Cardrona Heritage Trust — Health Charity in Wanaka
Cardrona Heritage Trust is a Trust charity in the Health sector, based in Wanaka, Wanaka. This organisation also provides funding to other charities. CharityData rates this charity D+ (52.7/100). Annual revenue: $0.0M NZD. 1 red flag detected. Financial data as at March 2025.
Mission: To promote and support the protection, conservation, enhancement and sustainable management of the historical and cultural heritage of Cardrona Valley and its environs for the present and future benefit and wellbeing of residents and the public in general.
- Registration Number
- CC56855
- Charity Type
- Trust
- Registration Date
- 2019-05-10
- Status
- Active
- CharityData Rating
- D+ (52.7/100)
- Sector
- Health
- Location
- Wanaka, Wanaka
- cardonaht@gmail.com
- Funder Status
- Grant-making charity (trust)
- Data as at
- March 2025
Financial Summary
- Total Revenue
- $0.0M NZD
- Total Expenses
- $0.0M NZD
- Total Assets
- $0.0M NZD
- Net Assets
- $0.0M NZD
- Reserve Months
- 36.7 months of operating expenses
- Volunteers
- 0
- Financial Year End
- 2025-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.0M | $0.0M | $0.0M |
| 2024 | $0.0M | $0.0M | - |
| 2023 | $0.0M | - | - |
| 2022 | $0.0M | - | - |
| 2021 | $0.0M | - | - |
| 2020 | $0.0M | $0.0M | - |
CharityData Rating
- Overall Grade
- D+
- Overall Score
- 52.7/100
- Financial Score
- 76
- Governance Score
- 65
- Transparency Score
- 65
- Program Spending Ratio
- 0.9%
Red Flags
- 2 trustees of this charity also sit on multiple other charity boards — concentrated trustee bandwidth may warrant board-skill-mix review.
Board Members and Officers
Current Officers (7)
| Name | Role | Appointed |
|---|---|---|
| Timothy Allan | Secretary | 2022-08-01 |
| William Scurr | Trustee | 2018-12-20 |
| Mary Lee | Trustee | 2018-12-20 |
| Raymond O'Callaghan | Trustee | 2018-12-20 |
| Alvin Reid | Trustee | 2017-04-01 |
| Blyth Adams | Trustee | 2008-08-16 |
| John Scurr | Trustee | 2008-08-16 |
Former Officers (4)
- Andrew Spencer — Trustee (departed 2021-06-13)
- Martin Curtis — Trustee (departed 2022-08-12)
- Graeme Todd — Trustee (departed 2024-03-31)
- Timothy Scurr — Trustee (departed 2022-08-12)
Similar Charities in Health
- Vision Community Trust — Health
- Cancer Society of New Zealand, Otago and Southland Division Incorporated — Health
- THE NORTH SHORE GOLF CLUB INCORPORATED — Health
- Bowel Cancer New Zealand — Health
- Breast Cancer Cure — Health
Cardrona Heritage Trust
Financial data as at March 2025. Sourced from Charities Services register.
Reasons to look carefully (1)
These structural observations are drawn from public data and are worth considering before a donation. They are not allegations of wrongdoing, and they don’t affect the charity’s letter grade.
- No chair recorded on the registerNo chair or presiding role is recorded in the register for this board of 7. The Charities Register does not require one to be identified, so this is a gap in the public record rather than a finding about the board.
Each signal is a data-driven observation, not a judgement. They fire automatically from the figures filed with Charities Services. A charity can address any of these by filing fuller disclosure or updating its officer register. Methodology: /about/methodology/concern-signals.
$24.5K
$5.7K
$42.9K
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
This rating may reflect incomplete data
This charity's grade of D+ is based on limited data from the NZ Charities Register, which does not provide detailed expense breakdowns. Without verified program vs admin spending, efficiency scoring is unavailable and the financial score relies on health metrics only. This charity's actual performance may differ from what the available data suggests.
Endowment Foundation
Special Entity TypeThis is an endowment foundation that holds investments and provides grants. High reserves are expected and appropriate - this is not an operating charity.
Rating Note: Endowment foundations are rated using specialized criteria that recognize high reserves as appropriate. Metrics like grant distribution rate and investment returns are prioritized over program spending ratios.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
About
To promote and support the protection, conservation, enhancement and sustainable management of the historical and cultural heritage of Cardrona Valley and its environs for the present and future benefit and wellbeing of residents and the public in general.
Key Statistics
Financial Trends
Financial Trends (6 Years)
Revenue Breakdown
Expense Breakdown
VerifiedFinancial Health Dashboard
Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology
Revenue Diversification
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 230 peers · Health · Under $100K
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating
D+Is this your charity?
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Registration
Sector & Activities
Data sourced from Charities Services register and publicly available annual returns. Our datasets may not be complete. Automated analysis can produce errors. Scores are calculated using disclosed methodology and are analytical tools, not investment ratings or recommendations. If you believe any data on this page is incorrect, please contact us at hello@charitydata.co.nz. For informational purposes only. Not investment advice. Last updated: 13 September 2026.
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