Use this to find information about a particular charity.

Charity Summary


Charity Details

Southern Heritage Trust
CC10685
9429043125227
Registered

Registration details

25/07/2007
December 31

Address for service

12 Royal Terrace
Dunedin Central
Dunedin
9016

Charity's other details

027 446 8876
admin@southernheritage.org.nz
http://www.southernheritage.org.nz
https://www.facebook.com/SouthernHeritageTrust/
https://twitter.com/HeritageDunedin


Organisation with a focus on the following communities:

N/A

https://www.register.charities.govt.nz/Charity/CC10685

Purpose & Structure

Charitable Purpose

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.

Note: The main sectors, activities and beneficiaries are bolded.

Other (please state)

(To conserve and promote Otago's heritage), Makes grants to organisations (including schools or other charities), Sponsors / undertakes research, Acts as an umbrella / resource body, Provides advice / information / advocacy, Provides human resources (e.g. staff / volunteers)

Arts / culture / heritage

Education / training / research, Environment / conservation

General public

Legal Structure

Charitable Trusts incorporated under the Charitable Trusts Act

Annual Returns

Annual Returns are due within 6 months of a charity’s balance date (financial year-end), or a longer period if an extension has been granted.

Note: Charities that use the Tier 4 Combined Form to file their annual returns do not need to file their financial statements separately. The financial statements are included in their annual return summary.

Exemptions

This charity has been granted an exemption from filing an annual return by 30 June 2008 under Section 43 of the Charities Act 2005. The first annual return is due by 30 June 2009.

For Year Ended Due Date Date Submitted Total Income Total Expenditure Financial Statements Annual Return Summary
31/12/2025 30/06/2026 8/06/2026 $76,351 $162,261 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2024 30/06/2025 30/06/2025 $236,550 $103,590 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2023 30/06/2024 22/06/2024 $36,143 $26,634 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2022 30/06/2023 24/05/2023 $17,574 $18,063 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2021 30/06/2022 30/06/2022 $16,725 $20,241 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2020 30/06/2021 25/07/2021 $6,637 $7,568 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2019 30/06/2020 25/07/2021 $10,812 $5,242 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2018 30/06/2019 27/02/2020 $12,485 $5,718 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2017 30/06/2018 14/10/2018 $100,961 $21,862 load annual return's financial documents spinner gif
Included in Annual Return
31/12/2016 30/06/2017 27/06/2017 $41,275 $38,369 load annual return's financial documents spinner gif
Included in Annual Return

Officer Details

Officers

Officer Name Position Effective Date
Gregor Bruce Campbell Trustee 1/06/2023
Fiona Smyth Trustee 13/09/2022
lisa dawn davis Treasurer 30/06/2020
Joy Baker trustee 1/07/2019
Joanne Galer Trustee 21/07/2016
Ann Elizabeth Barsby Trustee 23/04/2007

Past Officers

Officer Name Position Past Since
Mandy Rebecca de Leeuw Trustee Secretary 29/05/2024
Ruth Barton Trustee 29/05/2024
Brent Lovelock Trustee 20/12/2022
Geoff Bellamy Trustee 30/06/2021
Merrin Bath Trustee 30/06/2021
Anna Thompson-Carr Trustee 31/03/2020
Mandy Rebecca de Leeuw Trustee 31/03/2020
Jack Adam Gordge Trustee 30/11/2018
Ian Craig Bush Trustee 21/06/2018
John Anthony Barsby Secretary/Treasurer 21/06/2018

Charity Updates

Here is a list of all the details changed by the charity, for example adding or removing officers, amending rules, changing balance dates or updating address details.
Date Created Reference View Summary (.pdf <1MB)
27/03/2026 NOC029
24/05/2023 NOC025
10/04/2023 NOC024
13/06/2022 NOC021
19/12/2017 NOC015
19/12/2017 NOC014
29/11/2017 NOC013
27/11/2017 NOC012
22/08/2016 NOC009
3/09/2015 NOC008

Charity Documents

load dashboard supporting documents spinner gif
Date Uploaded Document Type Reference Name

No supporting documents.