{"@context":"https://schema.org","@type":"NGO","schema_version":"1.0","identity":{"name":"Southern Heritage Trust","slug":"southern-heritage-trust","charities_register_number":"CC10685","nzbn":"9429043125227","status":"registered","registration_date":"2007-07-25","deregistration_date":null,"entity_type":null,"sector":"Arts & Culture","icnpo_group":"Culture and Recreation","region":"Dunedin","city":"Dunedin","country":"NZ","financial_year_end":null,"ird_donee_status":true,"operates_overseas":null,"website":null,"purpose":"The Southern Heritage Trust promotes local, national and international appreciation of Otago's social, cultural. architectural and industrial heritage. The Trust advocates ensuring the ongoing viability and increasing economic value to Otago of these heritage assets. The Trust collaborates with like-minded individuals and organisations who share our goal of conserving Otago's rich heritage for future generations to enjoy.","mission":"The Southern Heritage Trust promotes local, national and international appreciation of Otago's social, cultural. architectural and industrial heritage. The Trust advocates ensuring the ongoing viability and increasing economic value to Otago of these heritage assets. The Trust collaborates with like-minded individuals and organisations who share our goal of conserving Otago's rich heritage for future generations to enjoy."},"rating":{"rated":false,"grade":null,"score":null,"status":"insufficient_data","reason":"The filed financial data is incomplete or internally inconsistent, so a score would not be meaningful.","methodology_url":"https://charitydata.co.nz/charity-insights/methodology"},"red_flags":{"count":0,"types":[],"descriptions":[],"note":"Flags describe metrics that fall outside published methodology thresholds for this charity’s size and type. They are analytical observations about filed data, not findings of wrongdoing."},"financials_latest":{"year_ended":"2025-12-31","total_revenue_nzd":76351,"total_expenses_nzd":162261,"surplus_deficit_nzd":-85701,"total_assets_nzd":null,"total_liabilities_nzd":null,"net_assets_nzd":null,"cash_reserves_nzd":198288,"government_grants_nzd":47000,"donations_nzd":41,"staff_costs_nzd":0,"paid_staff":null,"volunteers":null,"reporting_tier":"Tier4","financial_report_audited":null,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=59a73d2a-d8e6-f011-bb4e-000d3acc4199&isPublic=true","consistency_warning":null},"financial_history":[{"year_ended":"2025-12-31","total_revenue_nzd":76351,"total_expenses_nzd":162261,"surplus_deficit_nzd":-85701,"net_assets_nzd":null,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=59a73d2a-d8e6-f011-bb4e-000d3acc4199&isPublic=true"},{"year_ended":"2024-12-31","total_revenue_nzd":236550,"total_expenses_nzd":103590,"surplus_deficit_nzd":121193,"net_assets_nzd":null,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=67ec40f4-07c8-ef11-bb3d-0022480ffcd1&isPublic=true"},{"year_ended":"2023-12-31","total_revenue_nzd":36143,"total_expenses_nzd":26634,"surplus_deficit_nzd":9509,"net_assets_nzd":null,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=1b1da6ba-6ba8-ee11-bb2a-000d3acc4199&isPublic=true"},{"year_ended":"2022-12-31","total_revenue_nzd":17574,"total_expenses_nzd":18063,"surplus_deficit_nzd":null,"net_assets_nzd":159974,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=dcc863b0-9a89-ed11-bb1b-000d3acc4199&isPublic=true"},{"year_ended":"2021-12-31","total_revenue_nzd":16725,"total_expenses_nzd":20241,"surplus_deficit_nzd":null,"net_assets_nzd":141316,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=8092211f-c96a-ec11-bb0e-0022480ffcd1&isPublic=true"},{"year_ended":"2020-12-31","total_revenue_nzd":6637,"total_expenses_nzd":7568,"surplus_deficit_nzd":null,"net_assets_nzd":141199,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=16ca0890-f74b-eb11-b43a-00155d6b7730&isPublic=true"},{"year_ended":"2019-12-31","total_revenue_nzd":10812,"total_expenses_nzd":5242,"surplus_deficit_nzd":null,"net_assets_nzd":140103,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=dd1d2dbf-5c2c-ea11-ba6c-00155d6b7730&isPublic=true"},{"year_ended":"2018-12-31","total_revenue_nzd":12485,"total_expenses_nzd":5718,"surplus_deficit_nzd":null,"net_assets_nzd":138127,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=f6495b86-8b0d-e911-a81b-00155d6b7730&isPublic=true"},{"year_ended":"2017-12-31","total_revenue_nzd":100961,"total_expenses_nzd":21862,"surplus_deficit_nzd":null,"net_assets_nzd":131360,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=0d29e763-d4f4-e711-9ac3-00155d6b7730&isPublic=true"},{"year_ended":"2016-12-31","total_revenue_nzd":41275,"total_expenses_nzd":38369,"surplus_deficit_nzd":null,"net_assets_nzd":52261,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=0434334b-6151-e711-ab5d-00155d6b7730&isPublic=true"}],"group_consolidated":null,"governance":{"current_officers":6,"total_officers_recorded":30,"chair_recorded":false,"paid_executives_disclosed":0,"executive_remuneration_bands":[],"auditor_firm":null,"latest_audit_opinion":null,"going_concern_referenced":false,"individuals_named":false,"individuals_note":"Officer and trustee names are deliberately omitted from this machine-readable view. They are public on the Charities Register and on the charity profile page."},"funders":{"named":[{"name":"Kiwi Gaming Foundation Limited","type":"foundation","amount_nzd":2318.4,"year_ended":"2021-12-31"},{"name":"Aotearoa Gaming Foundation","type":"foundation","amount_nzd":1500,"year_ended":"2021-12-31"},{"name":"The Lion Foundation","type":"foundation","amount_nzd":496,"year_ended":"2021-12-31"},{"name":"The Bendigo Valley Sports and Charity Foundation","type":"foundation","amount_nzd":400,"year_ended":"2023-12-31"}],"unnamed_count":0,"unnamed_note":"Funding sources that may be individuals, or whose type is unclassified, are counted but not named."},"service_providers":[],"links":{"profile":"https://charitydata.co.nz/charities/southern-heritage-trust","markdown":"https://charitydata.co.nz/api/v1/charities/southern-heritage-trust/markdown","summary_md":"https://charitydata.co.nz/api/v1/charities/southern-heritage-trust/summary.md","methodology":"https://charitydata.co.nz/charity-insights/methodology","official_register":"https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC10685","website":null},"freshness":{"register_as_of":"2026-09-23","financials_updated":"2026-09-13","rating_computed":"2026-09-26","generated_at":"2026-09-28T18:16:14.471Z","note":"Figures are as filed. A charity that has filed since the dates above may have newer numbers on the Charities Register."},"attribution":{"publisher":"CharityData NZ","publisher_url":"https://charitydata.co.nz","primary_source":"Charities Services (Ngā Rātonga Kaupapa Atawhai), Department of Internal Affairs","licence":"CC BY 4.0 with attribution to CharityData NZ and Charities Services","disclaimer":"Analytical scores are CharityData’s own, computed under a published methodology from the charity’s own filings. They are not financial, legal or donation advice."}}