NZ Rugby Foundation 2021 Annual Report

ANNUAL REPORT

Supporting seriously injured players, for life

2021 NEW ZEALAND RUGBY FOUNDATION INC. CC42547

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Our Partners

www.rugbyfoundation.nz 2

ANNUAL REPORT 2021

Contents Notice of Annual General Meeting Officers 2021 Chair’s Report Chief Executive’s Report Treasurer’s Report

5 7 8 10 15

Non-Financial Information Entity information Approval of Financial Report Statement of Service Performance

16 18 19

Financial Information Statement of Financial Performance Statement of Financial Position Statement of Cash Flow Statement of Accounting Policies Notes to the Performance Report Independent Auditors Report

20 21 22 23 25 32

Acknowledgments Seriously Injured Players Obituaries

36 38

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We dedicate this Annual Report to Muir Templeton, and Pete O’Flaherty.

Muir Templeton: 20 July 1956 – 31 March 2021

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ANNUAL REPORT 2021

Pete O’Flaherty: 2 June 1950 – 5 November 2021

Notice Of Annual General Meeting The 2022 Annual General Meeting (35th AGM) of the New Zealand Rugby Foundation Incorporated will be held on Tuesday 5 April 2022 at 2.30pm.

The meeting will be held on Zoom only.

ORDER OF BUSINESS: a) Opening of Meeting b) Roll call and quorum c) Apologies d) Obituaries e) Confirmation of Minutes of previous meeting held 30 March 2021 f)

The Annual Report: a. Chairperson’s report b. Chief Executive’s report c. Treasurer’s report

d. Receive and adopt the audited Statement of Financial Performance and Statement of financial position for the previous financial year e. Confirmation of Chairman/Chief Executive/Treasurer reports f. Receive and adopt the Annual Report g) Election/ratification of Officers, Directors, and appointment of the Auditor a. Directors due for rotation and all available are: Graham Mourie, David Latta, Simon Tremain and Andrew Hall b. Vote of thanks to outgoing Director/s h) Consider any business of which notice has been given. i)

Transact any general business.

j)

Closure

Lisa Kingi-Bon Chief Executive

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Phil Booth and the baby of his three girls Sasha on the beach at Whangamata. After a gorgeous swim.

Nat Manville and Stelios Meimaris

Kerrin Tilley creating a beautiful piece

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ANNUAL REPORT 2021

The Wheelblacks in Tokyo (courtesy of Getty). Three of our guys, Cody Everson, Nafi Lefono and Rob Hewitt.

Cody and Jess Everson

Craig Tibbetts and seven year old twins Abbey and Micah

Officers of 2021 PATRONS

Sir Graham Henry KNZM Richie McCaw ONZ

PRESIDENT

Andy Leslie MNZM

FOUNDING PRESIDENT

Sir Russell Hilton Pettigrew F.Inst.D, FCIT K.T RNZN 3886, WWII. †

ORIGINAL FIRST XV

Sir David Beattie, Sir Russell Pettigrew, Sir Brian Lochore, Sir Desmond Sullivan, Sir Wilson Whineray, J.G Frazer, B.J Drake, J.J Stewart, G.C McKay, A.R Leslie, R.A Harper, B.A Hancox, K.R Tremain, R.W Thomas, I.A Vodanovich

BOARD OF DIRECTORS

Gerard van Tilborg Andy Leslie KNZM Mark Peters Bailey Mackie David Latta Simon Tremain Dr John Mayhew ONZM Graham Mourie MBE Kirsten Patterson Andrew Golightly Andrew Hall Tanya Black Sir Michael Jones KNZM Melodie Robinson Steve Morris Hannah Porter

HONORARY LIFE MEMBERS

Sir Russell Hilton Pettigrew F.Inst.D, FCIT K.T RNZN 3886, WWII. † Sir Colin Earl Meads KNZM MBE † Sir David John Graham KNZM CBE ED † Richie Guy ONZM Colin. G. Gibbons J.P. Maurice Trapp Tane Norton MNZM

CHIEF EXECUTIVE

Lisa Kingi-Bon

ACCOUNTANT

Angela Davies

AUDITORS

Crowe Horwath New Zealand Audit Partners

BANKERS

Bank of New Zealand Newmarket

ADMINISTRATION

Sport Auckland House Level 4, Alexandra Park Function Centre Greenlane West Epsom Ph: (09) 623 7980 Email: lisa@rugbyfoundation.nz

Chair President Treasurer NZR representative

Footnote: When placed immediately before or after a person’s name, the dagger indicates that the person is deceased. †

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Chair’s Report Lisa and Mark have covered off a lot of detail in their respective reports. They summarise a lot of the business of the Foundation so rather than repeat that I would like to focus on what I perceive to be the bigger issues the game faces as relates to injury and how we may be able to address those and the processes to support our VIPs post injury. Before I do that I need to express my thanks in a number of areas.

Head Trauma and Concussion This area remains the ’elephant in the room’ for world rugby and indeed all contact and adventure sports worldwide. To say there is no nexus between serious head trauma and long-term brain damage no longer cuts the mustard in the public mind-set. Evidential proof either way is an issue but at the top level at least the recognition that impacts of head trauma need to be conservatively managed is rightly growing.

Firstly, to our VIPs. The positive attitudes that you portray overall are humbling. You are the reason for our existence and your example of how to be positive in life is inspiring to say the least.

The obituaries in the report are examples of what the positivity and perseverance can achieve over a lifetime.

The international headlines on this and the issues of how this is managed in all sports needs focus. The number playing the game and loving the game despite these issues remain high but it is incumbent on the sport to address the real and perceived issues in this space.

Our supporters have again been superb. Donors, Partners, Class 4 Gaming societies NZ Rugby, ACC, NZRF Board and Staff. Thank you. It been a difficult Covid interrupted few years and it’s been tough. Your support has seen us through.

Financial / Fundraising Fundraising has been challenging and we have had to look to other ways of generating revenue. To this end we have launched the Pettigrew Giving Circle and the Kel Tremain Legacy Society. The first is a major funding support programme that has been designed for those wishing to make a see a difference that can be achieved with their money. We have several donors who have signed up and more pending.

The team will be promoting this superb and rewarding opportunity so if you have an interest please get in touch.

The Tremain Legacy Society is an avenue for individuals to include the Foundation in their will. Information is available on request and via the webpage.

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ANNUAL REPORT 2021

There would some who say the game is too unsafe to play – isn’t that true of life? However, we continue to get great participation in the game with around 150,000 participants per annum in NZ. But, individuals are looking for the game to be as safe as it can be.

They are not averse to the risk but want it to be managed and when something does happen want to see the best care and managed outcomes to recovery.

The Foundation is financially supporting NZR’s investment in research and also strongly support NZR and ACC initiatives in this space through RugbySmart.

The concussion app system being trialled in three Unions is superb and needs to be rolled out further through rugby and across sport.

Dare I say it? Using this app should be the bench mark for return to play with the Blue Card system without the app having a more extended return to play protocol. We need to incentivise good behaviours.

We are also supporting the long term longitudinal study of Rugby, Kumanu Tangata: The Health

Impacts of Playing Rugby.

Lisa has more detail in her report.

Spinal Cord Injury This remains an issue. We are still getting injuries and continue to support in this space. There were two more serious permanent disabilities in 2021.

This combined with Near Misses set out in Lisa’s report is of concern and then leads to the real frustration I have is that there is no detailed investigation into each of these injuries. It is in my view imperative that we as a game pay more than lip-service to this. We need to utilise qualified people with injury investigation training to assemble and analyse the evidence of each injury and consider the contributing factors.

It may well be that nothing could have been done to avoid the injury. Equally without an investigation how will we ever know that other than anecdotally?

Action is needed here to have an evidence based analysis process to understand and where required, make recommendations for future injury avoidance/minimisation.

This will enable continued development of techniques, training and rules to manage the issues.

If you’re reading this you probably love this great game and the social, inclusiveness and competitive benefits it brings. So let’s not avoid the issues and let’s address them. You don’t become the GOAT (greatest of all time) without analysis and continuing improvement.

Post Injury Management and Care Lisa has highlighted some recent issues in this space under the advocacy section around pay parity in the carer-managed injury space and some recent glaring issue in provision of care.

I don’t need to say more other

that the time lines and the issues highlighted are totally and entirely unacceptable.

There are good people trying to fix things here. Thank you, but it is taking way too long!!!

Defibrilallators On a positive note we are rolling out a programme with the support of Lion Foundation and NZ Community Trusts to put ‘defibs’ into every rugby club and in an externally accessible basis to

facilitate public use if needed. We have rolled out 26 so far and ball park we need to roll out a total of 300. All funding dependent, the project is ongoing.

Summary I have made a number of direct comments this year and appreciate some may be construed as negative. That is not the intent. I am keen to see us move forward and to build on the past successes that NZR and ACC in particularly have brought to the

table. Your organisations have done some marvellous things to improve the game. But nothing stands still and the challenge like those posed when playing the game are always in front of us. Thank you for what you have done, continue to do and I know will do in the future to improve our great game.

Thanks to all – let’s look forward to some great footy in 2022.

Gerard van Tilborg Chair

NZRF CAPITAL FUND STEWARDSHIP $700,000.00

$7,000,000.00

$600,000.00

$6,000,000.00

$500,000.00

$5,000,000.00

$400,000.00 $300,000.00

$4,000,000.00

$200,000.00

$3,000,000.00

$100,000.00

$2,000,000.00

$0.00 –$100,000.00

Dec-12

Dec-13

Dec-14

Dec-15

Dec-16

Dec-17

Dec-18

Dec-19

Dec-20

Dec-21

$1,000,000.00 $–

–$200,000.00 Capital

Income

Portfolio End Value

VIP GRANTS EXPENDITURE OVER A DECADE $500,000.00 $450,000.00 $400,000.00 $350,000.00 $300,000.00 $250,000.00 $200,000.00 $150,000.00 $100,000.00 $50,000.00 $0.00 Dec-12

Dec-13

Dec-14

Dec-15

Dec-16

Dec-17

Dec-18

Dec-19

Dec-20

Dec-21*

* This amount includes $50k generously funded by the Lion Foundation and NZ Community Trust.

This amount also includes circa 60k to support Near Miss Injuries.

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CE Report 2021 was a year of two parts, defined by COVID. The first, incredibly intense injury wise with two new VIP family members – AJ Gardiner and Wayne Harris – never a club anyone wants to have to join – and an inordinately high number of Near Miss incidents.

The second part, one day, business as usual – the next day, here in Auckland, slammed into lockdown and the next wave which also saw extreme advocacy needs with some of our VIP (Very Injured Players). We saw lots of collaboration within our members and their families, jumping in and contributing to solving each other’s issues.

Overall, another extraordinary year and we are grateful to have come through it and for the most part maintain our core business operations despite its challenges both financially and through injuries.

SUPPORT/PARTNERSHIPS On the Field Another start/stop/start season, which could have contributed to the number of near-miss incidents.

Often the player and their families are in shock and need support to navigate the clinical systems and persevere until they receive the diagnoses and plan for recovery.

We acknowledge the excellent services of the NZ health care system which in emergency is outstanding. The caring services of medics, ambulance and helicopter services are such a comfort.

is that we believe there is more reporting as opposed to more incidents. NZR’s education and awareness programmes are playing a role here. y We all expected the number of injuries in girls/womens rugby to increase, as overall playing numbers have increased. y It is VITAL that specific prevention and safety programmes are rolled out for our women and girls. y We are concerned about a spike in neck injuries.

We are well joined up from Club/ School/Provincial Unions/ NZR and ourselves. There are still several players not fully recovered and we continue to work with them until they are well.

Off the Field We dedicate this Annual Report to Muir Templeton, and Pete O’Flaherty. Their unbridled generosity in sharing the way forward with individuals injured after them and their unstoppable attitudes in life is a powerful element of both of their legacies.

The back pages of this report share their stories. Muir, or Maestro, as we called him, managed two significant hosting events for us in 2015 and 2017. His ever calm demeanour and cheeky smile got us through many fraught event moments that only event managers know about! Pete’s wise counsel and dry humour, never far away, and his single mindedness were always an inspiration. We acknowledge their families and loved ones in their passing.

65 Near Miss

54

11

6

4

31

24

Incidents

Male

Female

Other

Cardiac

Neck (SCI)

Head (TBI)

Reflection y TBI/concussion reporting is up significantly. The positive here

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ANNUAL REPORT 2021

Our highs included celebrating four of the VIP cohort becoming Paralympians when they competed

in Tokyo in June. Cody Everson, Rob Hewitt, and Nafi Lefono as Wheelblacks, and Scott Martlew on the water in his discipline of Para canoe. Their hours and hours and hours of training only known by their loved ones and coaches. Take a bow guys. We are so proud of you.

Amongst the highs have been a marriage of Cody Everson to Jess, and Charlton Harris to Odette.

And two new babies! Nui Bartlett and Riki-Lee welcomed Nui Ararau Tuki Harris, and James Gourlay and Alice welcomed Wallace.

Other highs have been academic achievements with two VIPs completing their first years at Uni and one graduated with his science degree - his second degree!

I would like to acknowledge our walking-tetra and brachial plexus cohort. Quite a number of these guys have had very challenging issues in the past year. On the face of it, are of course delighted that they are able to walk. This is also known as partial tetraplegia. They nonetheless experience an entire separate set of complications physically and psychologically, that are unseen. It is often a long battle to be recognised by the ‘system’ in terms of insurance and financial compensation… if at all.

Several of our whanau have had surgeries with long hospital stints and some have been seriously ill with varying complications including pressure sore bedrest.

Kia kaha! We acknowledge their wives/partners, parents, families and carers during these times.

Their fortitude is incredible.

ADVOCACY Carer Wages We have worked with a small group of out VIP cohort, with support from John Miller Law, and approached ACC senior management approximately four years ago to get caregiver’s hourly

rates increased to be in line with the pay parity act 2017. Legislation such as the Pay Equity Act affected contracted care only (agencies) excluding non-contracted care.

In addition, the non-contracted ACC rates for Exceptional Circumstances rates (EC) are no longer competitive in the caregiving market. In recent years, and with the enactment of the Pay Equity Act 2017, the value of the EC rate has been left behind so severely that it has been significantly surpassed by the general market.

ACC have confirmed that the EC rates will now be indexed to the equivalent standard noncontracted rates. They indicate that they will have the new rates in place by April 2022.

This means that as the noncontracted rates increase, exceptional circumstances rates will rise at the same pace We will continue to support our players – as they lead the way in trying to make a positive change for all who chose to manage their own care teams as opposed to being dependent on agency. To be clear, there are some outstanding agencies, and some people would never choose to run their own care teams. However, those that choose to, should be able to do so on a fair playing field. In their words: “Our independence was ripped away from us when we were injured. To be in control of our day-to-day care is empowering and protects our safety and our dignity.”

Care delivery The Rugby Foundation is driven by the work we do with our VIP and their families. Their drive and desire to live busy and active lives fosters our desire and focus to enhance the organisation’s vision. We care, advocate for and champion the safety of all players in the game we love.

When we talk about safety of players, we refer to the game, but we also refer to the safety of our injured players. We have had to highlight some very concerning issues.

COVID has exposed some worrying trends in the personal care/support delivery system.

caught early, a simple medical occurrence can become a lifethreatening event.

We join all New Zealand in acknowledging front-line health workers and in our context particularly the carers who provide vital support to people who live with disability. In the end, everyone had to prepare for him/herself which is all good and well if you can. A bit of a problem arises if you are left in a situation where you have no carer arriving to get you out of bed or to put you to bed or where one carer ends up doing a 60-hour shift with no relief.

For that reason, we call for two urgent changes to A&E practice in New Zealand.

To be clear, the issues are not with the carers, but more a management issue compounded by communication breakdowns, exacerbated by knock on effect of the virus onto the workforce.

There has been a problem in this industry for quite some time. We have heard harrowing accounts from some of our VIP since 2018.

COVID simply amplified it.

The stress and mental health that these ongoing issues cause individuals, and their families is debilitating and damaging, and I dare say, dangerous.

Something has to change.

Emergency Department triage One of our VIP whanau presented to A&E because of a pressure sore on his foot.

Earlier that day, he had been seen at his usual doctor’s surgery. From there he was taken to hospital by ambulance to be administered an intravenous infusion of specific medication. On the way to hospital, he called his carer to fetch his own vehicle, planning to return home after what was expected to be an uneventful IV. We were shocked to hear of what transpired. Within 12 hours of reaching A&E, he was in an induced coma from which he never woke up.

High-level disability predisposes people to life threatening risks that can develop very, very rapidly. If they are not

1. When someone with high-level disability arrives at A&E, their case must be treated as urgent, even if the condition they are presenting with seems non-life threatening.

2. In addition, when someone with high-level spinal disability arrives at A&E, it should be automatic that the Burwood Spinal Unit in Christchurch or the Auckland Spinal Rehab Unit is contacted so that one of their specialists can provide specialist advice/support.

In saying this, we acknowledge the enormous stresses that nurses and doctors within A&E units operate under. They are heroes, and we applaud them.

The New Zealand community who lives with disability need to know that they are seen as a priority when they present in an emergency department.

We are supporting his family with an official complaint.

FUNDING AND RESOURCE The pandemic put the kibosh on the bulk of the Event season, and although not unexpected it nevertheless was disappointing.

The financial impact was significant, and we MISS not seeing all our wonderful loyal donors, supporters, and VIP at events. We were so grateful to be named as recipients for events held by Massey RFC and the Harlequins in Hamilton and Centurions Golf Day in Wellington.

We also pay tribute to our longterm relationships and support received from many loyal partners, supporters, and donors. These regular gifts and donations are deeply appreciated.

Our grateful thanks to the North and South Trust, Pelorus Trust, GrassRoots Trust, Four Winds Foundation, the Lion Foundation, and the NZ Community Trust.

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Thanks to our Business and ‘Sponsorship in Kind’ partners - DB Breweries, Foley Family Wines, Claymore Law, John Miller Law, and NZ Rugby World.

In 2019/20/21 the Board invested into a strategic fundraising review with a view to developing knowledge and application into Major Gifts and Legacy Giving.

This investment has already delivered in increase in donor gifts as a percentage of overall revenue. ie, 3% to 7% in the 2020/21 yearend periods.

We have established two important giving mechanisms with the objective to sustain our financial future: y The Pettigrew Giving Circle which is a special programme named after one of our founders, the late Sir Russell Pettigrew. This brings together like-minded individuals who have made and wish to make a significant financial commitment to the New Zealand Rugby Foundation. y Tremain Legacy Society, a special acknowledgement programme named after one of our founders Kel Tremain, that recognises those who have made a financial commitment in their Will. https://www.rugbyfoundation. com/Support-our-work/tremainlegacy-society-gifts-in-will We are delighted to welcome those donors who have joined these programmes. Thank You! PREVENTION We champion safety in the game we love! 2021 has seen us supporting three important projects.

The Concussion Management Pathway and App The Rugby Foundation has been a long-time advocate of accident prevention, so we were pleased to continue to contribute to the cutting edge, peer-reviewed

1 2

This is currently being reviewed.

Info off St John’s website.

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ANNUAL REPORT 2021

and publishable research project by New Zealand Rugby, AUT and Otago University that started in 2018. The Concussion Management Pathway and App - our thanks to Danielle Salmon and the research team. We are delighted to continue to support this work in 2021 with NZR and ACC. Key results to date can be reviewed at: https://www.nzrugby.co.nz/aboutnzr/policies-regulations-and-rules/ safety-and-welfare/concussion/ research/ Kumanu Tāngata: The Health Impacts of Playing Rugby This is a two-year project led

by Co-Principal investigators Ken Quarrie and Stephanie D’Souza. The services of Auckland University have been engaged as a research partner for the purpose of undertaking the study.

The project uses data relating to professional rugby players in New Zealand, gathered by Rugby NZ. The work will involve linking the anonymised rugby players to health and sociodemographic information within the Integrated Data Infrastructure (IDI). A comparison group will also be created from the resident population table and matched to the rugby sample on sociodemographic characteristics. The rugby cohort and the comparison group will then be compared on health outcomes, such as mortality, dementia, cardiovascular health, arthritis, head injuries to evaluate whether there are risks or benefits associated with playing rugby. Additional tasks may include writing up the results for publication. NZR has engaged Auckland University Services as a research partner for the purpose of undertaking the study.

Kumanu Tāngata: The aftermatch project - The University of Auckland

Vision: Defibrillators into every Club in NZ - Purpose of project We want to ensure that Heart Defibrillators are available in as many rugby clubs as possible.

The Defibrillators should be situated in such a way as to provide ready access ie on the outside of the club building.

Currently, the NZR All Player insurance policy does not1 include death by cardiac arrest. We would like to see this added as it is it is considered low risk and potentially avoids litigation as to causation etc. There have been numerous cardiac episodes on and off the field in the Club environment.

Defibrillators are known to increase the survival rate of a person by more than 44% 2 where it is used within 3-5 minutes of a cardiac arrest.

Our thanks to the Lion Foundation and NZ Community Trust for the financial support to get this underway with 26 units into the community.

We have engaged with Clubs where our VIP were injured and have commenced distribution to them. This also allows for reconnection and strengthening of these relationships.

Conclusion We could not provide the assistance that we do to our seriously injured players without the grant from New Zealand Rugby.

I acknowledge the many dedicated staff and Board members who assist us in a myriad of ways.

To our players, thank you for who you are to us!

We salute your wives, partners and children, mothers, and fathers as well as carers and friends.

Kia ora to my team, Ben Sturmfels, Gwendoline Jessop, Kaitlin Rose and Angela Davies, for their focus and energy.

Lisa Kingi-Bon Chief Executive

PERMANENT OVER FIVE YEARS 120

114

112

100

100

111 100

109

101

105

99

104

97

98

80 60 40 20

2

0

1

2021

2020

0

4

2019

1

2018

2017

Total number of current VIPs

Total number of VIPs since records began

2 2016

New VIPs during

NEAR MISS OVER FIVE YEARS 70 60

65 54

50 40 30

22

20

23 21

19

18 16

11

10

3

0 2021 Near Miss Incidents

2020

2

18

15

2018

Near Miss Incidents – Male

12

3

2

2019

15

2017

3 2016

Near Miss incidents – Female

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Where we partner with injured players

Where we impacted rugby in 2021 Grants – Injured Players

$349,896.86 CAREER & EDUCATION FUND This fund contributes to education for our seriously injured players who focus on academic achievement or training and becoming qualified in a myriad of disciplines. Some have graduated with Accounting, Landscape Architecture, Science, Land Surveying, Business and Commerce, Law and Physiotherapy.

HOME & GARDEN MAINTENANCE FUND Beyond instilling the sense of pride a great looking garden and lawn produces, this is our most indemand fund. Home maintenance that they might have been able to do themselves, and the general wear and tear on a home occupied by wheelchairs. And an additional heat pump! Did you know that one of the effects of an impaired spinal cord is the loss of the ability to control body temperature?

Grants – Near Miss

$68,819.14 Defibrillators* 3rd party funded

$50,570.00 Research

$80,000.00

WELLBEING & WHĀNAU SUPPORT FUND This supports personal and professional development, growth, mental health and wellbeing of seriously injured players and their whānau, which they may otherwise be unable to access. This fund also enables immediate support to new seriously injured players and nearmiss incidents.

PHYSICAL DEVELOPMENT & EQUIPMENT FUND In addition to what ACC provide, this fund supports providing equipment and adaptive devices that allows our cohort to participate and excel in team and individual para sports and incredible outdoor activities.

Including getting to base camp of Kathmandu, the Otago Rail Trail, and as vitally, being able to attend a gym daily.

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ANNUAL REPORT 2021

RESEARCH FUND The Rugby Foundation has been a long-time advocate of accident prevention. We were pleased to continue to contribute to the cutting edge, peer-reviewed and publishable research project by New Zealand Rugby, AUT and Otago University and Auckland University.

GENERAL FUND Giving to the General Fund provides us with the flexibility to respond where the need is greatest, whether this be to support our seriously injured players, to contribute to Prevention, Research and Education, or to our Advocacy work.

15% 9% 64%

12%

Grants – Injured Players Grants – Near Miss Defibrillators* 3rd Party Funded Research

*Defibrillators generously funded by the Lion Foundation and NZ Community Trust.

Treasurer’s Report We always knew that 2021 was going to be a difficult financial year with various strains of Covid 19 hovering around the world and the very real danger of lockdowns which would jeopardise our two big fund-raising events for the year if things transpired negatively around Covid. So that is exactly what happened for 2021. The August Delta outbreak and very long lockdown imposed in Auckland took out both the Annual Eden Park Luncheon and another fund-raising marquee event that had been planned. The consequent financial result for the year was a loss before movements in Investment Fund gains of over $300k, compared with our budget of just under $100k negative before investment movement (we had allowed for a net $100k gain on our Investment Fund with JB Were).

Fortunately, investment markets were positive to end of December 2021 and an excellent gain in value of the Foundation’s fund achieved by the great people at JB Were saw an increased value of over $283k for the year, and the final net result was net a loss as reported. We were not entirely happy that we couldn’t quite break even of course, but given the loss of those two major events and the need to keep our core business of looking after our seriously injured players meant we just had to ride out as best we could. Due to some large needed capital projects for various injured players we increased our grants and donations for the year to a new record total of $470k. Management kept a very careful watch on all other expenditure during the year as we prioritised the financial needs of injured players.

This of course has meant that for the second year running we have not been able to increase the Foundation’s reserves balance, but Covid has made a bit of a mockery of that aim for now. Hopefully an eventual return to some sort of normality will put us back on track in that regard.

We also did meet our commitments to research in 2021, committing $110k for two projects looking at understanding head (particularly) and other serious injuries and looking at how injury prevention can become a key part of the sport of rugby going forward. We believe this is a worthwhile and ongoing part of what the Foundation should be involved in.

As mentioned last year we had invested considerable sums in a professional programme around giving and fund raising which we

2021 YE INCOME

had hoped would bear some fruit as it rolled out in 2021. While some progress has been made in this area Covid has also seen that now having to be pushed a bit further out before full implementation. This remains a large part of the Foundation’s future financial plans going forward and it is anticipated that the investment will eventually bring rewards.

Finally, a big thanks to Lisa, Ben, Gwen and Jo for their great work in what was a very difficult year, to Angela for her excellent financial record keeping, to Bruce and Tom at JB Were for brilliant stewardship of our Funds and to Gerard and my fellow Board members for their continued dedication to the aims of the Foundation.

Mark Peters FCA Treasurer

Auckland Luncheon Fundraising Income Events Income

5%

3% Gaming Trusts

10%

Capital Fund

36%

Donations

7%

NZR Grant

32%

4% Sponsorship

3%

Other Income

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Approval of Financial Report New Zealand Rugby Foundation Incorporated For the year ended 31 December 2021 The Directors are pleased to present the approved financial report including the historical financial statements of New Zealand Rugby Foundation Incorporated for year ended 31 December 2021.

APPROVED

Gerard van Tilborg CMInstD Chair Date .....................................

Mark Peters FCA Treasurer Date .....................................

Performance Report REPORT New Zealand 18 ANNUAL 2021Rugby Foundation Incorporated

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Crowe New Zealand Audit Partnership Audit and Assurance Service

INDEPENDENT AUDITOR’S REPORT To the Board of Management of New Zealand Rugby Foundation Incorporated

Level 29, 188 Quay Street Auckland 1010 C/- Crowe Mail Centre Private Bag 90106 Invercargill 9840 Tel +64 9 303 4586 Fax +64 9 309 1198

www.crowe.nz

Opinion We have audited the performance report of New Zealand Rugby Foundation Incorporated (the Incorporated Society) on pages 16 to 17 and pages 19 to 31, which comprises the entity information, the statement of service performance, the statement of financial performance and statement of cash flows for the year ended 31 December 2021, the statement of financial position as at 31 December 2021, and the statement of accounting policies and other explanatory information.

In our opinion: a) the reported outcomes and outputs, and quantification of the outputs to the extent practicable, in the statement of service performance are suitable; and b) the performance report on pages 16 to 17 and pages 19 to 31 presents fairly, in all material respects:

▪ ▪ ▪

the entity information for the year ended 31 December 2021; the service performance for the year ended 31 December 2021; and the financial position of the Incorporated Society as at 31 December 2021, and its financial performance, and cash flows for the year then ended

in accordance with Public Benefit Entity Simple Format Reporting – Accrual (Not-ForProfit).

Basis for Opinion We conducted our audit of the statement of financial performance, statement of financial position, statement of cash flows, statement of accounting policies and notes to the performance report in accordance with International Standards on Auditing (New Zealand) (ISAs (NZ)), and of the entity information and statement of service performance in accordance with the International Standard on Assurance Engagements (New Zealand) ISAE (NZ) 3000 (Revised). Our responsibilities under these standards are further described in the Auditor’s Responsibilities for the Audit of the Performance Report section of our report.

We are independent of the Incorporated Society in accordance with Professional and Ethical Standard 1 International Code of Ethics for Assurance Practitioners (including International Independence Standards) (New Zealand) issued by the New Zealand Auditing and Assurance Standards Board, and we have fulfilled our other ethical responsibilities in accordance with these requirements. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our opinion.

Other than in our capacity as auditor we have no relationship with, or interests in, the Incorporated Society.

The title ‘Partner’ conveys that the person is a senior member within their respective division, and is among the group of persons who hold an equity interest (shareholder) in its parent entity, Findex Group Limited. The only professional service offering which is conducted by a partnership is external audit, conducted via the Crowe Australasia external audit division and Unison SMSF Audit. All other professional services offered by Findex Group Limited are conducted by a privately owned organisation and/or its subsidiaries.

Findex (Aust) Pty Ltd, trading as Crowe Australasia is a member of Crowe Global, a Swiss verein. Each member firm of Crowe Global is a separate and independent legal entity. Findex (Aust) Pty Ltd and its affiliates are not responsible or liable for any acts or omissions of Crowe Global or any other member of Crowe Global. Crowe Global does not render any professional services and does not have an ownership or partnership interest in Findex (Aust) Pty Ltd. Services are provided by Crowe New Zealand Audit Partnership an affiliate of Findex (Aust) Pty Ltd. © 2019 Findex (Aust) Pty Ltd

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Board of Management’s Responsibilities for the Performance Report The Board of Management are responsible on behalf of the Incorporated Society for: (a) Identifying outcomes and outputs, and quantifying the outputs to the extent practicable, that are relevant, reliable, comparable and understandable, to report in the statement of service performance; (b) The preparation and fair presentation of the performance report, which comprises:

▪ ▪ ▪

the entity information; the statement of service performance; and the statement of financial performance, statement of financial position, statement of cash flows, statement of accounting policies and notes to the performance report

in accordance with Public Benefit Entity Simple Format Reporting – Accrual (Not-For-Profit) issued in New Zealand by the New Zealand Accounting Standards Board; and (c) For such internal control as the Board of Management determine is necessary to enable the preparation of the performance report that is free from material misstatement, whether due to fraud or error.

In preparing the performance report, the Board of Management are responsible for assessing the Incorporated Society’s ability to continue as a going concern, disclosing, as applicable, matters related to going concern and using the going concern basis of accounting unless the Board of Management either intend to liquidate the Incorporated Society or to cease operations, or have no realistic alternative but to do so.

Auditor’s Responsibilities for the Audit of the Performance Report Our objectives are to obtain reasonable assurance about whether the performance report as a whole is free from material misstatement, whether due to fraud or error, and to issue an auditor’s report that includes our opinion. Reasonable assurance is a high level of assurance, but is not a guarantee that an audit conducted in accordance with ISAs (NZ) and ISAE (NZ) 3000 (Revised) will always detect a material misstatement when it exists. Misstatements can arise from fraud or error and are considered material if, individually or in the aggregate, they could reasonably be expected to influence the decisions of users taken on the basis of this performance report.

As part of an audit in accordance with ISAs (NZ) and ISAE (NZ) 3000 (Revised), we exercise professional judgement and maintain professional scepticism throughout the audit. We also:

▪

Identify and assess the risks of material misstatement of the performance report, whether due to fraud or error, design and perform audit procedures responsive to those risks, and obtain audit evidence that is sufficient and appropriate to provide a basis for our opinion, including performing procedures to obtain evidence about and evaluating whether the reported outcomes and outputs and quantification of the outputs to the extent practicable, are relevant, reliable, comparable and understandable. The risk of not detecting a material misstatement resulting from fraud is higher than for one resulting from error, as fraud may involve collusion, forgery, intentional omissions, misrepresentations, or the override of internal control.

▪

Obtain an understanding of internal control relevant to the audit in order to design audit procedures that are appropriate in the circumstances, but not for the purpose of expressing an opinion on the effectiveness of the Incorporated Society’s internal control.

▪

Evaluate the appropriateness of accounting policies used and the reasonableness of accounting estimates and related disclosures made by management.

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▪

Conclude on the appropriateness of the use of the going concern basis of accounting by the Board of Management and, based on the audit evidence obtained, whether a material uncertainty exists related to events or conditions that may cast significant doubt on the Incorporated Society’s ability to continue as a going concern. If we conclude that a material uncertainty exists, we are required to draw attention in our auditor’s report to the related disclosures in the performance report or, if such disclosures are inadequate, to modify our opinion. Our conclusions are based on the audit evidence obtained up to the date of our auditor’s report. However, future events or conditions may cause the entity to cease to continue as a going concern.

▪

Evaluate the overall presentation, structure and content of the performance report, including the disclosures, and whether the performance report represent the underlying transactions and events in a manner that achieves fair presentation.

We communicate with the Board of Management regarding, among other matters, the planned scope and timing of the audit and significant audit findings, including any significant deficiencies in internal control that we identify during our audit.

Restriction on Use This report is made solely to the Board of Management, as a body. Our audit has been undertaken so that we might state to the Board of Management those matters we are required to state to them in an auditor's report and for no other purpose. To the fullest extent permitted by law, we do not accept or assume responsibility to anyone other than the Incorporated Society and the Board of Management as a body, for our audit work, for this report, or for the opinions we have formed.

Crowe New Zealand Audit Partnership CHARTERED ACCOUNTANTS Dated at Auckland this 28th day of March 2022

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Malala Gaono and his awesome carer Rebecca (We say carers are ‘angels’ in human form!)

Brad Hayward on his clip-on hand cycle at the new Lake Dunstan trail between Clyde and Cromwell

Scott Martlew in Tokyo

Ben Larson graduating with his Science degree from Massey University pictured with one his team members Ni Winarni.

He majored in Psychology and minored in Property Valuation and Management.

Wayne Chapman with granddaughter Sahara. He has an area he has been developing with native trees. He loves sitting there and listening to the birds and the river, of course Sahara is his shadow and helps Poppy water the trees.

Charlton and Odette Harris

NEW ZEALAND RUGBY FOUNDATION INC. CC42547

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SERIOUSLY INJURED PLAYERS 1

Alan Ramsay Pullar

1966

31

John Kaye

1984

2

Bob Porter

1972

†

32

Stuart Meek

1985

3

Chris Moran

1973

†

33

Grant Buchanan

1985

4

Bob Waldron

1973

34

Alan Boyd

1986

5

Peter O'Flaherty

1973

35

Keith Jarvie

1986

6

Richard Smaill

1974

36

Paul Johnston

1986

7

Tony Taylor

1974

†

37

Ross Cameron

1987

8

Muir Templeton

1975

†

38

Phillip Wharekawa

1987

9

Jim Campbell

1975

39

Mike Girling-Butcher

1988

10

Grant Sharman

1977

40

Charlton Harris

1988

11

Richard Welsh

1979

41

Kerrin Jon Tilley

1988

12

John Mafileo (2nd injury 2017)

1979

42

Robert Smith

1989

13

Philip D Wells

1979

43

Gary McMurry

1989

14

Richard Hill

1979

44

Mark Scherer

1989

15

Philip Spring

1979

45

Iain Scott

1989

16

Chris Riddell

1980

46

Neil Cudby

1990

17

Trevor Clarke

1980

47

Steve Bailey

1991

18

Stelios Meimaris

1980

48

David Tai

1991

19

Peter van Raalte

1980

†

49

Mark Herron

1992

20

Phil Rangitaawa

1982

†

50

Gordon Gunther

1992

21

Len Gee

1982

51

Gerry Tinker

1992

22

Geoff Cochrane

1983

52

Ronald Wilson

1993

23

David Wear

1983

53

Brad Hayward

1994

24

Ross Ormsby

1984

54

Dougal Scott

1994

25

Jim Algie

1984

55

Wayne Forrest

1995

26

John Moananui

1984

†

56

Dion Seeling

1995

27

Clayton Stretch

1984

†

57

Tim Williams

1995

28

Bob Symon

1984

58

Jason Solomon

1996

29

Donald Corkill

1984

59

Craig Tibbitts

1996

30

Ray Newland

1984

60

Phillip Booth

1996

36

ANNUAL REPORT 2021

†

†

†

†

†

†

61

Wayne Chapman

1996

95

Raana Tangaere

2011

62

Matthew Muller

1998

96

Austen Haig

2011

63

Ben Larson

1999

97

Joel Tibble

2011

64

Kerry Southee

1999

98

Tausili Tuaimalo

2011

65

Dan Buckingham

1999

99

Cody Everson

2011

66

Perenise Vaili

2000

100

Seti Tafua

2012

67

Dayna Tiwha

2000

101

Nat Manville

2014

68

Nick Chisholm

2000

102

Sam Lawrence

2015

69

Sidney Ranapia

2000

103

Lui Te'o

2016

70

Kendall Akhurst

2000

104

Keenan Alexander

2016

71

Kendrick Murray

2003

105

Braden Coates

2017

72

Vaughan de Groen

2003

106

Ryan Roughan

2018

73

Nuuolaii Kepaoa

2003

107

Jacob Fifita-Tovo

2018

74

Anaru Ese

2004

108

John Cocker (2013)

2018

75

Malala Gaono

2005

109

Ta'u Latu (2017)

2018

76

Scott McEwan

2005

110

Sione Fifita (2011)

2019

77

David Thorne

2006

111

Jonathan Maxwell (2002)

2019

78

Jack McSweeny

2006

112

Michael Fatialofa

2020

79

Nui Bartlett

2006

113

Alan AJ Gardiner

2021

80

Alex Dalzell

2006

114

Wayne Harris

2021

81

Fetu Ese

2006

Deceased on field

82

Tainafi Lefono

2007

Robert Hickland

2008

†

83

Samuel Finau

2008

Willie Halaifonua

2013

†

84

Alan Mita

2008

Jordon Kemp

2014

†

85

Hone Herewini

2008

Daniel Baldwin

2015

†

86

Bryce Clapham

2009

Geoff Toni (cardiac arrest)

2017

†

87

Darryl Sabin

2009

Bevan Moody (cardiac arrest)

2017

†

88

James Gourlay

2009

Lelea Potaufa (cardiac arrest)

2020

†

89

Robert Hewitt

2009

Murphy Johnston (cardiac arrest)

2021

†

90

Penisimani Moimoi

2009

Toko Haupuku (cardiac arrest)

2021

†

91

Molimau Leeti

2009

Mark Weedon (cardiac arrest)

2021

†

92

Joshua Maguire

2010

93

Scott Martlew

2010

94

Nick Blincoe

2010

Footnote: When placed immediately before or after a person’s name, the dagger indicates that the person is deceased. † NEW ZEALAND RUGBY FOUNDATION INC. CC42547

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VIP Obituaries Muir Campbell Templeton 20 July 1956 – 31 March 2021 Muir was injured 16 March 1975 playing for Tawa Rugby Football Club. He was 19 at the time.

His brother John explained, “Muir’s first full time job was with Dalgety, at Wellington HQ in the Accounts department.

He contacted Dalgety’s about returning to work and they were very supportive. This is what set Muir apart. He simply got on with his life. Initially it was two days a week, with his mum driving him in the morning, and returning in the afternoon to pick him up. ACC were approached, and a team of three taxi drivers took turns to drive Muir to work and home.

Dalgety’s moved to a new building on Lambton Quay, and once his car was adapted, he used to drive himself. He continued to forge his career and eventually retired from BUPA as second in command nationally in payroll.

Muir had a great group of friends that also used to get him out to parties, and down to the rugby club. At the rugby club he was the only one allowed to watch from inside, and he would then go and collect the subs as people filed in.

He was also active in the Paraplegic Community through the Wellington Paraplegic Assn, competing in various athletic sports, such as, shot put, discuss, javelin, club, 50 and 100 metre dash. He regularly

returned home with several medals.

This ended when he had a tendon transplant from his lower leg, grafted into his back and upper arms giving him more mobility.”

Bob Symons, a fellow VIP says, “I was in Burwood, it was year-end 1986, undergoing arm surgeries/ tendons transfers when I met Muir for the first time. He opened my eyes significantly; a view to my future – of what was possible. He told me I worried too much. He was an incredible listener and would throw in a light barbed comment that would challenge me. Come on – you’ve never going to win if you don’t get in the game.”

Bob says, “I got to know Muir in June 1990. It was to a Parafed wheelchair rugby event. I was at BP as an IT graduate. He stood for everything I aspired to be professionally. Working successfully in the corporate world. He created the template of where I could go and the showed me the courage to make it possible. He was a huge role model to others, without even knowing it. He just got on and did It. Always dressed properly, suit and trousers, styled and groomed – glasses were always clean, mine always had finger marks everywhere! Beautifully manicured. A true gentleman with his ever-cheery smile.

He represented stability – his humour, highly principled, an advocate for justice. Over the years we socialised sometimes

Pete O’Flaherty 2 June 1950 – 5 November 2021 Pete was injured on 30 September 1973 playing for Massey University RFC. He was 23 at the time.

Back when 24-year-old Peter O’Flaherty was still getting used to being paralysed from the neck down, some mates put his name down for a job with the Ministry of Agriculture and Fisheries.

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ANNUAL REPORT 2021

frequently, sometimes not. He was one of the Wellington gang with Pete, Phil Rangi, Neil, Don, Phil Spring, Staffy, Selwyn, Mike and Catherine – Muir was always ‘best presented’ player.”

Some notes from some of the guys: Such sad news. Although I only knew him through the foundation I felt like I had known him for much longer with his magnetic personality.

Fly high Muir with your pure golden wings. You are beaming with health now. Condolences to Muirs family.

Please pass on my sincere condolences. A good innings but the end of this life is inescapable and must come to us all. It’s what you do with your life that matters, not the longevity of it and Muir’s life was full of life.

Peter scoffed at them. “I told them they were bloody stupid; that no one would want to employ me.”

He was wrong. Thirty-six years later, Peter O’Flaherty retired from a full working life – an example of someone who has not let disadvantage get in the way, and an inspiration to the disengaged teenagers and unemployed people he worked with during the last seven years of his working life.

For the final years of his employment Peter was involved with agriculture training programmes targeting 16 and 17-year-olds and the long-term unemployed. Many come from disadvantaged backgrounds and faced long-term benefit dependence.

Work and Income programme coordinator Erima Mitchell worked with Peter. “Peter always said that if he could work in a wheelchair then anyone could work”, she said.

“How can you argue with that? Any excuses the trainees came up with as to why they couldn’t work, just didn’t compare.”

Back in 1973, Rotorua-born Peter was 23 and into the fourth year of a Bachelor of Agricultural Science degree at Massey University in Palmerston North. He was one of the lads, enjoying study and student life.

Peter was playing rugby when the scrum collapsed and he took the force. He suffered a C4/C5 spinal fracture and life changed forever.

Peter was paralysed from the neck down.

There was no ACC back then.

Peter was determined not to rely on his family for the rest of his life. “Friends, family, the faculty ... they all said there was no reason why I couldn’t go back to university. Then they set about making it possible”.

After four and a half months of treatment and rehabilitation, Peter returned to Massey three days a week. Lectures were moved to the ground floor. Lecturers taped lectures and classmates carboncopied their notes.

Part-way through 1974 Peter’s classmates told him they had

put his name down for work with the Ministry of Agriculture and Fisheries (MAF).

With little use of his arms, he typed with a mouth stick. Peter began work with the MAF in December 1974 and on his first day his office colleagues asked if he could dial a phone… these were the days of no push button phones, no cell phones, no voice operated equipment. Two cotton reels, string and a wire coat hanger helped adapt a phone for Peter’s use. The headset was connected to a length of alkathene pipe to sit at the height of Peter’s ear and a dictaphone was modified with a series of levers.

Peter’s job as a farm advisory officer also took him into the field, and when he was appointed MAF Policy Agent he began to travel extensively throughout the regions.

“As with my office mates, farmers approached the challenge of getting me places with the same level of creativity”, he laughs.

“My theory is that nowhere is impossible – some destinations just take more planning than others.”

After working for 36 years, Peter O’Flaherty retired – and he loved it. Apart from the odd hiccup, he was the healthiest he’s been in years. He took an active interest in his community as a member of the Rotorua Access committee, Lakes Health Disability Support Advisory Committee and the Rotary Club of Rotorua Lakes.

Technology had advanced to the stage where Peter could live independently in his own home.

With 57 care hours funded by Ministry of Health for personal care, meal preparation, shopping and community involvement, Peter was very independent.

Peter and the NZ Rugby Foundation first connected in 2003 Adapted from an article ​first published in Work and Income Magazine.

Some notes from some of the guys: “Pete was the most courageous and inspirational guy I ever had the pleasure of meeting. More than once he showed me how to overcome the odds and carry on.

The world has truly lost a very special person.”

“He was really the Prow of the boat for so many of us. Talking about Role Models so often is a frivolous throw away, dragged out when someone that is famous because they can throw a ball, or do great synchronised swimming - drinks too much, or signs a few auto-graphs, or pops into a school for a nice chat.

“Peter was the epitome of role model – 24 hours a day, every day; his example was a foundational cornerstone of what I see Spinal rehab, vocational rehab – was about achieving. “ “He showed you could get on with life, contribute, earn, and grab normality after a traumatic injury.

He did it without the safety nets, and remained one of the nicest guys.”

“Pete made steps I could follow – I went to Massey in 1985 after my 1984 injury. It was horrible for chairs – but O’Flaherty had done it and having met him and Jim Campbell (in the unit for some reason 1984), hearing how they got on within the able-body world, with what I thought was so little movement – gave me the push I needed. It expands my horizons.

He taught me Tū whitia te hopo!”

NEW ZEALAND RUGBY FOUNDATION INC. CC42547

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We care, advocate for and champion the safety of all players in the game we love.