annual donor report 2015/16 - mercy health€¦ · mercy health foundation annual donor report...

improving the health and wellbeing of women,men and children in need

DonorAnnual

Report2015/16

03 Our vision

03 Our purpose

03 Our values

04 About the Foundation

05 Chair’s Report

06 Executive Director’s Report

07 The Board

11 Operational highlights

26 Our supporters

27 Foundation structure

28 Financial summary

30 The period at a glance

31 Thank you

Contents

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Mercy Health Foundation Annual Donor Report 2015/16 03

Our visionTo improve the health and wellbeing of women, men and children in need.

Our purposeTo support Mercy Health by raising funds focused on enhancing the health and wellbeing of women, families, newborns, the aged, the dying and those living with mental illness.

Our valuesOur values reflect the key behaviours that guide our interactions with each other and those we serve.

Compassion: We are present for others in their time of need.

Hospitality: We welcome people with warmth and offer comfort.

Respect: We respect the sacredness of the gift of life. We act with integrity and justice and value each person’s dignity.

Innovation: We strive to create a dynamic environment which encourages creativity and diversity.

Stewardship: We build and strengthen the ministry and all resources entrusted to us.

Teamwork: We work together to progress the Mercy mission.

04 Mercy Health Foundation Annual Donor Report 2015/16

About the Foundation

Mercy Health Foundation is a charitable organisation, focused on delivering improvements in health and wellbeing for women, men and children in need.

The Foundation was formally established in 2006, after many years of fundraising activity undertaken by Mercy Health. Originally called the McAuley Foundation, after the Foundress of the Mercy Order, Catherine McAuley, Mercy Health Foundation’s main purpose is to raise funds that it can invest to fund key projects that deliver great health and wellbeing outcomes for women, families, newborns, the aged, the dying and those living with mental illness. This funding method allows the donors’ funds to provide enduring care and support to the communities we serve, both now and into the future.

Since it was established, the Foundation has worked closely with its many varied donors, including large philanthropic and family donors, corporate partners, event participants, community fundraisers and Mercy Health staff.

Over the past 10 years, the Foundation has distributed more than $4.8 million in funding to worthy projects such as the Sheila Handbury Chair of Maternal Fetal Medicine, Mercy Health Breastmilk Bank, and innovative equipment in areas such as the Special Care Nurseries.

The Foundation operates as a company, limited by guarantee, and is the Trustee for the Mercy Health Trust Deed. The Trust is a public ancillary fund and is governed by a Board of Directors, appointed by Mercy Health and the Institute of the Sisters of Mercy of Australia & Papua New Guinea. The Board is responsible for the governance of the Company and is supported by an Executive Director and a team of dedicated fundraisers.

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Babies can spend upwards of 100 days in Mercy Hospital for Women’s NICU


Chair’s Report

The past year has brought both challenges and opportunities for the Mercy Health Foundation. We have chosen to focus on building and strengthening our capability, concentrating our efforts and resources on our core purpose.

Last year, we reflected on the difficulties that the Federal Budget had posed, and the impact on donors. This year there are grounds for optimism: in December 2015, the NAB Charitable Giving Index (CGI) suggested we were seeing a recovery in “broad giving” following the global financial crisis, with Western Australia and Victoria doing particularly well.

With a focus on its philanthropic, fundraising and donor engagement roles this year, Mercy Health Foundation has continued to grow its overall endowments. Our overall revenue has risen some 85%, net assets increased 6.5% while distributions for programs and equipment have doubled.

There is no doubt we operate in a highly competitive industry. Mercy Health Foundation’s Board, our dedicated staff and our many partners and supporters are seeking to change and adapt to new circumstances. Mercy Health Foundation will continue to work closely with our existing relationships, and pursue new sources of funds, new forms of partnership, and inventive ways to engage and communicate with our supporters. Mercy Health Foundation strives to stay true to our core purpose, which reflects our heritage, and hopes to improve the health and wellbeing of women, men and children in need.

I and my fellow Board members would like to acknowledge the leadership provided by our Executive Director, Simon White and his team throughout this year. Simon and the team have developed significant organisational changes, which we hope will lay a strong foundation for the future.

I would like to take this opportunity to thank our incredible donors, with whom we have worked for so many years. They continue to provide us with the ability to achieve real, measurable and amazing outcomes for some of our community’s most vulnerable people. We look forward to continuing our partnerships, and aim to make a difference.

His Honour, Judge Michael McInerney Chair Mercy Health Foundation

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Executive Director’s Report

A year of change, an exciting future, and a desire to be an “incredible charity”...

In December of 2015, sitting at Mercy Place Parkville (one of our aged care homes) at our annual fundraising conference, the Foundation team discussed what we wanted to be, and how we wanted to work. One major thing resonated strongly within the group: we simply wanted to be an “incredible charity”! This has become our mantra: to do everything we can to be that “incredible charity”.

This year has seen us take a significant step forward on the journey to become that “incredible charity”. We have invested heavily in finding the right team, and have taken on additional fundraising campaigns. We now have a strong individual giving team growing the baseline of donors and community fundraisers who give us significant funds for so many great local causes. We also have a new philanthropy team with a wealth of experience in campaigns, and the passion and desire to raise funds for our high-impact causes.

Finally, we have a strong grants team which, over the past year, has developed a number of important relationships that are delivering big benefits to our causes from Trusts and Foundations. It’s interesting to note that only one of these positions existed at the start of July 2015.

I am pleased to say that overall, we have been able to achieve a strong result for the year, with an 85% increase in overall revenue, and a doubling of the distributions over last financial period. We have also increased the net assets by 6.5%. All of this, with the significant organisational change at the Foundation.

2016/17 will be a year of consolidation, bedding down strong principles of relationship development across the main fundraising appeals, to drive further increases in revenue over the coming years. The year ahead will also include more innovative ways of increasing revenue, such as Pram Jam, an exciting large scale community fundraising event held over a week in November to support our mothers’ and babies’ programs.

In looking to the future, I wish to acknowledge the ongoing and invaluable support of the Mercy Health Board, Group Chief Executive Officer and Executive without whom we would not be able to realise our vision.

I look forward to working with our “incredible” donors, our passionate team and the Board members as we embark on some really exciting projects – ones that can significantly improve the health and wellbeing of women, men and children in need.

Mr Simon White Executive Director Mercy Health Foundation


The Board

The Foundation’s Board is governed by seven directors, led by Judge Michael McInerney (Chair). The Board is responsible for oversight of policies, strategic direction and distribution of funds in accordance with the public ancillary funds guidelines.

Attendance at Board meetings

DirectorEffective date

(Resigned date)Period of

directorship (years)Meetings

heldMeetings attended

Judge Michael McInerney, LLB 2013 3 9 9

Ms Margaret Bounader, B Business Marketing, BA 2013 3 9 8

Mr Stephen Elder, Dip Ed, MBA 2013 3 9 3

Dr Samuel Margis, MBBS, MPM, FRANZCP 2014 2 9 7

Sr Helen Monkivitch RSM AO, RN, BA, MHP 2003 13 9 6

Mr Julien O’Connell AM, Dip Accounting, FAICD 2008 8 9 4

Mr Douglas Sumner, BA, Dip Business Admin, Grad Dip Business 2013 3 9 8

Sr Kathleen Tierney RSM, B Business Accounting 2005 (2015) 10 9 –

Mr Simon White, BEng (Hons), MBA, MAICD 2014 (2015) 1 9 1

Judge Michael McInerney (Chair), Sr Helen Monkivitch RSM AO, Mr Doug Sumner, Mr Julien O’Connell AM, Dr Sam Margis, Ms Margaret Bounader. Absent: Mr Stephen Elder.


Judge Michael McInerney (Chair)Michael practised as a barrister at the Victorian Bar for 18 years, and before that for three years as a solicitor. He was appointed a Judge of the County Court in 1994. Michael has been a member of the Executive Committee of the Council of Judges for 15 years. He was a member of the Xavier College School Council from 1994-2000, and Chair of the Board of Sacred Heart Mission from 2004-2011.

Michael joined the Foundation Committee in 2012 as Chair and was appointed Director in 2013.

Ms Margaret BounaderMargaret has more than 20 years’ experience working in international trade and investment, and spent some 10 years living and working overseas as part of the Australian Diplomatic Service holding Trade Commissioner positions in South Africa and Singapore. Margaret is a co-founder of the Women in Global Business program – a joint Australian state and territory government initiative. She is also involved in community interests such as the Human Rights Arts & Film Festival.

Margaret joined the Foundation Committee in 2012 and was appointed Director in 2013.

Mr Stephen ElderStephen is the Executive Director of Catholic Education in the Archdiocese of Melbourne. Stephen served as the Member for Ballarat North and Ripon from 1988-1999. Stephen also served as the parliamentary Secretary for Education in the Victorian Government from 1992-1999. Before serving as a Parliamentarian, Stephen was a respected teacher and community worker with the Broadmeadows Youth Services and held management positions with the Community Services Departments of the Manly Municipal Council and Ballarat City Council. Stephen holds numerous board positions across Catholic education.

Stephen joined the Foundation Committee in 2010 and was appointed Director in 2013.

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Enjoying dinner with friends at Mercy Place Westcourt


Dr Sam MargisSam is a Consultant (Perinatal) Psychiatrist. Sam practised as a Consultant General Adult Psychiatrist at The Alfred before turning his attention to perinatal psychiatry, building a prolific private practice at the Albert Road Clinic with a substantial role in both inpatient and outpatient programs. Sam’s interest in early parenting programs became his focus which resulted in him assisting with the substantial expansion of the Masada Mother Baby Unit. During this time Sam felt more could be done in this vein in the community which led to assembling of a team that went on to found Nurturing and Enhancing Smooth Transitions (NEST) family wellness clinic.

Sam was appointed Director in May 2014.

Sr Helen Monkivitch RSM AOSr Helen is Mercy Health’s Executive Coach and Mentor. She played a key role in the development of Mercy Health and is the keeper of our history and the history of the Sisters of Mercy. Sr Helen was the Chief Executive Officer and Sister Administrator of Mercy Hospital for Women, before assuming the role of Mercy Health Executive Director Leadership & Mission. She was a member of the congregational leadership team of the Sisters of Mercy, Melbourne Congregation, President of Catholic Health Australia and the Australian College of Health Service Executives (Victorian branch).

Sr Helen was appointed as a Director of Mercy Health Foundation in 2010.

Mr Julien O’Connell AMJulien was appointed as a Director to the Mercy Health Board and the Board’s Finance Audit & Risk Committee in 2005 and was subsequently appointed Chairman of Mercy Health in 2008. Julien has a diverse background in accounting, insurance, risk management and marketing, and holds a number of qualifications in those disciplines as well as being a Fellow of the Australian Institute of Company Directors. He also holds positions as director or chairman of a number of boards together with the Catholic Archdiocese Finance Council and a Member of the State Government Council of Board Chairs.

Julien was appointed Director in 2008.

I wish to help someone less fortunate than me at this time of Christmas. My heart goes to those in need.

May this small gesture bring joy to someone in need.

Donor Lynford Wong

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Mr Doug SumnerDoug is the owner and Principal of DCS Financial Services Consulting, which provides consulting services to boards around investment governance and management as well as business and strategic planning, brand and organisational growth. Doug has more than 20 years’ experience in marketing, product development, wealth management and financial planning, most recently with State Trustees.

Doug joined the Foundation Committee in 2011 and was appointed Director in 2013.

Sr Kath Tierney RSMSr Kath was the Congregational Leader of the Melbourne congregation of the Sisters of Mercy from 2000-2011. During that period, Sr Kath contributed to the governance of Mercy secondary education as a member of the MSEI Board, a co-governor of Catholic Bendigo College and a co-governor of Emmanuel College, Warrnambool, Sr Kath also works as a governance and management consultant across the Institute of the Sisters of Mercy of Australia & Papua New Guinea and in the broader community.

Sr Kath was appointed Director in 2005 and ceased in August 2015.

Mr Simon WhiteSimon is currently a director of Solve Consulting, a boutique consulting firm whose vision is to ‘help community-oriented organisations achieve great things’ by providing business management advice across key areas including governance, project management, IT, finance and business planning. Simon has more than 20 years’ experience in both commercial and community-oriented organisations. Simon has been on a number of boards in health and early childhood education and care fields.

Simon was appointed Director in May 2014 and ceased in September 2015 to take on the role of Executive Director of the Foundation. to

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Sheila Handbury Chair of Maternal Fetal Medicine Professor Sue Walker


(a) Sheila Handbury Chair of Maternal Fetal Medicine

The Sheila Handbury Chair of Maternal Fetal Medicine was created to build capacity, promote the development of collaborative partnerships and provide leadership in each of the domains of clinical excellence, teaching and training and research.

Internationally recognised as a leader in maternal fetal medicine (MFM), Professor Sue Walker (MBBS (Hons) 1989, GDipEpid&Biostat 1998, PhD 2001) is the inaugural Sheila Handbury Chair of Maternal Fetal Medicine.

Achievements:

• Clinical Excellence

- Working with the Northern MFM Network: we have been holding monthly meetings between the Directors of Service, as well as a meeting of the CEOs to advance this relationship. A Head of MFM Unit appointment is proposed at The Northern Hospital (TNH), and the MFM on-call roster for Mercy Hospital for Women will be made available to TNH clinicians.

- Telemedicine service: a telemedicine clinic has now been established with Royal Darwin Hospital providing advice and support for families weekly.

- Sub-specialty clinics: in 2016, it is proposed to develop Melbourne’s (and possibly Australia’s) first multidisciplinary fetal neurology clinic.

Operational highlights

1. Health and wellbeing of women, families and newborns in need.

Mercy Hospital helped me a lot during my difficult time in the NICU when I lost my little boy.

So it’s the time for me to help others.

Anonymous Donor

‘‘’’

• Education

- Fetal Medicine at Twilight lecture series: this year has seen continued growth of the series, held monthly on a Wednesday evening. The sessions have been extremely well attended, attracting 100-150 delegates representing many disciplines from all major hospitals in metropolitan Melbourne.

- Global Obstetric Update 2015: the conference held in November was the highlight of the MFM educational calendar, with around 450 attendees from around Australia and the world.

- Community engagement/education: Prof Walker leads or is involved with more than 15 external community organisations to advance the specialty.

• Research

- More than 20 research papers have been published.

- Numerous research projects around stillbirth and preeclampsia continue with further breakthroughs expected in the coming years.

- Invited to present at eight conferences in related fields across the six months to January 2016.

This program is supported by a $5 million endowment that funds the Chair. The distribution for this year exceeded the earnings to bring the payments in line with the agreement.

Balance (1/7/15) Earnings Donations Distributions Balance (30/6/16)

$5,252,223 $231,863 - $366,208 $5,117,878


Preventing prematurity and its complications will save countless lives


(b) Mercy Perinatal

Mercy Perinatal is a unique program that combines the professional brilliance of clinicians and researchers to produce pioneering improvements for mothers and babies in at-risk pregnancies. This program is an extension of the role of the Sheila Handbury Chair of Maternal Fetal Medicine.

Focusing on the first 300 days from conception, Mercy Perinatal will connect clinical care, research and education to change the global landscape for these complicated pregnancies, which carry a risk of death for the mother, her baby or both.

Our goal is to establish an enduring fund of $20 million to meet the ongoing funding needs of this exciting program. Given the program is in its early phase, we have not yet made any distributions from this fund. Distributions are expected to begin in 2016/17.


$1,098,664 $60,213 $383,480 - $1,542,356

My daughter spent the first two weeks in the NICU. I was deeply touched by the dedication and commitment of the midwives and doctors.

This donation is a small gesture of my appreciation.

Donor, Marija Gartland

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Associate Professor Martha Lappas

(c) Mercy Health Breastmilk Bank

Victoria’s only breastmilk bank at Mercy Hospital for Women provides sick and premature babies with access to the benefits of breastmilk. When a mother is unable to supply sufficient breastmilk, pasteurised donor breastmilk is available for babies who are born weighing less than 1,500 grams or before 32 weeks’ gestation. The Mercy Health Breastmilk Bank is co-funded by the Foundation and Mercy Health, thanks also to the generosity of a number of donors.

This year, the Mercy Health Breastmilk Bank had:

• 49 donor mothers enrolled, with one a returning donor, providing excess breastmilk from her third child

• 457 litres of breastmilk was provided by donor mothers

• 375 litres of breastmilk was pasteurised

• 256 litres of breastmilk was provided to babies

• 176 premature babies were provided donor breastmilk; of these recipients, we had 20 sets of twins and one set of triplets

• 2 recipients from other Melbourne neonatal hospitals (approval from DHHS and VMIA received for each case) received donor breastmilk.

We hope Mercy Health will be able to expand this service to other intensive care nurseries in Melbourne in the future. To complete the expansion, the Foundation plans to raise additional funds to ensure that these critical care services are available to other health organisations.


$1,214,716 $54,662 $112,601 $75,000 $1,306,980


Donor breastmilk is ‘liquid gold’ for babies born small or sick, when their mother’s supply is inadequate

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Sick and premature babies can spend more than 100 days in the NICU

(d) Emergency accommodation for Neonatal Intensive Care Unit (NICU) families

This program provides funding to support families who have a child in the NICU at Mercy Hospital for Women. The fund’s main purpose is to provide emergency accommodation at Lions House for families who do not qualify for government assistance.

This program exists thanks to the amazing fundraising efforts of a local family whose child spent time in the NICU six years ago. This family, in conjunction with the Rosanna Golf Club, runs an event called ‘Jimmy’s Golf Day’. The program is heavily supported by local families who want to support other families.

Over the year, this program has funded 77 nights of accommodation for 10 people at Lions House, and funded 30 milk bottle warmers in the NICU for families to use.


$118,961 $824 $16 $30,409 $89,392

(e) Preeclampsia clinical trial in South Africa ($350,000)

Preeclampsia is a devastating pregnancy complication that kills more than 70,000 women and ends several million pregnancies each year.

This funding has supported an ongoing clinical trial run between Mercy Health clinician-scientists based in Australia and South Africa. The trial explores whether a readily-available treatment will allow women suffering from preeclampsia to extend their pregnancy by five days, leading to significantly better outcomes at birth.

The clinical trial is ongoing and will continue into the 2016/17 period.


I have lived in Werribee for 28 years, so Werribee Mercy Hospital has cared for me and family in that time. Our latest member is my

great grandson who is almost nine months old and was born there. So our history will continue there with a new generation.

Donor Lila Danaher

‘‘’’


(f) Grants

a. Children’s Emergency Department Waiting Room Refurbishment, Werribee Mercy Hospital (Funding source: Carlisle Homes, $21,380)

These funds have allowed the refurbishment of the children’s waiting room to create an inviting, friendly environment for the many children that visit our Emergency Department at Werribee Mercy Hospital.

b. Aboriginal space, Werribee Mercy Hospital (Funding source: AusNet Services and Mercy Health Foundation $3,000)

A culturally safe space is being implemented at Werribee Mercy Hospital to support Aboriginal and Torres Strait Islander patients, their families and the broader ATSI community when attending the hospital. New furniture and fittings have been purchased to create a living room-style environment and the door will stay open to other staff, Aboriginal and non-Aboriginal alike, to learn more about how to support their patients and clients. A local artist will be commissioned to create a piece of art which will signify Wurundjeri country, and that reflects the whole cycle of life, from birth to death.

(g) Equipment – hospitals

• GE LOGIQ e Ultrasound, Werribee Mercy Hospital (Collier Charitable Fund and Angior Family Foundation, $39,870)

• Breast pumps, Mercy Hospital for Women (Mercy Health Foundation, $19,584)

• 2 x Cosytherm warming mattress, Mercy Hospital for Women (Humpty Dumpty Foundation, $13,000)

• Infinity Gamma XL Monitor, Werribee Mercy Hospital (Humpty Dumpty Foundation, $10,170)

• 2 x MediLED Phototherapy Device, Mercy Hospital for Women (Humpty Dumpty Foundation, $10,120)

• Procedure trolleys, Mercy Hospital for Women (Angior Family Foundation, $6,950)

• 2 x Symphony breast pump, Mercy Hospital for Women (Humpty Dumpty Foundation, $6,000)

• Cosytherm warming mattress, Werribee Mercy Hospital (Honda Foundation, $5,378)

• 3 x Rad 5 Pulse Oximeter, Werribee Mercy Hospital (Humpty Dumpty Foundation, $5,280)

Werribee Mercy Hospital Emergency Department Nurse and artist Lauren McDonnell with one of her

stunning murals for the children’s waiting room

• Rad 7 Pulse Oximeter, Werribee Mercy Hospital (Humpty Dumpty Foundation, $4,440)

• MR850 Humidifier, Werribee Mercy Hospital (Humpty Dumpty Foundation, $4,180)

• 2 x neonatal pulse oximeters, Mercy Hospital for Women ($2,756)

• Astodia Diaphanoscope, Mercy Hospital for Women (Humpty Dumpty Foundation, $2,360)

• Astodia Transilluminator, Werribee Mercy Hospital (Humpty Dumpty Foundation, $2,360)

• Astodia Transilluminator, Mercy Hospital for Women (Banyule City Council, $2,300)

• 2 x portable suction units, Mercy Hospital for Women ($1,168)

• Quilt framing, Mercy Hospital for Women ($1,000)

• 4 x Precision flowmeter, Mercy Hospital for Women (Humpty Dumpty Foundation, $960)

• 5 x paediatric stethoscopes, Mercy Hospital for Women ($529)

(h) Scholarships

The Foundation has several scholarship programs that have been generously supported by a number of donors:

• Beveridge Scholarship

• Diana Morgan Scholarship

• Luke Wilson Scholarship

• General Mercy Health Foundation Scholarship.

The scholarships are awarded to staff that meet certain criteria set by the business and, in some cases, in accordance with donor’s wishes. This year the Foundation provided a total of eight scholarships for health services’ employees across Mercy Hospital for Women, and Werribee Mercy Hospital.


$171,916 $7,650 $10,000 $13,829 $175,738


Diana Morgan 2016 scholarship recipient, nurse Azri Cairns, is congratulated by Diana’s sister Elizabeth Morgan

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Our aged care communities are partnerships between residents, families and staff

2. Health and wellbeing of the aged

(a) Aged Care Collaborative Research Initiative (Enduring Fund)

With Australia’s ageing population set to double over the next 40 years, there is a great need to look at the way services are delivered in the aged care industry.

Originally established as funding for a Chair in Aged Care, this initiative signals a strategic shift towards direct funding of research that will enhance aged care provision. A collaborative partnership was established with the Australian Catholic University (ACU) to drive innovation, provide leadership and establish a long-term vision for the way Australia cares for older people.

The Foundation has distributed funds in this period to enable ACU and Mercy Health to undertake a research program looking at consumer-directed care in the residential aged care setting. Results from the research are expected in the 2016/17 period.


$1,369,088 $65,341 $264,853 $55,000 $1,644,282

(b) Creating enabling environments for residents living with dementia in our aged care homes (Perpetual, $64,800)

This fund supported the creation of murals in residential aged care homes in Bendigo, East Melbourne, Sandringham, Warrnambool and Parkville. These environmental changes have reduced confusion and agitation as residents no longer see locked doors but a pleasant image to be enjoyed. Involving residents with dementia in the murals’ design process has stimulated pleasant memories and emotional engagement, enhancing their wellbeing.

The funds have also purchased rubber animal statues at our homes in Albury, Shepparton, Warrnambool, Bendigo, Colac, and Montrose which help stimulate memories, engaging residents in discussions and reminiscence and will allow residents to feel more comfortable within their environment.


Pat Rawlins and Rocky the therapy dog,

Mercy Place Rice Village


(c) Regional Aged Care Training Unit (Archie and Hilda Graham Foundation, AL Lane Foundation, Ern Hartley Foundation, Gwen and Edna Jones Foundation and The Gall Family Foundation, $36,547)

The Regional Aged Care Training Program is a four-year program funded by a number of very supportive trusts and foundations based in the Warrnambool area. This marks the final year of the program.

The program has delivered some great outcomes:

• improvements in levels of knowledge, skills and, ultimately, the quality of care in the local aged care workforce

• increased number of staff with accredited qualifications

• shared knowledge between homes across the region, minimising duplication and increasing efficiency

• development of professional networks among aged care carers

• increased collaboration between providers and carers

• increased staff satisfaction

• increased employment for regional workers.

(d) Virtual reality glasses (Mazda Foundation, Jack Brockhoff Foundation and Gwen and Edna Jones Foundation, $25,420)

Virtual reality glasses offer residents living with dementia comforting and transformative experiences from the safety of their home. Our project explores the use of virtual reality applications to increase social interaction and alleviate distress experienced by those living with dementia, who often struggle to engage with others, across our 22 aged care homes.

Virtual reality glasses bring the wide world to our residents living with dementia

(e) Creation of garden, Mercy Health Bethlehem Home for the Aged (Community fundraising, $19,991)

This year we funded the establishment of an outdoor garden area for residents of our Bendigo home to enjoy and share with their families. It consists of six raised garden beds planted with flowers, herbs and vegetables. The planting took place in May with a staff and resident working bee. It has now burst into life with lush vegetables, herbs and golden daffodils. Our residents are enjoying harvesting and eating the produce from the garden on a regular basis. Residents and their loved ones also enjoy just visiting the garden to sit under the pergola or in the sunshine to enjoy the outdoors, feel the breeze, smell the flowers and listen to the birds. Our most recent additions to the garden area include an aviary, fish pond, and chicken pen.

The residents are almost ready to release the birds and chickens into their new homes, and are looking forward to happy hens supplying eggs for breakfast.

(f) Young Ones Project, Mercy Place Mount St Joseph’s (Lord Mayor’s Charitable Foundation, $19,052)

The ‘Young Ones Group’ Project has provided age-appropriate activities for younger people who reside in Mercy Place Mount St Joseph’s aged care home in Young. The main objective of this project was to allow our younger residents to participate in age-appropriate recreational activities which have meaning for the individual. The project has allowed residents to participate in personal leisure which enhances choice and independence and uses individual skills and abilities. The project has also created community access and socialisation opportunities.

(g) Equipment – Aged Care

• Paschal candle stand for Mercy Place Parkville ($5,500)

• Plants and garden equipment for Mercy Place Colac ($1,000)

• Outdoor setting for Mercy Place Colac ($908)

• Shampoo chair and three salon chairs for Mercy Place Rice Village ($1,220).


Mercy Health Bethlehem Home for the Aged


3. Wellbeing of the dying and those supporting them (palliative care)

(a) Urgent Need

Preparing for death is a deeply intimate and personal experience. For those supporting a loved one through the final stages of life, the palliative care journey can be stressful and challenging. For many, the suddenness of the experience leaves them in urgent need.

Managing a terminal illness can impact significantly on people’s resources. Family members who become carers have limited leave entitlements and often face difficult decisions such as whether to leave their job or seek unpaid leave so they can continue to care for their loved one. Other financial stresses include the cost of medication and medical fees, travel and increased utility costs for heating, cooling or using additional equipment.

This year the Foundation provided funds to support 154 families with food vouchers (total of 105, at a total cost of around $30,000), massages (total of 13) and various other items such as cinema tickets, zoo tickets, mattresses, spa treatments, petrol vouchers and other items that supported those in need.

This support is about helping people to be as comfortable as possible in their final days.

(b) Equipment

• Painting of palliative care unit ($17,830)

• Blinds for palliative care rooms ($5,980)

• Chairs for quiet room ($3,680)

• Screen to replace water feature ($2,559)

• PIR motion sensors to assist in Falls Management Process ($1,005)

• Cushions to prevent and manage pressure injuries ($695)


$1,450,645 $68,072 $328,615 $37,080 $1,810,253

I received extraordinary and most welcome support both in caring for my husband in his last month of life – and in bereavement.

Such kindness is never forgotten. I’m most happy to contribute to help others in similar sad circumstances.

Anonymous donor

‘‘’’

We’re proud to offer care to people at every stage of life, from first day to last

4. Health and wellbeing of those living with a mental illness

(a) Carers support program, Mental Health, Werribee Mercy Hospital (Carers Victoria, $2,000)

This funding provides respite opportunities for carers of people living with mental illness.

(b) Equipment

• Art therapy classes for residents ($1,623)

• Yoga classes ($1,200)

• Catering for carers function ($954)

• Sensory room items ($440)

• Sports equipment ($182)

• Leisure equipment ($120)


Iron Chef cook off, Mercy Mental Health Community Care Unit

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Our mental health services focus on self-recovery and self-empowerment


Individual and family philanthropyGifts up to $25,000Stephen AlomesElizabeth CreminStephen LintonAziz Muzaferovic Judy RoachBehnam RoohizadeganAndrew SissonDarren and Narelle ThorpeNerida TurnerVince VolpiLuke Wilson

Our supporters

Gifts from companiesGifts up to $100,000Dorevitch PathologyInstitute of the Sisters of Mercy of Australia & Papua New GuineaTechnology One

Gifts up to $25,000BankVicCarlisle HomesCatholic SuperChain ReactionCitywatch SecurityDimension DataEmmaus Parish SydenhamGrant Thornton Australia LtdJohnstaff ProjectsMedirest Pty LimitedMIA RadiologySacred Heart Parish St AlbansThe Hoppers ClubUnique Care

Gifts and grants from trusts and foundationsGrants up to $500,000Fred P Archer Charitable TrustGeoff and Helen Handbury Foundation

Grants up to $100,000Harold Mitchell FoundationHenry Brough Smith Charitable TrustThe Trust Company

Grants up to $25,000Angior Family FoundationAL Lane Foundation Archie and Hilda Graham FoundationBassanetti Family Trust Bell Charitable FundCampbell Edwards TrustCollier Charitable FundThe Honda FoundationLord Mayor’s Charitable FoundationThe Mazda FoundationPerpetual Trustees LimitedProvelson Trust Fund

Some of the great surgical team at the Werribee Mercy Hospital


Foundation structure

Grants Manager (0.6)Priyanka Willis

Head of Philanthropy & Corporate Partnerships (0.8)Jodi Ryan

Development Manager Werribee Mercy Hospital Appeal (0.6)Alun Evans

Project Coordinator, Mercy Perinatal (0.6)Emma Morgan

Fundraising & Community Engagement Manager (0.8)Bridget Sutherland

Fundraising & Donor Engagement CoordinatorRochelle Donovan

Communications, Finance, ICT & Support Services

Mercy Health

Executive DirectorSimon White

Mercy Health Foundation BoardMichael McInerney (Chair)

Margaret Bounader, Stephen Elder, Sam Margis,Sr Helen Monkivitch RSM AO, Julien O’Connell AM, Douglas Sumner

Mercy Health, Group Chief Executive OfficerAdj Prof Stephen Cornelissen

Distribution Advisory Committee

Mercy Perinatal Committee

Werribee Mercy HospitalCCU Appeal Committee

Mercy HealthFinance Audit & Risk Committee

The Mercy Health Foundation Team – Simon, Rochelle, Bridget, Alun, Jodi and Emma (Priyanka was absent)


Financial summary

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Statement of Profit or Loss and Other Comprehensive Income ($,000s) Year Ending Year Ending 30 June 2016 30 June 2015

Revenue 3,200 1,726Expenses Employee Equivalent Costs (521) -Fundraising (165) (10)Other Expenses (250) (71)Disbursements (1,240) (616)Gain on Disposal of investments 63 72

Surplus Before Income Tax Expense 1,087 1,101

Income Tax Expense - -

Surplus For The Year 1,087 1,101

Other Comprehensive IncomeItems that may be reclassified to profit or loss:Changes to the Fair Value of Available for Sale Assets (246) 147

Total Comprehensive Income For The Year 841 1,248

Statement of Financial Position as at 30 June 2015 ($,000s)

30 June 2016 30 June 2015

ASSETS Current Assets Cash and Cash Equivalents 2,946 2,807Trade and Other Receivables 108 36

Total Current Assets 3,054 2,843

Non-Current Assets Available for Sale Financial Assets 11,120 10,260Property, Plant and Equipment 7 -

Total Non-Current Assets 11,127 10,260

TOTAL ASSETS 14,181 13,103

LIABILITIES Current Liabilities Trade and Other Payables 400 163Total Current Liabilities 400 163

TOTAL LIABILITIES 400 163

NET ASSETS 13,781 12,940

EQUITY Accumulated Surplus 13,680 12,593Reserves 101 347

TOTAL EQUITY 13,781 12,940 stewa

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This is an extract from Mercy Health Foundation Trust audited financial statements.

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Matt Tilley, Professor Sue Walker and Professor Stephen Tong speaking at the 2016 Mercy Health Foundation Gala Ball


The period at a glanceThe period in brief ‘000s 1 July 2015 – 30 June 2016 1 July 2014 – 30 June 2015

Revenue* 2,600 1,726

Expenditure (% of revenue)* 273 (10.5%) 9 (1%)

Disbursements (% of net assets) 1,240 (9.6%) 616 (5.2%)

Net surplus (deficit) 1,087 1,101

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Bequests3%

IndividualGiving27%

Grants4%

Philanthropic Gifts22%

InvestmentIncome25%

Other Income19%

Revenue

Employee EquivalentCosts24%

Fundraising8%

OtherExpenses

11%

Disbursements57%

Expenditure

*Adjusted by Mercy Health contribution to cover Foundation operating costs.


Thank you

Mercy Health Foundation acknowledges the support of the following organisations

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Mercy Health Foundation Level 2, 12 Shelley Street, Richmond VIC 3121 [email protected]

improving the health and wellbeing of women,men and children in need

DonorAnnual

Report2015/16

Mercy Health acknowledges Aboriginal and Torres Strait Islander Peoples as the first Australians. We acknowledge the diversity of Indigenous Australia.

We respectfully recognise Elders both past and present. This information was produced on Wurundjeri Country. P

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