FOUNDATION BAROSSA 2 0 2 0

Annual Report Our Mission

We enable community philanthropy for the economic, social and cultural prosperity of the Barossa community.

Kicking Goals Scholarship - John Hughes & Jacob Judd ANNUAL REPORT | 3 Message from the Chair

Dear Friends,

On behalf of our Board, it is a privilege to present the 2019/20 Annual Report of Foundation Barossa.

This year has been Foundation Barossa’s Other highlights include: to the Foundation, while AON insurance eighteenth year of operation, and a year • The Peter Lehmann Arts and Education brokers offer generously discounted fees. fraught with the particular challenges that Trust made awards for seven local projects, EY donate their services to provide auditing COVID-19 brought to our community and all of which enhance the Barossa’s rich of our accounts and we are grateful for to the world. In April, we were tested to cultural life; Barossa Council providing our Executive respond quickly as the implications of social • Local young people have received Officer with regular office facilities. isolation and anxiety were being felt, with awards via the Thomas Scholarship, the agencies reporting a shortage of food, Kicking Goals program, and Barossa And on the subject of our Executive womens shelters reporting an increase in Bands scholarship; Officer, Annabelle Elton-Martin, is fierce demand, and many more members of • The Ben Baker Memorial Scholarship and tireless in making things happen our community feeling vulnerable and was introduced, an initiative of Angaston for the Foundation. Her intelligence, ill-equipped to deal with the conditions. Medical Centre and widely supported by energy and commitment to the cause It was a vivid reminder of the value of the community; is exemplary and we are very grateful for Community Foundations, who have the • Our first ever Christmas appeal raised her contribution. networks, the relationships, the focus and over $7000 that provided gifts for children resources to work fast to deliver practical, and hampers for families struggling to The work of the Foundation is largely driven on-the-ground support for people doing afford food over the Christmas period; by the voluntary time and expertise provided it tough. And it was a powerful reminder • This past year, the Back to School by our Board. I’d like to acknowledge this too, that our community is blessed with program contributed over $27,000 in group of people, all of whom are united many generous, big-hearted supporters, $50-vouchers for families to spend on in purpose and committed to continuing who are ready to rally for a worthy cause. equipping their kids with all that’s needed to build capacity and self-reliance within As always, we are very grateful for their for a new school year; the Barossa, and to ensure the diligent support. • Independent learners from Nuriootpa management of community funds. It’s and Birdwood High schools were supported an honour to work with them. Despite the urgency and uncertainty that via a contribution from our friends at the accompanied the coronavirus, it has been Wyatt Foundation; Of course, all of the Foundation’s work is another rewarding year for the Foundation, • We launched the BUILD business made possible only by the generosity of where we have been able to deliver on mentoring program to support four local our philanthropic donors, sponsors and our promise of working to improve the businesses to develop their sustainability supporters. Because people believe in ability, opportunity and dignity of the and capacity to grow; and Foundation Barossa and continue to disadvantaged. The Concordis sub-fund, • Community Grants were made to support us, it’s crucial that we remain with the support of founding partners, Two several important community groups, accountable and don’t take their trust for Hands, Seppeltsfield, Kaesler, and , all of whom are working to support local granted. I invite anyone interested in the introduced a new focus towards people people. work the Foundation does to get in touch either working with or personally facing with me or any of our Board members challenges that include homelessness, poor Once again, we’ve been delighted to to speak about the Foundation, ask mental health, domestic violence and/or have the support of several important questions, or make suggestions of any disability, and awarded 13 scholarships partners, including our Gold sponsors, kind. On behalf of the Board, my sincere to local people, to help them achieve Homburg and Barossa Quarries - both thanks to everyone who has contributed their goals. of whom are thoughtful, generous and to the work of Foundation Barossa over long-standing local supporters, who are this past period. very much appreciated. W2Wealth provide Nick Slape excellent investment advice at no cost 4 | ANNUAL REPORT

Young Carer Concordis Scholars, Carers & Disability Link Our Programs Foundation Barossa aims to nurture and build our community’s strengths and assets by responding to challenges and opportunities and supporting organisations and individuals to do likewise. CONCORDIS SOCIAL INCLUSION SCHOLARSHIPS

Foundation Barossa launched the Concordis Social Inclusion Scholarships in November 2019. We created these based on the evidence that many in our community face challenges which impact social inclusion. These include homelessness, mental health, domestic violence, and disability.

Kaesler, Seppeltsfield, Torbreck and Two Hands established the Concordis program to give back to the region. Sales of four vintages of their collaborative winemaking project have generated significant funds to support our community.

Annual education scholarships are open to anyone from an area of disadvantage wanting to study at TAFE or university. We hope the opportunity to study will create a pathway to address disadvantage. Partnership through Adversity

Concordis partners: Annabelle Elton-Martin (Foundation Barossa), Reid Bosward (Kaesler), Michael Twelftree (Two Hands ), Matthew Pick (Seppeltsfield), Ian Hongell (Torbreck Vintners) ANNUAL REPORT | 5

Foundation Barossa partnered with “I can’t tell you how Danika King has been a client of several organisations to reach those grateful and overwhelmed Centacare since November 2014. She’s in need of help. We would like to I am to receive this now studying a Bachelor of Information acknowledge the support of: scholarship. I finally have Technology (Software Development) at some hope for the future.” the University of South Australia. Danika • Lutheran Community Care is determined to use the opportunity • Centacare Youth Homelessness Alexandra Devitt Lansom, Arts Team to turn a disadvantaged childhood • Carers and Disability Link Leader from Tutti Arts Barossa is excited into a positive future. • Nuriootpa Flexible Learning Unit her students can now study at the • Tutti Arts Group. Adelaide College of the Arts. Tutti Visual We’re delighted by the response to Arts is a dynamic arts program for young these scholarships. They will allow The number of applications and adults with intellectual and learning people in our community who have incredible stories of courage and disabilities. The program incorporates been excluded to flourish. determination from the applicants painting, drawing, printmaking, digital overwhelmed us. art, and sculpture. The feedback from our partners and recipients has been unanimously Applicants faced homelessness, “This wouldn’t have positive. It’s best summed up by the domestic violence, disability, and been a possibility for response of one recipient who is in financial crisis, while often caring for these three students a wheelchair following a workplace others. Areas of study were as diverse without the scholarship. accident. as the applicants and included These talented artists nursing, youth work, IT, education, can continue their “I am actually totally lost and creative arts. Many applicants education and have the for words. I’m thrilled, wanted to study in an area to help same opportunities as excited, scared but so very others facing disadvantage. other artists to grow and grateful and appreciative develop.” of this opportunity. Maybe Jade is a domestic violence survivor. miracles do happen. Thank She is studying a Bachelor of Social Centacare Outer North Youth you for giving me purpose work and hopes to inspire others in Homelessness Services work with and hope.” similar situations. people aged 15-25 who are homeless or at risk of homelessness. Case “The Concordis managers provide support to combat Scholarship means more barriers such as accommodation, to me than words can mental health, domestic or family express. It will remove a violence, drug and alcohol concerns, huge financial burden. The employment, and education. We’ve money will cover expenses provided scholarships to three recipients such as commuting to referred by Centacare. and from Magill UniSA, textbooks, stationery, internet and parking.”

Carers and Disability Link support carers and people with disability. Jeannine Malcolm from Carers and Disability Link supported the applications of three successful candidates. The applicants included young people whose role as a full-time carer had stopped them studying in the past. The scholarship will allow them to complete online qualifications so they can plan a future for themselves.

Tutti Arts Barossa 6 | ANNUAL REPORT

DR. BEN BAKER MEMORIAL SCHOLARSHIP

Foundation Barossa and the Angaston Medical Centre established this scholarship in 2020 to honour the memory of Dr Ben Baker.

‘As Ben’s friends and business partners, we wanted to remember him in a way that helps someone achieve their dream of becoming a health professional’.

Dr Adrian Griscti | Angaston Medical Centre

The fund provides an annual education scholarship of $1,000 to a student studying a course of (human) health.

The inaugural recipient of the Dr Ben Baker scholarship was Jacqueline . Jacqueline has a strong connection to the Barossa and is an active participant in several community groups. The scholarship will support her to finish her Bachelor of Social Work. ‘I’m honoured to be the recipient of the scholarship. Dr Baker was a much-loved GP for my family through some difficult times. So, this scholarship touches me both professionally and personally’, she said.

Jacqueline hopes to make a difference to the Barossa community, particularly in the areas of mental health and wellbeing. The scholarship will reduce the financial strain of studying, assisting with study related expenses like text books.

Dr Ben Baker ‘It’s encouraging that despite the challenges I face, I have the support of Foundation Barossa and the Angaston Medical Centre Partners to follow my passion and vision.”

KICKING GOALS SCHOLARSHIP Drae Bennett from Nuriootpa High School and Jack Braunack from Faith Lutheran College are the 2020 Kicking Goals recipients. Both students are in Year 11 and have big goals for the future.

Drae impressed the panel with his passion for food and his goal to work in a professional kitchen. With mentoring from John and introductions to local chefs, we hope the scholarship will help Drae achieve his dream.

“This scholarship will help me achieve my career and educational goals. It gives me confidence that I can work in the cooking industry,” said Drae.

Jack is also looking forward to having John as his mentor and hopes he can learn from John’s experience. Jack has a keen interest in insects and hopes to study Entomology.

“It is an honour to be a recipient of the Kicking Goals scholarship. I’m looking forward to making use of all the opportunities it will provide,” said Jack.

Rieslingfreak winemaker John Hughes and Foundation Barossa established 2020 Kicking Goals Scholarship recipients, the Kicking Goals Scholarship four years ago. The fund has grown with Jack Braunack & Drae Bennett the generous support of many Barossans. The scholarship has allowed John to realise a dream of helping students with a disability. John’s support helps the students move into employment or further education. ANNUAL REPORT | 7

PETER LEHMANN ARTS & EDUCATION TRUST

We launched the Peter Lehmann Arts and Education Trust (PLAET) in 2014 to nurture and sustain the artistic and cultural fabric of the Barossa. Grants from the trust provide access and education to a wide range of arts and cultural activities.

In 2019, the Peter Lehmann Arts and Education Trust awarded seven grants. These arts, culture, and education-based projects will all contribute to the cultural fabric of the Barossa.

Three projects showcase the Hill and Son Organ and make it an ongoing, vibrant part of Barossa’s cultural life.

• Joshua Van Konkelenberg has established four organ scholarships to generate and nurture interest in the Hill and Son Organ. One student also received additional funding for organ music.

• The Tanunda Town Band received a grant to engage a composing mentor for a group of the Band’s composers.

• Ellie Neindorf used her grant to create a website and map showcasing the bushwalking trails through the Barossa. Locals and visitors alike have welcomed this fantastic new resource.

• A grant for the Rechner Cottage Conservation Association will fund site inspection and preparation of conservation documentation.

• The Nuriootpa Town Band will use their grant to create place-based art on the outside of their band hall. They hope to promote the band, its heritage and its role in the community.

• We funded the She Is group to support the 100 Barossa Artists initiative. The group curated over 100 self-portraits and an exhibition in Nuriootpa during the 2020 SALA Festival.

Ellie Neindorf & Annabelle Elton-Martin 8 | ANNUAL REPORT

THOMAS SCHOLARSHIP

Foundation Barossa’s scholarships support students that might not otherwise go on to TAFE and university.

Thanks to the generosity of David and Barbara Thomas, this scholarship helps students overcome the financial barriers to study. Community members also provide mentorship to develop specific skills and knowledge to enhance the student’s professional and personal growth.

Hannah Broadbent was selected from a strong group of students. She impressed the panel with her excellent academic results, strong work ethic and commitment to the region. Hannah has started a Bachelor of Nursing at Adelaide University and hopes to work in the Barossa’s health sector.

‘I’m incredibly grateful for the scholarship because I want to help others. The scholarship will help me achieve my goal of becoming a paramedic or a nurse.”

Thomas Scholarship recipient Hannah Broadbent & Annabelle Elton-Martin BAROSSA BANDS SCHOLARSHIP

We created the Barossa Bands Scholarship in 2015 when the Barossa Junior Brass Band was disbanded. The scholarship aims to support tuition of young, talented musicians. We award two scholarships of $750 each year to fund travel, tuition, uniforms, instrument purchase or hire. The musicians will also be mentored by one of the local community bands.

The 2019/2020 recipients were Mitchell Haley and Olivia John.

David Bettison (Nuriootpa Town Band), Olivia John (Barossa Band Scholarship recipient), Philip Krahling (Nuriootpa Town Band) ANNUAL REPORT | 9

ELDERTON MAKING EXCELLENCE SCHOLARSHIP

In 2015 launched the Elderton Winemaking Excellence Scholarship to reward and encourage achievement and effort in winemaking. The scholarship is awarded to a student studying a Bachelor of Oenology (Winemaking) at an Australian University. The scholarship provides financial assistance of up to $3000 towards educational expenses. The student also has the opportunity to be mentored by the team at Elderton Wines.

Lauren Hutton was the 2020 recipient. She’s in the third year of a four-year Bachelor of Viticulture and Oenology at the University of Adelaide.

“This scholarship will allow me to undertake my first vintage winemaking role. I’ll be able to implement the last three years of study in a much more practical setting. I can’t wait to learn about this industry from this well-respected company.

Thank you to Foundation Barossa and Elderton Wines for your support.”

Lauren Hutton (Elderton Winemaking Excellence Scholarship receipient), Cameron Ashmead (Elderton)

CHRISTMAS APPEAL & CORKAGE FOR A CAUSE

Christmas was a little brighter for many Barossa families last year, thanks to the generosity of the Barossa community.

The first Foundation Barossa Christmas appeal raised almost $7,000. This was donated to Lutheran Community Care to provide gifts for children in need and hampers for families struggling to afford basic meals.

On November 21 2019, Foundation Barossa launched the inaugural Corkage for a Cause night.

‘Corkage for a Cause’ saw a number of Barossa restaurants and bars donate their corkage charges and host special events. The funds contributed to Foundation Barossa’s Christmas Appeal.

Thank you to our participating venues in 2019: Vino Lokal, Appellation at The Louise, Harvest Kitchen, Ember Pizza, Vintners Bar & Grill, Roaring 40’s, Hermann’s at Chateau Yaldara and FINO Seppeltsfield.

Foundation Barossa plans to make Corkage for a Cause an annual fundraising event. Corkage for a Cause participant Vino Lokal 10 | CORPORATEANNUAL REPORT ANNUAL REPORT

BACK TO SCHOOL VOUCHERS & STAY AT SCHOOL GRANTS

In June 2019, we launched our Dollar a Day Appeal. Thanks to generous community support, we raised over $5000 for the 2020 Back to School Program.

The Back to School initiative is part of the Rural Education Australia Program. Foundation Barossa has partnered with the Foundation for Rural and Regional Renewal (FRRR) since 2008 to provide these vouchers.

The Back to School program is a practical, positive program providing $50 vouchers to students in need. The vouchers are more than a $50 gift. They’re used for school uniforms, shoes, school bags and stationery items. The program focuses on social inclusion and resilience, building confidence and morale in disadvantaged children. Sandy Evans, Angaston Primary School, Annabelle Elton-Martin In 2020 we contributed an unprecedented $27 000 to this initiative. This provided 560 vouchers to Barossa families in need. This was possible thanks to the support of FRRR, the generosity of the Barossa community and a $2000 grant from Casella Family Brands.

“For many families, the start of the school year is difficult. Uniforms and shoes, laptops, calculators, and stationery all add up. The Nuriootpa High School Wellbeing team are grateful for the support of Foundation Barossa vouchers. They allow us to support disadvantaged students to be just like everyone else.”

Anne Barclay | Assistant Principal Nuriootpa High School

With a $5000 grant from the Wyatt Foundation, we supported independent learners aged between15 and 23 at Nuriootpa and Birdwood High Schools. Gail Holland, Greenock Primary school, Annabelle Elton-Martin The circumstances of the students vary, but all were disengaged from mainstream learning.

“The funding will reach a range of students from low socio-economic backgrounds and those experiencing hardship. These include students who are homeless, from low-income families, students who live independently, and young parents.”

Sarah Afshin Pour | Nuriootpa High’s Flexible Learning Centre.

Back to School and Stay at School vouchers distribution, Nuriootpa High School and Flexible Learning Centre CORPORATE ANNUAL REPORT | 11

Grants will help students with travel, childcare and materials so they can complete their studies. There is a shortage of regional transport and immediate financial support in the Barossa. These grants will also help students travel to health and education facilities and employment opportunities.

Without this extra support, it’s difficult for a student to focus on their own educational and personal goals. Stacy is a recipient of the Stay at School grant at Nuriootpa Flexible Learning Centre. She welcomed the support which will allow her to prioritise her living expenses. This includes transport and household items to support her young family while she completes Year 12.

BUILD BUSINESS COACHING SCHOLARSHIPS

We launched the Foundation Barossa BUILD Scholarships for small businesses in April 2020. They were delivered in partnership with Next Level Up Business Coaching and Mentoring and were valued at $8000 each.

The scholarships provided four months of business coaching and mentorship. They focused on developing the sustainability of the businesses and ensuring capacity to grow.

By promoting education and encouraging achievement, Foundation Barossa can invest in the long-term health and resilience of the community. We awarded the inaugural Foundation Barossa Build Business Coaching Scholarships to: • Gardner Knives, • Barossa Physiotherapy • True North Yoga

COMMUNITY GRANTS

Each year Foundation Barossa allocates funds to the Community Grants program to support community groups throughout the Barossa region.

In 2019/20 the following Community Groups received grants through Foundation Barossa:

Kind-Hearted Kitchen: Kind-Hearted Kitchen provides free, nourishing meals made from donated ingredients from local gardens and pantries. The meals are available for anyone in the Barossa doing it tough or needing support. The Foundation Barossa grant funded a commercial food vacuum pack. This allowed Kind Hearted Kitchen to be more efficient and offered change to how children in need in our community could access breakfast.

Lutheran Community Care: Mental Health First Aid Training. The grant was to train 20 volunteers and staff to assist individuals with a range of issues. Many of their clients face tough times because of stressful financial or personal circumstances. Deaths due to suicide were also very high in the Barossa region this year.

Kid’s Kitchen: Kids Kitchen aims to teach children about the process of healthy eating and basic cooking skills. A paddock to plate approach teaches children about growing vegetables, fruit, and herbs. They get to see where food really comes from and learn a variety of cooking methods. The children make simple and nutritious meals, from fresh ingredients and readily available pantry items. They will also discover healthy foods to reinforce healthy food choices and set up healthy eating habits for adulthood. The grant was to fund equipment and appliances. 12 | CORPORATEANNUAL REPORT ANNUAL REPORT

COVID-19 RAPID RESPONSE GRANTS

Foundation Barossa launched the COVID-19 Rapid Response Grants to respond to the evolving impact of COVID-19 on the community.

The grants provided up to $1500 for projects that directly responded to the impact of COVID-19.

Applications needed to be inclusive and engaged in community activity. Participants needed to be primarily people living, working, or volunteering in the Barossa region.

The COVID-19 Rapid Response Grants were to fund community projects that: • Delivered practical, creative, and innovative solutions to emerging challenges, or • helped existing organisations adapt how they provide services during this period, or • were activities that provided nurturing or wellness for community benefit.

We prioritised projects that: 1. Built community resilience. 2. Developed organisational resilience and capacity (e.g: projects that allowed for delivery of a service in a new environment). 3. Fostered community connection and belonging (e.g: writing or gardening groups that could support participation of people in isolation). 4. Were feasible and ready to begin immediately. 5. Met a need in the current environment but had longevity after the current crisis.

The recipients of the COVID-19 Rapid Response Grants are detailed below.

• The Women’s Safety Service, Northern Adelaide Domestic Violence Service SA (NADVS) is a community based, not-for-profit organisation providing support and assistance to women and children experiencing domestic and family violence in the Barossa and surrounds.

The grant funded two laptops for their clients working from home or home schooling during the pandemic. NADVS usually has face-to-face contact.

Women usually go into the NADVS interview room to use the computer. Due to the COVID restrictions they were unable to do this. Children could do homework and clients could look for private rental properties to start their lives a fresh.

• The Angaston Community Business Alliance Inc (ACBA) is a volunteer organisation undertaking actions towards the vision of vibrant and resilient Angaston.

Angaston Community Business Alliance Inc (ACBA) used their grant to set up the TANGO (Talk-Angaston) table. This is a community table aimed at bringing people together. They hope participants will discuss BIG picture issues relating to the COVID response and recovery in the local community.

• A grant to Seeds of Hope for a laser printer and cartridges to print out brochures. Originally aimed at farming community farming community due to community’s distress due to drought and COVID-19, they developed “Are Your Mates Okay?” They distributed this sheet throughout the Barossa region as an email and/or a brochure with all key resources. CORPORATE ANNUAL REPORT | 13

COVID-19 RAPID EMERGENCY APPEAL

The impact of COVID-19 was both sudden and significant. Foundation Barossa worked with service providers across the region to identify those who were struggling. Many families could not put food on the table because of job losses and the closure of businesses.

Never have we needed community support more than during this period. $12,955 was donated in two weeks, which was used to provide vouchers for emergency food supplies. These were quickly distributed to those most in need by Lutheran Community Care.

COVID-19 LAPTOP DONATION PROGRAM

We launched an initiative looking for old laptops people had at home gathering dust.

The pandemic forced many students to study at home. We were asked to help find second hand computers on behalf of some of our children in the Barossa that do not have access to one at home.

The community donated 19 computers, which the team at Beam Internet donated the time to check and clean

Thank you to everyone who donated a laptop. These made a real difference to students that really need our support.

Chris Linden, Vine Inn Barossa with an ArtLease from Foundation Barossa 14 | ANNUAL REPORT Financial Management

The financial position of Foundation Barossa held up relatively well considering the significant decline in global markets as a result of the economic impacts relating to the COVID-19 pandemic. Total fund balances as at 30th June 2020 total $1,964,614, down from $2,089,340 the previous year. Approximately half the decline in funds under management was driven by negative net investment returns of $60,207 (-2.97% return on total average funds).

The Education Trust has seen funds under management decrease from $1,482,364 to $1,386,821 largely due to investment earnings of $42,536 being more than offset by unrealised capital losses of $79,939 (a decline in market value of financial assets held). The Education Trust distributed a total of $72,983 across 7 educational programmes, an increase of $20,906 on the previous year (Concordis distributions were up $25,988 to $31,637). ANNUAL REPORT | 15

The Peter Lehmann Arts & Education Trust (PLAET) has seen funds under management decrease from $539,320 to $493,088 largely due to investment earnings of $13,843 being more than offset by unrealised capital losses of $35,453 (a decline in market value of financial assets held). PLAET grants were distributed to six recipients totalling $15,500.

The Barossa Region Community Trust (Public Trust) has seen an increase in funds from $58,974 to $74,796 driven mainly by seed funding totalling $15,778 for a new sub fund set up for the Dr Ben Baker Scholarship. A total of $44,913 was distributed back to the community, including $3,750 for educational scholarships made via the Education Trust, which is an increase of $36,413 on the previous year. 16 | CORPORATEANNUAL REPORT ANNUAL REPORT

SUB FUND BALANCES

There was a decrease of $124,725 across all sub funds, with major declines reported for Concordis (-$56,050), PLAET (-$46,232) and Thomas Scholarship (-$34,720), offset by the new sub fund established for Dr Ben Baker Scholarship (+$14,782). CORPORATE ANNUAL REPORT | 17

BAROSSA REGION COMMUNITY FOUNDATION INCORPORATED (OPEN FUND)

The Open Fund closed with a year-end balance of $9,909, with a net surplus for 2019/20 of $1,228. Excluding distributions from the Public Trust made via the Open Fund, annual operating expenses increased $26,063 on the previous year to $62,671, equating to 3.2% of total net assets as at 30 June 2020.

The increase in total operating expenditure has been driven by increased Executive Officer hours, with Executive Officer expenses totalling $54,046, up $21,855 on the previous year.

Foundation Barossa operations were funded by – administration fees $30,087 (Education Trust $21,997 & PLAET $8,090), sponsorship & donations $8,607, ArtLease $4,000 and government stimulus programmes $19,000.

GOVERNANCE Investment Policy Foundation Barossa engage the professional services of W2 Wealth to provide advice (pro bono) on investment strategies for total fund balances under management averaging $2,026,977 for 2019/20.

The trustee adopts investment strategies to meet the following objectives: • Preserve capital base. • Receive regular income. • Provide reasonable exposure to long term capital growth.

The trustee of the fund exercises the same degree of care, diligence and skill that a prudent individual would exercise in managing the affairs of others. Investments are maintained according to a “Conservative Growth” risk profile defined as holding 45-55% of the market value of the fund’s net assets in defensive assets (cash and fixed interest) and the other 45-55% in growth assets (Australian and international equities and property).

Audit EY were once again engaged for the 2019/20 audit and have continued their support by agreeing to waive their audit fees.

The Board of Foundation Barossa would like to recognise the professional services and ongoing support from W2 Wealth and EY. 18 | ANNUAL REPORT

Peter Lehmann Arts & Education Trust Hill & Son Organ scholarships Our Values

Community Ours is a community-based foundation that invests for the long term benefit of the community. We collaborate with like-minded organisations and individuals within our community to deliver on our promise.

Inclusive We believe that everyone within our community deserves to participate fully. We recognise that some members of our community are excluded and we work to improve the ability, opportunity and dignity of those disadvantaged, to ensure nobody is left out.

Nurturing The Foundation works to identify those able to make a positive contribution to our community and to help them achieve their goals.

Transparency The Foundation’s decision-making and activities are open to all stakeholders and the community at large. We are diligent in our processes and governance to ensure that community funds are properly managed.

ArtLease at Rockford Wines ANNUAL REPORT | 19

EXECUTIVE LEADERSHIP

Nick Slape: Chair Anthony Grundel: Secretary Karl Martin: Treasurer

Lesley Ann Grimoldby: Board Member Craig Grocke: Board Member Lisa Laycock: Board Member

Angela Pickett: Board Member Annemaree Clementson: Board Neil Retallick: Board Member Member

Jenny O’Brien: Board Member Annabelle Elton-Martin: Executive Officer 20 | ANNUAL REPORT Thanks to our supporters

Sustainability through Sponsorship

Foundation Barossa invites businesses to consider sponsorship of our organisation.

Through the work of Foundation Barossa there is a unique opportunity for businesses to assist in creating a stronger, more resilient and prosperous Barossa region, while also promoting your business through our extensive network of donors, supporters and grant and scholarship applicants.

Make a Difference Sponsoring Foundation Barossa demonstrates that your business cares about the Barossa community and has a desire to make a difference. You will not only be promoting your business but you will be investing in what we believe is a unique opportunity to make a positive impact on the long-term wellbeing of the Barossa region.

We can only achieve due to the support of our wonderful sponsors. Please support them as they have supported us.

GOLD SUPPORTERS

SILVER SUPPORTERS

IG E OR INA TH L

O 7 N 9 L I 1 9 N E S I N C E ANNUAL REPORT | 21

Thanks to our supporters GIFTS IN KIND SUPPORTERS We would like to thank the following supporters who have generously donated goods and services to support the work of Foundation Barossa.

PARTNERS 22 | CORPORATEANNUAL REPORT ANNUAL REPORT

ARTLEASE PROGRAM SUPPORTER

CORKAGE FOR A CAUSE

Donations through our website Donations to Foundation Barossa can now be made directly and securely through our website.

Look for the DONATE NOW buttons to give to a specific scholarship or sub-fund.

Please contact Annabelle at Foundation Barossa on [email protected] for more information. CORPORATE ANNUALANNUAL REPORT REPORT | 23 | 23 How you can help

A donation to Foundation Barossa is an investment in the future of the Barossa region and will help to create self-reliant, confident, strong and connected community. No matter what amount is donated, your donation will have a positive impact that will be of ongoing benefit to your community. All donations are welcome.

Donors can contribute to Foundation Barossa in a number of ways:

Individual / Family Giving Big things often have small beginnings. The Foundation Barossa Giving Program is for those that have a desire to make a difference by supporting Foundation Barossa to make a positive impact on the long term wellbeing of the Barossa region. It’s easy to donate to the Foundation’s Giving Program. It can be as much or as little … or as often as you like.

Named Donation (Sub Fund) or Donor Preference Foundation Barossa makes it easy for organisations, individuals or families to support community projects in their geographic area or to target a specific area of interest. This can be done by donating to an existing Foundation Barossa Sub Fund or establishing an additional Sub Fund to meet a specific area of interest.

Bequest You can make a difference beyond your lifetime. Some people wish to be philanthropic but are not in a position to release funds immediately and therefore choose to make a bequest. Where people are prepared to declare their bequest in advance, they will be invited to take part in Foundation Barossa activities and can gain some of the personal satisfaction that philanthropy provides. Upon resolution of a Will, the bequest may be translated to a personal named fund, if desired.

Workplace Giving Giving to Foundation Barossa through Workplace Giving is a simple and inexpensive way for businesses and employees to support their community and be recognised as being community minded.

Sponsorship Sponsoring Foundation Barossa demonstrates that your business cares about the Barossa community and has a desire to make a difference. You will not only be promoting your business but you will be investing in what we believe is a unique opportunity to make a positive impact on the long-term wellbeing of the Barossa region.

If you would like to donate to a specific scholarship or sub-fund please contact Foundation Barossa on [email protected] and we can provide you with further information.

ArtLease Foundation Barossa has introduced ArtLease, an exciting new service that gives you the opportunity to lease and display your choice of an art work from the Barossa Vintage Festival Collection.

For a fraction of the cost of ownership, ArtLease gives you the opportunity to support your community and to enhance your business or workplace. Leasing through ArtLease may be 100% tax deductible. Foundation Barossa PO Box 616 Nuriootpa SA 5355

E: [email protected] W: www.foundationbarossa.org.au

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