Southern Heritage Trust — Arts & Culture Charity in Dunedin
Southern Heritage Trust is a Trust charity in the Arts & Culture sector, based in Dunedin, Dunedin. Annual revenue: $0.1M NZD. Financial data as at December 2025.
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.
- Registration Number
- CC10685
- Charity Type
- Trust
- Registration Date
- 2007-07-25
- Status
- Active
- Sector
- Arts & Culture
- Location
- Dunedin, Dunedin
- admin@southernheritage.org.nz
- Data as at
- December 2025
Beneficiaries: General public
Financial Summary
- Total Revenue
- $0.1M NZD
- Total Expenses
- $0.2M NZD
- Reserve Months
- 0.0 months of operating expenses
- Financial Year End
- 2025-12-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.1M | $0.2M | - |
| 2024 | $0.2M | $0.1M | - |
| 2023 | $0.0M | $0.0M | - |
| 2022 | $0.0M | $0.0M | $0.2M |
| 2021 | $0.0M | $0.0M | $0.1M |
| 2020 | $0.0M | $0.0M | $0.1M |
| 2019 | $0.0M | $0.0M | $0.1M |
| 2018 | $0.0M | $0.0M | $0.1M |
| 2017 | $0.1M | $0.0M | $0.1M |
| 2016 | $0.0M | $0.0M | $0.1M |
Board Members and Officers
Current Officers (6)
| Name | Role | Appointed |
|---|---|---|
| Gregor Campbell | Trustee | 2023-06-01 |
| Fiona Smyth | Trustee | 2022-09-13 |
| Lisa Davis | Treasurer | 2020-06-30 |
| Joy Baker | Trustee | 2019-07-01 |
| Joanne Galer | Trustee | 2016-07-21 |
| Ann Elizabeth Barsby | Trustee | 2007-04-23 |
Former Officers (21)
- Ruth Barton — Trustee (departed 2024-05-29)
- Mandy de Leeuw — Trustee Secretary (departed 2024-05-29)
- Jack Gordge — Trustee (departed 2018-11-30)
- Merrin Bath — Trustee (departed 2021-06-30)
- Anna Thompson-Carr — Trustee (departed 2020-03-31)
- Andrea Farminer — Committee Member (departed 2016-12-31)
- Jonathan Cweorth — Trustee (departed 2017-08-16)
- Brent Lovelock — Trustee (departed 2022-12-20)
- Geoff Bellamy — Trustee (departed 2021-06-30)
- Carol Robinson — Trustee (departed 2015-05-31)
- Ian Bush — Trustee (departed 2018-06-21)
- Janet Yiakmis — Trustee (departed 2016-07-21)
- Lois Robertson — Trustee (departed 2013-08-01)
- John Lucas — Trustee (departed 2013-07-10)
- Barry Roger Clarke — Trustee (departed 2017-11-23)
- Peter Anthony Booth — Trustee (departed 2009-07-20)
- Debra Audrey Shirley Simes — Trustee (departed 2011-07-15)
- Geoffrey Walter Kearsley — Trustee (departed 2008-07-20)
- Louise Marjorie Croot — Trustee (departed 2013-07-10)
- John Barsby — Secretary/treasurer (departed 2018-06-21)
Funding Sources
- Kiwi Gaming Foundation Limited — $2,318.4
- Aotearoa Gaming Foundation — $1,500
- The Lion Foundation — $496
- The Bendigo Valley Sports and Charity Foundation — $400
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Southern Heritage Trust
Financial data as at December 2025. Sourced from Charities Services register.
Key balance-sheet figures (net assets / total assets) were not reported in the most recent return, and no populated prior year is available within the two-year fallback window. A rating cannot be calculated without these figures.
How ratings work →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 6. 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.
$76.4K
$162.3K
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
About
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.
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 360 peers · Arts & Culture · Under $100K
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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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