Rakiura Heritage Trust — Arts & Culture Charity in Stewart Island

Rakiura Heritage Trust is a Charitable Trust charity in the Arts & Culture sector, based in Stewart Island, Stewart Island. CharityData rates this charity B- (71.5/100). Annual revenue: $0.2M NZD. Financial data as at June 2025.

Mission: To operate and maintain Te Puka o Te Waka / Rakiura Museum on Stewart Island/Rakiura. To maintain and conserve the collection of Rakiura history and natural history. To display items relating to Rakiura /Stewart Island and to extend educational potential whilst guaranteeing it's collection survival in perpetuity .

Registration Number
CC11157
Charity Type
Charitable Trust
Registration Date
2007-09-19
Status
Active
CharityData Rating
B- (71.5/100)
Sector
Arts & Culture
Location
Stewart Island, Stewart Island
Email
stewartislandmuseum@xtra.co.nz
Data as at
June 2025

Beneficiaries: Children / young people, General public

Financial Summary

Total Revenue
$0.2M NZD
Total Expenses
$0.3M NZD
Total Assets
$3.7M NZD
Net Assets
$3.7M NZD
Reserve Months
3.8 months of operating expenses
Staff Count
3
Volunteers
0
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$0.2M$0.3M$3.7M
2024$0.2M$0.3M$3.7M
2023$0.3M$0.3M$3.8M
2022$0.2M$0.3M$3.9M
2021$0.4M$0.2M$4.0M
2020$0.0M$0.1M$0.3M
2019$0.1M$0.0M$0.4M
2018$0.1M$0.0M$0.4M
2017$0.1M$0.0M$0.3M
2016$0.0M$0.0M$0.3M

CharityData Rating

Overall Grade
B-
Overall Score
71.5/100
Financial Score
70
Governance Score
75
Transparency Score
65

Board Members and Officers

Current Officers (10)

NameRoleAppointed
Emma Simpson-BoyceTrustee2023-12-14
Sharon PascoTrustee2022-11-17
Hilton BarnsdaleTreasurer2020-10-22
Margaret HopkinsDeputy Chairperson2018-10-25
Beverley CowieTrustee, Secretary2013-11-21
Anita GeesonChair2013-11-21
Raylene WaddellTrustee2009-10-22
Elaine Maude HamiltonTrustee2007-09-13
Joanna Dawn RiksemTrustee2007-09-13
Phillip John SmithTrustee2007-09-13

Former Officers (10)

  • Megan Cowley — Trustee (departed 2020-11-18)
  • Lania Davis — Trustee (departed 2021-10-21)
  • Emma Hopkins — Trustee (departed 2017-12-06)
  • Lee Elizabeth Wadds — Trustee (departed 2018-07-26)
  • Furhana Tasneen Ahmad — Trustee (departed 2007-08-23)
  • Peter Godward Goomes — Trustee (departed 2011-09-01)
  • Allan Leslie Wadds — Chair (departed 2018-11-22)
  • Kerry Joan Squire — Trustee (departed 2008-11-25)
  • Margaret Elsie Rooney — Trustee (departed 2012-10-26)
  • Loraine Avis Hansen — Chair (departed 2013-10-18)

Similar Charities in Arts & Culture

Arts & CultureCharitable Trust

Rakiura Heritage Trust

CC11157Stewart Island, Stewart IslandRegistered 19 Sept 2007
Data updated: 1 Nov 2026
Financials30 Jun 2025Rating1mo ago

Financial data as at June 2025. Sourced from Charities Services register.

B-
72/100
Financial
70
Governance
75
Transparency
65
Revenue

$247.4K

Expenses

$297.3K

Assets

$3.7M

Staff

3

Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.

Endowment Foundation

Special Entity Type

This 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

Mission

To operate and maintain Te Puka o Te Waka / Rakiura Museum on Stewart Island/Rakiura. To maintain and conserve the collection of Rakiura history and natural history. To display items relating to Rakiura /Stewart Island and to extend educational potential whilst guaranteeing it's collection survival in perpetuity .

Who We Serve

Beneficiaries
Children / young peopleGeneral public

Key Statistics

Annual Revenue
$247.4K
Total Expenses
$297.3K
Net Assets
$3.7M
Staff
3
employees
Volunteers
0

Financial Trends

Financial Trends (18 Years)

Revenue Breakdown

Expense Breakdown

API Data

Based on annual return data. Detailed program/admin breakdown not available.

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
3.8mo
Could operate 3.8 months with zero revenue
Low reserves
Fundraising Cost
-
No fundraising data
No data

Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology

Revenue Diversification

17
Score /100
Highly Concentrated
HHI: 8,253
High Concentration: 91% of revenue from Other
Other90.6%
Investment Income5.3%
Donations4.1%

HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.

Peer Comparison

Ranked against 109 peers · Arts & Culture · $100K – $1M

Rating Score
72
#11/110
Revenue
$247K
#56/110
Reserve Months
3.8
#1/110
Surplus
$-50K
#98/110
Staff Cost %
18%
#110/110

Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.

Rating

B-
Score: 71.5/100
Financial
70
Governance
75
Transparency
65
Why this grade: Financial 70 × 40% + Governance 75 × 60% = 73 → 72 after red-flag penalties → B-.
View Full Score Breakdown

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Latest Audit

FY2024
Clean
9 years of audit history

Contact Details

Address
Stewart Island, Stewart Island

Registration

Registration NumberCC11157
Entity TypeCharitable Trust
Registered19 Sept 2007
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated11 Dec 2000
Registered office
Terrace, Elgin, Stewart Island

Sector & Activities

Primary Sector
Arts & Culture
Activities
Other - Acts an Umbrella body

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.