arts expo aims to build confidence and
competency, providing young leaders with
a strong sense of cultural identity and the
1,500
9 10
Community Building Projects
We aim to support capital building projects where there
is strong community involvement, or where the project has
Sector regional significance.
grants awarded in this sector Grant Recipient: MPHS’ Clubhouse will be part of a Number of learn to sail
larger community facility and recreation class participants
$10,952,440 Hub West Clubhouse space development at 27 Corbans Ave in
Henderson, where the Auckland Council
is building community facilities which will
West Auckland’s McLaren’s Park will soon
house a playgroup, community services
have its own Intel Computer Clubhouse,
and be a place where the general
% of this year’s total grants giving young people free access to cutting-edge
community can meet and gather.
creative and information technology tools.
“Youth needed their ‘own’ space to be part
McLaren Park Henderson South Community
of this development, so both the Clubhouse Adults Children
Initiative (MPHS) is building New Zealand’s
and ASB Community Trust supported this
sixth Computer Clubhouse, based on an
request with their funding,” says MPHS
internationally recognised learning model
Project Manager Rochana Sheward. Membership Breakdown
that aims to increase digital fluency and
access to digital technology among young ASB Community Trust supports capital
people from underserved communities. building projects where there is strong
26.8% community involvement, or where the
so
New Zealand’s flagship Clubhouse 274, in
project has regional significance. The
cia
Otara, is already paying dividends, with
ors
seni
MPHS project is a strong fit with that
l
young participants gaining 21st Century skills
strategy and a $450,000 grant is helping
to match the needs of our digital economy.
s
comparison of sector GRANTS the $2.6m project.
ior
Evaluation of the project shows that Clubhouse
value, 2009-2011
jun
membership leads to higher numbers of www.mphs.org.nz
students gaining NCEA qualifications and
going on to tertiary education.
Education status of (15+) people
extra members allowed
09 10 11 Number of people in MPHS
MPHS catchment
for through project
catchment
NUMBER OF Grants by Region
7,000 No Qualifications
Have Qualifications
2
3
NUMBER OF Grants Grant Recipient: This has limited growth for the Doubtless “Our youngsters on the Learn to Sail
Before
Bay sailing club, so this year members programme are keen to join and sail with us
began work on a purpose-built 16m by 12m over the winter months,” says club secretary
Taipa Sailing Club boat bay. Schelle Hatherley-Greene. “The club is
17 going strong and everyone who sees our
Small boat instruction and recreational The club is run entirely by volunteers and the
new boat bay says: ‘It’s every man’s dream to
sailing at the Far North’s Taipa Sailing Club is community has been quick to rally around.
have a shed like this’.”
so popular that it can’t keep up with demand. Volunteer labour is being used, a local
22 Members, mostly families, travel long
distances to undertake this activity, so boat
landscaper is creating the gardens and a local
architect drew up the plans for a planned
shower and toilet block at no cost.
ASB Community Trust supports capital
building projects where there is strong
community involvement, or where it has After
storage is a key service. But with no space left
regional significance. A $50,000 grant
in its ageing boat shed, the club has not been Meanwhile the Learn To Sail class remains
helped launch Taipa Sailing Club’s project.
able to offer storage to new members in the fully subscribed.
past six years. www.taipasailingclub.co.nz
11 12
Community Wellbeing
We support organisations that respond to the needs identified
by our communities, with a focus on innovative programmes
Sector that address the underlying causes of social problems.
grants awarded in this sector NUMBER OF Grants Grant Recipient: almost 94% of respondents did not know awareness of full range of services
about the services it offers — including
$3,680,871 Northland Pacific Islands
Charitable Trust
health promotion, advocacy and language
translation. 6% 94%
To help develop its strategic plan and
The Northland Pacific Islands Charitable be more relevant to community needs, Know Don’t Know
% of this year’s total grants Trust (NPICT) is working to promote and NPICT has decided to run a needs
support the cultures of Pacific communities analysis to update its profile of Pacific
in Northland. people in Northland and promote its work
in areas of need throughout the region.
It wants to see a well-informed and engaged A $19,709 grant is helping NPICT with
Pacific community and it works to encourage these programmes.
the use of the languages, cultures and
arts of the Pacific, raising awareness and
encouraging pride in Pacific cultures and Every year the NPICT participates in the Northland Pasifika Festival, but few
know about the other services it offers.
heritage.
9%
149 Every year NPICT participates in the
Northland Pasifika Festival, but although the
festival is a success, a recent survey showed
comparison of sector GRANTS
value, 2009-2011
Grant Recipient: ASB Community Trust supports organisations Number of people helped
that are responding to the needs of our per year
communities, with a focus on innovative
Te Waipuna Puawai
09 10 11 Mercy Oasis
programmes that address the underlying
causes of social problems. Te Waipuna Puawai
Mercy Oasis’ work is a clear fit with those
550
Te Waipuna Puawai Mercy Oasis is objectives and a $50,000 grant helped the
committed to working with women and group with general operating costs. target at-risk groups
NUMBER OF Grants by Region
children living on the margins of our society.
www.twp.org.nz
It aims to improve lives through family
support services, including second-chance
9 education for parents while children receive
early childhood care and education. skills imparted
14 Services include crisis intervention and
counselling, advocacy, parenting and anger
7 management programmes and a food bank.
Participants also learn skills such as basic Number of volunteers
computing, sewing and Māori language. They
112
are also able to participate in environmental
initiatives such as wetland restoration.
3 Based in Glen Innes and Ellerslie, Auckland,
Te Waipuna works to improve adult literacy,
restore relationships, increase community
participation and raise awareness of good
parenting practices. With a responsive
4
approach to meeting needs, it offers services
to more than 300 families every year.
13 14
Environment Sector
We support projects and organisations that protect and
enhance the environment in which we all live.
grants awarded in this sector Grant Recipient: land and two Department of Conservation ASB Community Trust
stewardship blocks. Along with private land, considered the application
$1,419,699 Windy Hill Rosalie Bay
Catchment Trust
the sanctuary area totals 620 hectares.
The field team and volunteers manage more
a priority because the
volunteers are working to
conserve the land and are
than 4,800 bait and trap stations. Since 2001
Native bird numbers have doubled in the delivering evidence-based
more than 30,000 rats, 200 feral cats, 300
10 years since the Windy Hill Rosalie Bay conservation. A grant of
% of this year’s total grants goats and 35 wild pigs have been removed.
Catchment Trust began work to protect $30,000 will help with the
forests on Great Barrier Island. The catchment area is listed as a site of group’s operating costs.
ecological significance that contains many
Four full time employees and a group of threatened, endangered and vulnerable
seven committed volunteers work an average species, including North Island robin, Moko
of 35 hours a week to restore habitat, trap skink, banded rail, long-tailed bat, black number of Volunteers
predators and monitor endangered species petrel, North Island kaka, Chevron skink and
on two tracts of QEII open space covenant the recently re-discovered Duvaucels gecko.
3.5%
Number of Predators trapped vulnerable/endangered species
protected
Volunteer hours per year
comparison of sector GRANTS
30,000
9,360
value, 2009-2011
300
35
09 10 11 200
NUMBER OF Grants by Region
NUMBER OF Grants Grant Recipient: rat, possum and feral cat trapping. North Increase in bird species
Island Robins, introduced in 2009 and 2010,
3
Puketi Forest Trust have bred successfully for two seasons.
Volunteer Isabella Monitoring indicates bird numbers in a
Godbert with the
10,000th rat trapped Thirty volunteers from Puketi Forest Trust range of species are up by more than 100%
by Puketi Forest put an average of 70 hours a week into since the forest trust began in 2003.
2 Trust (December
2009). protecting one of the largest remaining tracts 2003 2010
1 With more than 100,000 people visiting
of native forest in Northland.
annually, the area enjoys a high profile and
The sub-tropical kauri habitat is home to high conservation values. This, coupled number of Volunteers
23 some of the country’s most treasured native with the use of evidence-based best practice
species, including New Zealand’s only fully and high community support, brought the
2 33 Dactylanthus
(Dactylanthus
taylorii) grows as
parasitic flowering plant — the Dactylanthus.
It is also home to vulnerable and endangered
animals such as the short and long-tailed bat,
application into strong alignment with ASB
Community Trust’s strategic objectives. A
grant of $79,799 is now helping the forest
a root-like stem the Northland green gecko and the North trust achieve its goals.
attached to the Visitors per year
root of a host tree. Island brown kiwi.
2 To protect native wildlife and vegetation,
the forest trust carries out regular stoat, 100,000
15 16
Health
We support and strengthen community organisations that
improve health outcomes for the people of our region, by focusing
Sector on health promotion and preventative projects.
grants awarded in this sector NUMBER OF Grants Grant Recipient: Pacific Island HIV/AIDS Foundation, Family ASB Community Trust aims to support and membership Growth
Planning, the NZ Prostitutes Collective, strengthen community organisations that
$2,005,345 Positive Women Inc
With HIV rates still rising in New Zealand,
YWCA and Girl Guides. It also works with
people who are stigmatised and otherwise
disadvantaged in society as a result of their
improve health outcomes by focusing on
health promotion and prevention initiatives.
The work of Positive Women is closely
Positive Women Inc has seen a 200% increase HIV status. aligned to those objectives and a $27,000
in membership over the past five years. grant is helping with general operating costs.
% of this year’s total grants A youth-run road show raises awareness of
As the only organisation focusing on the HIV and other sexually transmitted diseases www.positivewomen.org.nz
needs of women with HIV and their families, and provides training for people with HIV
Positive Women Inc continues to be an who want to help educate others.
innovative leader in the sector, providing
2007 2011
annual retreats, hui, newsletters, resources
78 and awareness campaigns.
It collaborates with other organisations
Number of organisations focusing
on the needs of women with HIV
Number of people helped over
1 year
Number of volunteers
1 2,000+
such as the New Zealand AIDS Foundation,
4.9% Body Positive, INA, Māori, Indigenous and
comparison of sector GRANTS
value, 2009-2011 Grant Recipient: to ensure they have fulfilling lives, with a Number of staff employed
particular focus on physical and mental
Greenways Trust wellbeing and a high level of community
involvement.
This year the skills learned while working at
With a solid capacity to deliver a range of
Greenways Trust Social Enterprise Project
vocational training programmes, Greenways
in Dargaville has led to four intellectually
Trust works with other community
09 10 11 disabled people gaining employment with
organisations and businesses to get the best
local businesses.
outcomes. It also works with clients who are
With its staff of 20, the project runs an disadvantaged and marginalised as a result of
NUMBER OF Grants by Region integrated workplace primarily focused their disabilities.
number of residential
on providing job opportunities for its
ASB Community Trust’s objective is homes managed
stakeholders, regardless of ability. Its
to support and strengthen community
enterprises include landscaping, firewood
organisations that improve health outcomes
4 supply, horticulture and furniture making.
by focusing on health promotion and
Last year a large increase in customers saw a
preventative projects. The work of Greenways
record amount of firewood sold and delivered.
9 Trust is clearly aligned with that objective
Greenways Trust runs two residential homes and a $50,000 grant helped with building
2 for a total of 13 residents. Staff work hard modification and operating costs.
59 number of intellectually
workplace opportunities created disabled clients helped
into employment with
local businesses
4
17 18
Heritage Sector
We support projects and organisations that preserve and
promote the physical and cultural heritage of our region.
grants awarded in this sector NUMBER OF Grants Grant Recipient: exhibition designer Chris Currie and museum exhibit categories Number of volunteers
the focus has been developed within the
$1,867,074 Mangawhai Historical
Society
framework of the Northland Museums
Strategy, supported by heritage consultant
Ken Gorbey.
100
Mangawhai Historical Society began The new museum will tell not only the story proportion of required project funds
% of this year’s total grants planning and fundraising for its new of the Mangawhai Harbour, drawing on raised by community/volunteers
museum in the late 1990s. early settler and Māori material. It will also
In 2003 a feasibility study confirmed that the feature and highlight the natural history,
existing museum was no longer big enough conservation and holiday stories of the area.
36 and that its valuable exhibits needed better
environmental conditions.
Since that time volunteers have raised over
The project is a strong fit with ASB
Community Trust’s heritage funding
strategy, which requires comprehensive plans
$640,000 for the $1.6m project, with Kaipara supported by a sound feasibility study. The
District Council providing the new site. museum also has strong professional and
4.6% Grants, donated materials and donated
labour will cover the rest of the costs.
community support. A $200,000 grant is
helping the project.
With input from Museum of New Zealand www.mangawhai-museum.org.nz
comparison of sector GRANTS Te Papa Tongarewa, the Society has engaged
value, 2009-2011
Grant Recipient: The website development project is a total Number of Public
09 10 11 strategic fit with ASB Community Trust’s galleries in Northland
Whangarei Art Museum aim to preserve and promote the cultural
NUMBER OF Grants by Region
Whangarei Art Museum is making its
collection more accessible by putting it
heritage of our region. A grant of $21,972 is
assisting the project. 1
online. www.whangareiartmuseum.co.nz
Estimated Website
As the permanent home of the city’s art visitors per year
collection, the museum embraces both
6
heritage and contemporary art work. It is
the public gallery of the district and the only
public gallery in Northland.
16,000
3 Staff will be able to administer content
number of Years of
3 through their own database management
collection development
system and the exhibitions-online
15
programme will allow 16,000 website visitors
19 a year to quickly find and engage with a rich
array of resources.
The art museum wants to bring its collection
2 number of Months spent
to life on the web and actively engage with
its community. The project strategy is to documenting the collection
Māori Woman — Harata Rewiri
make 15 years of collection development
Tarapata 1904, oil on canvas,
and 12 months of imaging and collections Whangarei Art Museum.
Collection Gift of the Ministry of
3 documentation available to the public as
Foreign Affairs and Trade.
research tools.
19 20Learning
We support projects that improve educational outcomes
by adding value to the sector, with a focus on innovative
Sector projects and lifelong learning.
grants awarded in this sector Grant Recipient: Garden to Table is the New Zealand affiliate Skills learned
of Australia’s highly successful Stephanie
$3,052,709 Garden to Table Trust
The Garden to Table Trust (GTT) is working
Alexander Kitchen Garden Foundation.
Linked closely with the school curriculum,
it encourages students to grow, harvest,
with five Auckland schools on a programme prepare and share good food every week of
to teach students the skills of growing, the school year. In the process they learn
% of this year’s total grants
harvesting, preparing and sharing their own valuable life skills such as horticulture, care
fruits and vegetables. of the natural environment and nutrition.
They also learn to enjoy the many social
GTT assists the schools to establish the
elements of sharing food with others.
infrastructure required for the programme,
including designing and building gardens ASB Community Trust supports
and kitchen classrooms. The schools engage organisations that add value to the Learning
with their community to find the extra sector, with a focus on innovative projects
support needed to create these facilities. and lifelong learning. Garden to Table Trust’s
7.5%
GTT also provides the salaries for two work is strongly aligned to that strategy and
specialists — one for the garden, one for the a $96,280 grant over two years is helping
kitchen — on a part-time basis for the first with equipment, operating costs and a Specialist teacher Salaries
two years plus on-going training and support programme evaluation. provided
via a project officer.
comparison of sector GRANTS www.gardentotable.org.nz
value, 2009-2011
participating schools
09 10 11 number of participating students
NUMBER OF Grants by Region
750
NUMBER OF Grants Number of centres in Grant Recipient: from HIPPY co-ordinators during regular reading age levels after hippy
Auckland/northland home visits and soon see their children
25
Great Potentials Foundation gaining confidence in literacy and numeracy.
20 17 Great Potentials Foundation knows that the
Parents can become HIPPY trainers and even
gain NZQA qualifications toward a National
4
home is where learning actually begins, so
it has developed a programme especially
designed to foster good learning by making the
Certificate in Adult Education and Training.
The innovative HIPPY programme is
focused on families from low socio-economic
+10%
most of the bond between parent and child.
158 areas. It encourages parental engagement in
The Home Interaction Programme for Parents children’s learning and provides professional
participant numeracy levels
and Youngsters (HIPPY) is a home-based development through long-term support.
13 after hippy
education system for four and five-year-olds
ASB Community Trust aims to support
that teaches parents how to help children with
organisations that add value to the learning
their learning and how to create experiences
sector, with a focus on innovation and lifelong
that form the foundation for success.
+24%
HIPPY teaches parents how to help learning. A $200,000 grant is helping Great
3 children with their learning and how The programme was designed specifically for Potentials Foundation with operating costs.
to create experiences that form the
223
foundation for success. parents who are unsure of their own abilities
to teach their children. They receive training www.greatpotentials.org.nz
21 22Marae
We recognise the special role of the Marae to the
communities in our region and we will consider funding
Sector towards building upgrades and extensions.
grants awarded in this sector Grant Recipient: The contemporary community marae was Te Hana population
opened at a dawn ceremony in December
$1,999,918 Te Hana Community
Development Charitable
2010 and since opening has hosted day
and overnight visits by schools, universities
and other groups seeking an authentic
non MÄori
MÄori
Trust Māori cultural experience. The traditional
17th Century papakāinga and ancient
% of this year’s total grants Te Hana Community Development
marae was officially opened and blessed on
Charitable Trust was formed in 2002 by local
25 June 2011.
iwi and community members in response
to serious social and economic concerns Also offered at Te Hana are certificate
impacting the Northland community. courses in computing, business
administration, te putaketanga o te reo
It aims to revitalise the rurally isolated and
and small business management, as well as
disadvantaged communities of Te Hana,
community weaving, horticulture and te reo
Oruawharo and Wellsford by establishing a
programmes.
marae and providing sustainable solutions to
4.9% employment and education issues.
The result is a contemporary and ancient
In recognition of the special role marae play
in our communities, ASB Community Trust
Ratio of people (15+)
with qualifications
supports marae development projects. At
marae, showcasing both the traditional
Te Hana a grant of $549,532 has helped
and modern Māori world views. The
comparison of sector GRANTS fund the construction of the marae and
contemporary marae hosts visitors in a
value, 2009-2011 papakāinga, which align strongly with the
modern setting, while nearby is a historically
Trust’s marae development strategy.
accurate 17th Century papakāinga, a
traditional village used for ceremonial www.tehana.co.nz
occasions and as a hands-on example of
With qualifications
09 10 11 traditional construction methods.
Without qualifications
NUMBER OF Grants by Region Native trees planted Potential jobs created
15,000 250
5
4
NUMBER OF Grants Grant Recipient: for several years the incomplete facilities On completion of the project, Ngāi Tai will Funding Allocation
deteriorated as the tribe struggled to find the be able to host traditional marae activities,
Umupuia Marae money needed for a rebuild. but the facility will also be open to wide use
by community groups and schools. The iwi
4 Unable to host their manuhiri (visitors) in a
After Umupuia Marae lost its wharekai plans to run educational and environmental
manner befitting the historic nature of the
(dining room) to fire in the mid 1990’s initiatives that will benefit its community
marae, the tribe worked on fundraising and
the Ngāi Tai people were no longer able to and provide employment opportunities for
eventually gained support from Manukau
use their ancestral meeting place for tribal the rangatahi (young people).
14
City Council and ASB Community Trust.
gatherings.
ASB Community Trust granted $305,000 www.ngaitai.maori.nz
The marae, on the edge of the Hauraki Gulf
toward the wharekai rebuild, bathroom Marae capacity
1 at Maraetai, is on land held by the iwi since
and kitchen fit-out, as well as helping with
1,000
before the arrival of the Tainui waka, but
project management costs.
23 24Recreation & Sport
We support organisations that focus on community participation and
engagement in recreation. Targeted support will be provided for those
Sector organisations that aim to increase participation by younger and older people.
grants awarded in this sector NUMBER OF Grants Examples Sector update: Gym Club for gym equipment and matting; Number of Quick response grants
Onehunga Mangere United Sports Club for
$4,682,602 Quick response grants
More than 300 organisations have received
junior sports equipment and uniforms and
Omaha Outrigger Canoe Club for equipment
including paddles and lifejackets.
300+
quick response grants since the Trust began
The usual sector closing dates apply, but
the process last year. number of weeks Response time
% of this year’s total grants applicants receive a decision within eight
This includes many local clubs and local weeks.
community organisations in the Recreation
Quick response grants are also available in
& Sport sector, where the Trust makes grants
the Arts & Culture and Learning sectors.
of up to $10,000 to help overcome barriers
More information is on the Trust’s website.
to participation. The grants can be for sports
equipment and junior uniforms, safety,
venue costs such as lane hire and access
costs, such as transporting junior members
11.5%
where isolation is a barrier to participation.
Examples of quick response grants this year
include: Whangarei Amateur Swimming
Club for lane hire costs; Bay of Islands
comparison of sector GRANTS
value, 2009-2011
136
09 10 11
Grant Recipient: younger and older age-groups, which are a Approx Number of
priority for ASB Community Trust funding. members
Auckland Swimming League
2,500
NUMBER OF Grants by Region This makes ASA’s programme a good
The new Auckland Swimming League fit with the Trust’s priorities in the
established by Auckland Swimming Recreation & Sport sector. The Trust
Association (ASA) has seen a 300% increase supports organisations that focus on
10 in junior competitors this year. community participation and engagement
in recreation. Targeted support is provided proportion of
Established in 2010 as a result of a review for those organisations that aim to increase membership in younger
10 of the practical constraints on swimming participation by younger and older people. & older age-groups
in the region, the league aims to increase
5 participation and raise the league’s media A grant of $45,000 helped ASA with pool
Everyone
profile. hire costs associated with running the
else
Auckland Swimming League.
96 The swimming league now has almost 2,500
members and over 80% of those fall into the www.akswim.co.nz
5
increase in junior competitor members
10
2010 2011 younger & older
age groups
25 26Rescue Services Sector
We acknowledge the important and necessary role of rescue services
in our region. We will provide strategic support at a regional level.
grants awarded in this sector Grant Recipient: Coastguard has taken a strategic approach to costs, making the Coastguard
rescue service needs, replacing or refurbishing Northern Region project a
$992,010 Coastguard Northern
Region
boats and planes, replacing engines and
upgrading electronics as required. Regional
funding means that Coastguard can work
strong fit with the strategy.
Funding Coastguard at a
regional level allows for the
Coastguard is the charity that saves lives at with its local communities and other funders
replacement of boats in a
sea and is New Zealand’s primary marine to achieve results far greater than could be
% of this year’s total grants priority order and ensures
search and rescue organisation. Coastguard achieved with one off projects.
that the right boats are
Northern Region covers the area from The service now has a 32-strong rescue fleet available for local conditions.
Kawhia, around the top of the North Island throughout the region, ranging from a Jet Ski This year a $500,000 grant
down to Thames and looks after Coastguard to large ocean-going rigid hulled inflatable helped continue the fleet
units in communities throughout the region. vessels. It also runs two fixed-wing spotter upgrade programme.
With two out of every three calls for planes. Last year alone, the region’s 1,000
Coastguard volunteers directly assisted 4,316 www.coastguard.org.nz
assistance to Coastguard in New Zealand
happening in the Northern region, a planned people on the water.
2.4% 5-year replacement and upgrade programme
for Coastguard’s rescue vessels and other life
ASB Community Trust aims to provide
strategic support at a regional level for Proportion of calls
saving equipment is making the region safer rescue services. The priorities are rescue or for assistance
for boaties. administration equipment and programme
comparison of sector GRANTS
rest of New Zealand
value, 2009-2011
Included in Number of Rescue vessels Number of people rescued
Recreation & Sport
4,316
09 10 11
Northern
region
NUMBER OF Grants by Region
NUMBER OF Grants Number of volunteers Grant Recipient: Ruakaka, Waipu Cove and Mangawhai Number of Rescues
Heads; an upgrade to SurfCom — SLSNR’s
4,700 Surf Life Saving Northern
Region
dedicated radio network; and leadership and
development camps for the next generation
of leaders within Surf Life Saving.
629
3
ASB Community Trust funding at a regional ASB Community Trust aims to provide
level is helping Surf Life Saving Northern Number of first aid treatments
Number of clubs supported strategic support at a regional level for rescue
726
Region (SLSNR) to support 15 clubs and services and in recent years the Trust has
1 almost 5,000 volunteers working to prevent worked closely with SLSNR to ensure its
drowning and injury on our beaches. regional applications meet the needs of the
Over the past year a $486,000 grant helped community and have direct benefits.
fund surf lifesaving equipment for clubs Number of beach visitors aided
www.slnz.org.nz
in Auckland and Northland. The grant
2
also helped pay for lifesaving training; a
week-day Regional Lifeguard Service at the
Northland beaches of Whangarei Heads,
500,000
27 28Community Housing initiative
grants awarded in this sector ABOUT THE INITIATIVE: Funding priorities include programmes Grant Recipient: Initiatives such as a new community café plan to end Homelessness
aimed at young people, women, Māori and within the Hub and the successful push to
$2,852,654 Community Housing
Projects
Pacific communities.
It encourages and supports community
Lifewise Trust
Lifewise Trust’s work is a key part of Auckland’s
establish a Special Circumstances Court for
homeless people in Auckland are further
examples of Lifewise’s commitment to
organisations delivering innovative pilot
In 2010 ASB Community Trust launched its strategic plan to end homelessness by 2022. moving away from a hand out approach to a
% of this year’s total grants Community Housing Projects Fund. It aims
projects. In its first year ten organisations
were funded, including: Vision West The Hub concept, developed in 2008, offers
hand up one, thereby making lasting positive 2011 2022
to support community organisations that change possible for homeless people.
Community Trust; Monte Cecelia Housing services in a one-stop-shop for homeless
are delivering innovative projects to prevent Trust; Whangarei Accessible Housing Trust; people — short-term crisis accommodation; The Lifewise Trust’s application showed
homelessness and the need for emergency volunteer hours in a year
Tai Tokerau Emergency Housing; Lifewise; multi-agency case management; support a strong fit with ASB Community Trust’s
7,072
housing. De Paul House and Bays Community programmes and access to permanent Community Housing Projects fund strategic
Housing is fundamental to quality of life and Housing Trust. housing. The Hub also provides office space objectives and met the Trust’s priorities for
is a core factor in the health and wellbeing for community and government services, supporting women and Māori. This year a
Applications close on April 1 each year,
of families, so with these factors guiding our creating a wrap-around approach to support $500,000 grant helped the project meet its
with an initial decision in early July. All the
approach the Trust commissioned research Auckland’s homeless and marginalised people. objectives.
required planning and development work The new community café is giving people
7% into housing needs in the region. a hand-up, rather than a hand-out.
is expected to be complete before the final As a core part of the Homeless Action Plan www.lifewise.org.nz
As a result of this research the Community funding decisions are made in October. developed by the Homelessness Taskforce
Housing Projects Fund was initiated to support and Auckland City Council, the Hub system
More information on the Community
organisations with project costs, as well as recognises that homeless people living on
Housing Projects Fund, including funding
NUMBER OF Grants by Region project development, evaluation and planning. the streets are among the most vulnerable
guidelines is on the Trust’s website:
members of society, experiencing high rates
The fund is designed to give projects the very of sickness, mental health issues, trauma,
www.asbcommunitytrust.org.nz/funding/
best start possible and includes additional poverty and addiction.
what-we-fund/community-wellbeing/
support for evaluation and capacity building.
1 community-housing-projects
2
Grant Recipient: state care and the disparities they face in Number of houses
trying to access affordable housing. It also provided
Bays Community made clear the potential for negative social
7 Housing Trust
Bays Community Housing Trust (BCHT)
outcomes, such as long-term homelessness, if
good housing is not available. 45
This initiative is a strong fit with ASB
provides housing for people in need, Community Trust’s strategic priorities for Independent skills
including teenagers leaving foster care the Community Housing Projects Fund as learned
who might otherwise struggle to find it aims to prevent homelessness and meets
accommodation. the needs of youth, one of the four priority
BCHT formed a collaborative partnership areas in this sector. It has been supported by
NUMBER OF Grants a grant of $210,000.
with the Dingwall Trust to provide
affordable, safe housing on Auckland’s North
www.bcht.org.nz
Shore for these teenagers. BCHT will be
the landlord, providing stable residential
environments, while Dingwall Trust will
10
support the teenagers as they develop the Number of teens supported at any
personal and professional skills necessary for one time
80
independent living.
The application identified the need for safe
accommodation for young people leaving
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