# Heritage South

**Charities Register number:** CC50048
**Status:** Registered
**Registered since:** 2013-12-04
**Sector:** Education
**ICNPO group:** Education and Research
**Region:** Invercargill
**NZBN:** 9429043251353
**IRD donee status:** yes — donations may qualify for a tax credit

## Purpose

To: Celebrate and promote heritage for education. Promote retention of living heritage and advocate for training in associated skills. Foster goodwill and co-operation between heritage interests and increase skill base in heritage protection and management. Promote opportunities for heritage research and increase accessibility of that knowledge. Raise the profile and increase public awareness of heritage interests and activities. Ensure the Southland Oral History Project remains sustainable and maintain core activities of an annual Heritage Month including events based calendar and workshops/training opportunities for the heritage community, and similar events throughout the year.

## CharityData rating

- **Not rated** — The filed financial data is incomplete or internally inconsistent, so a score would not be meaningful.
- **Status code:** `insufficient_data`
- **Flags raised by the methodology:** 1
  - trustees holding many concurrent board roles

Ratings are an analytical view computed from this charity's own filings to the Charities Register, using a published methodology: https://charitydata.co.nz/charity-insights/methodology. They are not advice and not a statement about any individual.

## Latest annual return (year ended 2026-06-30)

- **Total revenue:** NZ$29k
- **Total expenses:** NZ$39k
- **Surplus / deficit:** NZ$-10k
- **Total assets:** not disclosed
- **Total liabilities:** not disclosed
- **Net assets:** not disclosed
- **Cash reserves:** NZ$36k
- **Donations:** NZ$500
- **Staff costs:** NZ$0
- **Paid staff:** 2
- **Reporting tier:** Tier4
- **Source filing (PDF):** https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=a23a47bc-1b75-f111-bb55-000d3acc4199&isPublic=true

All figures are as filed by the charity with Charities Services, in New Zealand dollars.

## Filing history

| Year ended | Revenue | Expenses | Surplus/deficit | Net assets |
|---|---|---|---|---|
| 2026-06-30 | NZ$29k | NZ$39k | NZ$-10k | not disclosed |
| 2025-06-30 | NZ$52k | NZ$32k | NZ$19k | not disclosed |
| 2024-06-30 | NZ$33k | NZ$33k | NZ$306 | not disclosed |
| 2023-06-30 | NZ$16k | NZ$18k | not disclosed | NZ$25k |
| 2022-06-30 | NZ$12k | NZ$14k | not disclosed | NZ$29k |
| 2021-06-30 | NZ$30k | NZ$24k | not disclosed | NZ$20k |
| 2020-06-30 | NZ$26k | NZ$23k | not disclosed | NZ$35k |
| 2019-06-30 | NZ$19k | NZ$22k | not disclosed | NZ$22k |
| 2018-06-30 | NZ$23k | NZ$22k | not disclosed | NZ$26k |
| 2017-06-30 | NZ$29k | NZ$25k | not disclosed | NZ$8k |

## Governance

- **Officers on the register:** 7 current (27 including former)
- **Chair recorded:** yes

Individual officers and trustees are not listed here. Their names are on the public Charities Register (https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC50048) and on the charity's profile page.

## Disclosed funders

- **ILT Foundation** (foundation) — NZ$2k, year ended 2024-12-31
- **Aotearoa Gaming Foundation** (foundation) — NZ$1k, year ended 2021-12-31
- **ILT Foundation** (foundation) — NZ$1k, year ended 2021-12-31

## Data freshness

- Register details: as of 2026-09-24
- Financials: last updated 2026-09-25
- Rating: computed 2026-09-26
- This document generated: 2026-09-30

Figures are as filed. A charity that has filed since the dates above may have newer numbers on the Charities Register.

## More data

- Charity profile: https://charitydata.co.nz/charities/heritage-south
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/heritage-south/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/heritage-south/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC50048

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Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/heritage-south. Primary source: Charities Services (Ngā Rātonga Kaupapa Atawhai), Department of Internal Affairs. Analytical scores are CharityData's own, computed under a published methodology, and are not advice. Generated 2026-09-30T00:11:28.530Z.