Southern Heritage Trust is a Trust charity in the Arts & Culture sector, based in Dunedin, Dunedin. Annual revenue: $0.2M NZD. Financial data as at December 2024.
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.
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2024 | $0.2M | $0.1M | - |
| 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 | $0.1M |
| 2017 | $0.1M | $0.0M | $0.1M |
| 2016 | $0.0M | $0.0M | $0.1M |
| 2015 | $0.0M | $0.0M | $0.0M |
Financial data as at December 2024. Sourced from Charities Services register.
Small volunteer-led organisations are not letter-graded: the standard financial template does not fit entities without paid staff, large revenue, or significant government funding. The charity's filed figures are shown above.
How ratings work →$236.6K
$103.6K
Financial data from Charities Services annual return (FY2024). Ratings calculated using CharityData v3.0 methodology.
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.
Based on annual return data. Detailed program/admin breakdown not available.
Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Ranked against 122 peers · Arts & Culture · $100K – $1M
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
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Claim This ProfileData 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: 21 April 2026.
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