contents mission statement · unregistered non-profits exist and more than 70 non-profits make...

Contents

2 UBUNTU COMMUNITY CHEST ANNUAL REPORT 2013

AcknowledgementsPrinting sponsored by Fishwicks Printers Paper sponsored by First Paper House Peter Bendheim PhotographyDesigned by ARTWORKS Communications

2 Mission Statement and Acknowledgements3 Chairman’s Report4 Board Members and Staff5 Director’s Report 20146 Umbiko Womqondisi 2014

7 Will You ... Hold the Hand of our Future Generation?

8 Top Trust Donors – 2013/20149 Top Corporate Donors – 2013/201410 Workplace Giving – 2013/2014

11 Perpetual Trusts, Donor Advised Gifts and Bequests

12 &13 Community Investment/Allocations14 Treasurer’s Report 2014

15 Annual Financial Statements – Ubuntu Community Chest

16 Annual Financial Statements – Community Chest Section 18 A Fund

17 Special Thanks 18 & 19 Events and Promotions

The Community Chest is a not-for-profit organisation committed to raising and distributing funds in a professional and efficient manner to organisations engaged in meeting the welfare needs of the community.

The organisation supports and guides beneficiary organisations who provide efficient, relevant services and which use their own resources effectively.

The Chest aims to meet the needs of all donors by facilitating the widest, most effective distribution of funds from the community to the community.

We strive to create a stimulating, challenging environment for volunteers and employees, which allows opportunities for advancement and self-fulfilment.

Mission Statement

3UBUNTU COMMUNITY CHEST ANNUAL REPORT 2014

Chairman’s Report 2014

The most significant event that occurred in the year under review was the passing of former South African President Nelson Mandela on 12 December 2013, regarded by many, even internationally, as the ‘moral compass’ of South Africa. The loss of this great South African statesman, although expected, was felt by everyone and brought 2013 to a very sad close. On a more positive note, Chad le Clos (a former Westville Boys High student) broke the world record for the 200m Butterfly, even beating his time that secured him a gold medal in the 2012 Olympics.

left bequests to the Community Chest in their Wills. These

‘ultimate gifts’ generally come after a lifetime of giving and

are very gratefully received. Donors of in kind donations

and donor advised gifts also make significant contributions,

allowing us to achieve our mission. I thank you for your

kindness.

Looking forward to the 2014/2015 year we have decided

to increase allocations on average by 5.8%, supporting 86

organisations with R9 million. This increase is based on our

income projections for the coming year and the desperate

need we see among our organisations. Sadly, at least once

every two months we receive notification that an organisation

is curtailing services either by reducing their area of

operations, their operating hours or even suspending services

temporarily until additional funding can be found.

Our Board of Management has this year embarked

on a strategic planning process to look at the future of the

Community Chest in addition to their fiduciary responsibilities,

and I thank them for their dedication and support for the past

year. I look forward to continuing our journey together.

To the Director, Deputy Director, fundraisers and

administrative staff of the Community Chest, I say thank you

for your commitment and hard work. Keep it up, our work is

not yet done.

Ed BoothChairman

So in all, it was a year of good and bad news and

at the Community Chest, it was no different. Sadly,

after many meetings and lengthy deliberations

and negotiations, our partnership with United

Way Worldwide, for which we had high hopes,

was dissolved. While both organisations still work to improve

the lives of our most vulnerable communities, our Corporate

cultures are vastly different. Sometimes no matter how hard

you try, some things just don’t fit.

On a national level, we have refocused our attention

inwardly, looking at Community Chest South Africa and what

we hope to achieve and how best we are able to do this within

the constraints of limited funding and part-time staffing.

Two long-standing Trusts (The Albert and Molly Baumann

Trust and the Grace Alice Baumann Trusts) that have

supported our Community Chest for 50 years, came to the

end of their ‘lifespans’ in terms of their founding documents.

We were most fortunate to receive additional funding from

them before they closed. We want to thank the trustees for

their continued support over the years and for the difference

they have made in our communities.

Clearly, these are not the only donors we had during the

year and we continued to receive generous support from

Trusts, corporates, workplace donors, individual donors,

special event donors and sponsorships: some large, others

small, and I thank them all for enabling us to continue the

work that we need to do (details of our top donors can be

found later in this report).

My thanks in addition goes to the families of people who


Board Members and Staff

PatronCllr James Nxumalo – Mayor, eThekwini Municipality

ChairmanE Booth – Retired Businessman

Council Members Dr T Raniga Lecturer, UKZN

Cllr NB Chamane Cllr eThekwini Municipality

Alan de Cerff Life/Business Coach

Shelagh Hurford Retired

Inbin Moodley Businessman

Lingiwe Nyamande Chief Financial Officer, Trade and

Investment KZN

Staff Members 2013/2014Director Gordon McDonald

Deputy DirectorMusa Mbatha

Public RelationsFadeela Deedat

FundraisersCeleste Netto

Preya Goundon

Cynthia Miller – Retired

Tu Chili

Nomfundo Moeli

Bequest Liaison OfficerAntoinette Harris

AccountsJeanette Johnson

AdministrationAdeba Sallie

Moses Khathi

Lungile Ngubo

Annette Wilkie – Absent

Dave Charlton – Resigned

Front row: Preya Gounden, Fadeela Deedat, Adeba Sallie, Jeanette Johnson, Musa Mbatha and Tu Chili.

Back row: Gordon McDonald, Moses Khathi, Nomfundo Moeli, Celeste Netto, Antoinette Harris and Lungile Ngubo.

From L-R: Ed Booth (Chairman), Gordon McDonald (Director), Shelagh Hurford, Dr T Raniga, Musa Mbatha (Deputy Director), Lingiwe Nyamande, Inbin Moodley and Alan de Cerff.


Director’s Report 2014

The non-profit sector in South Africa is vast. By April 2013, the beginning of the year under review, there where almost 122 000 NPOs registered with the Non-profit Organisations Directorate (which falls under the Department of Social Development). Of these, however, in excess of 80 000 NPOs were non-compliant1 and only 19% of the registered NPOs’ financial statements and narrative reports were being verified annually by the Directorate. 36 000 organisations were deregistered, but this was reversed after a public outcry. A deadline of March 2014 was given for organisations to become compliant.

The requirements to become compliant are

not overly onerous; a set of Annual Financial

Statements needs to be prepared by an

Independent Accounting Officer, an Annual

General Meeting must be held, and a narrative

report compiled and submitted.

In addition to this, it is estimated that a further 50 000

unregistered non-profits exist and more than 70 non-profits make

application to be registered every day. It would be advisable for

potential donors to consider the above before making a grant.

The Community Chest has a far more rigorous screening

process than the NPO Directorate and we only work with and

fund fully complaint organisations. Over and above statutory

compliance, we partner with organisations making an

impact in their communities. Of course, impact and impact

measurement is different, depending on the size of the

organisation and the services they offer.

We need to acknowledge that most non-profit

organisations focus on delivering services to communities

rather than on their own organisational sustainability. They

operate from hand to mouth; few have more than 12 months

cash reserves available.

We identify and partner with organisations making

significant, meaningful differences in the lives of the

community members where they operate; providing day

care to a child with multiple disabilities so a mother can

work; a safe haven for an abused woman and her children;

residential care for an indigent older person; as well as

organisations that provide education and training to the

disabled, to children and adults.

We generally fund organisations where the staff

and volunteers usually carry out the most challenging,

emotionally demanding work one could ever imagine and

they perform those jobs with compassion, unsurpassed

grace and professionalism.

Funding is needed for us to do our work and again this

year, our donors and supporters have been exceedingly kind

in helping us work towards a world of increased dignity and

humanity; a place where our most vulnerable are just a little

bit safer.

Our charitable trusts contributed a substantial portion

of our annual income and we sincerely appreciate the work

of all the Trustees who make this possible, including those

at Concord Trust, Fulton Trust, the Baumann Trusts, the NBS

Centenary Trust and The Victor Daitz Foundation.

We are grateful for the increased support of our

corporate donors: I especially wish to acknowledge Game/

Massdiscounters, Spar Natal, Dales Bros, P Harvey and Gelmar

(Pty) Ltd, for their continued generosity.

For help operating our Workplace Giving Programme

(SHARE or Give-As-You-Earn), I thank the management,

shop stewards and payroll administrators of the companies

who have made this possible, especially those at eThekweni

Municipality, Game/Massdiscounters (Game and Dion), First

National Bank, Standard Bank, and ABSA Bank.

Finally, my thanks go to people involved in the Chest: our

Chairman, Ed Booth, our Patron, Mayor Cllr James Nxumalo,

the members of the Board of Management of the Community

Chest. Thank you for so generously volunteering your time

and for your dedication to our work. Our organisation would

not be successful without our staff. To my second in charge,

Musa Mbatha, and all our dedicated staff, I say your hard work

is sincerely appreciated.

Gordon McDonald Director

1 Source: DSD/NPO Directorate presentation at the NPO Collaboration and Dialogue Forum – 30 May 2014


Umbiko Womqondisi 2014

Izinhlangano ezingezona ezenzuzo ziningi eMzansi Africa. Ngo 2013, kuqala unyaka kwakunezinhlangano eziwu 122 000 eziregistile. Eziwu 80 000 zazingayigcinanga imigomo ezibekelwe yona. Eziwu 19% ezagcina umgomo wokuhambisa umbiko ngezimali nangomsebenzi oqhubekile kumqondisi wezinhlangano ezingezona ezenzuzo (NPO Directorate). Izinhlangano eziwu 36 000 zaphucwa ubulunga, lokhu kwabuye kwahoxiswa emva kokukhalaza kakhulu komphakathi. Kwabe sekubekwa uMarch 2014 ukuthi zonke izinhlangano zibe sezigcine umgomo.

Okudingekayo ukuze ufeze umgomo

obekiwe akukho nzima, umbiko wezimali

kumele wenziwe umcwaningi mabhuku

ozimele, kwenziwe umhlangano wonyaka,

kwenziwe nombiko womsebenzi owenziwe

bese kuthunyelwa kuMqondisi wezinhlangano ezingezona

ezenzuzo.

Ngaphezu kwalokhu izinhlangano ezingabhalisile

zilinganiselwa ku 50 000, ezingaphezu kuka 70 zifaka

izicelo nsuku zonke. Bayacebiswa abacabanga ukuxhasa

lezinhlangano ukuthi bakucabange lokhu okushiwo ngenhla

ngaphambi kokuthi baxhase.

ICommunity Chest inendlela ebukhali yokusefa

kune NPO Directorate, ixhasa lezonhlangano ezithobela

umthetho. Ngaphezu kokugcina umthetho, sisebenzisana

nezinhlangano ukwenza umahluko emphakathini. Umahluko,

nokukala umahluko kuhlukile, kuya ngobukhulu benhlangano

nomsebenzi owenziwayo.

Kumele sivume ukuthi izinhlangano ezingezona

ezenzuzo zigxila ekwenzeni umsebenzi emphakathini

kunokuqinisa inhlangano ngezimali. Bazithola besebenzela

isisu, bayincosana abanemali elondoloziwe engabaqhuba

isikhathi esingangonyaka.

Sisebenzisana nezinhlangano ezenza umahluko

ezimpilweni zabantu, zinakekela umtwana onokukhubazeka

okukhulu ukuze umama akwazi ukusebenza, zikhoselisa

umama nengane abahlukumezekile, zinika umtomdala

oxakekile indawo yokuhlala, zifundisa zinike amakhono

kwabakhubazekile, izingane nabadala.

Sixhasa izinhlangano lapho izisebensi namavolontiya

bebhekana nezimo ezinzima eziphula umoya ngendlela

esingeke sayicabanga. Bakwenza lokhu ngozwelo, nomusa

nobungcweti.

Sidinga uxhaso ukwenza umsebenzi wethu nakulonyaka,

abaxhasi nabasekeli bethu babenozwelo ekusisizeni ukuze

sisebenzele ukuqinisekisa isithunzi sabantu abahlukumezekile

ukuze bazizwe bephephile.

Abanikazi bezimali ezisisiwe basixhase kakhulu

kulonyaka, sibonga kakhulu. Singakhohlwa umsebenzi

wabangamele lezimali ku The Concord Trust, The Fulton Trust,

The Bauman Trusts, The NBS Centenary Trust kanye ne The

Victor Daitz Foundation (Uhla lukumbiko).

Sibonga ukukhula koxhaso lwezinkampani, ngifisa

ukubalula Game/Massdiscounters, Spar Natal, Dales Bros, P

Harvery no Gelmar (Pty) Ltd ngokulokhu besixhase njalo (Uhla

lukumbiko).

Ngibonga abaphathi, izinyunyane nabaholelayo ngosizo

ngohlelo lokunikela kwabasebenzi ezinkampanini (Share

noma Give-As-You-Earn) ikakhulu uMasipala weTheku,

Game/Massdiscounters (Game no Dion), First National Bank,

Standard Bank no ABSA (Uhla lukumbiko).

Sengigcina ngibonga abaxhumene ne Community Chest,

usihlalo u Mnu Ed Booth, osingamele u Mayor Cllr James

Nxumalo, amalunga esigungu ngiyabonga ngokunikela

ngesikhathi senu ngokuzimisela.

Besingeke siphumelele ngaphandle kwabasebenzi bethu,

no Musa Mbatha isekela lami, ukusebenza kwenu kanzima

nokuzinikela kuyancomeka.

Gordon McDonaldUmqondisi

1 Source: DSD/NPO Directorate presentation at the NPO Collaboration and Dialogue Forum – 30 May 2014


Will You… Hold the Hand of Our Future Generation?

You may not know it, but you have the power to help thousands of needy people simply by leaving a charitable bequest to the Community Chest in your will.

The Community Chest prides itself on operating

efficiently and effectively, so you can rest

assured that your legacy will reach its intended

recipients. Bequeathing money to charity is also

tax deductible for estate duty purposes, which

may save your estate a significant amount. Should you be

thinking of making a bequest, we ask you to consider the

following options that are currently available:

A capital bequestThis is normally in the form of a capital donation, usually via

a bequest in a will. The sum is preserved and only the income

earned on it is used to cover the Community Chest’s operating

expenses. This ensures that the Community Chest will last

in perpetuity. The bequest is usually in the form of cash or

equities. Often awards are made (for example, 20% of the

residue of the estate).

A separate, named fundA separate fund can be set up within the Community Chest

which the donor is free to name (for example, The Roberts

Storm Fund). The Community Chest can administer this

internally and there are no costs to the fund. The capital is

preserved and only the income is distributed annually. The

donor can specify who the fund beneficiaries should be (for

example, the elderly or children). The distribution of funds is

separate from the Community Chest’s other allocations and

the recipients are made aware that the donation is from a

specific fund. This is a rewarding way to ensure that the efforts

of a philanthropic person are remembered and appreciated

by future generations.

A general fundDonations are used for distribution in the current year and

go towards the millions the Community Chest needs to

raise annually in order to meet its funding obligations to

beneficiaries. The donor can specify if the donation should go

into the general fund or if it should be used in a specific way

(for example, for children’s homes, care for the disabled, etc.)

By leaving an enduring legacy to the Community Chest, you

can make a meaningful and sustainable contribution to the

welfare of our most vulnerable citizens.

You may never get to see this generation grow up … But you can make a difference to their future.


Concord Trust R3 000 000

Fulton Trust R500 000

Baumann Trust R485 172

NBS Centenary Trust R474 860

The Victor Daitz Foundation R360 000

Harry Brunskill Educational & Charitable Trust R170 000

Anonymous R125 000

Molly Reynolds Trust R121 000

The Beare Foundation R60 000

The Edna Burford Trust R60 000

The Joan St Leger Lindbergh Charitable Trust R60 000

The Rayner Trust R60 000

Greenacre Remembrance Foundation R50 000

Wendy and Roye Palmer Charitable Trust R36 662

Rose & Reuben Silbert Charity Foundation R25 000

JM Dow Will Trust R19 684

Kenneth Sydney Ashby Charitable Strust R13 255

Edward Stanley Murphy Will Trust R12 200

E Baber Trust R10 454

TesTAmenTARY TRusTs 2013/2014

HT Phillips Trust R371 944

IO Loos Will Trust R24 000

F Vreede Will Trust R227 934

AL Hesketh Trust R658 717

CN Brown Trust R806 253

TS Hart Charitable Trust R18 438

Top Trust Donors – 2013/2014

ThanksWe would like to take this opportunity to thank the companies administering Trusts which support the Community Chest, namely:

• Beder-Friedland Inc

• BoE Private Clients (Cape Town)

• David, Strachan & Tayler

• Deloitte & Touche

• Ernst & Young

• First National Bank Trust Services

• Garlicke & Bousfield

• Grindrod Private Clients

• JH Nicolson, Stiller & Geshen

• KPMG

• Maitland Trust (KZN)

• Marriott Holdings and Standard Bank Executors & Trustees

• McElligott and Associates

• Mooney Ford and Partners

• Standard Executors & Trustees

• Syfrets Trust (Cape Town)

• Syfrets Trust KZN Ltd

• Thorpe & Hands


Top Corporate Donors – 2013/2014Game/Massdiscounters R300 000

The Spar Group Ltd R194 914

Dales Bros R100 000

P Harvey R85 000

Gelmar (Pty) Ltd R78 290

Society of Advocates R73 525

Illovo Sugar Ltd R67 373

Shepstone & Wylie R60 000

Mendelson & Frost R32 000

Saky Haribans Trading cc t/a Hari Fashions R30 970

Group Five Coastal R30 000

Toyota SA Motors Ltd R26 300

City Lodge Hotels Ltd R25 000

Corobrik (Pty) Ltd R25 000

Metso Automation R24 540

Bidvest Panalpina Logistics R24 000

Almar Agencies R21 470

Engen Petroleum Ltd – Refinery R20 215

Cox Yeats & Partners R20 000

Island View Storage (Pty) Ltd R20 000

McGregor ADB & Co (Pty) Ltd R20 000

Santam R20 000

Umgeni Iron Works (Pty) Ltd R20 000

VNA Piling (Pty) Ltd R20 000

Anonymous R20 000

The Bidvest Group Ltd R18 000

Afripack Ltd R17 000

Dr MA Docrat R14 500

Data World (Pty) Ltd R13 000

Adams Booksellers (Pty) Ltd R12 500

Trafalgar Property Management (Pty) Ltd R12 000

Twin Clothing R12 000

Baker Tilly Morrison Murray R10 000

PKF Durban R10 000

Rheem SA (Pty) Ltd R10 000

Sappi – Saiccor (Pty) Ltd R10 000

Smiths Manufacturing SA (Pty) Ltd R10 000

Whylo (Pty) Ltd R10 000


eThekwini Municipality R364 352

Massdiscounters *(please see breakdown below) R358 371

Standard Bank R139 377

First National Bank R114 577

ABSA R69 499

Nedbank R67 150

The Hub R44 310

Foschini R40 032

Hirsch R36 705

Mr Price R31 329

Spar Natal R28 041

Toyota R26 300

Saky Haribans Trading R23 006

Woolworths R21 176

Playtex R20 593

Workplace Giving – 2013/2014Franke Kitchens R19 159

Engen R17 769

Durban University of Technology R13 656

Muthande Society & Beacon Sweets R11 750

Relyant Retail Limited R11 456

Hibiscus Coast Municipality R11 059

Umgeni Water R9 692

Mondi R8 448

University of KwaZulu-Natal R6 850

Durban Mental Health R6 356

Issy Geshen R6 260

McCarthy Motors R6 162

Liberty Life R6 124

Natal Portland Cement R6 098

Bosch & Assscociates R6 000

Workplace GivingThe backbone of the Community Chest movement is ordinary

employees who make an affordable, regular monthly

contribution to their community by means of the Workplace

Giving Programme, referred to as SHARE or Give-As-You-Earn.

We thank them for their generosity.

ThanksWe thank the staff of the companies listed here as well as

those of the other companies who support their community

through the Community Chest.

Monies Paid out to Other Provinces Western Cape R50 047

Northern Cape R8 966

Eastern Cape R20 042

Free State R11 067

Gauteng R56 407

Mpumalanga R9 121

North West R17 955

Limpopo R11 282

Durban R146 229

Pietermaritzburg R33 232


Perpetual Trusts, Donor-Advised Gifts and Bequests

PeRPeTuAL TRusTsNBS Centenery Trust

Current year’s donation R474 860 Total capital received to date R10 000 000Market value R19 865 725Income generated since inception R2 169 860

Wendy and Roye Palmer Charitable TrustInterest received R36 662Total capital received to date R300 000Market value R648 460Income generated since inception R259 957

DOnOR ADVIseD GIFTsSA Container Depot R60 000

Sethani R60 000Smith’s Manufacturing SA (Pty) Ltd R90 000

CHOC R10 000LHC Foundation R10 000Ekuzameni Rehabilitation Centre R10 000St Theresa’s Children’s Home R10 000Zibambeleni Old Age Daycare R10 000Sikhona R10 000Sibusisiwe Clermont Child and Family

Welfare Society

R10 000

Feed the Babies Fund R10 000Fulton School R10 000

NCT Forestry and Distributions R 30 000Philisani NGO Health R10 000Hlanathini Creche R10 000

Isifisoethu Club R10 000Hixonia Nyasulu R10 000

Mshukangubo Association for the Aged R5 000Thuthukani Old Aged Daycare R5 000

sPeCIFIC TRusTsAnonymous R500 000

Pathways Kloof R500 000DH Strutt Trust R50 000

Issy Geshen Lamont Home R10 000Mshukangubo Association for the Aged R10 000Zibambeleni Old Age Daycare R10 000Association for the Aged – Darnell R10 000Inqophamlando Service Centre R10 000

Robert Storm Trust R44 000Molweni Zimele Centre for Mentally and Physically Challenged Children

R9 750

Sonke Care Centre R9 750Youth For Christ – Tennyson House R9 750Durban Hospice for Women R5 000Ekuzameni Rehabilitation Centre R9 750

Bequests An extra special thank you to those who are no longer with us

but who remembered us in their wills …

• Estate Late U Ganesh

• Estate Late SE Thesen


1000 Hills Helpers R79 200

AH Zulu Educare Centre R24 204

Alzheimers South Africa R60 000

Cancer Association of South Africa R60 000

Chatsworth Hospice R68 748

Child Welfare Durban and District R1 229 052

Child Welfare South Africa – Port Shepstone R106 008

Child Welfare South Africa – Margate R90 000

Children of Destiny at Home R69 300

Children’s Assessment and Therapy Centre Trust

R130 008

CHOC Durban R35 640

Christian Social Services R96 672

Dlangamadla Preschool R15 120

Durban Hospice for Woman – Kerr House R44 004

Durban Mental Health Society R618 000

Durban YMCA R163 344

Ekuzameni Rehabilitation Centre R40 500

Epilepsy Foundation South Africa R121 404

Ethelbert Child and Youth Care Centre R99 996

FAMSA R178 944

Feed the Babies Fund R60 000

Focus on Ithemba R40 500

Genesis Trust R42 000

Highway Aged R79 200

Inanda Newtown Child and Family Welfare Society

R90 000

Inqophamlando Service Centre R42 000

Issy Geshen Lamont Home R95 112

Kwamashu Child and Family Welfare Society R260 076

Community Investment/ Allocations – 2013/2014Kwamashu Christian Care Society R99 996

KwaZulu-Natal Blind and Deaf Society R77 880

Lifeline Durban R60 000

Lulisandla Social Outreach Project R55 884

Masakhane Creche R14 004

Masakhane Community Care R36 000

Masinenge Community Based Organisation R56 004

Masisizane Pensioners Club R45 000

Maskey Health Service R24 000

Mbalencane Ziphatheleni Preschool R60 000

Meyrick Bennett Children’s Centre R105 600

Molweni Zimele Centre for Mentally and Physically Challenged

R72 000

Mshukangubo Association for the Aged R71 508

Muthande Society for the Aged R129 996

Mzamo Child Guidance and Training Initiative of KZN

R138 804

NICRO R72 600

Pathways Kloof R45 000

Philisani Non-Governmental Organisation Health

R36 300

Phoenix Child and Family Welfare Society R249 876

Pinetown-Highway Child and Family Welfare Society

R393 804

Pregnancy Resource Centre R40 644

SANCA R248 148

Senzokuhle Club R58 596

Senzokuhle Farming Project R36 000

Sethani R83 160

Sibusisiwe-Clermont Child and Family Welfare Society

R118 704


Community Investment/ Allocations – 2013/2014Siyabathanda Community Based Organisation – Don Bosco Children’s Home

R58 704

Siyathandwa Community Outreach Centre R37 500

Sizanani Aids Home Based Care R40 476

Sonke Care Centre R35 004

South Coast Hospice Association R72 600

St Clement’s Home-Based Care Project R69 300

St Monica’s Children’s Home R176 400

St Theresa’s Children’s Home R142 800

St Thomas’s Children’s Home R121 800

St Vincent’s Children’s Home R210 000

Sukuma Uzenzele Poverty Alleviation

Organisation

R40 416

Sukumuzame Community Development

Organisation

R36 300

Thanda After School R52 800

The Open Door Crisis Centre R76 236

The South African Red Cross Society KZN R60 000

Themba Club R84 000

Thuthukani Old Aged Daycare R12 996

Tuinsig Sentrum Vir Bejaardes R47 076

Umlazi Christian Care Society R72 864

Ukukhuthaza Aids Concern Group R24 000

Velanjabulo Foundation R27 268

Verulam Day & Frail Care Centre R79 860

Vuka Uzithathe R30 000

Vulamehlo Health Resource Organisation R72 000

Whizz Kidz R72 600

Wylie House Child and Youth Care Centre R79 800

Youth For Christ (YFC/KZN) R18 204

Zamani Preschool R13 560

Zamukuziphilisa Community Project R39 600

Zibambeleni Old Age Daycare R46 200

Ziphakamise – Emseni Home R81 096

Fields of Service %Child protection services 23,8Children’s homes 15,6Street shelters and street kids 1,7Early childhood development 3,3Special needs 8Disabled 12,3Elderly 10,4Job creation 0,5Substance abuse 2,9Child assessment 4,4AIDS organisations 15,5Crime prevention & rehab 0,9Youth work 0,8


Treasurer’s Report 2014

Government’s National Development Plan aims to make South Africa a more desirable and secure place for international investment by 2030. This requires that we aggressively seek solutions to address our four most serious challenges of unemployment, crime, inequality and poverty. Working to reduce poverty falls squarely within the mission of the Community Chest.

18A fund, which is an increase of R1 million over the previous

year. However, after costs of R259 008 and distributions of

R3 382 000 were made, a deficit of R37 402 was registered.

Donor Advised GiftsDonor designated funding or donor advised gifts of

R784 000 were received and redistributed during the year.

R90 000 was received from Smiths Manufacturing, R60 000 from

SA Container Depot, R30 000 from NCT Forestry, R10 000 from

Hixonia Nyusulu (Sasol), R44 000 was received from the Robert

Storm Trust and R50 000 was received from the DH Strutt Trust.

A gift of R500 000 was received from an anonymous donor.

Donations in KindGoods to the value of R950 000 were received from Edcon,

Game, Multilayer Trading in Prospection, and other sundry

in kind donors. These were passed on to organisations who

could use them best. Advertising to the value of R353 121

was received from Independent Newspapers and Sangotech

provided software donations of R130 599.

ThanksOnce again my thanks goes to our investment team at

Grindrod Bank, our insurance brokers Gamsy Sumner, our

auditors Deloitte and Touche, and our bankers First National

Bank. We thank them all for their continued support. Finally,

I thank the members of the Finance Committee for their

valued input during the past year and the Community Chest

staff for their continued support.

Lingiwe NyamandeTreasurer

summary of Income and Distributions

It also appears that our work is far from done as our

economy is not growing at the rate that we need for it to

assist the most vulnerable members of our communities.

South Africa’s real GDP for 2013 increased overall by 1.9%

compared to 2.5% for 2012. Initially, our annual growth was

projected at 2.8% but this has already been revised downwards

to 2.5% for the year. Against this background, I am very pleased

to be able to report that the Community Chest’s total income

for the year increased from R8.68 million to R9.59 million as a

result of targeting new donors and new income streams.

Distributions of R8.5 million were made to 84 members

and another R784 000 was received and distributed by way

of donor advised gifts, bringing total cash disbursements

to R9.2 million. Again, donations in kind of approximately

R950 000 were received and redistributed to organisations.

In total, cash and donations in kind amounting to R10.15

million went to 84 member societies and 26 community-

based organisations and schools.

Based on the pressing need and income forecasts for

the 2014/2015 year, the Allocations Committee decided

to increase cash distributions of R9.0m to 86 societies, an

increase of approximately 5.8%.

The ubuntu Community ChestIncome from charitable Trusts, business, workplace giving/

(Give-as-You-Earn) donors, individual donors and through

special events amounted to R5.5 million, which was an

decrease of about R400 000 on the previous year. Of this

amount, R5.12 million was donated to beneficiaries. Included

in this was R474 860 from the NBS Centenary Trust Fund and

R36 662 from the Wendy and Roye Palmer Charitable Trust.

Bequests of R3 430 were gratefully received during the year.

Expenditure increased by 15.9% from the previous year,

mainly due to the fact that most vacancies were filled for

the major part of the year. Once a fair value adjustment on

investments of R3.9 million had been processed, we ended

the year with a –total comprehensive income of R5.2 million.

The Community Chest section 18A FundR3.6 million was collected by the Community Chest Section

Combined Ubuntu Section 18ADonations R9 097 598 R5 495 372 R3 602 226Distributions* R8 503 868 R5 121 868 R3 382 000Transfer to equalisation reserve R373 504

Costs recovered R259 008Deficit carried forward R37 402

Distributions exclude: 1. Donor advised gifts to the value of R784 000 2. Donations in kind to the value of R950 000


Annual Financial Statementsas at 31 March 2014ubuntu Community Chest (002-143 nPO)

2014 2013 R RASSETSNon-current assets 54 270 684 46 695 532

Property, equipment and furniture 1 449 738 1 388 874

Investments 52 820 946 45 306 658

Current assets 9 395 493 11 229 144

Trade and other receivables 13 419 19 564

Bank and cash 9 382 074 11 279 580

TOTAL ASSETS 63 666 177 57 994 674

EQUITY AND LIABILITIESEquity 63 615 244 57 961 187

General bequest reserve 13 474 404 13 474 404

Distribution equalisation reserve 9 787 758 9 414 254

Specific funds 3 795 702 3 783 702

Retained income 36 557 380 31 288 827

Current liabilitiesTrade and other payables 50 933 33 487

TOTAL EQUITY AND LIABILITIES 63 666 177 57 994 674

sTATemenT OF COmPReHensIVe InCOmefor the year ended 31 March 2014

2014 2013 R RFUNDRAISING ACTIVITIESCorporate and private appeals 5 495 372 5 994 974

Distributions to member societies (5 121 868) (5 230 673)

Transfer to distribution equalisation reserve (373 504) (764 301)

- -

Bequest income 3 430 25 000

Net interest and dividend income 4 711 200 4 252 814

Fair value adjustment 3 965 279 7 875 242

Less: expenditure on service (3 411 356) (2 942 480)

Net income before taxation 5 268 553 9 210 576

Taxation - -

Net income for the year 5 268 553 9 210 576

Other comprehensive income - -

TOTAL COMPREHENSIVE INCOME FOR THE YEAR 5 268 553 9 210 576

sTATemenT OF FInAnCIAL POsITIOnfor the year ended 31 March 2014


Annual Financial Statementsas at 31 March 2014 (continued)section 18A Fund

2014 2013 R RASSETSCurrent assets 4 580 45 574

Cash and cash equivalents 4 580 45 574

4 580 45 574

TOTAL ASSETS

EQUITY AND LIABILITIESEquity (7 973) 29 429

Accumulated (loss)/income (7 973) 29 429

Current liabilities 12 553 16 145

Payables 12 553 16 145

TOTAL EQUITY AND LIABILITIES 4 580 45 574

sTATemenT OF COmPReHensIVe InCOmefor the year ended 31 March 2014

2014 2013 R RFUNDRAISING ACTIVITIESCorporate activities and private appeals 3 602 226 2 688 377

Interest income 1 380 317

3 603 606 2 688 694

Expenses

- Bank charges (7 202) (6 500)

- Fee income collection expenses (251 806) (188186)

Available for distribution 3 344 598 2 494 008

Distributions to member societies (3 382 000) (2 466 829)

Net (loss)/income before taxation (37 402) 27 179

Taxation - -

Net (loss)/profit for the year (37 402) 27 179

Other comprehensive income - -

TOTAL COMPREHENSIVE (LOSS) INCOME FOR THE YEAR (37 402) 27 179

sTATemenT OF FInAnCIAL POsITIOnfor the year ended 31 March 2014


Special ThanksWe thank the following donors who generously assisted with providing valuable products and donations in kind. Your kindness reduced our expenses significantly and simultaneously helped us raise much needed funds through our promotions.

@ CoffeeAcademy BrushwareAvonmore Superspar

Aquelle WaterBenjamin Hotel, TheBerea Congregational Church HallBeverly Hills Hotel, TheBistoBustaCaltex Garage Windermere Fresh StopCaminetto’s Pizza and PastaChanging Faces Beauty SalonChateaux GateauxCheckersCi Gusta Ice-creamCity Lodge GroupCorner CaféDazzling EventsDenson’s Party ShopDesai’s MeatsDulux Specialist Paint CentreEuropaEkhamanzi SpringsFairfield DairyFirst Paper HouseFishwicks, the PrintersFlower Power FloristFotomaxFranki Africa

Frank Brady MuffinsFTS SafetyFuture LifeGanesan PressGateway Hotel, TheHanim’s PiesHind’s CustardICI DuluxIqlaas FoodsKensington SupersparKeyline GraphicsKnorr Cup of SoupLife Health Care, Westville HospitalLove-me CandyManoli’s MunchiesMuffins AmericaNino’s Coffee Shop, Cowey RoadNMI/DSMPakcoParty Theme’s ClassicRanderee’s Braai FoodsSA NavySA Sugar AssociationSimbaSMJ BeveragesSouthern Sun Elangeni and MaharaniSPAR KZNSparkling Auto Car WashSpringfield Service Station

Sunfoil Willowton GroupUnited Bag SalesVarsity College WestvilleVegmofloraWoolworths BluffWoolworths La Lucia

Caxton NewspapersThe Berea MailNorthglen News

East Coast RadioIndependent NewspapersThe Daily NewsThe MercuryThe Independent on SaturdayThe PostThe Sunday TribuneIsolezweSABC

media & Advertising

And to all other individuals and companies

who so generously contributed gifts in

kind, we express our sincere gratitude.

Other Donors Comrades Marathon Assoc. R93 939

Game, Midmar Mile R300 000

Spar Natal, Spar Golf Day R40 000

Donations in KindFishwicks, The Printers Sponsorship of paper and printing of the

annual report R14 818

eThekweni Municipality Rates rebate for property R60 000

Edcon (Edgars, Jet, Sales House) Donation of clothing, shoes and

household goods R950 000

Independent Newspapers R353 121

Sangotech Software R130 599


Events and Promotions

Comrades MarathonThe Community Chest has been an official charity of the

Comrades Marathon Association since 1999 and is fortunate

to be selected as one of six charities for the prestigious

Comrades Marathon. In addition to having sponsored runners

raising funds for us and benefiting from the Unogwaja cyclists/

runners, the Community Chest sold warm up tops, sun visors,

coasters, Baby on Board signs, license disc holders and yo-yo’s.

Sales were held at various shopping centres and at the ever

popular Comrades Marathon Expo.

Unogwaja Challenge 2014This 10-day cycle from Cape Town to Pietermaritzburg to

run the Comrades Marathon on the 11th is a journey of the

heart inspired by Phil Masterton-Smith, who in 1993 couldn’t

afford the train fare from Cape Town to Pietermaritzburg. He

cycled instead and finished 10th in the race. He died in World

War Two in 1942. His nickname was ‘Unogwaja’, meaning hare

in Zulu, and his legacy lives on in the Unogwaja Challenge.

The Western Cape Community Chest provided a branded

Community Chest bus and its staff travelled alongside the

Unogwaja cyclists. Their mission was to stop at 10 pre-selected

ECD centres and creches. Here they distributed clothing,

blankets, books, toiletries, sweets and ‘lots of love’. In 2014,

over R1.1 million was raised through the Unogwaja challenge

for the official charities of the Comrades Marathon.

Midmar MileGame once again selected the Community Chest as their

beneficiary for the world’s largest open water event, the

Midmar Mile. Since 2003, Game has donated R1 000 to

Community Chest for every team member who completed

the race. The number of participants has grown from 30 to

more than 300 since the first Game team swam and this year,

Game handed over a cheque of R300 000 to Community Chest.

Massdiscounters’ Chief Executive Officer, Robin Wright, said he

was proud of the dedication shown by the swimmers each year.

“The Midmar Mile not only provides an important

opportunity for Game to contribute to charity and gives team

members a chance to push themselves to the limit, mentally

and physically, but it also allows them to set an example of

what can be achieved through a healthy, balanced lifestyle.

This year, weeks of preparation in the water culminated in a

hugely rewarding Company swim. They achieved something

great, of which we are truly proud!” he said.

Corporate Donor AwardsWe honoured our top donors at an awards breakfast at the

Riverside Hotel on 14 May 2014. This year, the top business

donor was Game/Massdiscounters and the Concord Trust was

once again the top charitable trust.

Catherine Hopkins of Canada (Race4charity supporter) and Gordon McDonald.

Promoting the sale of products at the Expo is Gordon McDonald (Executive Director of Community Chest) to Mick Winn of the Comrades Marathon Association.

Antony Clapham, Race4Charity supporter, washes cars at the Sparkling Auto Car Wash to raise funds for the Community Chest.

Unogwaja cyclist Nato Amaral (selected Community Chest as his beneficiary) with the staff from the Community Chest Western Cape.


Spar Golf Day

Once again, the Spar team have lived up to their motto, ‘Good

for You’ and raised an amount of R40 000 for the Community

Chest in their 20th Annual Spar Golf Day. The event was held at

the Umhlali Country Club and just over 200 golfers supported

the worthy cause.

Left: Shanil and Ashnee Haribans (Hari Fashions) with Preya Gounden(Community Chest).Right: Vintcent Loganathan (Santam), Celeste Netto (Community Chest), Brian Edwards (Santam Ltd) and Ed Booth (Chairman, Community Chest).

Day of CaringMany helping hands worked together for the 16th annual Day

of Caring, held on 12 March 2014. A host of caring Durban

companies donated the products needed to complete the

projects, which included interior and exterior painting.

Employees from these companies were granted the day off to

provide the physical labour required to perform these tasks.

Just over 150 volunteers made an early start, meeting at their

assigned projects. At the end of the day, the exhausted but

satisfied volunteers gathered for a celebratory meal and were

awarded with a frame in honour of their dedication.

Eastern Experience Fundraising DinnerThe Community Chest hosted an extravagant ‘Eastern

Experience’ fundraising dinner at the Botanic Gardens Hall,

on 11 October 2013. It was an evening of great entertainment

and delicious food. Entertainers included comedian Mervyn

Pillay, musician Feroz Jehaan and belly dancers from the Belly

Button Dance Studio. Guests dressed in eastern wear and the

hall was decorated in bright, eastern colours. The food also

complimented the eastern theme.

Midmar mile participants.

Left: The team from Game/Massdiscounters at work at the Ethelbert Child and Youth Care centre at the Day of Caring.Right: The team from NMI/DSM Pinetown at Pathways Westville at the Day of Caring.

Hostesses at our Eastern Experience Fundraising Dinner.

Fadeela Deedat and Preya Gounden of Community Chest, with Neil Westerhof, Marketing Director for SPAR KZN.

ubuntu Community Chest146 Florida Road, Durban 4001

PO Box 2171, Durban 4000

Tel:(031)3033890•Fax:(031)3034184

National telephone number: 086 110 11 33

BANkING DETAILS: First National Bank, Durban

Branch code: 221426

Acc. no: 6203 6038 463

Email: [email protected]

www.giving.org.za

AND MEMBER OF CCSA

www.communitychest.co.za

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