CI Philanthropy Impact Report 2023 : simplebooklet.com

2Welcome It is with great pleasure we present the third edition of the of their lives, and we continue to thrive on our ‘in person’ the impacts of these long periods of isolation continue to those experiencing mental and social distress, financial living in care have been deprived of the presence of loved ones, organisations and businesses have experienced Winston Churchill Cooper Investors Philanthropy…on support for the Social Enterprise and the Mental In the landscape of Australian investment management understand how we can support achievable, measurable Natalie Elliott  Stand for something...up and at times act for and represent vulnerable and continues to be the provider of precious capital; the act “Leadership is doing what is right when George Van Valkenburg

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3Nicole Engelman Soul in the Game As we reflect on the past year, I am proud to present the Cooper Investors Philanthropy Annual Report 2023. Through our Annual Report we seek to promote, champion and provide a platform for the work of the real heroes in our community, those helming organisations with passion and purpose.In a world where we continue to face troubling times and a multitude of challenges, Cooper Investors’ commitment to contribution into the communities in which we live an overview of the initiatives, projects and partnerships that have shaped the impact of Cooper Investors Cooper Investors’ values in real terms, including:• platforming social enterprises to a new audience • • seeing 21 of the CI team and their families putting • providing pro bono funds management to listed investment companies that have the dual objectives of providing investors with strong returns whilst also supporting Australian medical research institutes, In the past 12 months we have continued to be guided individuals dedicated meaningful time and attended distribution of:organisations that are on the ground and in the In closing, while this is now our third annual report it is happen overnight and it cannot been made in silos or Reflections | Edition 3 serves as a testament to the collective efforts and unwavering commitment of our grant partners and the Cooper Investors team, who supporting communities, and contributing to the overall 

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Our commitment to philanthropy is deeply ingrained in the values of Cooper Investors (“CI”), reflecting not only a dedication to making meaningful contributions but also a belief in the reciprocal benefits it brings to both the organisation and its staff.communities worldwide, spanning from local Cambodia, Uganda, Madagascar, Thailand, Tanzania, to create a positive impact wherever our teams travel The three pillars of Time, Talent, and Treasure • time• Cooper Investors’ investment teams use their talent to create tangible value to the charitable management expertise pro bono to companies that deliver investment and social returns such as:    • The treasureInvestors directors in the form of an annual allocation distributed grants to 28 different organisations focusing on: – The Social Enterprise sector – supporting innovative, mission driven social enterprise organisations; – The Mental Health sector – supporting organisations that provide frontline services in prevention initiatives and; – International Aid organisation and initiativesoperations, CI recognises that contribution is an essential component of becoming better people which, HumilityPassionIf you’re in the luckiest 1% of humanity, you owe it to the rest of humanity to think about the other 99%.Warren BuetIt is every man’s obligation to put back into the world at least the equivalent of what he takes out of it.Albert EinsteinWealth is not to feed our egos, but to feed the hungry and to help people help themselves. Andrew CarnegiePhilanthropy is not about money, it’s about feeling the pain of others and caring enough about their needs to help.Timothy PinaPhilanthropy is not about the money. It’s about using whatever resources you have at your ngertips and applying them to improving the world. Melinda GatesWe make a living by what we get but we make a life by what we give.Winston ChurchillYou look at things you enjoy in your life, but much more important is what you can do to make the world a better place.Paul AllenIntentionalityCuriosityPresentAuthenticityGratitude“”5Philanthropy, the CI Way

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6Reflecting on our Impact  It is with this in mind that we present the below snapshot of where and how we directed our philanthropic                               CAUSE AREAFOCUS AREA$400,000 TO 28 ORGANISATIONS IN FY2023

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7Investing in ... Pro bono SupportTo date, Hearts and Minds has distributed $43.8 million in donations to its beneficiaries and is now one of Australia’s Top 30 Corporate Philanthropists.and provide vital financial support to leading medical Investors has been proud to be one of this esteemed CI’s investment team dedicates a significant amount of Investors has the privilege of directing significant financial support to leading Australian medical research In 2023, Cooper Investors chose to direct support to the Epworth Centre for Immunotherapies and Snowdome Laboratories and the work of Professor Miles Prince with a $250,000 donation.therapies for Australian patients with blood cancers which represents a significant advancement in the fight “The generous commitment from Cooper Investors and Hearts and Minds will have an enormous impact on both the upcoming research and the innovative treatments we are Centre for Immunotherapies and therapies to more blood cancer patients faster, and that will mean Professor Miles Prince AM Epworth Healthcare

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8Established in 2014, Future Generation companies have now directed over $75.9 million in support of their charitable partners since inception.• Shareholders with exposure to leading Australian • Social Impact Partners with a stream of annual of assets are invested in our social impact partners This investment is less than the savings generated from foregone management, performance, service • Fund ManagersFuture Generation Australiaof prominent Australian fund managers in a single Future Generation Globalobjectives of providing shareholders with diversified exposure to selected global fund managers and 

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9Investing in ... Community ImpactThanks to the incredible efforts put in by those taking part, the Blue Dragon Walk has gone from strength to strength. In 2023, more than 1,500 people walked in 17 countries, raising a record breaking $360,000 AUD.Cooper Investors is proud to be part of such a compassionate and 1,500+PEOPLE WALKED17COUNTRIES$360,000RAISEDTo watch what happened on the day scan the QR code

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Cooper Investors is a ‘values first firm’. We think about how we can deploy our convening power, deep knowledge and accumulated expertise as both a responsible steward of capital and capital allocator to the For Purpose Sector to increase the impact of philanthropy at home and abroad.In addition to our grants program through which we support incredible through 2nd and 3rd generations who are giving through foundations and or have generations of families participating in giving, a common theme emerges: ‘How do we give in line with our values?’• sense of purpose• CASE STUDY11In FY2023, we opened the Cooper Investors boardroom to host:5 LUNCH AND LEARN SESSIONS2 COMMUNITY IMPACT SESSIONS WITH OUR FOR PURPOSE SECTOR PARTNERS1 VOLUNTEERING DAY4PHILANTHROPY COMMITTEE MEETINGS

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CASE STUDY12In December 2022, on the eve of the opening of the Purpose Precinct at Queen Victoria Market, Cooper Investors partnered with the Purpose Precinct to host a Social Enterprise Festive Market in the foyer of our Melbourne home, 8 Exhibition Street.their purposeful shopping can have on such an organisation and the people following social issues:• • • Injustice• Incarceration• Addiction• Discrimination• ExclusionIn what we intend to be annual event, in December 2023 Cooper Investors GoalsSECTOR GROWTHgrow the social enterprise PRIORITY JOBScreate a host of jobs for  CIRCULARITYdevelop new circular/green products and servicesACTIVATED PEOPLE AND PLACESScan the QR code to watch Gift for Good in action

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13Investing in ... Mental HealthIF WE ... (ACTIVITIES)intervention and prevention initiatives such as:• or progressing to a more severe form of illness• ensuring access to the most appropriate form of support or treatment for as long as needed• encourage leading researchers to develop bench top to bedside translational researchBY … (APPROACHES)Leveraging our partnerships and sector relationships to collaborate with others and • services• health supports to people who need them• featuring new and novel therapiesRESULTING IN … (OUTPUTS)A positive experience and fostering hope for future wellbeing through:• less intense treatment• opportunities• • • increased self esteem and motivationLEADING TO … IMPACT!• in a state of optimal functioning• • empowered to access and adopt integrated mental health and wellbeing practices• MENTAL HEALTH PARTNERSHIPS FUND $170,000 PA

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CASE STUDY15BATYRbatyrmachine learning to collect data and insights to bridge the gap between programs have high demand, strong independent evaluations, and positive share mental health stories that sometimes delve into the world of mental health, about mental health… platform that focuses more on strength and resilience in mental health, rather than on the negatives Story Creator, 21

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CASE STUDY16BERRY STREETBerry Street KEY ACHIEVEMENTS IN 2022/23 INCLUDE:• so that service users, staff and • Contributing to critical research,  I believe you: Children and young people’s experiences of seeking help, securing help and navigating the family violence system• in partnership with The Centre for and The Murdoch Children’s • Council of Social Service 

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17THE MEN’S TABLEfriendships and creating safe places to share, overcoming the stigma that initiative and endorsed Commission, The Men’s Table’s aspiration of creating a national men but have a cascading communities and Malcolm Turnbull The Men’s Table Model of Care, 2020CASE STUDY82% report an improvement in their ability to share feelings and be vulnerable76% feel a sense of community belonging68%report an improvement in their mental health and wellbeing

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18SANE“The grant from Cooper Investors will help fund improvements in our crucial funding will help streams into the future to help fund our vital, innovative services and programs for people living with complex mental health Rachel Green CASE STUDY

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CASE STUDY19This philanthropic funding has allowed The Centre for Excellence in Child and – starting programs that have created enormous Deb Tsorbaris  THESE ARE OUR KIDSRaising awareness about children experiencing or who have experienced family violence.The Centre has launched the These awareness initiative designed to share information about the extent the aim is see children’s expertise incorporated in the form of lived informed models and approaches people in their time of need, which 

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PROJECT SUMMARIES21AUSTRALIANS FOR MENTAL HEALTHAustralians for Mental Healthreforms, bring together an alliance of organisations who share the Australians for Mental Health has disruption at the centre of its MACCABI LIFEMental Wellness ToolkitMaccabi LIFECOMMUNITY SECURITY GROUPCommunity Security Groupmanagement leadership during critical incidents, best practice learning experiences and inspirational events that build life and 

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22THE MELBOURNE JEWISH CHARITY FUNDThe Melbourne Jewish Charity Fund referrals and practical supportOCEAN MINDOcean Mind’seven if it was just for a short period, it put me in a better mood to go Ocean Mind participant , aged 18

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It’s this combination of doing business and doing good that makes social enterprise one of the most impactful areas of modern philanthropy.Social enterprises are businesses that:• • derive a substantial portion of their income from trade• IF WE ... (ACTIVITIES)Support innovative, mission driven social enterprises that have a defined social purpose BY … (APPROACHES)Focusing on organisations that:• have inspiring leadership with purpose and passion• • derive a substantial portion of income from trade• • are accountable and transparentRESULTING IN … (OUTPUTS)A stronger, more resilient not for profit sector with diversified revenue streams and access in the focus areas of:• education• health• • homelessness• LEADING TO … IMPACT!• in a state of optimal functioning• • empowered to access and adopt integrated mental health and wellbeing practices• 23Investing in ... Social EnterpriseSOCIAL ENTERPRISE $170,000 PA

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25BACKTRACKBackTrack’sfacing complex, intersecting challenges, ranging from intergenerational $700K a year to keep a single child incarcerated, and the chances of that child returning upon release are found there had been a 35% reduction in local crimeCore education program engaged in programs as stories of individual impact, we are also changing the lives of their families, their future children and their Bernie Shakeshaft FounderCASE STUDY

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26BLAZE YOUR TRAILBlaze Your Trailimplementation, project and maintenance services, and a referral service for CASE STUDYTHROUGH THEIR PROGRAMS BLAZE YOUR TRAIL HAVE:• flexible, meaningful, secure and • assisted dozens of small charities receiving pro bono advice and support• larger charities who have the resources to invest and want to • communications, and website design to support the not for profit sector as a whole

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27HABITAT FOR HUMANITY VICTORIAHabitat for Humanity Victoriaflagship program is their affordable housing program which assists lower In pursuit of this vision, Habitat Victoria builds safe and secure homes and families, HFHV build brighter futures, stronger foundations, healthier and • Affordable Home Building• ReStore• In Victoria and across Australia lower income families and individuals are HFHV believes access to safe, decent and affordable housing is a basic human CASE STUDYto all the tradesmen, volunteers, Habitat have made during grateful for the much Eddy & Marie Magee, 

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28HOMIEHoMieHoMie delivers two structured and supported impact programs: the HoMie 25%OF ALL PEOPLE EXPERIENCING HOMELESSNESS IN VICTORIA WERE AGED FROM 12–24MEANING OVER 7600YOUNG VICTORIANS ARE WITH OUT SAFE AND SECURE HOUSESource: ABS 2021CASE STUDY

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29STREATSTREATa decade:• • • time with Streat• CASE STUDYa future and a job – before I believed in A STREAT GraduateScan the QR code to learn more about STREAT’s vision to 2040

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30FREE TO FEEDFree to Feedmigrants to overcome barriers to social and economic inclusion in connected and productive lives, and contributing to, and benefiting THE GOOD BOXBoxes for hopeThe Good Boxdedicated to helping people experiencing homelessness receive vital PROJECT SUMMARIESLoretta Bolotin, 

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100%OF PRIMARY 7 STUDENTS PASSED THEIR PRIMARY LEAVING EXAMINATION568STUDENTS WERE EQUIPPED WITH PRACTICAL BUSINESS SKILLS THROUGH THE SAWA WORLD PROGRAMS31Investing in ... the World Around UsCooper Investors has been a supporter of School for Life Foundation for time in Uganda: “Travelling to Uganda for the first time since March 2020 the boarding facilities are having on the lives of our high school students and increasing our student numbers, that I forget about the individual ambitious life goals made me remember that each one of them will go on to create real change in their own families and wider communities with Scan the QR Code to hear from top performing student Christine

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33THE SCHOOL OF ST JUDEThe School of St Jude is a pioneering leader in charitable education higher education and provide more than 20,000 government KNGOKNGOsurrounding villages who are not able to afford English classes children with free lessons in Khmer, mathematics, English and PROJECT SUMMARIES

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34BRIGHT FUTURESBright Futures is an Australian based Christian aid and over 10,000 underprivileged children trapped in child labour, AIDNAIDNcountries through foreign aid, private capital, impact investing and 

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35Voices of CIPeter Cooper, Founder  how important philanthropic programs are and the impact Deena HooperRebecca Morgan  Rhys Cahill, Managing Director

CI Philanthropy Impact Report 2023

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