1. Helen Macpherson Smith Trust An Independent Philanthropic Trust

2. L E W Carty Charitable Fund Macpherson Smith Community Alliance (CBI small communities) Helen Macpherson Smith Trust John Villiers Trust (QLD) HMS Bushfires Grants Fund

3. Helen Macpherson Smith Trust

4. Our Benefactor:   Helen Macpherson Smith – born 1874   Macphersons – pastoralists western district   Smiths – timber merchants   Helen married William Schutt (1901) – became Justice of the Supreme Court   Helen moved to Europe 1923   William died in 1933   During the war, Helen lived in Switzerland   Helen died in Cannes – 1951

5. Our Trust:   Trust established in 1951   Initial corpus of £275,000 – now ~ $80 million   3 Grant rounds per year – end of September, January & April (Approx $5 million per year – average grants $25-30K)   Total grants to date of over $80 million   Support ‘Victorian-based’ Charitable Institutions, Public Benevolent Institutions & Health Promotion Charities   www.hmstrust.org.au

6. Our Program 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

7. Our Priority Areas:  Projects which involve partnerships  Projects which leverage funds from a variety of sources  Pilot projects & encourage innovation  Projects which are sustainable beyond the funding by the Trust  Systemic evaluations  Applications from organisations in rural and regional Victoria, having regard to the pioneer pastoral wealth generated by Helen’s forebears

8. Our Research Funding:   Collaborative research with community- based organisations   Quality independent research   Pilot research – ie pre NHMRC/ARC   Innovative research   Essential equipment

9. HMS Bushfires Grants Fund

10. HMS Bushfires Grants Fund:  $2M available over the next 2 years  Medium to long-term projects  Community-based  Projects related to rebuilding community lifestyles and spirit  Working in conjunction with the Victorian Bushfire Reconstruction & Recovery Authority the Bushfire Emergency Relief Fund & other funders  Not to fund projects considered government responsibility

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.   One grant round per year (closes 31 March)   Approximately $500K per year available for grants   www.carty.org.au

13. www.hmstrust.org.au 9631 2599 cwootton@hmstrust.org.au