2021 Impact Report

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2021 Impact Report


Your gifts build incredible facilities, provide talented students with opportunities through Scholarships & Bursaries and support programs that otherwise would not be available. Since 1984 the Foundation has: raised

$15.6M contributed

$7.7M

to Somerville House capital projects

Constitutional Changes 2020 amendments to the Somerville House Foundation’s Constitution address donor concerns. These changes ensure gifts to the Foundation will only ever be used as specified by the donor - exclusively for the benefit of the School and its students.

100%

of all gifts are used as the donor intended

Capital Projects Timeline:

1992 to 1996 The Murray Evans Sports and Aquatic Centre

1999 Valmai Pidgeon Performing Arts Complex (VPAC)

The Classiest Club on Campus Are you commited to advancing girls’ education? Foundation Members are kept abreast of major developments at the School, updated on Foundation activities, able to actively participate in the Annual General Meeting (AGM) and receive invitations to exclusive VIP events hosted by the Principal and Chair. Parents’ voluntary fee statement donations are credited towards Membership eligibility. A number of parents have exceeded the $2,000 threshold so, are already entitled to apply for Foundation Membership.

“The Foundation works to inspire all those involved in the School community, past and present, to commit to a culture of philanthropy for our girls as rich as those that are present in boys’ schools. We look to build a community that helps support the School’s strategic objectives.” Mrs Samantha Miller, Foundation Chair

1997 to 2005 The Chambers, purchase and refurbishment

2009 The Ness Goodwin Building


THANK YOU!

View our Honour Roll

234 donors gave

$393,408 to the Foundation. “We are especially grateful for your steadfast support in a year where we encountered so many unanticipated obstacles.” Mrs Kim Kiepe, Somerville House Principal

Four Hundred & Fifty Eight

2021 Donor Breakdown 18% 50%

New Donors

Parents gave: via fee statements

Existing Donors

32%

Re-engaged Donors

$233,830

From 2022,* parent fee statement gifts will go to the Foundation Building Fund for projects nominated by the School. Gifts will be credited towards Foundation Membership. *Change approved May 2021.

Building Tomorrow Together Campaigning kicked off in 2021 for the Heritage Heart Restoration & Senior Precinct Development through the sale of named ‘bricks’ and plaques.

117 Trailblazers & 78 Somerville Families

Raised *

$219,455

*As an ongoing campaign, figures in this section include 2021 & 2022 sums (at date of publication).

The Trailblazers’ Wall will feature individual Old Girls by peer year with family groups taking pride of place on the Family Tree Wall.

324

Named Bricks

ONE HUNDRED & SEVENTEEN

FIFTEEN Commemorative Plaques

Current & Future students bricks

Largest Family Group

16 Bricks ONE Plaque THREE Generations, 3 ‘first day’ pupils (1899)

“Join with the many changemakers from your year or capture a multi-generational family association in a unique tribute unlike that at any other school.” Ms Dominique Layt, Deputy Chair (Class of 1987)

2014 The Foundation Building

2017 The Bauer Building

2018 Seymour Library Refurbishment

2019 Cumbooquepa Stained Glass restoration

2019 The Arna Bennett Playground


Advancing Girls’ Education The Foundation is committed to enabling deserving and talented students to benefit from a first-class education and to enhancing co-curricular programs. Cultural Fund gifts can be specifically directed to support Chess, Christian Fellowship, Co-Curricular Drama, Debating, Duke of Edinburgh, Music, Opti-MINDS, Robotics or Service Learning.

NINE multi-year Scholarships awarded to talented girls.

2021 Success: Robotics Grant | $22,000 towards equipment.

BAUER

Music | $12,200 Australian Sports Foundation (ASF)

12 students

Received COVID support

$37,521 The Foundation is proud to have given these young women an opportunity to complete their Somerville journey.

Netball* | $4,500 *Gifts to the Sports Fund are chanelled via the ASF.

Australian Art | Five pieces gifted by an Old Girl (Class of 1963) in honour of each of the five sisters who attended the School.*

$18,690 given to students experiencing the illness or loss of a parent.

Supporting Outstanding Students:

*The Foundation welcomes in-kind gifts, which can be tax deductible.

since 2018

$706,000

Fabulous Foundation Events

in Scholarships & Bursaries 2021

>700 Guests

$73,017 in Scholarships

High Tea & Trivia | Old Girls who graduated pre-1971 Mothers’ Chapel Service | Past & present mothers

Foundation gifts are tax deductible!

THREE ‘Futureproofing Our Girls’ Lectures To enable current parents to better support their daughters

The Building Fund, Scholarships & Bursaries Fund, Cultural Fund, and Sports Fund have DGR status (Deductible Gift Recipient).

Annual Foundation Lunch Signature event funds two 50% Scholarships $50,275 raised from raffle tickets, silent & live auctions SomerFire | Donors & Foundation Members’ Celebration

Student Programs sponsored by the Foundation ‘Honour Before Honours’ Competition Year 12 Career Development Scholarship* *Awarded by the Old Girls’ Association & the Foundation

TWO Networking & Nourishment Breakfasts Lorna Archibald Networking Function To connect Old Girl Medicos & aspiring medical students.

2021 A Block Heritage Heart Restoration

2021 to 2040 Masterplan

Your Will is their future The Fewings Fellowship was established to honour bequestors to the Foundation Fellows actively determine how their gifts are used, for instance: Professor Jill Mellick (Class of 1965) Fellowships are for highly motivated daughters of first-generation parents. Two outstanding 1931 graduates, Dr Lorna Archibald & Editha Robinson, separately left significant gifts to fund named Scholarships in perpetuity.

Future 2022 SomerFields

The Fewings Bible

2025 Senior Precinct


Securing the Future By 2021 the Corpus grew to:

The Foundation’s Corpus is an investment fund where the capital is preserved, with investment returns used to finance School projects.

$3.4M

In 1984 the Foundation aspired to achieve sustainability by growing the Corpus to $12M by 2034, fifty years from the Foundation’s establishment.

Our 2034 Goal:

A Corpus of this quantum will enable the Foundation to continue to fund exceptional learning opportunities, programs, projects and infrastructure for our students now and into the future.

Donation Income

$121,913

2017

$97,832

2018

$134,403

$12M $393,408

$81,078

2019

2020

2021

Financial Summary, as at 31 December 2021 Building Fund*

Scholarships & Bursaries* Funds Raised

Foundation Contributions to the School

2021 | $190,696 2020 | $5,029

2021 | $156,393 2020 | $79,230

Scholarships & Bursaries

$73,017

Capital Development of the Heritage Heart Restoration and the Senior Precinct will be enabled by 2021 donations to the Building Tomorrow Together Campaign.

Nine multi-year Scholarship recipients & thirteen students, experiencing significant financial circumstances or familial loss, awarded bursarial support to continue at the School.

COVID & Special Support

$56,211

Gifts to the School

$38,969

Funds Raised

School Services

$224,154

Total:

$392,351

Financial Position Investment Income

Donations

2021 | $307,606 2020 | $249,351

2021 | $393,408 2020 | $81,078

Non-current Assets

$8,278,457

Total Assets

$9,150,289

The Fund return over the past three years is 9.03%.

Greater awareness of the Foundation’s significant contribution to the School, increased community engagement and campaign launch success.

Total Liabilities

Current Assets

$871,832

$236,465

Net Assets:

$8,913,824


Foundation Directors Permanent Directors Somerville House School Council Chair, Ms Fiona Gaske Somerville House Principal, Mrs Kim Kiepe

Elected Directors

Buy a Brick It’s not too late to help restore our Heritage Heart and build a transformational Senior Precinct through a tax-deductible gift of $500 for a named brick via the QR code:

Board Chair, Mrs Samantha Miller (from 28 July 2021) Deputy Chair, Ms Dominique Layt (stepped down as Chair, 28 July 2021) Mrs Peta Tilse Mrs Kerrie Mattiske Dr Wesley Hii

Appointed Directors

Stainless steel ‘bricks’ will complement the cutting-edge Senior Precinct.

Mrs Jane Rowan Old Girls’ Association Representative, Ms Rebecca Bauer

Retiring Directors Somerville House School Council Chair, Mr Jim Demack Old Girls’ Association Representative, Mrs Kelly McIntyre

To explore Foundation Membership; establish a named scholarship, bursary or prize; or join our Bequest Society, The Fewings Fellowship - contact: Ms Petrina Gilmore | 07 3033 9289 Director of Philanthropy

CRICOS Provider: 00522G

Ms Grace Tudehope | 07 3248 9258 Donor Relations Co-Ordinator E. foundation@somerville.qld.edu.au

A school of the Presbyterian and Methodist Schools Association.