SIR RATAN TATA TRUST

SIR RATAN TATA TRUST

The Sir Ratan Tata Trust Founded in 1918 Sir Ratan Tata s Vision the advancement of Education, Learning and Industry in all its branches, including education in economy, sanitary sciences and art, or for the relief of human suffering or for other works of public utility...

Early activities Promotion and support of institutions, with other Tata Trusts Tata Institute of Social Sciences Tata Memorial Centre Tata Institute of Fundamental Research Prince of Wales Museum National Centre for Performing Arts Mr. M.K. Gandhi in South Africa Ratan Tata Foundation at the London School of Economics & Political Science

Evolution of the Trust Early years: Responding to diverse requests, one-time donations Nearly 1/3 of disbursements focused on immediate relief of human suffering. Size of grants varied from Rs 10,000 to Rs 2.5 million

Evolution of the Trust In 1995, a strategic plan was commissioned to define a more focused grant making agenda Significant investments in key sectors. Rural micro-finance, water and land resources development, primary education, endowments, civil society & governance etc. Established presence and credibility as a forward looking philanthropy

Evolution of the Trust Review undertaken in 2000 and development of Strategic Plan 2006 The Strategic Plan recommends: The Trust play a catalytic and instrumental role in development by allocating priorities to its thematic areas. Enhancing civil society and governance as additional theme recommended. The Trust consolidate its work in the poverty belt of the country.

Guiding Principles extracts from Sir Ratan s will of 1913 The ideas and projects to be aided should be public and general in preference to sectional [and] no institution should be aided of which the accounts are not subject to periodical audits. Further, care [should be] taken that such work is not undertaken from the stereotyped point of view....

Grant making: Thematic Areas Rural Livelihoods and Communities Education Health Civil Society & Governance Arts & Culture Arts & Culture 8% Civil Society & Governance 8% Health 10% RLC 46% Education 28% Disbursals:02-03

Grant making: Instruments of support Institutional Grants Programme Grants Endowment Grants Small Grants Individual Grants Medical assistance Educational assistance for studies in India and abroad

Programme grants Multi year grants in thematic areas Proposal is an operational planning document clear objectives programme milestones monitoring parameters Annual work plans External expert appraisal : adding value Regular monitoring: periodic reports, external reviews and self assessments

Endowment Grants Endowment strategy in 1997, reviewed in 2001 Need to preserve mission driven institutions Criteria including: Institution that has made far reaching impact in its field Successfully managed transitions in leadership Successful programmatic collaboration Established tradition of collective leadership Proven track record of being mission driven Demonstrated staying power 27 institutions endowed by the Trust till 2002-03

Small Grants Programme Initiated in 1999 Support to small organisations Staff not more than 10 paid staff Budget not more than 20 lakhs annually Application form based annual support Rs. 31 million disbursed to over 150 organisations Used increasingly as an incubating support (new ideas, nascent organisation) for provision of services to grantees for organisation effectiveness (reviews & planning)

Grant making: Quantum Disbursals 1997-2003 350 300 250 Rs. in million 200 150 100 50 0 97-'98 98-'99 99-'00 00-'01 01-'02 02-'03 Year Programme grants Endowment grants Small Grants Individual Grants

Annual Disbursement : 1998-2003 120 100 Rs. in million 80 60 1998-1999 1999-2000 2000-2001 40 2001-2002 20 2002-2003 0 Prog: Education Prog: Rural livelihoods Prog: Health Prog: Civil Society & Governance Prog: Arts & Culture Prog: Endow ments Prog: Small Grants Type of Grant

Approach of the Trust Developing focal areas Operationalised through regional/sub thematic initiatives Outline of initiatives Select high quality field projects along a common issue Experienced hand holding/technical support Cutting edge research that draws from and feeds into field action Synergies with appropriate mainstream institutions for wider impact

Rural Livelihood & Communities Focal areas are: Land and Water Resource Development Non farm Sector, especially micro finance Disaster relief Initiatives include Himmothan Pariyojana Gujarat Salinity Ingress Prevention & Mitigation Initiative Rajasthan Micro finance Drought Proofing and Relief in Rajasthan Central India Initiative

Health: Focal Areas Community based health programmes, including evolving new delivery systems Innovative strategies for specialist care for the disadvantaged Building organisational capacities and human resources towards programme effectiveness Research in Public 25 Health Issues 22.6 20 16.17 Rs. in million 15 10 6.27 5.88 9.5 5 1.56 0

Mental Health: The approach Mental disability : Approach paper Small towns/rural areas Involving the family Early intervention Building organisation capacity Grants to organisations such as: Rajasthan Mahila Kalyan Mandal, Ajmer; Akanksha, Raipur; Latika Roy Memorial Foundation, Dehradun Future areas: working with paediatricians developing new teaching - learning techniques reviews of organisational experiences and drawing lessons for the future high quality research innovations in family support, resource generation

Mental Health: The approach Mental illness Support to institutions such as Banyan, Chennai Digdarshika for a community based programme in Bhopal SCTIMS, Trivandrum for research in dementia Review of the Banyan by NIMHANS Discussions with NIMHANS ongoing

Possible areas Destitution and mental illness in close working with mainstream institutions Assisting dynamic government mental hospitals in reengineering efforts Field and community based service delivery and research efforts Involving local community through resource raising Focussed reviews of existing organisations/efforts to feed into more engaged action.

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