ANNUAL REPORT 2016 - 2017
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PRESIDENT’S INTRODUCTION
CEO’S REPORT
For the first time in my five years as President there is no need
campaign to make the state government rethink its plans to
In 2016/17 we continued to bring new and engaging experiences
less government support, so we continually have to balance our
to dwell on the financial health of the Trust, which as shown by
overhaul the existing system for the protection of Local Heritage
for visitors to our heritage places, advocated for better heritage
needs against available resources.
this report, is both good and sustainable. All that is required for Places. In August 2016 the Department of Planning, Transport
protections and began the work of sustained investment in
the future is to stick to a simple plan: do not use accumulated
our built heritage assets. We undertook a survey of you, our
and Infrastructure (DPTI) selectively distributed an eight-page
capital, bequests or significant donations for current operations; paper suggesting ways of watering down current protections
members, for the first time in 15 years and set forward our path
avoid deficits by timely cuts to expenditure and, when invested
and transferring responsibility for Local Heritage from local
for the next three years with a new strategic plan.
capital reaches $5m, commit one third of annual investment
government to DPTI. Four weeks were allowed for public
income to reinvestment.
comment. Within days the National Trust put out a critique of
Two significant achievements merit special mention. This year, the Cultural Heritage Committee finished verifying the location and condition of almost every item on our Register of Classified Places. The effort was led by volunteer David Ellis whose passion for the project never flagged and whose use of smart phone apps was a source of endless fun for the committee. After digitising the Register, including scans of all our files, David convinced us of the need to supply precise geographical coordinates for every listed place. In the final stages of the project committee members and National Trust Branches assisted in filling in the gaps. After reviewing the data the Council agreed that the old distinction between Classified and Recorded places was not tenable. Henceforth items on the Register will be noted as either Classified or On File. All places previously designated as Recorded will henceforth be registered as Classified. On File
the paper demanding that the time for consultation be extended by six months. This was sent to all local council, National Trust Branches, historical societies and resident societies. The response was overwhelming. Although time for comment was only extended by four weeks, more than 180 submissions flooded in to DPTI. In addition to small local discussions the Lord Mayor of Adelaide hosted a meeting that filled the Town Hall. Taken together the 650 pages of submissions constitute the largest public consultation on heritage ever held in South Australia and one of the four biggest in the nation over the last half century. After endorsement by Council, the National Trust analysis, published as The 2016 South Australian Community Consultation on Local Heritage, has been credited with stopping the government drive to ‘reform’ the system and is certain in future years to be regarded as a landmark in thinking about heritage.
Our human capital is our greatest asset. The knowledge, skills and commitment of members, volunteers and staff is what we need to nurture and apply to the many challenges of preserving our heritage and promoting community interest in and support
The member survey revealed that you see the most important
for heritage conservation. In the coming year we plan to
roles of the Trust as conservation of heritage buildings and sites,
undertake a number of new initiatives to grow and share skills
advocacy on heritage issues and managing heritage places.
across the Trust by providing more interactive group learning
There was a high level of satisfaction with the benefits of being
opportunities. We will also launch the new Australian Artisan
a member. Three quarters of you have visited a National Trust
Trades Academy, a training centre for traditional trades to be
property in Australia in the past year and half have attended a
applied to the conservation of our heritage buildings.
National Trust event or public program. When asked to nominate your priorities for the Trust, heritage conservation works to conserve National Trust properties and advocacy for heritage were the leading responses. Knowing your priorities has helped shape our new strategic directions and operating plans, with a renewed emphasis on practical conservation work to preserve our properties, as well as an active advocacy program. While the financial results for 2016-17 show an overall deficit after strong surpluses in the previous two years, this represents our commitment to investing back into our properties, as funds allow, to make sure that they are well maintained and conserved to a high standard. As always, we need to deploy our funds
Our members, volunteers and staff, along with our many partners and supporters, make it possible for us to continue with the work that we all know is vital for the enjoyment of our heritage by current and future generations. I thank you all for your dedication, your commitment to our cause and the many delightful and diverse talents and passions that you bring to our work. It is an honor to work alongside you. Once again, I thank the hardworking members of our Council, committees and staff for all your efforts in the past year. And to our departing President, Professor Norman Etherington, I extend a heartfelt thanks for the inspiring leadership, immense knowledge and gracious good humor that you have brought to
is used for places that have been investigated but not judged
In November this year I finish my tenure as your President.
carefully and to have an eye to new income opportunities to
worthy of classification. The Council has also decided that all
Proud as I am of the Trust’s achievements in this time, I will
support further investment in preserving our special places and
State Heritage places merit National Trust listing as Classified.
leave regretting that I never got to four of our 46 branches.
creating memorable experiences for visitors. In the past ten
Dr Darren Peacock
The next steps will be to be to put all our information online and Apologies to Keith, Jamestown, Cleve and Maitland. I hope to
years, there has been a significant decline in the availability of
Chief Executive Officer
to assess whether places listed as Local Heritage by councils
government funds to sustain the thousands of heritage places
are worthy of National Trust classification. The second significant achievement was our successful
NATIONAL TRUST OF SOUTH AUSTRALIA
make it up to you soon. Professor Norman Etherington AM
the Trust. A very fine innings indeed.
across the state. We are doing more and more with less and
President
ANNUAL REPORT 2016 – 2017
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NATIONAL TRUST OF SOUTH AUSTRALIA
Destination M’ment Plan
Information Gov/Finance/Admin
Education
Financial strength
Asset management
Improving communications
Developing skills
Building a robust and resilient organisation Managing our assets for sustainability Working in partnership
Valuing our staff and volunteers
Strategic Priorities
Asset M’ment Plan
Purpose
Advocacy
Business Plan
Broadening and deepening community engagement with heritage conservation
Integrity
Learning
Strategic Objectives
Strategic Plan
Tourism opportunities
Experiences
Strategic alliances
Destinations
Member and public engagement
Conservation
Effective advocacy
Key Result Areas:
Promoting best practice in heritage protection and conservation
BUSINESS PLANNING FRAMEWORK
Being a respected, influential and independent voice for heritage conservation
purpose in a co-ordinated and integrated way.
• Building a robust and resilient organisation.
A community that values and enjoys its heritage as a living part of who we are
Strategic Plan the Trust will be more effective in achieving its
• Managing our assets for sustainability.
2020 STRATEGIC PLAN SUMMARY
By applying a consistent planning framework aligned to the
• Working in partnership.
Vision
heritage conservation.
administration.
Innovation
learning, advocacy, information and governance, finance and
• Broadening and developing community engagement with
Adaptability
conservation.
objectives across conservation, destinations, experiences,
Authenticity
Seven key result areas can be used to set and measure local
• Promoting best practice in heritage protection and
Community
heritage conservation.
management plans for major sites.
Sustainability
• Being a respected, influential and independent voice for
Values
development of asset management plans and destination
Engagement
have been identified by the Council:
Conservation
activities of our programs, sites and branches, including the
Advocacy
The business planning framework is a tool for planning the
for the Trust. For the period to 2020, six strategic objectives
Core activities
The Strategic Plan sets the direction and high level objectives
To protect and conserve South Australia’s natural, built and cultural heritage
STRATEGIC DIRECTIONS
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BEING A RESPECTED, INFLUENTIAL AND INDEPENDENT VOICE FOR HERITAGE CONSERVATION
PROMOTING BEST PRACTICE IN HERITAGE PROTECTION AND CONSERVATION
In August, the State Government released a discussion paper
such as Anne Lambert, former actress and star of
We continued to campaign for the preservation and adaptation
broom-mire has been successfully introduced to Engelbrook
on limited circulation setting out a number of proposals that
Hanging Rock , filmed at Martindale Hall, as well as the head
of Fort Largs, one of South Australia’s most important military
Reserve to control a particularly tenacious invasive weed.
would dismantle the system of local heritage protection that has
of the International National Trusts Organisation, Dame Fiona
history sites. After we submitted an expression of interest to
served South Australia well for forty years. The Trust and many
Reynolds. The Government remained silent on its plans,
take on future ownership and operation of the Fort, the State
other local government and community organisations were
but thousands of people from around the world signed up in
Government awarded a grant to assist in undertaking initial
quick to respond to this major threat to our heritage emerging
support of the Trust’s proposal for the future of Martindale Hall
costing work for the future conservation, development and
from the government’s new planning laws.
as a world class heritage tourism destination.
operation of Fort Largs.
The President prepared a detailed critique of the proposals
After a wait of eight years, the Australian Heritage Council
Our business plan and design concept proposed to transform
and led the call for further public consultation. Through direct
announced the addition of the Burra and Moonta townships to
this highly dilapidated site into a major heritage tourism
contact and the use of social media thousands of people
the National Heritage Register in recognition of their national
destination through the refurbishment and adaptation of the fort
were made aware of the risks. The Adelaide City Council
heritage significance. The Trust has been instrumental in
complex. The Minister responded favourably to the proposal
and Local Government Association held a meeting of elected
seeking listing for both sites which have been the focus of
and commended the Trust for our work, but the government
representatives to discuss their concerns. A public forum at
conservation efforts by National Trust volunteers for more than
was unable to commit the funds required to undertake this
the Adelaide Town Hall at the end of September, addressed
40 years.
redevelopment. We await further advice on the future of the fort.
The President and Chief Executive presented as guest speakers
The Trust manages 28 nature reserves across the state and
at more than 20 public events, raising the profile of the Trust
works with a number of other organisations and a dedicated
and ensuring that our views are well represented in the public
group of volunteers to protect the biodiversity sustained by the
domain. In the coming year we will continue to ensure that
reserves and to guard against invasive species and other threats
Work continues on the full digitisation of the Trust’s Heritage
our heritage is valued and protected by being an effective
to these special places. We are applying best-practice technique
Register which will be available online in the coming year.
independent voice.
in minimal disturbance bush care on our reserves. For example
by the President and the Lord Mayor of the City of Adelaide, attracted more than 350 people and was the lead story on ABCTV evening news. More than 180 submissions were made to the Government about the proposed changes, but there had been no response by the end of 2016-17. Our campaign to save Martindale Hall for the people drew
Picnic at
We continue to work with a range of organisations to fundraise for conservation works on heritage places. We have 17 active appeals across the state that have raised more than $2.5m for building conservation works in the past three years under the banner of the South Australian Heritage Foundation. Frank Vagnone, acclaimed US author of the to House Museums
Anarchist’s Guide
was our guest for a visit to Martindale
Hall which received excellent coverage in the Australian and the Advertiser newspapers. He also conducted a number of workshops with staff and volunteers and gave a public lecture at the University of Adelaide. In 2016-17, we were engaged on a consultancy basis by the City of West Torrens to devise a new heritage grants program for the council.
national and international attention and the support of people
NATIONAL TRUST OF SOUTH AUSTRALIA
ANNUAL REPORT 2016 – 2017
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BROADENING AND DEEPENING COMMUNITY ENGAGEMENT WITH HERITAGE CONSERVATION
WORKING IN PARTNERSHIP
The Trust continues to develop new ways to interest people in
Working in partnership with a range of individuals and
One of the features of Beaumont House is the remnant olive
their heritage and to provide new opportunities to explore and
other organisations is key to our success as a community-
grove which we believe was planted by Sir Samuel Davenport in
experience it. We believe memorable experiences in heritage
based organisation. We maintain a range of formal and
the 1860s. As part of the Heritage Festival we held a heritage
places will inspire more people, of all ages, to take an active
informal partnerships around our work in advocacy, heritage
harvest day where a team of more than 50 volunteers picked
interest in heritage conservation.
conservation and interpretation and engagement.
more than 350kg of olives which were then pressed to produce
The first National Trust Australian Heritage Festival ran from
One of the more unusual partnerships emerged from our advocacy
18 April to 31 May. This national initiative is co-ordinated by
campaign for Martindale Hall. Dalemain Estate, in the Lake
the Australian Council of National Trusts and supported by
District of England, was the original inspiration for the Hall, built
We continue to work in partnership with local government to
the Commonwealth Government through the National Trusts
by Edmund Bowman in the 1870s. It is now also the home of the
promote local heritage and the use of new mobile technologies.
Partnership Program. In South Australia the Trust staged more
world’s original marmalade awards, a hugely popular celebration
In conjunction with the City of Burnside and the Burnside
than 100 events across the state and registered more than
of a much-loved traditional citrus preserve. The idea to bring the
Historical Society we produced the Burnside Walks mobile app,
3000 attendances, making it our most successful Festival to
awards to Australia and create a sister competition came out of our released during the Heritage Festival.
date. A number of new offerings were launched and record
collaboration around the future of Martindale Hall.
numbers participated in established events such as the Pioneer Women’s Walk from Hahndorf to Beaumont and the Old Treasury and tunnel tours.
the first Beaumont House olive oil in 50 years, with the kind assistance of Olives SA.
Working in partnership with an alliance of Adelaide Hills
And so the first Australian Marmalade Awards were established Landcare groups (Green Web) we were able to undertake in South Australia. Interest in the competition was strong with
months of work on our nature reserves using a Green Army
more than 250 entries from Australia and New Zealand. The
team which gave young people a variety of Landcare and life
At Ayers House we staged our second major costume show, with
awards were presented at a special one day Marmalade Festival skills while restoring key reserves to pristine habitat for the
The Dressmaker exhibition following on from the hit Australian
at Beaumont House in November.
Southern Brown Bandicoot habitat.
film of the same name. More than 10 000 people attended over the three month season from September, many discovering the house for the first time, others delighted by its spectacular transformation with the sets and costumes from the film. Ayers House Museum was once again a medal winner at the South Australian Tourism awards in the Cultural Tourism category, on the back of the successful Miss Fisher costume exhibition. Programming for children and families has been a major priority, with new structured programs and special events. Record numbers of school groups are visiting Ayers House and enjoying the new curriculum-based programs and the dedicated ‘school room’ space for hands on learning activities. A pilot program with primary school students using a 3D printing system to explore their local heritage proved new technologies can be effectively applied to learning about heritage. Our Adelaide Tours guided walks program goes from strength to strength with more than 40 guided walks conducted, covering 16 different trails through the city, supported by the Adelaide City Explorer website and mobile app. Numbers undertaking the Old Treasury and tunnels tour increased fourfold in 2016-17 through promotion on the Adelaide Tours website and via social media.
NATIONAL TRUST OF SOUTH AUSTRALIA
ANNUAL REPORT 2016 – 2017
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MANAGING OUR ASSETS FOR SUSTAINABILITY
BUILDING A ROBUST AND RESILIENT ORGANISATION
The National Trust of South Australia is a unique organisation
All community-based charitable organisations face a
with an extraordinary breadth of operations across the
continued imperative to maintain their financial viability
state, including active programs in heritage conservation
and to plan for uncertainty and unexpected events. After
and interpretation, public events, education programs and
the loss of all State Government funding in 2010, the Trust
commercial enterprises. Our portfolio of 130 heritage
has had to develop greater resilience and resourcefulness
places is enormously diverse: from grand homes to humble
to secure its future. More than ever, we are reliant on our
cottages, special places of natural beauty and biodiversity
own efforts to sustain our operations today and to build a
and extending to a lighthouse, a magnificent woolshed,
sustainable future. With diminishing government support
courthouses, railway stations, gaols and an asylum, mining
and an ageing membership base we need to adapt our
sites and even a pub. Each of these places are kept and
operations and business models to current realities and
cared for by the Trust to preserve their cultural and historical
future possibilities.
significance, and to ensure they remain accessible for use by current and future generations. The costs of sustaining these places continues to rise. In 2016-17 we undertook a number of initiatives to improve the management of these assets.
The new strategic plan and associated business planning framework adopted in 2016-17 provide the vision and the tools to guide our efforts towards future sustainability and success for the Trust. We need to work as one Trust to
Major works undertaken on the Cape Jaffa lighthouse
optimise our resources, share and develop our skills and
were completed in advance of an official launch event in
to build a resilient, adaptable culture. Good governance
November. This important project was made possible
is key to organisational sustainability. As part of the
through a productive partnership with the Kingston District
strategic planning process, we engaged a governance
Council and support from the Commonwealth Government.
expert to provide advice on the best ways to streamline our
A five day program of conservation works at Glencoe woolshed took place at Glencoe woolshed in June in
governance structures and processes to achieve our goals. Those recommendations are being considered by Council.
conjunction with the Construction Industry Training Board
In 2016 we engaged new auditors Nexia Edwards Marshall
(CITB) and Applied Building Conservation Training (ABCT) and
who completed their first audit of the Trust for the 2015-
involved 17 participants learning skills in stonemasonry, lime
16 year. With their advice we are continuing to streamline
washing and timber conservation. This program continues
financial reporting procedures at state and branch level and
the partnership between the Trust, CITB and ABCT, which
to ensure full compliance with our reporting requirements
has laid the foundations for the Australian Artisan Trades
for the Australian Charities and Non-profits Commission
Academy, a new way for us to meet the need for skilled
(ACNC).
tradespeople to work on heritage buildings.
Regeneration of our human capital is just as important as
A range of works were completed in our nature reserves
regenerating our physical and financial assets. In 2016-17
including fencing, weed removal and making and marking
we continued with new volunteer recruitment and training,
walking trails to keep them accessible and suitable as habitat
introducing new online communication tools for volunteers
for endangered species.
working at Ayers House and in our nature reserves. A new
In October, we completed more than 15 months of work with the Department of Environment, Water and Natural
training initiative for branch members in the Riverland area was proposed for funding.
Resources on the future of 43 Crown land properties that
We continue to benefit from the generosity of our donors,
have been managed by the National Trust for decades, at
patrons and other benefactors. The patrons group
a cost to the Trust of more than $50m. We are proposing
established in 2013 continues to grow in strength and
to return nine sites and for another 32 to be transferred in
significance, with more than 80 individuals having given
freehold to the Trust. We await a formal response from the
their support. In 2016-17 we also accepted with gratitude a
government.
bequest from the estate of Yvonne Carter.
NATIONAL TRUST OF SOUTH AUSTRALIA
ANNUAL REPORT 2016 – 2017
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2016 VOLUNTEER & AWARD RECIPIENTS
BRANCHES
HONOUR AWARD
National Trust Branch members preserve and manage buildings, reserves and collections throughout South Australia. Many present public programs through museums, tours and events. Some Branches are primarily focussed on
Our annual awards recognise the important contributions made by volunteers to the work of the National Trust. In 2016 the following awards were made at the Annual General Meeting in November.
Mrs Patricia Uppill Patricia has been a Member of the National Trust for 12 years and has represented the Victor Harbor Branch on the Victor Harbor Heritage Advisory Committee since 2009. She has also served on the Victor Harbor Branch Management Committee and worked in the Encounter Coast Discovery Centre since 2006. Patricia has been prominent in the research and writing of
advocacy work to protect heritage places and most
more than 60 plaques placed on a number of heritage buildings
participate in local as well as state- wide events such as
in the area.
History month and the Heritage Festival. There are 47 local area branches:
Mr Brian Stevens Adelaide Metropolitan
Kingston SE
Brian has been a National Trust member for almost 50 years,
Burnside
Millicent
14 as an active member of Mount Lofty Branch, serving as
Gawler
Mount Gambier
assistant Treasurer and Secretary and providing the Branch with
Port of Adelaide
Naracoorte
financial and governance advice. He has also provided invaluable
Tea Tree Gully
Penola
assistance with the wedding functions at Stangate House.
Ceduna
Robe
Cleve
Coromandel Valley
Koppio
Goolwa
Mr David Smith
Streaky Bay
Hahndorf
David has been a National Trust member for 14 years and
Tumby Bay
Kingscote KI
has provided invaluable help with maintenance for all NTSA
Whyalla
Mount Barker
properties in Penola. He served as Vice Chair of Penola Branch
Auburn
Mount Lofty
in 2010.
Burra
Penneshaw
Clare
Port Elliot
Jamestown
Strathalbyn
Port Pirie
Victor Harbor
Barmera
Willunga
Berri
Ardrossan
Overland Comer
Central Yorke Peninsula
Renmark
Kadina
Waikerie
Minlaton
Beachport
Moonta
Glencoe
Wallaroo
Mrs Kate Spencer Kate has provided invaluable help with the establishment and day to day running of the community herb garden on Petticoat Lane in Penola since 2006. She also conducts school and garden tours of Petticoat Lane, and participates in working bees.
Mr Frank Tuckwell Frank has been a National Trust member for 35 years, during which he established a heritage standing committee within
Keith
the Goolwa Branch to provide advice to local government on heritage matters. He also created the inland rivers marathon register, a Branch project, which is recognised nationally as a Professor Norman Etherington AM presents awards to (top-bottom) Mrs Patricia Uppill, Mr Frank Tuckwell and Mr Robert Williams
NATIONAL TRUST OF SOUTH AUSTRALIA
place to record voyages along the Murray-Darling River system. He has served as Chair of Goolwa Branch for 25 years.
ANNUAL REPORT 2016 – 2017
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DISTINGUISHED SERVICE AND HONORARY LIFE 2016
HONOUR AWARD (continued) Mr Robert Williams
Wendy has been an excellent advocate for Heritage, History
Richard Stewart
Robert has been a National Trust member for 20 years, serving
and Tourism for the Limestone Coast Region and has devoted
Richard Stewart has made vast contribution to not only the Trust,
as Goolwa Branch archive officer and research assistant and
her volunteering life to the National Trust of South Australia.
but also to the Riverland community, as he has been the Renmark Paringa Council’s nominee to the Board of the Riverland Health
also works front of house at the museum. He maintains the
Authority and has also been involved with the development of
archival collection of the Goolwa Branch and has provided research assistance to the public since 1999. He has expanded
Judy Murdoch
the archive to hold over 5000 files and 1000 photographs.
Judy has been a dedicated member of the National Trust for
Frank is an active member of the Goolwa Branch Committee
over fifty years. She was instrumental in the establishment of
and has assisted in the recent establishment of the Goolwa
the Naracoorte Branch in 1966 and has been involved in every
World War I Soldiers Memorial Wall.
aspect of the Branch since that time.
Mrs Val Yelds Val has been secretary of Victor Harbor Branch since 2006. During that time she has designed the Branch newsletters and managed the Branch annual program, organising guest speakers and Branch events and research for grant
tourism in the Riverland Region over many years. Richard’s passion for collectables and built heritage led him inevitably to Olivewood, where he has been a staunch advocate and contributor to the Trust, and in particular, the Renmark Branch. He has been energetic in pursuing items
Judy has served the Branch as President, Secretary, Museum
to further the Renmark history collection at Olivewood, and
Coordinator and Curator to name just a few of her roles. Due
has been an advocate for retaining, restoring, promoting and
to Judy’s hard work and diligence the Naracoorte Branch
collecting history throughout the Riverland.
gained full accreditation by the History Trust, now History SA, in 1988, and has ensured that the Branch has maintained accreditation since that time - no easy feat.
Richard has been the National Trust Riverland Regional Representative to Council for 12 years, which is a demonstration of his resilience and dedication.
applications. In short, she has been a pivotal member of
Much of the recent development of The Sheep’s Back has
the Branch Committee and the main point of contact for the
been designed and facilitated by Judy who is also an expert at
Branch. Although Val has resigned her position of Secretary,
grant applications and is often successful.
MOCATTA AWARD 2016
she remains an active member of the Branch and continues to
Each Wednesday morning at the Branch’s working bee, Judy
Anthony Presgrave
volunteer for duty at the Encounter Coast Discovery Centre and
is in demand by the up to 18 volunteers for her expertise in all
Anthony has been a member of the National Trust for 44 years
is also assisting with duties related to the on-going audit and
aspects of the museum development and maintenance.
and has played a leading role in a number of projects during
documentation of the Branch collection.
Judy has been passionate about local history, encouraging regional historical events and exhibitions to showcase the
HONORARY LIFE MEMBERSHIP AWARDS 2016 Ms Wendy Monger Wendy became a member of the National Trust of South
heritage of the Limestone Coast. Judy was instrumental in the formation of the National Trust branches regional meetings in the South East, as it was then known.
that time, including ‘Australia’s first mobile home’, the ‘barrage house purchase and siting’, historic beam engine restoration, archive establishment, and the World War/Goolwa enlistment photo gallery. Anthony has served in many official capacities on the Goolwa Branch Committee between 1987 and 2016, and is currently
Australia in 1973, holding many leadership positions, including
Judy has used her expertise by being a board member of
Chair of Mount Gambier Branch for 29 years. During this time
History SA and by organising and as a speaker at State History
she represented the South East and the Limestone Coast at
Conferences.
Regional and State level.
The Sheep’s Back Museum and the work of the Naracoorte
Superintendent’s Cottage, supervising the restoration of
Wendy accepted the key to the Mount Gambier Old Court
Branch is testament to Judy’s dedication, vision and
Goolwa Slipway beam engine, advising Council on rebuilding
House in 1975, and became instrumental in fundraising for the
perseverance to the ideals of National Trust.
the first railway carriage house in Cadell Street, and conducting
Branch Treasurer. Other volunteer work he has carried out includes building a replica tramway carriage for 2004 GoolwaPort Elliot Tramway, helping to establish an art gallery in the
refurbishment, maintenance and upgrading of the building.
walking tours from the Museum. He has given time to the
This allowed continual use of the Old Court House, the only
National Library, State Library and National Museum, attended
heritage building open to the public in Mount Gambier.
conferences and assisted with exhibitions. Anthony is a most
In 1975 Wendy was responsible for the Leake Bros Woolshed
worthy recipient of the 2016 Mildred Mocatta Award.
at Glencoe being donated to NTSA, took on the roles of fundraising, restoration, development and promoting the Woolshed to the outstanding property it is today.
NATIONAL TRUST OF SOUTH AUSTRALIA
Professor Norman Etherington AM presents awards to (top-bottom) Mrs Val Yelds, Mrs Judy Murdoch, Mr Richard Stewart and Mr Anthony Presgrave
ANNUAL REPORT 2016 – 2017
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VOLUNTEERS & MEMBERS
SUPPORTERS PARTNERS & SUPPORTERS
PATRONS
ABC Radio Adelaide Adelaide City Council Adelaide’s Haunted Horizons Adina Treasury Hotel Anlaby Station Art Gallery of South Australia Beach Energy Beerenberg Blue Sky Theatre Bundanon Trust Burnside Historical Society Children’s University City of Burnside City of West Torrens Community Alliance SA Conservation Council of South Australia Conservation Volunteers Australia Construction Industry Training Board Country Women’s Association Dalemain Estate, UK Dulux Environmental Defenders Office Film Art Media Glenside Hospital Historical Society Greening Australia History Teachers Association of SA History Trust of South Australia HSR Group ICOMOS Australia Makers Empire Marion Boyce Music SA Olives SA Regional Council of Goyder SA Open Gardens Scheme Sturt Street Primary School Tech-Dry The Adelaide Review Theodore Bruce Auctions Volunteering SA
In 2013 the President, Professor Norman Etherington AM, initiated a patron program
The National Trust of South Australia is a membershipbased community organisation, relying on the support of its members through their annual subscriptions and participation in activities as volunteers, and as also as visitors to events. Many members also act as advocates for the work of the organisation for the promotion and conservation of the heritage assets of South Australia. The generosity of members and partners enables the Trust to achieve its purpose. As at the 30 June 2017 we had 2,425 current memberships, many of which are household memberships consisting of more than one individual.
Willunga branch runs a tour of the Willunga Slate Quarry
There were 267 new memberships in 2016/17. A member survey was carried out in June / July and the results of this survey will enable the Trust to look at new ways of both increasing membership in the future and developing its current membership program. Member benefits include free entry to National Trust properties world-wide and regular publications about contemporary heritage issues in South Australia and nationally. Volunteers are a vital part of our organisation. In 2016/17 more than 1,186 registered volunteers across the State generously donated 115,952 hours to maintaining and looking after National Trust heritage places, collections and museums, and to the management of events and tours that promote awareness of the rich heritage of
Natural heritage volunteers working in Engelbrook Reserve
South Australia. The economic value of this contribution can be estimated at $3m annually. National Trust volunteers bring a wide range of skills and many years of experience to their work with the Trust. The National Trust is committed to offering a high level of support to making sure that all volunteers have a rewarding experience. In partnership with other National Trusts of Australia, we are now working to develop new ways of recruiting and supporting volunteers. We would like to acknowledge all volunteers for the work they do for the benefit of the Trust and thank you for your generosity and dedication.
NATIONAL TRUST OF SOUTH AUSTRALIA
After Dark theatrical performance at Ayers House.
for the National Trust of South Australia. Over 4 years the Trust has welcomed the support of more than 50 individuals, couples and families. In 2016/17, many current patrons renewed their commitment and several new patrons joined the program. We greatly appreciate their support. Sir George Kingston Patrons
Foundation Patrons
Mrs Janet Angas
Michael Abbott AO QC
Prof Norman Etherington AM and Prof
Cavill Power Products Pty Ltd
Peggy Brock
Mrs Anne Jolly †
Mr George & Mrs Eleanor Hobbs
Mr Robert (Bob) Piper AO† &
Mr Christopher Hughes
Mrs Margaret Piper
Mr H Edwin Michell
Lady Porter †
Dr Patricia A Michell
Mrs Eve Shannon-Cullity †
Mr Peter & Mrs Susan Morgan
Mrs Marion W Wells
Mr Ian Wall OAM
Mr Alastair Angas†
Mrs Pamela Wall OAM
Mrs Margaret Bennett Mrs Rosemary de Meyrick
Edmund Wright Patrons
Mrs Skye McGregor
Mrs Joan Beer
Mr Robin & Mrs Helen Greenslade
Mrs Deborah Morgan
Mr Richard Harvey AM &
Mr Antony & Mrs Mary Lou Simpson
Mrs Cecily Harvey † Mr Anthony Hurl
Colonel William Light Patrons
The Hon Dr Diana Laidlaw AM
Dr John Davenport
Mr John P Maddern†
Dr Walter & Mrs Robyn Dollman
The Hon Dr Kemeri Murray AO †
Dr Barbara Hardy AO
Mr John Phillips
Mrs Kali Hunter Constantine
Mrs M P Schroder
Mrs Rosemary de Meyrick
Mrs Sue Tweddell
Mr Skip & Mrs Lilly Lipman
Mr Cedric Wells OAM †
Mr Ian H Lloyd
Mr R J Whitington QC
Mr Hugh MacLachlan Mr Jim & Mrs Doody Taylor Mrs Pamela Thomson Dr Barbara Wall Mrs Marion Wells Mr Ian Young Mrs Pamela Yule
ANNUAL REPORT 2016 – 2017
18
19
VALE
VALE
Robert William Piper AO
Cedric Bayford Wells OAM
Bob died on 28 June 2017 aged 87. He was the senior partner in the firm of Piper Alderman, Solicitors, and practised in commercial matters and estates. His experience of life was remarkable, and the Trust greatly benefited. It included Directorship of Companies too many to mention here [and some of which he was Chairman], four years as a Councillor of the City of Adelaide and membership of Boards of cultural organisations. He was President of the National Trust of South Australia from 1993 to 1996, and was involved in many difficult and controversial decisions, including the sale of the house that had been left to the Trust by Dr Mildred Mocatta, the purchase of new offices at 452 Pulteney Street and their subsequent sale.
NATIONAL TRUST OF SOUTH AUSTRALIA
Bob chaired the Living Heritage Fundraising Campaign, and continued to Chair it after his Presidency. Largely due to his efforts, it was conspicuously successful. He also became President of the Australian Council of National Trusts from 1995 to 1997, and was successful in capturing the International Conference of National Trusts held for the first time in the Southern Hemisphere in 2000. Bob was the inaugural winner of the Dr Mildred Mocatta Prize awarded in 2002 for his outstanding voluntary work for the Trust.
Cedric died on 7 July 2017 aged 91. He and his wife Marion [the daughter of the second President, the late Sir Edward Morgan] became Foundation Members of the Trust in 1955. Interestingly, but perhaps irrelevantly, ten years earlier as a signaller aboard the destroyer HMAS Nizam, he was given the job of raising the Australian flag at the bow of the first ship to enter Tokyo Bay on 29 August 1945. Upon discharge from the Navy, he returned to Adelaide, and after completing an Agricultural Science degree [he got his Master’s some time later), he served in Vietnam with the 1st Australian Armoured Regiment. He was employed as a soil research scientist with the CSIRO almost continuously from 1951 to 1986. He was involved in setting up SA’s Military Museum at Keswick, and as a member of St Peter’s Cathedral Property Council, he
organized the restoration and rehanging of laidup guidons and colours. He joined Legacy in 1967 and was a dedicated and active member. He was President in 1997. He also had a very long association with The Cottage Homes Inc. and chaired its governing body for 33 years. Cedric was President of the Trust from 1976 to 1979. His wide experience was an excellent background. He was the inaugural Chair of the Marble Hill Committee. He set up a subcommittee under the Nature Preservation Committee to commence a survey of significant trees to mark the Year of the Tree, and later he was Chairman of the Significant Trees Assessment Panel. He was an active member of the Mt Lofty Branch. When the current President launched the Patron’s Appeal in 2013, Cedric and Marion were among the first to join.
ANNUAL REPORT 2016 – 2017
20
21
FINANCIAL RESULTS For the year ended 30 June 2017
The financial results for 2016-17 show a net
SOURCES OF INCOME
deficit of $484,613 after strong surpluses in the previous two years ($16,830,801 in 2015-16). The deficit arises from the decision to begin to invest
7.5% 4.4% 6.4% 28.9%
13.9%
Membership fees
in our built heritage assets to ensure their proper
Admissions and tours
conservation and adapt them for future use. The
Sale of goods
Cape Jaffa lighthouse and Glencoe woolshed,
Grants and sponsorship Investment income Property leasing
11.4% 12.3% 8.3%
6.9%
Fundraising and donations
both state heritage listed, have had no significant investment for forty years. Works completed in the last two years will ensure that these properties survive and will be better able to support their future operation and conservation. Further
Bequests
conservation works on our properties will be
Other income
undertaken as funds allow. Income for 2016-17 was down from the exceptional result of the previous year and expenses were marginally higher. Grants, sponsorships and
OFFICE BEARERS
bequests were significantly down on 2015-16. This
EXPENDITURE
income tends to be variable and unpredictable from year to year. Major sources of income continue to
Members of the National Trust
Professor Norman Etherington AM
of South Australia Council during
Mr George Hobbs JP (Appointed February 2017)
2016/17.
Dr Liz Burge
16.1%
Mr Bob Cornwell Dr Robert Dare Dr Walter Dollman (Appointed March 2017)
Depreciation
2.1%
30.2% 9.3%
Ms Caren Martin Mr Brian McMillan Mrs Deborah Morgan Mr John Northwood Mrs Kath Rayner Mrs Sue Scheiffers Mrs Robyn Wight
are staffing and repairs and maintenance.
Repairs and maintenance
The balance sheet remains strong. As at 30 June
Occupancy expenses
2017, the total net assets of the Trust stood at
Fundraising
14.6% 1.0% 3.3%
Adminstration 16.4% 7.1%
tours and sales of goods). Major expenditure items
Employee expenses
Advertising
Ms Melanie Kiriacou
come from our public facing operations (admissions,
Contractors Other expenses
$27.867m, up from $10.577m five years ago. Our assets are principally fixed in property, but over the past four years we have developed a separate investment fund to provide for the future financial security of the Trust. The Audit, Finance and Governance Committee oversees the management of the fund, which reached $3m for the first time in 2016-17. Our strengthening balance sheet provides future security for the ongoing operations of the Trust in an environment where there is limited government financial support and significant competition for donations and sponsorship.
NATIONAL TRUST OF SOUTH AUSTRALIA
ANNUAL REPORT 2016 – 2017
22
23
STATEMENT OF PROFIT OR LOSS
STATEMENT OF FINANCIAL POSITION
For the year ended 30 June 2017
NATIONAL TRUST OF SOUTH AUSTRALIA
As at 30 June 2017
ABN 45 432 652 725
NATIONAL TRUST OF SOUTH AUSTRALIA
2017
2016
$
$
Revenue
2017
2016
$
$
2,382,463
3,455,411
195,969
321,946
ASSETS Current Assets
Membership fees
115,920
146,882
Admission and tours income
754,797
1,006,978
Sale of memorabilia
322,688
439,762
Trade and other receivables
Grant and sponsorship income
179,219
334,426
Inventories
Lease income
297,651
224,288
Total Current Assets
Bequests
166,817
498,693
Donation and fundraising
363,027
520,045
Interest income
68,986
64,396
Dividend income
125,695
144,563
Other income
196,750
203,810
21,437
35,410
2,612,987
3,619,253
Realised gains on investments
ABN 45 432 652 725
Cash and cash equivalents
169,460
125,328
2,747,892
3,902,685
2,172,912
1,887,226
Property, plant and equipment
23,643,585
23,611,884
Total Non-current Assets
25,816,497
25,499,110
Total Assets
28,564,389
29,401,795
Non-current Assets Investments
LIABILITIES Less Expenses Depreciation
Current Liabilities (67,147)
(115,056)
Trade and other payables
475,104
853,042
Employee benefit expense
(983,852)
(816,893)
Provisions
103,180
79,197
Occupancy expense
(231,871)
(232,352)
Other Liabilities
77,746
144,513
Repairs and maintenance expense
(534,083)
(541,586)
Total Current Liabilities
656,030
1,076,752
Advertising expense
(106,242)
(207,987)
(33,002)
(40,160)
Administration expense
(476,072)
(416,956)
Provisions
40,966
-
Contractors and consultant fees
(303,458)
(301,940)
Total Non-current Liabilities
40,966
-
Fundraising and special events expenses
Grant expenditure Other expenses
-
(9,000)
(525,589)
(502,879)
(3,261,316)
(3,184,809)
Non-current Liabilities
Total Liabilities Net Assets
696,996
1,076,752
27,867,393
28,325,043
Members funds Surplus/ (Deficit) for the year
(648,329)
434,444
Other Comprehensive Income Gain on Revaluation of Land & Buildings
-
Gain on Revaluation of Collections
20,992,600
7,504,915
7,332,443
Total members funds
27,867,393
28,325,043
1,161,155 163,716
(311,425)
Total Other Comprehensive Income
163,716
16,396,357
(484,613)
16,830,801
NATIONAL TRUST OF SOUTH AUSTRALIA
20,362,478
Accumulated Surplus 15,546,627
Revaluation of Financial Assets
Total Comprehensive Income for the Year
Reserves
ANNUAL REPORT 2016 – 2017
With thanks to our corporate supporters
The National Trust of South Australia
National Trust of South Australia
is a community-based membership
Beaumont House
organisation established in 1955.
631 Glynburn Road
We work to preserve, protect and promote our built, natural and cultural heritage with the support of our members, volunteers and supporters. This document is available from nationaltrust.org.au/sa
Beaumont SA 5066 T (08) 8202 9200 admin@nationaltrustsa.org.au www.nationaltrust.org.au/sa ABN 45 432 652 725