National Trust of South Australia Annual Report 2022-23 by National Trust of South Australia

2022 - 2023

Annual Report

National Trust of South Australia

www.nationaltrust.org.au/sa

National Trust of South Australia 2022-23 Annual Report

Messages from the Trust

Message from the President

Message from the CEO

Our Direction & Practice

Strategic Plan

Strategic Directions

An Independant and Influential Voice

Promoting Best Practice

Enhancing Community Engagement

Working Through Collaboration

Managing Our Assets

Building a Resilient Organisation

Our People & Places

Local Branches

Nature Reserves

Members and Volunteers

2022 Volunteer Awards

Patrons and Supporters

Our Council

Our Staff

Our Finances

Audit & Financial Statements

Financial Results

Income & Expenditure

Balance Sheet

Left: Former Treasury Building

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National Trust of South Australia

Message from the President Paul Leadbeter President

This last financial year brought some key challenges and changes to the National Trust. We are gradually rebuilding many of the activities interrupted by COVID, with the pandemic also teaching us the importance of diversifying our avenues for fundraising. We have started to look closely at our assets and potential uses for them, as well as the need for future maintenance and conservation work. We must continue to diligently strive to improve the Trust’s overall financial position. Z-Ward, now in National Trust ownership, is a good example of an asset that can be used in a variety of income generating ways including events and tours, while at the same time providing the public with a fascinating example of 19th century methods for dealing with the criminally insane. Recent garden restoration work at the historic Collingrove homestead will help us to reactivate this charming property in 2024 for events, musical recitals and the occasional house tour. We have still not returned to Ayers House but the State Government’s proposed Bill to grant the Trust ongoing custodianship of the entire building and grounds was due to be introduced into the House of Assembly in late November. Throughout 2023, the Council and Trust staff have worked hard to improve relationships with our branches and volunteer networks. Open and honest communication is essential through all levels of the organisation. The State office has moved to North Adelaide Baptist Church from Beaumont House, meaning all personnel are working in the one place. Thank you to all our members, volunteers and patrons for your support. The Council and I also thank our hardworking staff and Interim CEO, Dr Stuart McNab, for their significant support and contribution to the National Trust this year.

National Trust of South Australia

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Message from the CEO Stuart McNab Interim CEO

Since joining the organisation in late March 2023, the focus for me as interim CEO, and for the team, has been getting on top of key priorities for the National Trust of South Australia. This includes delivering two major initiatives, funded by the Australian Government, which are nearing completion – the Silver to Seaway and the Moonta Mines projects. Silver to Seaway is due to be completed in December 2023, and has required a well co-ordinated effort from the Trust, and our team of contractors and consultants. I would especially like to thank Sam Pentelow of Stone Ideas, who has managed the works program professionally despite very tight timelines and supply chain constraints. The Moonta Mines Project is due to conclude in July 2024. Once completed, the works involved will enhance this important heritage mining site and improve the visitor experience. A focus of the Moonta Mines project has been producing a multistage plan that allows for more quality works in the future, linked to proposals for the site to be granted World Heritage status, together with mining sites at Burra. A key focus has also been to match the staffing of the National Trust to meet its everchanging needs. The move to have a full-time dedicated reception role and to have an in-house finance manager was in direct response to both branch and member feedback. I am preparing to hand over to a new CEO, as my time as interim CEO is ending soon, but I feel that the Trust is now in better shape to address the needs of the State Office, members and volunteers into the future.

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National Trust of South Australia

Strategic Plan Summary

Purpose Core Activities Values Vision Strategic Objectives Strategic Priorities National Trust of South Australia

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To protect, promote and conserve South Australia's natural, built and cultural heritage.

Promotion

Sustainability

Conservation

Community

Engagement

Authenticity

Adaptibility

Innovation

Integrity

More people experiencing, enjoying and valuing our heritage.

Being an influential and independent voice for heritage conservation.

Promoting best practice in heritage protection and conservation.

Enhancing community engagement with natural and built heritage.

Working through collaboration, teamwork and partnership.

Managing our built and natural resource assets for sustainability.

Building a robust, vibrant and resilient organisation.

Develop strategic alliances and relationships.

Tourism opportunities.

Valuing our staff, members and volunteers.

Asset management.

Improving communications.

Financial strength.

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National Trust of South Australia

Strategic Directions The Strategic Plan sets the direction and high-level objectives for the Trust. For 2023, the six strategic objectives were: • • • • • •

Being an influential and independent voice for heritage conservation. Promoting best practice in heritage protection and conservation. Enhancing community engagement with natural and built heritage. Working through collaboration, teamwork and partnership. Managing our built and natural resource assets for sustainability. Building a robust, vibrant and resilient organisation.

The business planning framework is a tool for planning the activities of our programs, sites and branches, including the development of asset management plans and destination management plans for major sites. Seven key result areas are used to set and measure local objectives. These key areas cover conservation, destinations, experiences, learning, advocacy, information and governance, finance and administration. By applying a consistent planning framework aligned to the Strategic Plan, the Trust will be more effective in achieving its purpose in a co-ordinated and integrated way.

Business Planning Framework Strategic Plan Business Plan Asset Management Plan Destination Management Plan Key Result Areas Conservation Destinations Experiences Learning Advocacy Information Governance/Finance/Admin

National Trust of South Australia

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Being an Influential and Independent Voice For Heritage Conservation The National Trust of South Australia is devoted to the preservation of over 90 historic built properties across our State. Our mission is to protect their integrity, beauty, and significance within their respective communities, ensuring they thrive despite the challenges of ever-changing conditions and seasonal variations. The Trust collaborates with specialised professionals to achieve the best outcomes while charting the guidelines of the Australia ICOMOS Charter for Places of Cultural Significance. Over the past year, significant strides have been made in preserving a wide range of our built properties. Stangate House, an outstanding example of a well-preserved 20th-century summer home nestled in 1.6 hectares of well-established gardens, has been further conserved. The emphasis on roofing works remains vital due to the surrounding deciduous and evergreen trees in the gardens. Similar efforts have been undertaken at Beaumont House, set amid picturesque hillside gardens, and started at the North Adelaide Baptist Church, which is adorned with mature Norfolk Island hibiscus and common deciduous street trees. Additionally, regular tree pruning at these particular sites safeguards their harmony with the surrounding gardens and promotes their cohabitation with the natural world. Grants boost our financial commitment to preserving these historic sites. For example, the Clare and Gilbert Council's Community Asset Grant enabled the replacement of damaged slate roofing tiles at the Auburn Old Police Station and Courthouse, thanks to the diligent efforts of our Auburn Branch. Collaborations with councils and branches continue to be integral to our organisation. In 2023, we commenced restoration of Collingrove Homestead and its gardens with the assistance of our volunteers. This initiative follows repairs to the roof and chimney stacks. We are actively seeking grants to restore the central fountain, further maintain roofing, address salt-damaged stonework and repair timber window casings. Our efforts extend to other significant properties, including Z-Ward, the North Adelaide Baptist Church, Beaumont House, the Burra Bank, and the Auburn Police Station and Courthouse, each essential for ensuring the continued longevity of these historically significant sites. Guidance and support from Heritage SA have been pivotal in these endeavours. We've also addressed damp issues in many properties, with a particular emphasis on repairing the Burra Bank. Internal and external repairs have been skilfully executed to ensure the continued sturdiness of this remarkable site. Ongoing assessments, in collaboration with Heritage SA, help us identify potential risks and formulate plans for future work and grant applications. Our collaboration with the Moonta Branch and the Moonta Mines National Heritage Project continues, with a primary focus on restoring the former Moonta School, which houses the Moonta National Trust Museum. Partnerships with Swanbury Penglase Architects and Stoneideas have played a crucial role in addressing roofing challenges and restoring the bell tower to its original grandeur. Transformations have occurred in both the facade and external elevations of the building. The National Trust remains unwavering in its commitment to preserving our built and natural heritage. With specialised care and in collaboration with the community, our branches, local councils, government departments and heritage organisations, we are dedicated to safeguarding these historical treasures for the benefit of future generations. Together, we act as the guardians of our rich history and architectural legacy.

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National Trust of South Australia

Promoting Best Practice in Heritage Protection and Conservation The National Trust of South Australia is custodian to 24 spectacular nature reserves across South Australia, encompassing nearly 1500 hectares. These reserves are precious oases for native flora and fauna, including many threatened and rare species. The value and significance of these nature reserves is greater now than ever with increasing land clearance and climate change intensifying natural disasters. We are committed to restoring a variety of ecosystems that were once widespread. This involves sustained and substantial conservation contributions by a considerable number of dedicated volunteers; enhancing community participation and learning; developing and fostering strong partnerships with First Nations people; and upholding shared relationships with stakeholders, non-government organisations and government departments. This past year saw Chris Grant retire from his role as Natural Heritage Manager after seven years, leaving some giant and active shoes to fill! Alex Emmins eagerly accepted the role in February 2023 and has been busy ever since. Since February, Watiparinga Reserve has hosted the Native Vegetation Council for the launch of its Heritage Agreement Grants scheme, from which we have been fortunate to receive funding to assist us in our continued conservation efforts. We have also applied for several small and large grants, identified rare and endangered species on our reserves and applied for Heritage Agreements for nature reserves that are currently unprotected. We work closely with volunteers to ascertain reserve priorities and future funding opportunities. We’ve connected with the Nharangga community on the Yorke Peninsula for cultural burning and established constructive partnerships with Landcare, Friends of Parks, landscape boards, local councils, and others to promote positive long-term outcomes. Research has shown the extensive benefits that exposure to the natural world has on health, reducing stress and anxiety, lowering blood pressure, improving cognitive function, enhancing immune system function and promoting healing. By spending two hours or more in nature each week you can increase positive physical and mental health outcomes. Our aim is to deepen the forms of interaction with nature, improve biodiversity, create an immersive experience and foster environmental stewardship. The future is looking bright! We have an expanding social media presence. We have commenced plans to grow, nourish and sustain our incredible team of volunteers. We are attending numerous public events to impart the wonderful work of the Trust, and we are also very fortunate to have a remarkable, dynamic and optimistic team. The Trust is dedicated to ensuring these extraordinary places, both built and natural, continue to inspire curiosity and wonder for generations to come.

National Trust of South Australia

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Enhancing Community Engagement with Natural and Built Heritage At the core of our mission is a deep commitment to fostering enthusiasm and garnering support for heritage conservation. Through immersive experiences at heritage sites, our goal is to captivate individuals of all ages, ensuring that each visitor gains a solid understanding of the heritage significance, whether they attend a special event, tour or performance. Z Ward, now under National Trust ownership, is a good example of an asset that can be used in variety of income generating ways whilst educating the public about its extensive history. These can include events and tours that provide the public with the numerous fascinating examples of 19th century methods for dealing with the criminally insane. Even with the relocation of the National Trust of South Australia Head Office to North Adelaide Baptist Church, the spirit of congregation continues, harmonizing with various groups hiring the Church and Hall. From music programs with organisations such as Recitals Australia and Adelaide Baroque to dance classes such as Tiny Tutus and Tango Salon, the historic venue remains a vibrant hub of community activity. Across the regions, our branches have buzzed with activity. Open Days at heritage gems like Beaumont House, Tea Tree Gully Heritage Museum, The Watchman House, and Gamble Cottage are attractions worth visiting. Additionally, branches in Willunga, Auburn, Kingston and Moonta have orchestrated a range of engaging events, connecting people with their local heritage. We recently launched our exclusive walking membership with the event ‘Step into History, Embrace Nature’ on Sunday, 8 October 2023, at Stangate House & Garden. Participants embarked on a scenic journey leading to the serene Woorabinda Bushland Reserve, immersing themselves in nature's beauty. Upon their return, they indulged in food and beverages, enhancing their experience. In 2024, we are planning for an array of innovative events and tours. We are preparing to introduce fresh narratives and exhilarating experiences, sparking imaginations and nurturing a profound appreciation for our shared heritage.

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National Trust of South Australia

Working Through Collaboration, Teamwork, and Partnership The National Trust of South Australia actively seeks ongoing partnerships and collaborations within the heritage-based industry, across regional communities and with key project stakeholders. Notably, our partnership with Adelaide-based Stoneideas, led by Sam Pentelow, operates as a heritagefocused construction company and has been engaged in several works-based projects across our organisation. This valuable partnership consistently delivers exceptional results for our properties, ranging from minor stonework repairs to comprehensive restorations and the construction of new facilities at major sites such as the Moonta Mines and various locations along the Silver to Sea Way — two of the largest projects our organisation has undertaken to date. Another instrumental collaborator in our major funded projects is Swanbury Penglase Architects. Their work has significantly contributed to the successful delivery of these projects and has set a standard of architectural excellence in heritage preservation. We are also fortunate to have additional partners such as Propeller Design, who have undertaken a major transformation of our organisation's brand; Illuminart Productions, whose work allows us to excel in the art of storytelling through light and sound; Martins Brand House, who are collaborating closely with our many consultants to deliver an innovative touch screen technology for tourism centred at the Port Pirie Railway Station; and Sue Hodges Productions, leaders in heritage interpretation and storytelling. Mav Media has also captured the charming essence and stories of our regions, strengthening the narrative of our region's development like no other. Many others have also contributed throughout this process. The collective creative input and design expertise have significantly enhanced our Silver to Seaway and Moonta Mines National Heritage projects, consistently delivering outstanding results. These partnerships drive transformative outcomes for our projects, reinforcing our commitment to preserving and enhancing heritage sites. The support from local councils across the two major projects has been robust and highly beneficial for our relationships across the regions. The Copper Coast Council, primarily focused on supporting the Moonta Mines Project, has been instrumental in helping us operate effectively and meet our targets on time. Similarly, the Port Pirie Regional Council, Northern Areas Council and District Council of Peterborough have ensured a clear path for work at four sites on the Silver to Sea Way, to consistently deliver exceptional results. Furthermore, the Department for Environment and Water has partnered with us to support the Moonta Mines Project and work at Gladstone Gaol, partnering with us to guarantee that the audio-visual experience powered by Illuminart becomes a reality, and addressing technical challenges. Additionally, we are working with Bubblewrap Events, who are managing our large private functions and weddings at properties such as Stangate House and Beaumont House. Brand Warriors has recently jumped on board to deliver the National Trust of South Australia’s new branding through their graphic design skills. By prioritising effective collaborations and partnerships, we remain steadfast in our commitment to preserving and enhancing heritage sites for the benefit of our community.

National Trust of South Australia

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National Trust of South Australia

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Managing our Assets for Sustainability The National Trust of South Australia is actively exploring sustainable initiatives such as installing solar panels and rainwater tanks, and conducting comprehensive evaluations of our energy consumption, and paper and vehicle usage. Our commitment extends to thoughtful garden designs, incorporating local native species that not only enhance water efficiency but also provide a habitat for native insects. Additionally, we are in the process of adopting eco-friendly practices, including the use of plastic-free and reusable products and consumables, as part of our ongoing efforts to minimise our environmental footprint. We’ve been working closely with the Department for Environment and Water (DEW), volunteers, the Murraylands and Riverland Landscape Board, neighbours and First Nations at our Overland Corner Reserve. The reserve is being assessed for a significant environmental watering site with floodplain regulators to benefit black box, lignum and other plant communities as well as waterbirds, frogs, turtles and other aquatic life. We are also working with the Regent Parrot Recovery team. The Australian Children’s University is another organisation we’ve been building a relationship with across many of our sites; it’s great to engage with enthusiastic young people who are our future, and encourage them in caring for our built and natural heritage for generations to come. Our team has been connecting with volunteer networks and leaders for knowledge and information sharing, including community groups across the State. Grant funding is vital to the Trust's ongoing conservation works and efforts. As our commitments with previous grants come to an end, it is exciting to know that future projects are in the works. The successful projects are across both built and natural heritage, ranging from general maintenance to larger conservation works. Completed grants include Landscape Board Grassroots grants for Lenger and Wilabalangaloo reserves to carry out revegetation, rabbit proofing and guard regenerating plants. The volunteers at Wilabalangaloo completed seating and shade areas for visitors to the reserve and installed irrigation for revegetation as part of a Flinders University Rural and Remote Health SA Community Partnership Grant. We applied for a Heritage Agreement grant for Watiparinga Reserve, and successfully received $13,150 to control pest plants in difficult access areas. The National Trust successfully applied for a $10,000 grant with the Law Foundation, which enabled us to employ a final year law student to produce the materials for an advocacy toolkit. The ultimate aim is to create a resilient, enabled community that can nominate buildings for heritage listing at both a State and local level. We were also successful in obtaining a grant to restore the roof on the Auburn Courthouse and undertake conservation works at the Burra Bank. In conclusion, the National Trust of South Australia actively pursues sustainability through diverse initiatives, community collaborations, grant funding and ongoing conservation projects.

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National Trust of South Australia

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Building a Robust and Resilient Organisation At the heart of the National Trust of South Australia lies a deep-rooted commitment to caring for cherished places, treasured collections and timeless traditions, all of which hold a special place in our culture. To fulfill our mission, we rely on the strength and adaptability of our organisation. The National Trust of South Australia State Office has moved to the North Adelaide Baptist Church (NABC). This new location provides a warm and inviting space where we've eagerly welcomed our patrons, branch members and the wider community to come and visit us, meet our dedicated team, and explore our shared passion for heritage and culture. This move has allowed us to unite our team, fostering collaboration and synergy that was previously challenged by our split office setup. In March 2023, after serving the Trust for eight years, Dr Darren Peacock departed from his role as Chief Executive Officer (CEO). We welcomed Dr Stuart McNab, who stepped into the interim position of CEO. Stuart has enthusiastically embraced the responsibility of overseeing the team with an initial key focus on the Moonta Mines National Heritage Project and the Silver To Sea Way Project. Adapting to the ever-changing landscape, our organisation has embraced a more digital, mobile and interconnected approach, especially in the wake of the COVID-19 pandemic. Virtual meetings have become the norm, allowing us to effectively work, collaborate and communicate across vast distances. These meetings often take on a 'hybrid' format, blending in-person and online attendance, erasing geographical boundaries within South Australia and beyond. To streamline our operations, we've optimised our IT systems and processes. Additionally, we've become more active on social media and various communication channels, ensuring our members, supporters and the public stay informed about our work and events. Above all, we remain committed to nurturing and empowering our dedicated team, fostering their personal and professional development while ensuring their work with the Trust contributes to their overall wellbeing. Together, we're excited to embark on this journey of preservation, innovation and community engagement in the years to come.

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National Trust of South Australia

Our People & Places National Trust branch members preserve and manage buildings, reserves and collections across South Australia. Some present public programs through museums, tours and events. Other branches are primarily focussed on advocacy work to protect heritage places and most participate in local as well as state-wide events.

Local Branches There are 44 local branches: Burnside Gawler Port of Adelaide Tea Tree Gully Ceduna Cleve Koppio Streaky Bay Tumby Bay

Whyalla Auburn Burra Clare Jamestown Port Pirie Barmera Overland Comer Renmark

National Trust of South Australia

Robe Coromandel Valley Goolwa Hahndorf Kingscote KI Mount Barker Penneshaw Port Elliot Strathalbyn

Waikerie Beachport Glencoe Keith Kingston SE Millicent Mount Gambier Naracoorte Penola

Victor Harbor Willunga Ardrossan Central Yorke Peninsula Kadina Minlaton Moonta Wallaroo

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Cadell Doris Odgers DB Mack

Agery Rocky Bend

Mulburra Park

Roachdale

Brinkworth

Wilabalangaloo Herons Bend Overland Corner Loveday

Lenger

Malcolm Wicks Sandison

Watiparinga HK Fry Engelbrook Nurrutti Willunga Nurragi Fraser

Zelling

Nature Reserves The Trust manages 24 nature reserves across South Australia, representing a variety of ecosystems and encompassing a total area of approximately 1,500 hectares.

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National Trust of South Australia

Volunteers and Members The National Trust of South Australia is a membership-based community organisation, which relies on the support of its members and volunteers. The generosity of members and partners enables the Trust to achieve its goals and helps promote the conservation of the natural, built and cultural heritage assets of South Australia. As of 30 June 2023, we're thrilled to share some insights about the National Trust of South Australia and the incredible community that makes it all possible. Many of our 2,000 or so memberships are shared across households, bringing families and friends together to celebrate our shared passion for preserving history. Member benefits include free entry to National Trust properties worldwide, exclusive discounts for events, and the treasure trove of information in our tri-annual magazine, Heritage Living. This magazine contains a rich tapestry of South Australian heritage stories, and reflects the issues and innovative spirit of our State. In the past year, hundreds of volunteers from all corners of the State have selflessly devoted thousands of hours to care for our collections, protect our reserves, and maintain our historic buildings. Their dedication also extends to leading tours and organizing events that bring to life the incredible heritage of South Australia. Now, more than ever, we hold our volunteers in the highest regard. We wholeheartedly thank them for their boundless generosity, unwavering dedication, and for being the driving force behind the Trust's mission. Together, we are shaping the legacy of South Australia's history.

National Trust of South Australia

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2022 Volunteer Awards Dr. Mildred Mocatta Award

Service Award

Achievement Award

Dr. Mildred Mocatta was a distinguished figure in the field of history and heritage preservation and is known for her significant contributions to the National Trust of South Australia and her dedication to preserving the cultural and historical heritage of the region. This award is for a volunteer volunteer who has made an exceptional contribution to the Trust, acknowledged by the President.

The Service Award is a tribute to those exceptional volunteers who have committed 10, 15, or 20+ years of their time and dedication to a branch.

The Achievement Award recognises the dedication and effort of volunteers, whether individually or as a team, who have successfully undertaken and completed a specific project or activity.

Professor Warren Jones

Gloria Glencorse – 10 years

This year we recognised the work of an individual who has been at the forefront of many recent battles to protect and preserve our heritage, Emeritus Professor Warren Jones AO. Warren had a distinguished medical career culminating in his appointment as head of obstetrics at Flinders Medical Centre. Warren began a new career in heritage advocacy five years ago. He is a passionate and powerful advocate, and has made a great contribution to the cause of heritage protection in this State, making him a deserving recipient of the Dr. Mildred Mocatta Award.

Gloria Glencourse is a long-standing volunteer who has been stellar at maintaining and cleaning displays at Olivewood in Renmark for over 10 years.

Bruce McDonald – 10 years Bruce McDonald has been a regular weekly volunteer for 10 years in the garden at Beaumont House. Bruce is very reliable and helpful and well-loved by all the volunteers.

John Pavlenko – 10 years John Pavlenko has been instrumental in ongoing works required to maintain and restore vehicles at Olivewood in Renmark for over 10 years. Lorraine McKay – 10 years For over 10 years, Lorraine Mackay has been a committee member for the Renmark branch, organised catering and supported with general administration. Ronald Knott Ronald Knott is a valuable long-term volunteer at the Moonta Mines Railway. He is the leader of the maintenance team ensuring that the train and track are always in the best condition to ensure the smooth operation of this attraction. Trevor Gibbons Trevor Gibbons is one of the longest serving volunteers at the Moonta Mines Railway. He is a Fellow of the Engineering Institute and with this background, his experience is invaluable to the operation and development of this extremely popular experience at the Moonta Mines.

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May McIntosh May McIntosh has received an achievement award for her tireless and exemplary research work for both the Pioneer Museum and the Cape Jaffa Lighthouse within the Kingston South-East Branch. Through May’s endeavours over the years, the historical records of these two icons have been considerably upgraded and enhanced. May has contributed countless hours as a volunteer guide and curator of the museum and is well deserving of the Service Award. Barbara Higgins Barbara Higgins has organised the shop at Victor Harbor Branch for the last ten years. In sourcing the stock, Barbara has always looked for both local and Australian-made products, and has been constantly available for phone calls and to receive deliveries. Unpacking, storing and arranging the displays are also part of her input, along with yearly stocktaking. It is a huge job which Barbara undertakes with great enthusiasm. Trevor Radford Trevor Radford has gone above and beyond for Moonta Mines, regularly working 100+ hours per month to refurbish a very popular Tourist Train and recently refurbished the Moonta Mines Pasty Cart. Trevor has been a valued volunteer of the National Trust of South Australia for many years. Shirley Eales Shirley Eales manages the recording and management of the collections for Moonta Mines. Shirley was secretary of the Moonta Branch for a number of years and stepped in to assist management of the branch. Currently Shirley is involved in initiatives that are part of the Moonta Mines Project, in particular the coordination of the Moonta Mines Museum.

National Trust of South Australia

Patrons & Supporters In 2013, then President, Professor Norman Etherington AM, initiated a patron program for the National Trust of South Australia. Over the past eight years, the Trust has welcomed the support of more than 60 individuals, couples and families. In 2022-23, many current patrons renewed their commitment and several new patrons joined the program. We greatly appreciate their support.

Sir George Kingston Patrons

Partners & Supporters

Mrs Joan Beer

ABC Radio Adelaide

Mr Marcus Beresford

Adelaide Baroque

Prof Norman Etherington AM

Adelaide City Council

Mr Richard Harvey

Adelaide Hills Council

Mr Skip & Mrs Lilly Lipman

Adina Treasury Hotel

Mr Hugh MacLachlan

Art Gallery of South Australia

Mrs Deborah Morgan

Australian Antique & Art Dealers Association

Mrs Susan Morgan

Australian Children's University Edmund Wright Patron Mrs Mary Lou Simpson

Colonel Light Patron

Bubblewrap Events Burnside Council Burnside Historical Society Celia Craig Community Alliance

Mrs Barbara Brummitt

Conservation Council of South Australia

Mr Andrew & Mrs Elaine Davies

Conservation Volunteers Australia

Mr James Harvey

Construction Industry Training Board

Ms Julie McIntyre

Copper Coast Council

Mr Jim & Mrs Doody Taylor

Country Women’s Association

Foundation Patrons Michael Abbott AO QC Cavill Power Products Pty Ltd

Dalemain Estate, UK Department for Environment and Water Regional Council of Goyder

Mrs Anne Jolly†

History Teachers Association of South Australia

Mr Robert (Bob) Piper AO† &

History Trust of South Australia

Lady Porter

†

Music SA

Mrs Eve Shannon-Cullity†

Olives SA

Mrs Marion W Wells†

Piper Alderman Lawyers

Mr Alastair Angas

Price’s Wines

Mrs Margaret Bennett

Recitals Australia

Mrs Skye McGregor

SA Open Gardens Scheme

Mr Robin & Mrs Helen

South Australian Nature Alliance

Greenslade

Stone Ideas

Mrs Cecily Harvey†

Thyne Reid Foundation

Mr Anthony Hurl

Trees For Life

The Hon Dr Diana Laidlaw AM

Victoriana Society of South Australia

Mr John P Maddern†

Volunteering SA and NT

The Hon Rod & Mrs Leonie

Wattle Range Council

†

Matheson Mr Peter Morgan† The Hon Dr Kemeri Murray AO† Mr John Phillips Mrs M P Schroder Mrs Sue Tweddell Mr Cedric Wells† OAM Mr R J Whitington QC

National Trust of South Australia

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National Trust of South Australia

Our Council

President

Vice President

Office Bearer

Paul Leadbeter

Millie Nicholls

Brett Bowden

Office Bearer

Tully Brookes

Elaine Davies

Alice Fitch

Office Bearer

Chris Guille

James Harvey

Caren Martin

Office Bearer

Mark Staniforth

Alison Stillwell

Di Wilkins

National Trust of South Australia

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Our Staff The Council of the National Trust of South Australia comprises 12 dedicated members, including a President and Vice President, each bringing a diverse range of expertise spanning education, agriculture, nature and the built environment. Presently, the National Trust employs nine individuals stationed at the State Office, based at the North Adelaide Baptist Church.

Chief Executive Officer

Business Manager

Finance Manager

Stuart McNab

Leanne Plews

Victoria Pavliv

Events and Members Manager

Natural Heritage Manager

Regeneration Project Officer

Lillian Brown

Alex Emmins

James Guy

Finance and Memberships

Collections Officer

Reception and Administration

Catherine Gawrysiuk

Sakina Nomanbhoy

Chloe Ellis

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National Trust of South Australia

INDEPENDENT AUDITOR’S REPORT TO THE MEMBERS OF NATIONAL TRUST OF SOUTH AUSTRALIA Opinion We have audited the financial report of National Trust of South Australia (“the entity”) which comprises the Statement of Financial Position as at 30 June 2023, the Statement of Profit or Loss and Other Comprehensive Income, the Statement of Changes in Equity and the Statement of Cash Flows for the year then ended, Notes to the Financial Statements, including a summary of significant accounting policies, and Council’s Declaration. In our opinion, the accompanying financial report of National Trust of South Australia is in accordance with the Australian Charities and Not-for-profits Commission Act 2012 and the National Trust of South Australia Act 1955; including: (i) (ii)

giving a true and fair view of the entity’s financial position as at 30 June 2023 and of its financial performance and its cash flows for the year then ended; and complying with Australian Accounting Standards – Simplified Disclosures and the Australian Charities

and Not-for-profits Commission Regulations 2022.

Basis for Opinion We conducted our audit in accordance with Australian Auditing Standards. Our responsibilities under those standards are further described in the Auditor's Responsibilities for the Audit of the Financial Report section of our report. We are independent of the entity in accordance with the independence requirements of the Accounting Professional and Ethical Standards Board's APES 110 Code of Ethics for Professional Accountants (the Code) that are relevant to our audit of the financial report. We have also fulfilled our other ethical responsibilities in accordance with the Code. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our opinion. Other Information The Council Members are responsible for the other information. The other information comprises of the information in the Council’s report for the year ended 30 June 2022, but does not include the financial report and our auditor's report thereon. Our opinion on the financial report does not cover the other information and accordingly we do not express any form of assurance conclusion thereon. In connection with our audit of the financial report, our responsibility is to read the other information and, in doing so, consider whether the other information is materially inconsistent with the financial report or our knowledge obtained in the audit or otherwise appears to be materially misstated.

INDEPENDENT AUDITOR’S REPORT TO THE MEMBERS OF NATIONAL TRUST OF SOUTH AUSTRALIA (CONT) Other Information (cont) If, based on the work we have performed, we conclude that there is a material misstatement of this other information, we are required to report that fact. We have nothing to report in this regard. Council Members’ Responsibility for the Financial Report The Council members of National Trust of South Australia are responsible for the preparation of the financial report that gives a true and fair view in accordance with Australian Accounting Standards – Simplified Disclosures, the Australian Charities and Not-for-profits Commission Act 2012 and the National Trust of South Australia Act 1955. This responsibility includes such internal control as the Council members determine is necessary to enable the preparation of the financial report that gives a true and fair view so that it is free from material misstatement, whether due to fraud or error. In preparing the financial report, the Council members are responsible for assessing the entity’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 Council members either intend to liquidate the entity or to cease operations, or have no realistic alternative but to do so. Auditor’s Responsibilities for the Audit of the Financial Report Our objectives are to obtain reasonable assurance about whether the financial 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 the Australian Auditing Standards 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 economic decisions of users taken on the basis of this financial report. As part of an audit in accordance with the Australian Auditing Standards, we exercise professional judgement and maintain professional scepticism throughout the audit. We also: • Identify and assess the risks of material misstatement of the financial 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. 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 entity’s internal control.

INDEPENDENT AUDITOR’S REPORT TO THE MEMBERS OF NATIONAL TRUST OF SOUTH AUSTRALIA (CONT) Auditor’s Responsibilities for the Audit of the Financial Report (cont) • Evaluate the appropriateness of accounting policies used and the reasonableness of accounting estimates and related disclosures made by the Council members. • Conclude on the appropriateness of the Council members’ use of the going concern basis of accounting and, based on the audit evidence obtained, whether a material uncertainty exists related to events or conditions that may cast significant doubt on the entity’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 financial 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 financial report, including the disclosures, and whether the financial report represents the underlying transactions and events in a manner that achieves fair presentation. We communicate with the Council members 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.

Nexia Edwards Marshall Chartered Accountants

Damien Pozza Partner Adelaide South Australia 28 November 2023

Financial Results For the year ending 30 June 2023

The financial results for the 2022 – 2023 financial year show a surplus of $2,145,773 compared with a surplus of $10,640,436 over the last financial year. The Trust’s balance sheet continues to strengthen due to the value of its property assets. Although our financial assets have declined by $145K due to the current economic climate, the net assets sit at the $53.8m mark, which is $2.1m up against 30 June 2022.

The National Trust’s revenue from contracts with customers in 2022-2023 financial year remained broadly at the year 2022 income level. The other revenue was twenty-five per cent lower than of the previous financial year due to the lack of the income from Admin Moonta Mines Grant. However, the income level was raised by the $994K from bequest.

Our strong balance sheet continues to provide future stability for the ongoing operations of the National Trust. The year 2023-2024 will be a challenging year for the finalization of two major restoration projects: Moonta Mines and Silver to Seaway.

Z Ward Property Transfer valued at 1.15m amounts as a recognised income in the Profit and Loss statement raising total net comprehensive income to $2,145,773.

We expect that these projects will put significant pressure on our financial and non-financial resources. As we deliver those projects, we are strongly committed to the other operational areas such as property and nature resource management, events and tours management and liaison with the membership.

Overall general operating expenses are around twenty per cent lower than last year. This result was achieved mainly through cutting the costs of employment and the reduction of grant expenditure due to improved project budget and cost controls. Grant and employment costs amount to 47% of the total expenses against 64% over the last financial year.

Income Sources

Expenditure

4% 3%

7% 7%

28% 9%

36%

11%

13% 14%

21% 15%

16%

Admissions and Tours

Employee Benefits

Grants and Sponsorship

Administration

Sale of Memorabilia

Repairs and Maintenance

Memberships, Fundraising & Donations

Occupancy Expenses

Bequests Recieved

Grant Expenditure

Assets Transferred from Other Entities

Sundry Expenses

Other Income

Contractors & Consultants

www.nationaltrust.org.au/sa

National Trust of South Australia

Income & Expenditure For the year ending 30 June 2023

Income

2023

2022

Admission and tours revenue

$758,256

$669,765

Grant and sponsorship - operating

$2,540,470

$2,692,295

Sale of memorabilia

$467,973

$367,668

Membership fees

$36,099

$105,581

Total Revenue

$3,802,798

$3,835,309

Dividends received

$242,015

$240,436

Revenue from lease

$340,615

$416,587

Interest recieved

$56,585

$70,450

Rental Income

$19,199

Donations and fundraising

$249,561

$320,416

Bequests received

$994,222

Fair value movement in investments

$48,545

($208,631)

Gain on Sales of Investments

$34,200

Other Income

$10,000

$469,502

Assets Transferred from other entities

$1,150,000

Total Other Revenue

$3,277,263

$1,308,760

Gross Profit

$7,080,061

$5,144,069

Expenditure

2023

2022

Employee benefit expense

($1,014,128)

($1,251,393)

Administration expense

($626,091)

($575,235)

Contractors and consultant fees

($412,614)

($27,166)

Repairs and maintenance expense

($332,832)

($312,787)

Occupancy expense

($332,702)

($287,570)

Advertising expense

($78,633)

($75,670)

Depreciation and amortisation expense

($126,932)

($150,194)

Fundraising and special events expenses

($7,816)

($8,474)

Grant Expenditure

($1,302,645)

($2,622,029)

Contractors and consultant fees

($699,895)

($746,933)

Surplus (Deficit)

$2,145,773

($913,382

Revaluation of land and buildings

$11,553,818

Total Comprehensive Income

$2,145,733

$10,640,436

Revenue

Other Revenue

Less Expenses

Other

National Trust of South Australia

www.nationaltrust.org.au/sa

Balance Sheet As at 30 June 2023

Assets

2023

2022

Cash and cash equilvalents

$6,705,196

$7,416,508

Trade and other receivables

$1,133,693

$300,867

Inventories

$173,401

$175,617

Total Current Assets

$8,012,290

$7,892,992

Financial Assets

$2,774,496

$2,920,197

Property, plant and equipment

$49,430,948

$47,879,152

Intangible assets

$13,064

$17,418

Current Assets

Non-current Assets

Total Non-current Assets

$52,218,508

$50,816,767

Total Assets

$60,230,798

$58,709,759

Liabilities

2023

2022

Trade and other payables

$2,589,782

$3,183,108

Contract liabilities

$2,699,211

$3,578,745

Borrowings

$1,000,000

Employee Provisions

$67,568

$188,051

Total Current Liabilities

$6,356,537

$6,949,904

Employee Provisions

$32,429

$63,796

Total Non-current Liabilities

$32,429

$7,013,700

Net Assets

$53,841,832

$51,696,059

Equity

2023

2022

Retained surplus

$31,882,680

Reserves

$21,959,152

$19,813,379

Total Equity

$53,841,832

$51,696,059

Current Liabilities

Non-current Liabilities

www.nationaltrust.org.au/sa

National Trust of South Australia

The National Trust of South Australia is a community-based organisation established in 1955. We work to preserve, protect and promote our built, natural and cultural heritage with the support of our members, volunteers and supporters. The National Trust of South Australia acknowledges the Traditional Owners and ongoing occupants of the lands and waters in South Australia. We respect their spiritual, cultural and heritage beliefs and pay our deep respect to Elders past and present.

National Trust of South Australia North Adelaide Baptist Church & Precinct 154 Tynte St North Adelaide SA 5006 T (08) 8202 9200 admin@nationaltrustsa.org.au www.nationaltrust.org.au/sa ABN 45 432 652 725