Helen Macpherson Smith Trust An Independent Philanthropic Trust

1. Helen Macpherson Smith Trust An Independent Philanthropic Trust

2. L.E.W Carty Charitable Fund Helen Macpherson Smith Trust HMS Bushfires Grants Fund John Villiers Trust Macpherson Smith Community Alliance

3. Helen Macpherson Smith Trust

4. Established in 1951 • Initial corpus of £275,000 – current value around $65 million • 3 Grant rounds per year – end of September, January & April (Approx $5-$6 million per year) • $2M HMS Bushfires grants Fund • Total grants to date of over $75 million • Support Victorian Charitable Institutions, Public Benevolent Institutions & Health Promotion Charities • www.hmstrust.org.au

5. Priority Areas • Aged Persons Care and Support • Arts, Culture and Heritage • Community Support • Disabled Care and Support • Education • Employment and Vocational Training • Environment • Health and Medical Research

6. Trustees give priority considerations to: • Innovative new initiatives • Projects which foster partnerships • Pilot projects that demonstrate new approaches • Projects which are sustainable beyond the pilot • Applications from organisations in rural and regional Victoria, having regard to the pioneer pastoral wealth generated by Helen’s forebears

7. Trustees will not support: • Projects outside of Victoria • Deficit funding • Recurrent administrative costs • Funding considered government responsibility • Applications made within 12 months of a previous grant being approved or before an existing staged grant is completed • Direct grants to individuals, including travel expenses, personal study or attendances at conferences

8. Research funding: • Collaborative research with community-based organisations • Pilot research – ie pre NHMRC/ARC • Innovative research • Essential equipment

9. University grant examples: • Imaging system – Howard Florey $60K • Community Indicators Vic – Melb $100K • Anti-depressant use in nursing homes – Monash Uni $7K • Early markers of arthritic disease – Melb $30K • Mentoring evaluation – Vic Uni $50K • Autism Study – La Trobe $99K • Post-coma unresponsiveness – Melb $47K • Head Start – Swinburne $24K

10. HMS Grants to Universities since 1/7/2000 to 6/4/2009

11. L.E.W Carty Charitable Fund

12. L. E. W. Carty Charitable Fund: "to assist or promote research into the diagnosis, prevention, or treatment of physical or mental disorders of human beings". Preference is given to specific laboratory research projects, or for essential equipment to undertake such projects.

13. L. E. W. Carty Charitable Fund: • One grant round per year (closes 31 May) • Approximately $500K per year available for grants • www.carty.org.au

14. Recent Carty Grants: • Adult stem cells/prolapse surgery – MIRI $35K • New drug for breast cancer – CCV $100K • Live 3D probe – St Vincent’s $57K • ID of novel genes – Type 2 diabetes – Baker IDI $40K • Role of Astrocytes in mental illness – MHRI $64K • Genetics & blood pressure – NHF $30K • Real time brain imagery – HFI $23K • After Breast Cancer Study – Monash $100K • Children’s motor ability with cerebral palsy – Murdoch $32K

15. Carty Grants to Universities since 1990

16. Questions/Discussion