Otago Goldfields Heritage Trust Incorporated — Arts & Culture Charity in Cromwell
Otago Goldfields Heritage Trust Incorporated is a Trust charity in the Arts & Culture sector, based in Cromwell, Cromwell. Annual revenue: $0.6M NZD. Financial data as at April 2026.
Mission: To develop, represent and promote the historical sites, trails and events of Otago.
- Registration Number
- CC24302
- Charity Type
- Trust
- Registration Date
- 2008-05-12
- Status
- Active
- Sector
- Arts & Culture
- Location
- Cromwell, Cromwell
- terry@cavalcade.co.nz
- Data as at
- April 2026
Beneficiaries: Children / young people, General public, Voluntary bodies other than charities, Other - All
Financial Summary
- Total Revenue
- $0.6M NZD
- Total Expenses
- $0.5M NZD
- Total Assets
- $0.3M NZD
- Net Assets
- $0.3M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 2
- Financial Year End
- 2026-04-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2026 | $0.6M | $0.5M | $0.3M |
| 2025 | $0.6M | $0.6M | $0.3M |
| 2024 | $0.7M | $0.5M | $0.3M |
| 2023 | $0.5M | $0.5M | $0.0M |
| 2022 | $0.2M | $0.3M | $0.1M |
| 2021 | $0.6M | $0.5M | $0.1M |
| 2020 | $0.3M | $0.4M | $0.1M |
| 2019 | $0.5M | $0.5M | $0.1M |
| 2018 | $0.2M | $0.2M | $0.1M |
| 2017 | $0.1M | $0.1M | $0.1M |
Board Members and Officers
Current Officers (0)
| Name | Role | Appointed |
|---|
Former Officers (15)
- Warwick Hawker — Vice President
- Rex Johnson — President
- Stephen Clark — Vice President (departed 2022-09-03)
- Odette Bride — Treasurer
- Terry Davis — Secretary
- David Neill — Trustee (departed 2012-04-30)
- Martin Anderson — President (departed 2018-10-05)
- Nola Gollop — Treasurer (departed 2012-09-01)
- Michael Floate — Vice President/secretary (departed 2016-09-17)
- John Cook — Committee Member (departed 2014-09-01)
- Kay Adam — Treasurer (departed 2016-08-01)
- Bruce McMillan — President (departed 2016-09-17)
- Samuel Graham — Committee Member (departed 2009-10-10)
- Campbell Withington — Committee Member (departed 2008-07-10)
- Roberta Laraman — Co Ordinator (departed 2010-04-30)
Funding Sources
- Pub Charity Limited — $44,998.38
- The Trusts Community Foundation Limited — $10,000
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Otago Goldfields Heritage Trust Incorporated
Financial data as at April 2026. Sourced from Charities Services register.
Charities Services Tier 3 reporting allows charities under $2M revenue to file a simple-format annual return rather than audited financial statements. The return reports totals but not the program/administration split or the line-item detail our template needs. No red flags were detected in what was filed, and revenue is below the $2M Tier 2 boundary where audited accounts become mandatory. A letter grade is withheld rather than assigning one that would be driven by the template-fit, not the charity's operations. The charity's filed figures are shown above, and any structural concerns a donor would want to look at are surfaced separately. (v3.3 — aligned with Charities Services tier boundary; matches Charity Navigator and CharityWatch US practice.)
How ratings work →$567.1K
$519.3K
$333.6K
2
Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.
About
To develop, represent and promote the historical sites, trails and events of Otago.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (18 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 117 peers · Arts & Culture · $100K – $1M
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
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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: 28 September 2026.
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