Heritage (North Otago) Charitable Trust — Education Charity in Oamaru
Heritage (North Otago) Charitable Trust is a Charitable Trust charity in the Education sector, based in Oamaru, Oamaru. CharityData rates this charity B (76.8/100). Annual revenue: $0.0M NZD. Financial data as at September 2025.
Mission: Provides financial assistance to family members of returned servicemen of the second world war.
- Registration Number
- CC40888
- Charity Type
- Charitable Trust
- Registration Date
- 2008-06-30
- Status
- Active
- CharityData Rating
- B (76.8/100)
- Sector
- Education
- Location
- Oamaru, Oamaru
- ann.little.email@gmail.com
- Data as at
- September 2025
Beneficiaries: Children / young people
Financial Summary
- Total Revenue
- $0.0M NZD
- Total Expenses
- $0.0M NZD
- Reserve Months
- 193.7 months of operating expenses
- Financial Year End
- 2025-09-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.0M | $0.0M | - |
| 2024 | $0.0M | $0.0M | - |
| 2023 | $0.0M | $0.0M | - |
| 2022 | $0.0M | $0.0M | - |
| 2021 | $0.0M | $0.0M | - |
| 2020 | $0.0M | $0.0M | - |
| 2019 | $0.0M | $0.0M | - |
| 2018 | $0.0M | $0.0M | - |
| 2017 | $0.0M | $0.0M | - |
| 2016 | $0.0M | $0.0M | - |
CharityData Rating
- Overall Grade
- B
- Overall Score
- 76.8/100
- Financial Score
- 77.5
- Governance Score
- 75
- Transparency Score
- 65
Board Members and Officers
Current Officers (8)
| Name | Role | Appointed |
|---|---|---|
| Cailleen Trengrove | Member | 2017-01-01 |
| Ronald Anderson | Member | 2017-01-01 |
| Derek Mcgee | Member | 2017-01-01 |
| Robert Kingan | Trustee | 2007-12-01 |
| Ann Little | Treasurer | 2007-12-01 |
| Barry Meikle | Chair | 2004-10-11 |
| Raymond Wilson | Member | 2000-12-12 |
| June Jones | Secretary / Trustee | 1993-12-10 |
Former Officers (4)
- Elspeth Ludemann — Committee Member (departed 2016-01-01)
- William Simpson — Trustee (departed 2013-08-17)
- William Heselwood — Trustee (departed 2014-01-10)
- Lindsay Malcolm — Trustee (departed 2015-12-19)
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- Sathya Sai Preschool Rongomai — Education
- Pukekohe Christian School Trust — Education
Heritage (North Otago) Charitable Trust
Financial data as at September 2025. Sourced from Charities Services register.
$6.5K
$9.3K
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
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.
About
Provides financial assistance to family members of returned servicemen of the second world war.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (17 Years)
Revenue Breakdown
Expense Breakdown
API DataBased on annual return data. Detailed program/admin breakdown not available.
Financial 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 289 peers · Education · 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 History
Rating
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FY2023Contact Details
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: 4 October 2026.
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