**REGISTERED CHARITY NUMBER: 1175994**
## **REPORT OF THE TRUSTEES AND UNAUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER 2022**
## **FOR**
## **INTERNATIONAL NATIONAL TRUSTS ORGANISATION**
Haines Watts Chartered Accountants Old Station House Station Approach Swindon Wiltshire SN1 3DU
**INTERNATIONAL NATIONAL TRUSTS ORGANISATION**
## **CONTENTS OF THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER 2022**
||**Page**|
|---|---|
|**Report of the Trustees**|1 to 16|
|**Independent Examiner's Report**|17|
|**Statement of Financial Activities**|18|
|**Statement of Financial Position**|19|
|**Notes to the Financial Statements**|20 to 28|
## **INTERNATIONAL NATIONAL TRUSTS ORGANISATION**
## **REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 DECEMBER 2022**
The trustees present their report with the financial statements of the charity for the year ended 31 December 2022. The trustees have adopted the provisions of Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019).
## **CHAIR'S REPORT**
Over the last three years, we have benefited enormously from a transformational grant from the Helen Hamlyn Trust (HHT). My fellow trustees and I were delighted that in 2022, the HHT renewed their support for INTO. This new grant enables us to accelerate our capacity building of the National Trust model internationally, re-energising momentum as we emerge from the pandemic.
In 2022 we also received a very significant £1.6 million award from the British Council’s Cultural Protection Fund, to work on climate adaptation and resilience. This will connect member organisations across the Middle East, East Africa and the UK.
What’s really exciting, is that the new grant provides for two new members of staff at the INTO Secretariat to deliver the project, as well as supporting 18 roles at our partner organisations. This will grow our capacity centrally to support all our members around the important issue of climate change.
Climate change is impacting all our work and we have responded to members’ requests for more support on climate and nature through our new INTO CAN (Climate and Nature) programme. This knowledge-sharing network provides an important opportunity for us to learn from each other, to share and develop common solutions. INTO CAN builds on the success of our Re-imagining International Sites of Enslavement programme. RISE has continued to provide a much-needed space for INTO members to exchange expertise and develop confidence, as we navigate the complex histories of enslavement at sites in Europe, Africa, the Caribbean and North America.
These two themes: climate change and equity, diversity and inclusion run through much of what we do as individuals, organisations and as a global National Trust movement. They featured prominently at INTO Dundee 2022, where it was wonderful to welcome so many INTO members from a diverse range of countries and organisations.
We have exciting plans for next year, including building on our existing programmes in the field of international leadership development; engaging more individuals and organisations in our outreach work; and sharing the stories of our members’ work more widely. We look forward to sharing 2023’s successes with you in the future.
In the meantime, my thanks and congratulations to our Secretariat team, whose hard work and dedication has secured an exceptional level of financial support for INTO. This takes us with confidence into an active and ambitious next period. My thanks too to my fellow trustees who give so generously of their time and expertise, our INTO Ambassadors and all the members of the INTO family for their belief in our shared values and mission, their engagement in our programmes and the generous way knowledge and experience is shared across our network.
We look forward to ever closer collaboration with our member organisations, partners, volunteers, funders and supporters as we enter the next phase of INTO’s development.
Dame Fiona Reynolds Chair of INTO
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## **INTERNATIONAL NATIONAL TRUSTS ORGANISATION**
## **REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 DECEMBER 2022**
## **OBJECTIVES AND ACTIVITIES**
INTO is a worldwide family of National Trusts and heritage organisations that share ideas and resources, and act as a global voice on international conservation.
We provide access to a unique network of expertise, we seek to grow the capacity of existing trusts and help establish new ones in countries where they don’t currently exist. Amongst the services and learning opportunities we offer are support with advocacy and funding applications, leadership experience, staff placements, technical assistance and travel grants, involvement in joint projects, reciprocal visiting arrangements, our biennial conference, monthly newsletter and webinar programme.
Bringing together more than 90 like-minded organisations around the world, we also act as a global voice for issues of common concern. The National Trust (England, Wales and Northern Ireland), as the largest, best resourced INTO member, hosts our Secretariat but INTO is a separate charity with its own constitution, strategy and international board of trustees.
"The object of the Charity is to promote the conservation and enhancement of the natural and cultural heritage of all nations for the benefit of the people of the world and in particular but without limitation:
(1) to foster international co-operation and co-ordination between National Trusts for conservation and heritage and similar organisations;
(2) to increase and enhance the capacity of such conservation and heritage organisations;
(3) to encourage the establishment, where they do not presently exist, and development of such conservation and heritage organisations; and
(4) to formulate and promote conservation best practices;
(5) to pursue advocacy in the interest of conservation of natural and cultural heritage."
INTO Constitution, Clause 3
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**INTERNATIONAL NATIONAL TRUSTS ORGANISATION**
**REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 DECEMBER 2022**
## **OUR MEMBERS**
In 2022, we had 94 member organisations:
## **ASIA**
Ruan Yisan Heritage Foundation (China) Centre for Historic Houses of India Indian Trust for Rural Heritage and Development Mehrangarh Museum Trust (India) Indonesian Heritage Trust Amenity 2000 Association (Japan) Research Association of National Trust on Natural and Cultural Heritage (Japan) Badan Warisan Malaysia (Heritage of Malaysia Trust) Yangon Heritage Trust National Trust of Korea Korean National Trust for Cultural Heritage Singapore Heritage Society National Trust Sri Lanka Taiwan Environmental Information Association (TEIA) The Siam Society Under Royal Patronage (Thailand)
## **EUROPE**
Cultural Heritage Without Borders (Albania) Bodenfreiheit - Verein zur Erhaltung von Freiraeume (Austria) Herita (Belgium) Cultural Heritage Without Borders (Bosnia) Czech National Trust o.p.s. Friends of Czech Heritage National Trust (England, Wales and Northern Ireland) Europa Nostra Falkland Islands Museum and National Trust Union REMPART (France) Conservatoire du Littoral (France) Centre des Monuments Nationaux (France) National Trust of Georgia Kulturerbe Bayern (Germany) Gibraltar Heritage Trust Boulouki (Greece) National Trust of Guernsey Hungarian Garden Heritage Foundation An Taisce - National Trust for Ireland Manx National Heritage (Isle of Man) FAI - Fondo Ambiente Italiano (the National Trust for Italy) National Trust for Jersey Din l-Art Helwa (Malta) Gelderland Trust for Historic Houses and Natural Landscape Nationale Monumenten Organisatie (Netherlands) The Chudow Castle Foundation (Poland) Pro Patrimonio Foundation (Romania) Associação Portuguesa das Casas Antigas Saint Helena National Trust National Trust for Scotland National Trust of Slovakia La Fundació Catalunya-La Pedrera (Spain) Fundación Enrique Montoliu de la Comunitat Valenciana - FUNDEM (Spain) Page 3
**INTERNATIONAL NATIONAL TRUSTS ORGANISATION**
## **REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 DECEMBER 2022**
## **OCEANIA AND AUSTRALASIA**
National Trust of Australia (Australian Capital Territory) National Trust of Australia (New South Wales) National Trust of Australia (Northern Territory) National Trust of Australia (Queensland) National Trust of Australia (Tasmania) National Trust of Australia (Victoria) National Trust of South Australia National Trust of Western Australia Australian Council of National Trusts Fiji National Trust Heritage New Zealand Pouhere Taonga
## **AFRICA AND THE MIDDLE EAST**
Egyptian Heritage Rescue Foundation Heritage Watch Ethiopia Petra National Trust (Jordan) Legacy 1995 Historical and Environmental Interest Group of Nigeria West African Shared Cultural Heritage Trust (Nigeria) Monuments and Relics Commission (Sierra Leone) Hout Bay Heritage Trust (South Africa) Turathuna (Syria) Zanzibar Stone Town Heritage Society (Tanzania) Cross Cultural Foundation of Uganda Zimbabwe National Trust Seychelles National Heritage Resource Council
## **THE AMERICAS, INCLUDING THE CARIBBEAN**
Anguilla National Trust Stichting Rancho (Aruba) Barbados National Trust Bahamas National Trust Bermuda National Trust Committee of the Defence of the Bickenbach Country House (Bolivia) British Virgin Islands National Parks Trust National Trust for Land and Culture (B.C.) Society (Canada) National Trust for Canada /La Fiducie Nationale National Trust for the Cayman Islands Grenada National Trust Haiti National Trust Jamaica National Heritage Trust FUNDARQMX (Fomento Universal para la Difusión Arquitectónica de México Montserrat National Trust Nevis Historical and Conservation Society Saint Christopher National Trust Saint Lucia National Trust National Trust of Trinidad and Tobago Filoli (USA) National Parks Service (USA) National Trust for Historic Preservation (USA) The Trustees of Reservations (USA)
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**INTERNATIONAL NATIONAL TRUSTS ORGANISATION**
## **REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 DECEMBER 2022**
The benefits of INTO membership include:
- Access to a worldwide network of expertise
- Support from the global family of Trusts in advocacy and awareness raising
- Taking an active part in our biennial Conference, with reduced registration fees
- Opportunity to serve on working groups on specific projects or themes
- Eligibility to apply for INTO grants
- Using the INTO logo to celebrate your membership
There is more information about joining INTO on our website.
As part of our INTO Places scheme, some INTO members offer free or reduced-price entry to their properties upon production of a valid membership card from another National Trust. If they do not have properties open to the public, they can sometimes provide other services such as reduced-price heritage walks or assistance with travel plans.
Please contact the INTO member in the country you intend to visit for details.
## **SECRETARY-GENERAL'S REPORT**
Our 2022 Annual Report once again demonstrates the incredible work and commitment of INTO and its member organisations to make progress on our four strategic aims: Family, growth, voice and strength. This success is built on the engagement of all our members, volunteers, funders, Amicus supporters, INTO friends and staff. It was inspiring and energising to see so many of you in person at our 2022 conference.
National Trusts are fundamentally about engaging people with the places, stories and issues that matter to them. So, everyone had a stake in the theme of INTO Dundee 2022 ‘Heritage Now: Relevance and Community’. It was great to hear committed voices from around the world and to feel a real sense of shared purpose, shared values and a shared vision for our great international National Trust movement. Learning and sharing is at the heart of all that we do at INTO. And we all left Dundee with new ideas, the beginnings of new projects and new friendships forged amongst our inspirational and culturally diverse network.
We are grateful to our partners, Culture in Crisis, the V&A Dundee and National Trust for Scotland, for making INTO Dundee 2022 the best conference ever! And to American Express, the 1772 Foundation, the Helen Hamlyn Trust and Visit Scotland for enabling the widest possible attendance.
The two new grants we secured in 2022, from the Helen Hamlyn Trust and the British Council’s Cultural Protection Fund, will enable further collaboration, knowledge sharing and partnership to help all our members deliver benefits for people, heritage and nature. We also continued our work with the ALIPH Foundation involving INTO members, Union REMPART and the National Trust of Georgia; concluded the Innocastle project supported by Interreg Europe; and began a new Erasmus+ collaboration with five INTO Europe member organisations. We are extremely grateful for the engagement and support of all our funders.
In 2022, our membership grew to include organisations from the Bahamas, Bosnia, France, Japan, Mexico, Portugal and the Seychelles. We appreciate their confidence and hope to serve them in a way that reflects our mission.
INTO is a team effort and I am personally deeply grateful to our wonderful volunteers, particularly Gillian Lang for all her hard work planning INTO Dundee 2022; Tamara di Marco, who researched how our members are delivering the Sustainable Development Goals; and Maggie Morgan who again spent time advising the Singapore Heritage Society. To our freelance project managers, Emma Taylor, David Brown and June Taboroff. To my Secretariat colleagues, particularly Alex Lamont Bishop, but also Charlotte Ward, Ellie Oliver, Becky Sejournant and Tracy Ogden-Davies for managing INTO communications and fundraising, and Jacqui Sealy who co-ordinates the INTO office.
Here’s to many more great things in 2023!
Catherine Leonard INTO Secretary-General Page 5
## **INTERNATIONAL NATIONAL TRUSTS ORGANISATION**
## **REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 DECEMBER 2022**
## **HIGHLIGHTS FROM 2022 UNDER OUR FOUR KEY STRATEGIES: FAMILY, GROWTH, VOICE AND STRENGTH**
## **FAMILY**
INTO exists for its members and seeks to deliver programmes, projects and activities that support our members in the achievement of their goals. We support and invest in the global National Trust movement by providing opportunities to collaborate and share ideas, resources, skills, and knowledge. All of which serve to amplify our shared INTO family values.
Today there are INTO members countries and territories ranging from Australia, Bermuda and China all the way through the alphabet to Trinidad and Tobago, Yangon City and Zimbabwe. With more than 90 member organisations, we need to focus on what holds us together and to develop our global brand and visibility.
In 2022, we built on our successful track record of transferring knowledge and expertise from more established Trusts to the smaller, younger ones. Our members are always happy to share their experience but resource constraints at home can limit the assistance they are able to offer. By building INTO's capacity to provide opportunities for them to collaborate, we can better support our members in the achievement of their goals.
## **INTO Dundee**
INTO Dundee was the highlight of 2022 for many of us. National Trusts are fundamentally about engaging people with the places, stories and issues that matter to them. So, everyone had a stake in the theme of INTO Dundee 2022, Heritage Now: Relevance and Community. And it was wonderful to come together in person for the first time since 2019 although in many ways we haven't really been apart. Learning and sharing is at the heart of all that we do at INTO. We all left Dundee with new ideas, the beginnings of new projects and new friendships forged amongst our inspirational and culturally diverse network. The videos of the panel sessions are now available and we launch the associated webinar programme in early 2023.
There was so much to learn from one another at INTO Dundee 2022. We all had the opportunity to share our experiences, to listen to brave and committed voices and to feel that the things that concern us are basically the same wherever we are in the world.
INTO members are all different but we share the same values, goals and challenges. The past few years have been difficult, but we know from experience that things are better when we work together. As a global community.
We gathered in solidarity and friendship at INTO Dundee, feeling that now really was the time to work together. To share ideas and approaches, concerns and worries. And to think of more things we can do to help one other.
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## **INTERNATIONAL NATIONAL TRUSTS ORGANISATION**
## **REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 DECEMBER 2022**
## **TAP INTO**
Exchanging knowledge as an international network is fundamental to the success of a truly global National Trust movement. Our Technical Assistance Programme, TAP INTO facilitates collaborations between heritage organisations across the world. These connections have grown capacity in trusts large and small and provided vital practical support to heritage organisations weathering some of their most challenging years. Over the first three years of TAP INTO (2019-2022), thanks to the Helen Hamlyn Trust's support, we've enabled a total of 63 TAP-INTO projects, working with 43 members.
In March, we supported an exchange between the National Trust (EWNI) and the Egyptian Heritage Rescue Foundation. Already building on the EHRF's participation in the Incubator, this dialogue enabled knowledge sharing around the future of the extraordinary Bayt al-Razzaz palace in Cairo. It also allowed us to crowdsource solutions to shared challenges around climate adaptation. Which in turn led to the development of a new partnership and successful application to the British Council's Cultural Protection Fund.
August saw the start of several new TAP INTO projects and we are grateful to the National Trust for Historic Preservation for co-financing this round with us as part of the RISE programme. Representatives of the Saint Lucia National Trust visited National Park Service colleagues at Fort Monroe in Virginia. Stuart Wilson of the Cayman Islands National Trust visited to Belle Grove, a property of the US National Trust for Historic Preservation, and wrote: "This was an informative and enlightening experience, which surpassed all of my expectations. Kristen and her team are breaking new ground in so many ways and I will be implementing a great deal of what I have learnt, directly as a result of this experience."
On 20-21 August 2022, the community of St Helena came together to rebury the 325 Liberated Africans that were exhumed in 2008 during the building of the new airport. INTO was honoured to be involved via discussions and advice given by the RISE programme participants.
In November, we supported an exchange between INTO members in Jamaica and England. Alex Lamont Bishop accompanied the General Manager from Dyrham Park, Tom Boden, on a four-day visit with a view to growing future collaboration between the two Trusts.
This built on direct connections between historic properties managed by the two organisations and cemented relationships that were begun a month before, when Tom hosted Jamaica National Heritage Trust (JNHT) Curator Evelyn Thompson on a visit to Bath and Bristol in the UK, following her attendance at the INTO Dundee 2022 conference.
The group visited a number of JNHT sites, learning how shared colonial history is interpreted for Jamaican audiences. Different models of operating sites as visitor attractions were also discussed, drawing on best practice case studies from the UK and Jamaica.
## **RISE and CAN**
TAP INTO is at the heart of our membership offer. It has become less of a grant programme and more of a strategic tool to enhance and unlock other programmatic activity. In 2022, we used TAP INTO to bring to life partnerships made on the RISE (Reimagining International Sites of Enslavement) knowledge sharing network.
The RISE programme continues to provide a much-needed space for INTO members to learn and share, as they navigate the complex histories of enslavement at sites in Europe, Africa, the Caribbean and North America. RISE has been noticed outside the group too. Alex Lamont Bishop presented case studies from RISE on a Brown University virtual seminar exploring the range of strategies that institutions and communities are using to respond to contentious representations of race, indigenous lifeways and history in public art and architecture.
At the request of our members and building on the success of RISE, we launched a new Climate and Nature thematic working group in 2022 in partnership with the National Trust (England, Wales and Northern Ireland).
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## **INTERNATIONAL NATIONAL TRUSTS ORGANISATION**
## **REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 DECEMBER 2022**
INTO CAN brings together staff and volunteers from INTO member organisations to share ideas and experiences in communicating about climate change. Over the fifteen months of the programme, participants will engage in a series of ten knowledge-sharing webinars.
## **INTO Places**
INTO exists to 'promote the conservation and enhancement of the heritage of all nations for the benefit of the people of the world and future generations'. To help bring this mission to life, many of our member Trusts offer free entry to each other's properties.
We celebrated INTO Places globally over World Heritage Day weekend in April 2022. And our members have reported an uplift in membership recruitment and visiting as a result of being part of the programme. Really wonderful to hear how the members of participating INTO member organisations are able to use their membership cards as a passport, opening doors and gates, porticos and porches at over a thousand amazing National Trust places around the world!
We have continued to provide new communications advice and support, including presentations to the National Trust for Canada's Passport Places gathering in March. And for the members of Heritage New Zealand Pouhere Taonga and the National Trusts of Australia in June.
## **GROWTH**
We are committed to growing global capacity for heritage conservation through leadership development, helping establish new National Trusts in countries where they don't currently exist and increasing INTO membership.
The establishment of new Trusts in the Czech Republic, Georgia, Uganda and Yangon in recent times shows that the National Trust approach, born in Victorian England and built on community engagement and sustainability, is viewed by many as an important model.
Linked to Family above, our Growth strategy seeks to mobilise our combined expertise and resources towards developing the technical, business, operational and leadership capacities of INTO member organisations and at the same time growing INTO membership. In 2022, we welcomed seven new members.
## **Growing new Trusts**
Over the past three years, we have worked closely with local partners to support the development of new organisations. We have also encouraged and assisted groups all over the world as they set out on their journey to become a National Trust.
Our Chair and Secretary-General visited Lisbon in May at the request of Lady Hamlyn where we made significant connections with the Portuguese heritage sector. We then welcomed the President of the Association of Historic Houses, Antonio de Mello, to London and hosted visits in Swindon and Bath. We also organized a programme of activities and meetings centred around property operations, marketing and communications for a wider group of Portuguese heritage practitioners on a study visit to the UK in September
There is now fertile ground for our proposed Iberian Incubator, which we are now scoping out. Alex Lamont Bishop brought together some of the players to share the National Trust approach more widely (membership, site visiting, engaging the public, saving important heritage, advocacy, cohesive branding and so on) using two models - the network model, like in Canada or Flanders and the ownership/management led version.
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## **INTERNATIONAL NATIONAL TRUSTS ORGANISATION**
## **REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 DECEMBER 2022**
We spent time supporting the Hungarian Garden Heritage Foundation in 2022, including hosting visits to the UK, addressing their conference in Budapest and undertaking a TAP INTO study visit to Canada.
Catherine Leonard joined the Hungarian team, along with Darren Peacock from the National Trust of South Australia, at the National Trust for Canada's Annual Conference in October. It was a great opportunity to learn more about different models and approaches as the Hungarians develop their first organisational strategy.
These two examples show how we actively support our Candidate members to help them form as quickly as possible with fantastic processes, resources and governance. This work is often initially funded by small grants and mobilises the expertise of our larger, more established members, to whom we are very grateful.
## **Capacity building**
Collaborating on joint projects is a great way to support both our member organisations and INTO's own growth. Projects can be led by INTO, or we might leverage funds on behalf of our members or participate in a project that contributes to our strategic aims but is led by another organisation, either inside or outside the INTO family.
We welcomed the team from the National Trust of Georgia to the UK in May. This included time mending paths in the Lake District and a visit to the Knole Conservation Studio, along with the Georgian Ambassador. This knowledge exchange is part of our ALIPH funded project for community-led restoration of medieval tower in remote Caucasus Mountains. Sadly, the working holidays planned for this summer had to be slimmed down as the road to the project site was washed away in a landslide. But volunteers from Poland were able to travel to the project site in July, despite the difficulties presented by the heavy rain. They maximised their time by being interviewed by a TV Arte documentary team and you can read more about their experiences here.
We were pleased to firstly introduce and then support the Nevis Historical and Conservation Society with a successful application to one of our partner organisations, SMILO to fund some of their vital work.
As part of its support scheme to member Trusts, INTO facilitated a visit to the National Trust of Zimbabwe by Emily Drani and John De Coninck, co-founders of the Cross-Cultural Foundation of Uganda. The visit built on earlier interactions, such as through the INTO Africa group and joint heritage education initiatives. The main objectives of the visit, financed through an TAP INTO grant were to help the National Trust of Zimbabwe (NTZ) reflect on its mandate, activities and prospects; and to help the Cross-Cultural Foundation of Uganda (CCFU) learn from the Trust model in operation in Zimbabwe and thus facilitate its transition towards a National Trust in Uganda.
In June, we organised a programme for the Gelderland Trust and other Dutch provincial trusts in the Lake District and launched SEECHT, the Erasmus+ project we are part of alongside six INTO member organisations. Since then, we have worked closely with the Czech National Trust on the project management, communications and organisation of the training elements, several of which have now taken place.
## **INTO Heritage Leaders**
In 2022, INTO has commissioned Cultural Associates Oxford (CAO) to undertake a scoping exercise to look at how, as a global family of National Trusts, we can support our member organisations through a managed and funded programme of leadership development across the network. The CAO team have extensive experience in designing and delivering international leadership programmes with the heritage, cultural, creative and business sectors. We're thrilled to be working with them and will launch the programme, with the support of the Helen Hamlyn Trust and the National Trust (EWNI) in 2023.
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## **INTERNATIONAL NATIONAL TRUSTS ORGANISATION**
## **REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 DECEMBER 2022**
## **VOICE**
INTO speaks out with authority and purpose on global conservation issues critical to INTO's membership, celebrating what is unique and special about the National Trust approach. We support our membership with their campaigns and join forces with complementary bodies as appropriate.
In seeking to counter threats to our shared global heritage - like climate change, poor planning, conflict, insufficient resources - and to achieve our goal of establishing more and better functioning Trusts, INTO is uniquely positioned as the leading authority on the work and philosophy of National Trusts around the world.
Indeed, INTO is the only organisation that represents the interests of the National Trust movement at the global level. Our Voice work is threefold. Firstly, collecting and sharing stories and best practices from our member organisations to pool expertise and crowdsource solutions. Secondly, supporting our members' individual national campaigning and influencing activities. And lastly, acting as a combined voice for the whole membership on specific global issues such as climate change and sustainable development.
## **Communications**
So much of what we do as an umbrella body and network is about communication. In 2022 we consolidated our Communications Manager role and were delighted to recruit Ellie Oliver in October. Ellie's initial focus is on growing INTO's communications engagement by creating and managing quality content across our channels. This will coalesce around two main awareness raising campaigns in 2023. She is also fine-tuning our monthly newsletter, reviewing the website and growing our social media presence. Another element to this work is supporting INTO members with their communications, particularly on INTO Places.
## **Research**
In 2022, we hosted a micro-intern through the Oxford Partnership. Tamara di Marco looked at how our members are delivering the Sustainable Development Goals. Her research included interviews with INTO members and she created case studies and a database of the initiatives being undertaken across the 17 SDGs.
This work proved invaluable as we looked for case studies to feature in our work around COP27 and we are deeply grateful to Tamara for her time and expertise. Fiona Reynolds was invited to give a presentation on heritage and the SDGs, so we know how valuable this information is. We will also use the common themes identified as we develop plans for new joint projects responding to the SDGs.
Beginning in early 2023, we will be working with another researcher, Dr Peter Gould of the University of Pennsylvania, on participatory governance amongst National Trust organisations. This will also give us the opportunity to answer some of the questions identified in our strategy review workshops around the different governance models and structures of our member organisations.
## **Excellence Awards**
We were delighted to announce the winners of our INTO Excellence Awards 2022, presented at a special Ceremony at INTO Dundee 2022. Overall submissions were of a very high quality and we selected 5 winners. The Awards highlighted just some of the amazing work INTO member organisations are delivering. . It's also a really good way to collect best practice and promote this globally. Congratulations are due not only to our winners, but to all the organisations that work to connect people around the world with the places, stories and issues that matter to them.
## **Speaking in one voice**
Over the course of the year, we have all made many and varied presentations about INTO, our work and the work of our member organisations. Some of these are mentioned elsewhere in the report but all combine to ensure that INTO is more visible on the global stage and that our members, but also international institutions, national and local governments have case studies and examples to follow/implement.
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## **INTERNATIONAL NATIONAL TRUSTS ORGANISATION**
## **REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 DECEMBER 2022**
Barbra Babweteera and Catherine Leonard spoke at the Children and Heritage colloquium in collaboration with Oxford University. Barbra presented CCFU's education work virtually on a session called 'Engaging children with heritage today'.
We participated in the Celebrate Islands mobilisation this year and promoted the opportunities to our members. We were pleased to connect to the Conservatoire du Littoral at an event on 'Coastal Adaptation to Climate Change' in Marseilles and the co-creation of a policy document.
This was also an opportunity to showcase the work of the US National Trust at Filoli, FAI and the National Trust (EWNI) through an exhibition of photographs of productive gardens.
Catherine Leonard gave a speech about kitchen gardens at a conference organised by the Hungarian Garden Heritage Foundation. It was also an opportunity to showcase the work of the US National Trust at Filoli, FAI and the National Trust (EWNI) through an exhibition of photographs of productive gardens. And we made some good connections with the European Route of Historic Gardens, including the Portuguese Association of Historic Gardens, with whom we are now collaborating.
Alex Lamont Bishop addressed an online conference on Community-centred Preservation organised by the Ambassadors Fund. This was a great opportunity to showcase our members' work in front of a significant US funder.
In our role as knowledge partner, we also spoke on behalf of the National Trust at the Innocastle wrap-up conference in Romania. Catherine presented the National Trust's people-centred approach and Alex spoke on the panel about regional development. Our colleague, heritage resource expert June Taboroff planned, developed and recorded a presentation which opened the latter discussion.
Our case study on digitising heritage was selected by the Interreg Europe Policy Learning Platform for inclusion in a knowledge sharing webinar alongside other EU-funded projects. And it was wonderful to have our Ambassadors with us in Dundee to speak so passionately and wisely on behalf of INTO.
## **COP27**
Princess Dana was once again by our side at the UN Climate Change talks in Sharm El Sheikh. This was our main Voice activity in 2023 and gave us a platform to showcase the work of INTO member organisations and the opportunity to network with colleagues from across the sector. We were delighted to host an official UNFCCC event on building adaptation and resilience. Speakers from the Egyptian Heritage Rescue Foundation, the National Trust (England, Wales and Northern Ireland), the Petra National Trust and the CrossCultural Foundation of Uganda joined colleagues from the Climate Heritage Network to share tools and experiences adapting to climate impacts.
The event also included the launch of the National Trust's new Climate Adaptation Guidance, a tool for caretakers of beautiful and historic places, along with a presentation from the British Council's Cultural Protection Fund, which included the formal announcement of our new £1.6m grant!
## **STRENGTH**
We are building financial sustainability for INTO as an umbrella body but also by creating projects that build capacity within our member organisations. We also seek to demonstrate best practice in our governance and organisational culture.
## **Growing our organisational capacity**
We had two significant funding successes in 2022. Firstly, we were delighted to announce a new grant from the Helen Hamlyn Trust for £399,500 over the next three years. This generous support builds on previous funding from the Helen Hamlyn Trust, which came to an end in June 2022.
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## **INTERNATIONAL NATIONAL TRUSTS ORGANISATION**
## **REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 DECEMBER 2022**
This means we have funding for our Deputy Secretary-General role for another three years; more Incubator programmes; a 'war chest' of TAP-INTO funds; support for the new Heritage Leaders programme; and contributions to communications, the conference and Ambassadors programme. It is wonderful news and testament to the activity Alex Lamont Bishop has helped us deliver over the past three years and a great team effort on the new proposal.
Secondly, we have successfully secured the new £1.6m grant from the British Council's Cultural Protection Fund for our new climate adaptation project. 'Withstanding Change' is a £1.6m project delivering capital restoration works and sharing experience of adapting to and communicating about climate change. It will have a transformative impact on six INTO member organisations across East Africa, the Middle East and North Africa, whilst also building central Secretariat capacity. We began recruiting two new members of staff, a Programme Manager and a Project Co-ordinator, at the end of the 2022.
Putting together this partnership and securing the CPF grant has been a Herculean task, driven by Alex Lamont Bishop in collaboration with INTO member across the region and National Trust (EWNI) colleagues. The next steps are to kick of the activity, and we are greatly looking forward to welcoming the project team to the UK in April 2023.
## **Fundraising**
Becky Sejournant joined us in June 2022 as our new Fundraising Development Manager. Many of you will have met Becky in Dundee and she has been collaborating closely with the team looking at opportunities for INTO; horizon scanning for new funders and developing projects and propositions that will benefit INTO members. Tracy Ogden-Davies will be taking over from Becky in January 2023 and will build on that earlier work to expand our sustainable financial foundation.
## **Governance**
After many years in leadership roles at INTO, we said goodbye to SK Misra at our INTO Dundee 2022 Conference.
Fiona Reynolds spoke movingly about SK's contribution and leadership of our movement - both at our trustees meeting and at the INTO Congress, reflecting his long service to INTO. She reminded our delegates that SK had been instrumental in the formation of INTO from involvement in the Transitional Steering Committee following discussions in Edinburgh and Washington to the amazing Delhi conference where of course INTO was officially launched in 2007. SK's wise council, tenacious belief in the value of international collaboration and continual support for the Secretariat and Board was crucial to INTO's success over the following years.
Elizabeth Erasito also stood down as an INTO Trustee in 2022. The National Trust for Fiji has also been a long-standing part of INTO governance, firstly through Robin Yarrow with Elizabeth joining the board in 2016. We all remember our first meeting with Elizabeth at the International Conference of National Trusts in Dublin in 2009 when she very calmly dealt with an unexpected contretemps during one of the workshop sessions! Always a source of sagacious advice and kindness, always ready to offer the National Trust for Fiji as a case study or location for a secondment, always generously crediting INTO when in fact, the National Trust for Fiji and its wonderful director were the real stars!
We are thankful to them both for them for their engagement and service.
## **Partnerships and networks**
Alliances with complementary international networks are a great way for us to amplify all our four main themes. They are also a key membership benefit as through these affiliations, INTO members are linked to other international bodies, which in 2022 included Culture in Crisis, Word Monuments Fund, SAVE Europe's Heritage, UNESCO, ICON, Historic Houses, INTBAU, Nature4Climate Coalition and Europa Nostra. We are also subscribing members of the International Union for Conservation of Nature (IUCN); The Heritage Alliance; Climate Heritage Network and SMILO (Small Islands Organisation).
Page 12
## **INTERNATIONAL NATIONAL TRUSTS ORGANISATION**
## **REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 DECEMBER 2022**
Our Trustees have continued to meet virtually throughout 2022 and met in person at the INTO Dundee 2022 Conference.
## **Public benefit**
The object of the Charity is to promote the conservation and enhancement of the natural and cultural heritage of all nations for the benefit of the people of the world. In shaping our objectives and planning our activities for the year, the trustees have considered the Charity Commission's guidance on public benefit.
At its most basic, heritage is what people value and want to hand on to future generations. The definition of heritage is very broad and it can cover everything from land and biodiversity, to buildings and landscapes, collections and intangible things like language and traditional practices. In fact, what makes something part of our heritage is not whether it is a building or a landscape, but the value we place on it.
INTO's role therefore in helping organisations protect and conserve heritage all over the world is inherently linked to public benefit. Because heritage is only heritage if it's relevant and of value to people.
Page 13
**INTERNATIONAL NATIONAL TRUSTS ORGANISATION**
## **REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 DECEMBER 2022**
## **FINANCIAL REVIEW**
## **Financial position**
The position of the charity at the end of the year is set out on page 19.
## **Reserves policy**
The Trustees have set a high level of reserves to protect against the charity's reliance on grant income for its major activities such as the INTO Conference or our Capacity Building for the National Trust Ideal project. This is currently based on one year's salary for our Deputy Director-General's salary plus the costs of one INTO Conference and is kept under review.
Trustees recognise the need to guard against the risk of grant income not being renewed. They also acknowledge that grants can be received in arrears and allowance must be made to fund short-term deficits in our cash budget.
Some grants are received in advance of a project, which accounts for some planned but as yet unspent expenditure. On the other hand, some of our major commitments are planned several years in advance, and before we can secure the necessary grant income. The success of our flagship Conference has in the past depended greatly on our ability to fundraise. Having a higher level of reserves means that we can ensure a successful event every two years.
INTO's other main source of income is membership subscriptions. Our annual budget is set before we receive all our fees. The impact of one of our larger organisations not re-joining one year could be quite considerable and needs to be guarded against.
Our general reserve balance is also there to provide scope for INTO to do more of its core functions. There is a lot of room to grow these (like the TAP INTO small grants).
In common with every other organisation, INTO also needs to allow for unforeseen emergencies, which can be greater given the international context in which we work. External changes may mean our beneficiaries (the INTO membership) need more support from us than usual in a given year.
The charity held total reserves at the year-end of £329,771 (2021 : £236,597) Of these £136,000 (2021 : £92,989) of restricted funds were held. Free reserves at the year-end stood at £193,771 (2021 : £143,223).
## **STRUCTURE, GOVERNANCE AND MANAGEMENT**
## **Governing document**
INTO is registered and regulated under UK law as a Charitable Incorporated Organisation Number 1175994. It is governed by its CIO Constitution and By-laws. It was registered with the Charity Commission (England and Wales) on 29 November 2017. These documents are available on the INTO website.
## **Recruitment and appointment of new trustees**
As set out in its Constitution, the charity trustees are appointed at the biennial INTO Congress. In advance of each Congress, each Full Member may nominate one or more individuals to be considered. The charity trustees recommend individuals from amongst these nominations for appointment at the next Congress. They may also appoint trustees between Congresses but a charity trustee so appointed must retire at the next Congress, but may be nominated for re-appointment.
A charity trustee may not hold office for more than three consecutive terms except where length of service includes time served as Chair or Vice Chair.
None of our trustees receive remuneration or other benefit from their work with INTO. Page 14
**INTERNATIONAL NATIONAL TRUSTS ORGANISATION**
## **REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 DECEMBER 2022**
## **Organisational structure**
The INTO trustees meet annually face-to-face and regularly by teleconference, thus making optimal use of virtual technologies and enabling our worldwide interests and membership to participate in a regular and costeffective manner. These meetings are chaired by Dame Fiona Reynolds.
The National Trust of England, Wales and Northern Ireland was appointed host of the Secretariat and employs a Secretary-General who manages the day-to-day operations of the charity. This delegated framework is set out in a by law.
In 2022, we continued to benefit from the generous support of the National Trust of England, Wales and Northern Ireland (up to £100,000 per year in cash and in kind) covering four days a week of our SecretaryGeneral's time; associated travel expenses; one day a week of business support; help and advice with fundraising and communications; legal costs; and a budget to enable National Trust staff to spend time with INTO member organisations.
## **Risk management**
The trustees confirm that the major risks to which INTO is exposed have been reviewed and systems established to manage these.
## **REFERENCE AND ADMINISTRATIVE DETAILS**
## **Registered Charity number**
1175994
## **Principal address**
20 Grosvenor Gardens London SW1W 0DH
## **Trustees**
Dame F Reynolds Ms M K Adeleke Ms B Babweteera Ms N Bull Ms C Childs Dr Irena Edwards Ms E Erasito _(to October 2022)_ Mr M Galea Ms K Kasina-Ubol _(from October 2022)_ Ms K Malone-France Mr S K Misra _(to October 2022)_ Mr J Orna-Ornstein Dr D Peacock
## Ambassadors
HRH Princess Dana Firas of Jordan Hashim Djojohadikusumo Lady Helen Hamlyn OBE HH The Maharaja Gaj Singh II of Marwar-Jodhpur Dr Thant Myint-U Dame Fiona Reynolds DBE
Page 15
## **INTERNATIONAL NATIONAL TRUSTS ORGANISATION**
## **REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 DECEMBER 2022**
The INTO Ambassadors are a small group of very distinguished individuals, from various backgrounds and parts of the world, whose achievements in our field are internationally recognised, and who kindly lend their support to INTO. This is a titular role with no formal governance responsibilities.
## **INTO Secretariat team**
David Brown, International Heritage Consultant Imogen Dow, Project Manager Alexander Lamont Bishop, Deputy Secretary-General Gillian Lang, Conference Co-ordinator Catherine Leonard, Secretary-General Ellie Oliver, Communications Manager Jacqui Sealy, Finance Coordinator Becky Sejournant, Fundraising Development Manager June Taboroff, Innocastle Project Consultant Emma Taylor, Communications and Projects Coordinator Charlotte Ward, Communications Manager
## **Independent Examiner**
Haines Watts Chartered Accountants Old Station House Station Approach Swindon Wiltshire SN1 3DU
Approved by order of the board of trustees on 22 June 2023 and signed on its behalf by:
................................................................. Dame F Reynolds - Trustee
Page 16
## **INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF INTERNATIONAL NATIONAL TRUSTS ORGANISATION**
## **Independent examiner's report to the trustees of International National Trusts Organisation**
I report to the charity trustees on my examination of the accounts of International National Trusts Organisation (the Trust) for the year ended 31 December 2022.
## **Responsibilities and basis of report**
As the charity trustees of the Trust you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 ('the Act').
I report in respect of my examination of the Trust's accounts carried out under Section 145 of the Act and in carrying out my examination I have followed all applicable Directions given by the Charity Commission under Section 145(5)(b) of the Act.
## **Independent examiner's statement**
Since your charity's gross income exceeded £250,000 your examiner must be a member of a listed body. I can confirm that I am qualified to undertake the examination because I am a member of the **ERROR - relevant professional body must be completed**, which is one of the listed bodies.
I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:
1. accounting records were not kept in respect of the Trust as required by Section 130 of the Act; or
2. the accounts do not accord with those records; or
3. the accounts do not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a true and fair view which is not a matter considered as part of an independent examination.
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.
Susan Plumb
Haines Watts Chartered Accountants Old Station House Station Approach Swindon Wiltshire SN1 3DU
Date: 3 July 2023
Page 17
## **INTERNATIONAL NATIONAL TRUSTS ORGANISATION**
## **STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31 DECEMBER 2022**
|Unrestricted
fund
Notes
£
**INCOME AND ENDOWMENTS FROM**
Donations and legacies
2
114,672
**EXPENDITURE ON**
**Charitable activities**
Family
-
Growth
Voice
Strength
Other
92,021
**Total**
92,021
**NET INCOME**
22,651
**Transfers between funds**
10
27,512
**Net movement in funds**
50,163
**RECONCILIATION OF FUNDS**
Total funds brought forward
143,608
**TOTAL FUNDS CARRIED FORWARD**
193,771|Restricted
funds
£
306,286
84,802
59,771
37,514
53,676
-
235,763
70,523
(27,512)
43,011
92,989
136,000|2022
Total
funds
£
420,958
84,802
59,771
37,514
53,676
92,021
327,784
93,174
-
93,174
236,597
329,771|2021
Total
funds
£
379,557
91,100
69,367
36,162
52,880
93,892
343,401
36,156
-
36,156
200,441
236,597|
|---|---|---|---|
The notes form part of these financial statements
Page 18
## **INTERNATIONAL NATIONAL TRUSTS ORGANISATION**
## **STATEMENT OF FINANCIAL POSITION 31 DECEMBER 2022**
|Unrestricted
fund
Notes
£
**FIXED ASSETS**
Tangible assets
7
-
**CURRENT ASSETS**
Debtors
8
-
Cash at bank
226,108
226,108
**CREDITORS**
Amounts falling due within one year
9
(32,337)
**NET CURRENT ASSETS**
193,771
**TOTAL ASSETS LESS CURRENT**
**LIABILITIES**
193,771
**NET ASSETS**
193,771
**FUNDS**
10
Unrestricted funds
Restricted funds
**TOTAL FUNDS**|Restricted
funds
£
-
-
136,000
136,000
-
136,000
136,000
136,000|2022
Total
funds
£
-
-
362,108
362,108
(32,337)
329,771
329,771
329,771
193,771
136,000
329,771|2021
Total
funds
£
385
8,000
261,718
269,718
(33,506)
236,212
236,597
236,597
143,608
92,989
236,597|
|---|---|---|---|
The financial statements were approved by the Board of Trustees and authorised for issue on 22 June 2023 and were signed on its behalf by:
............................................. Dame F Reynolds - Trustee
The notes form part of these financial statements
Page 19
**INTERNATIONAL NATIONAL TRUSTS ORGANISATION**
## **NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER 2022**
## **1. ACCOUNTING POLICIES**
## **Basis of preparing the financial statements**
The financial statements of the charity, which is a public benefit entity under FRS 102, have been prepared in accordance with the Charities SORP (FRS 102) 'Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019)', Financial Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland' and the Charities Act 2011. The financial statements have been prepared under the historical cost convention.
The financial statements are prepared in sterling, which is the functional currency of the entity and is rounded to the nearest £.
## **Going concern**
There are no material uncertainties regarding the charity's ability to continue as a going concern.
## **Cash Flow Statement**
The financial statements have been prepared in accordance with FRS 102 1A and therefore a Cash Flow statement is not included.
## **Income**
All income is recognised in the Statement of Financial Activities once the charity has entitlement to the funds, it is probable that the income will be received and the amount can be measured reliably.
## **Expenditure**
Liabilities are recognised as expenditure as soon as there is a legal or constructive obligation committing the charity to that expenditure, it is probable that a transfer of economic benefits will be required in settlement and the amount of the obligation can be measured reliably. Expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all cost related to the category. Where costs cannot be directly attributed to particular headings they have been allocated to activities on a basis consistent with the use of resources.
## **Tangible fixed assets**
Depreciation is provided at the following annual rates in order to write off each asset over its estimated useful life.
## **Taxation**
The charity is exempt from tax on its charitable activities.
## **Fund accounting**
Unrestricted funds can be used in accordance with the charitable objectives at the discretion of the trustees.
Restricted funds can only be used for particular restricted purposes within the objects of the charity. Restrictions arise when specified by the donor or when funds are raised for particular restricted purposes.
Further explanation of the nature and purpose of each fund is included in the notes to the financial statements.
## **Debtors**
Trade and other debtors are recognised at the settlement amount due. Prepayments are valued at the amount prepaid.
Page 20
continued...
**INTERNATIONAL NATIONAL TRUSTS ORGANISATION**
## **NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 DECEMBER 2022**
## **1. ACCOUNTING POLICIES - continued**
## **Creditors**
Creditors are recognised where the charity has a present obligation resulting from a past event that will probably result in the transfer of funds to a third party and the amount due to settle the obligation can be measured or estimated reliably. Creditors are recognised at their settlement amount.
## **2. DONATIONS AND LEGACIES**
|Donations and grants
Membership fees
Membership income
Grant income - Helen Hamlyn Trust
Global Giving
Grant income - British Council - Uganda
Grant income - British Council - Petra
Grant income - American Express - Sustainable tourism project
Grant income - British Council - Uganda 2 project
Grant income - British Council - Nigeria project
Grant income – ALIPH - Georgia project
INTO On-line 2021 Conference
Erasmus+_
Helen Hamlyn Trust (2)
Cultural Protection Fund – Withstanding Change project
Donated services – salary
Other
|2022
£
363,912
57,046
420,958
2022
£
57,046
66,626
1,475
-
-
-
71,984
-
34,534
-
8,535
61,000
62,132
55,298
2,328
420,958|2021
£
318,043
61,514
379,557
2021
£
61,514
46,734
719
47,118
7,410
35,314
36,488
6,340
82,996
2,111
-
-
-
53,109
296
379,557|
|---|---|---|
## **3. TRUSTEES' REMUNERATION AND BENEFITS**
There were no trustees' remuneration or other benefits for the year ended 31 December 2022 nor for the year ended 31 December 2021.
## **Trustees' expenses**
During the year one trustee received travel expenses of £768 and one organisation associated with a trustee received a bursary of £1,073 to attend the Conference. (31 December 2021 £nil).
Page 21
continued...
## **INTERNATIONAL NATIONAL TRUSTS ORGANISATION**
## **NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 DECEMBER 2022**
|**4.**
**COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES**
Unrestricted
fund
£
**INCOME AND ENDOWMENTS FROM**
Donations and legacies
114,327
**EXPENDITURE ON**
**Charitable activities**
Other charitable activities
93,892
**NET INCOME**
20,435
**Transfers between funds**
2,107
**Net movement in funds**
22,542
**RECONCILIATION OF FUNDS**
Total funds brought forward
121,066
**TOTAL FUNDS CARRIED FORWARD**
143,608
**5.**
**UNRESTRICTED EXPENDITURE**
Travel & subsistence
Donated services - salary
Recharged salaries
Website costs/IT
Other|Restricted
funds
£
265,230
249,509
15,721
(2,107)
13,614
79,375
92,989
2022
£
9,936
55,248
19,189
940
6,708
92,021|Total
funds
£
379,557
343,401
36,156
-
36,156
200,441
236,597
2021
£
7,409
53,109
24,315
1,524
7,535
93,892|
|---|---|---|
## **6. STAFF COSTS**
The charity does not employ any staff. During the year salary costs of £55,298 (2021 £53,109) were met by The National Trust and included as donated services in these financial statements.
In addition, £92,441 staff costs were recharged by The National Trust to the charity (2021 £60,652).
Page 22
continued...
**INTERNATIONAL NATIONAL TRUSTS ORGANISATION**
## **NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 DECEMBER 2022**
## **7. TANGIBLE FIXED ASSETS**
|**COST**
At 1 January 2022 and
31 December 2022
**DEPRECIATION**
At 1 January 2022
Charge for year
At 31 December 2022
**NET BOOK VALUE**
At 31 December 2022
At 31 December 2021
**8.**
**DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR**
Other debtors
**9.**
**CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR**
Other creditors
**10.**
**MOVEMENT IN FUNDS**
Net
movement
At 1/1/22
in funds
£
£
**Unrestricted funds**
General fund
143,608
22,651
**Restricted funds**
Global Giving
1,231
(709)
INTO Foundation
12,226
-
Helen Hamlyn Trust
(1,723)
14,016
British Council - Petra
5,021
-
American Express - Sustainable tourism
40,208
(28,640)
1772 Foundation
8,511
(6,309)
British Council - Uganda Project 2
(12,823)
21,556
British Council - Nigeria
1,465
-
ALIPH - Georgia
38,873
(31,630)
Erasmus+
-
5,502
Helen Hamlyn Trust (2)
-
34,605
Cultural Protection Fund - Global Project
-
62,132
92,989
70,523
**TOTAL FUNDS**
236,597
93,174|2022
£
-
2022
£
32,337
Transfers
between
funds
£
27,512
-
-
(12,293)
(5,021)
-
-
(8,733)
(1,465)
-
-
-
-
(27,512)
-|Computer
equipment
£
770
385
385
770
-
385
2021
£
8,000
2021
£
33,506
At
31/12/22
£
193,771
522
12,226
-
-
11,568
2,202
-
-
7,243
5,502
34,605
62,132
136,000
329,771|
|---|---|---|
Page 23
continued...
## **INTERNATIONAL NATIONAL TRUSTS ORGANISATION**
## **NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 DECEMBER 2022**
## **10. MOVEMENT IN FUNDS - continued**
Net movement in funds, included in the above are as follows:
|**Unrestricted funds**
General fund
**Restricted funds**
Global Giving
Helen Hamlyn Trust
American Express – Sustainable Tourism project
1772 Foundation
British Council - Uganda Project 2
ALIPH - Georgia project
Erasmus+
Helen Hamlyn Trust (2)
Cultural Protection Fund - Withstanding Change -
global project
**TOTAL FUNDS**|Incoming
resources
£
114,672
1,475
66,626
-
-
71,984
34,534
8,535
61,000
62,132
306,286
420,958|Resources
Movement
expended
in funds
£
£
(92,021)
22,651
(2,184)
(709)
(52,610)
14,016
(28,640)
(28,640)
(6,309)
(6,309)
(50,428)
21,556
(66,164)
(31,630)
(3,033)
5,502
(26,395)
34,605
-
62,132
(235,763)
70,523
(327,784)
93,174|
|---|---|---|
## **Comparatives for movement in funds**
|**Unrestricted funds**
General fund
**Restricted funds**
Global Giving
INTO Foundation
Helen Hamlyn Trust
British Council - Uganda
British Council - Petra NT
American Express- Sustainable Tourism
1772 Foundation
INTO on-line 2021 Conference
British Council - Uganda Project 2
British Council - Nigeria
ALIPH - Georgia project
**TOTAL FUNDS**|At 1/1/21
£
121,066
512
12,226
16,128
29,839
(919)
13,078
8,511
-
-
-
-
79,375
200,441|Net
movement
in funds
£
20,435
719
-
(17,851)
(21,043)
5,940
27,130
-
(6,689)
(12,823)
1,465
38,873
15,721
36,156|Transfers
between
funds
£
2,107
-
-
-
(8,796)
-
-
-
6,689
-
-
-
(2,107)
-|At
31/12/21
£
143,608
1,231
12,226
(1,723)
-
5,021
40,208
8,511
-
(12,823)
1,465
38,873
92,989
236,597|
|---|---|---|---|---|
Page 24
continued...
**INTERNATIONAL NATIONAL TRUSTS ORGANISATION**
## **NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 DECEMBER 2022**
## **10. MOVEMENT IN FUNDS - continued**
Comparative net movement in funds, included in the above are as follows:
|**Unrestricted funds**
General fund
**Restricted funds**
Global Giving
Helen Hamlyn Trust
British Council - Uganda
British Council - Petra NT
American Express – Sustainable Tourism project
INTO on-line 2021 Conference
British Council - Uganda Project 2
British Council - Nigeria
ALIPH - Georgia project
**TOTAL FUNDS**|Incoming
resources
£
114,327
719
46,734
47,118
7,410
35,314
2,111
36,488
6,340
82,996
265,230
379,557|Resources
Movement
expended
in funds
£
£
(93,892)
20,435
-
719
(64,585)
(17,851)
(68,161)
(21,043)
(1,470)
5,940
(8,184)
27,130
(8,800)
(6,689)
(49,311)
(12,823)
(4,875)
1,465
(44,123)
38,873
(249,509)
15,721
(343,401)
36,156|
|---|---|---|
A current year 12 months and prior year 12 months combined position is as follows:
|**Unrestricted funds**
General fund
**Restricted funds**
Global Giving
INTO Foundation
Helen Hamlyn Trust
British Council - Uganda
British Council - Petra NT
American Express-Sustainable Tourism
1772 Foundation
INTO on-line 2021 Conference
British Council - Uganda Project 2
British Council - Nigeria
ALIPH - Georgia project
Erasmus+
Helen Hamlyn Trust (2)
Cultural Protection Fund - Withstanding
Change - global project
**TOTAL FUNDS**|At 1/1/21
£
121,066
512
12,226
16,128
29,839
(919)
13,078
8,511
-
-
-
-
-
-
-
79,375
200,441|Net
movement
in funds
£
43,086
10
-
(3,835)
(21,043)
5,940
(1,510)
(6,309)
(6,689)
8,733
1,465
7,243
5,502
34,605
62,132
86,244
129,330|Transfers
between
funds
£
29,619
-
-
(12,293)
(8,796)
(5,021)
-
-
6,689
(8,733)
(1,465)
-
-
-
-
(29,619)
-|At
31/12/22
£
193,771
522
12,226
-
-
-
11,568
2,202
-
-
-
7,243
5,502
34,605
62,132
136,000
329,771|
|---|---|---|---|---|
Page 25
continued...
**INTERNATIONAL NATIONAL TRUSTS ORGANISATION**
## **NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 DECEMBER 2022**
## **10. MOVEMENT IN FUNDS - continued**
A current year 12 months and prior year 12 months combined net movement in funds, included in the above are as follows:
|**Unrestricted funds**
General fund
**Restricted funds**
Global Giving
Helen Hamlyn Trust
British Council - Uganda
British Council - Petra NT
American Express – Sustainable tourism project
1772 Foundation
INTO on-line 2021 Conference
British Council - Uganda Project 2
British Council - Nigeria
ALIPH - Georgia project
Erasmus+
Helen Hamlyn Trust (2)
Cultural Protection Fund – Withstanding Change –
global project
**TOTAL FUNDS**|Incoming
resources
£
228,999
2,194
113,360
47,118
7,410
35,314
-
2,111
108,472
6,340
117,530
8,535
61,000
62,132
571,516
800,515|Resources
Movement
expended
in funds
£
£
(185,913)
43,086
(2,184)
10
(117,195)
(3,835)
(68,161)
(21,043)
(1,470)
5,940
(36,824)
(1,510)
(6,309)
(6,309)
(8,800)
(6,689)
(99,739)
8,733
(4,875)
1,465
(110,287)
7,243
(3,033)
5,502
(26,395)
34,605
-
62,132
(485,272)
86,244
(671,185)
129,330|
|---|---|---|
**Global Giving: Global** - Giving is the crowdfunding platform used for our 'Saint Lucia National Trust C- 19 Relief Fund'.
**INTO On-line 2021** : The INTO Conference is our biennial gathering of National Trusts, previously also called the ICNT or International Conference of National Trusts. In 2021, the conference was held digitally under the banner INTO Online 2021.
I **NTO Foundation** : This was established with a gift from the late Rodney Davidson AO. Under the new governance structure, the INTO Foundation was wound up and its assets transferred to the CIO. At its meeting on 8 September 2021, the INTO Board agreed that the funds previously associated with the restricted fund known as the INTO Foundation would be used as general funds in line with the original intentions of the donor. This board designated fund will be known as the Davidson Fund.
**Helen Hamlyn Trust:** The HHT grant of £275,780 over three years is for a project entitled 'Capacity Building for the National Trust Ideal'. The grant supports three main aims: the appointment of a Deputy Secretary-General; the establishment of a new Technical Assistance Programme to help our member organisations grow, develop their campaigns and share best practice; and to increase INTO's profile amongst prospective members, partner organisations, supporters and opinion formers.
**Helen Hamlyn Trust 2:** The HHT grant of £399,500 continues the above support over the next three years from September 2022. An additional element is support for a new INTO Heritage Leaders programme.
**1772 Foundation:** 1772 is a US-based grant-giving body keen to help promote and learn from the National Trust approach, particularly as it pertains to stewarding both cultural and natural heritage. INTO has received a number of gifts from the 1772.
**INTERNATIONAL NATIONAL TRUSTS ORGANISATION**
## **NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 DECEMBER 2022**
## **10. MOVEMENT IN FUNDS - continued**
**Cultural Protection Fund** : The CPF is managed by the British Council - the UK's international organisation for educational opportunities and cultural relations - in partnership with the Department for Digital, Culture, Media and Sport (DCMS). It aims to foster, safeguard and promote cultural heritage overseas. In 2020, it ran a special call for global heritage projects, which will use technology, skills development and community engagement to respond to the risk of climate change to heritage in East Africa.
**British Council - Uganda** : INTO was awarded £76,447 in 2020 (increased to £80,438.39 in 2021) for protection against the impact of melting snow and flooding rivers on Uganda's Bakonzo and Alur communities due to global warming. This grant was further extended with an additional tranche of £24,356 in 2021.
**British Council - Uganda Project 2** : Towards the end of 2021, we announced a new phase of support from the British Council's Cultural Protection Fund of £110,143.
**British Council - Petra:** INTO was a partner in a second application to the British Council's Cultural Protection Fund together with the Petra National Trust. INTO's role was to develop and deliver a training programme for heritage practitioners in the region, for which we received £9,330 from the Petra National Trust over the lifetime of the project.
**British Council - Nigeria:** British Council Wales launched a new digital initiative in 2021 in response to the Covid-19 pandemic, to explore innovative ways to demonstrate artistic interpretation and practice. Under #GoDigital Sub Saharan Africa-Wales Creative Projects, a collaborative partnership, facilitated by INTO, brings together Penrhyn Castle, a National Trust property in Wales and Legacy The Historical and Environmental Interest Group of Nigeria's Jaekel House.
**British Council – Withstanding Change:** This is a £1.6m project delivering capital restoration works and sharing experience of adapting to and communicating about climate change across the Middle East, East and North Africa.
**American Express - Sustainable Tourism project:** Through a two-year grant, American Express is supporting INTO's research into the ways in which owners and stewards of National Trust properties have re-thought their relationships with the communities around them, and how their conservation and engagement ambitions have been enriched by that process. The research will serve as the foundation for an in-depth series of sessions at the INTO conferences in 2021 and 2022.
**ALIPH Georgia:** INTO is partnering with members National Trust for Georgia and Union REMPART on a two-year project to restore the Tsiskarauli Tower. The generous support of the ALIPH Foundation will allow for the restoration of this site, damaged by a jet in the 2001 Chechen War. In order to stabilise and restore this missile-damaged heritage site, we will work with our partners to engage an international group of volunteers as part of a working holidays programme.
**Erasmus+:** This is an EU programme to support education, training, youth and sport in Europe. We have partnered with the Czech National Trust (project lead) on the SEECHT project (Staff Exchange in European Cultural Heritage Trusts). This offers staff and volunteers at INTO member organisations the opportunity to undertake mini-secondments (up to two weeks) with other Trusts in the network. Participants will then deliver practical pilot projects at their sites that broaden access to their heritage sites. At the end of the project, we will create a toolkit capturing the learning and case studies. This will be presented at an event in Czech Republic in Spring 2023.
Transfer between funds. Transfers are made from unrestricted funds to restricted funds to cover any restricted funds in deficit or from restricted funds to unrestricted funds where a project is complete and there is no requirements to return any unspent funds.
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## **INTERNATIONAL NATIONAL TRUSTS ORGANISATION**
## **NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 DECEMBER 2022**
## **11. RELATED PARTY DISCLOSURES**
There were no related party transactions for the year ended 31 December 2022.
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