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Charity Summary


Charity Details

Southland Heritage Building and Preservation Trust
CC22451
9429043008438
Registered

Registration details

1/04/2008
June 30

Name change history

Name Effective Date
Southland Heritage Building Preservation Trust 1/04/2008
Southland Heritage Building and Preservation Trust 7/11/2012

Address for service

C/- ENVIRONMENT SOUTHLAND
Private Bag 90116
Invercargill
9840
220 North Road
Cnr North Road & Price St
Waikiwi
Invercargill
9810

Charity's other details

(03)2115115
(03)2115252
jan.brown@es.govt.nz


Organisation with a focus on the following communities:

N/A

https://www.register.charities.govt.nz/Charity/CC22451

Purpose & Structure

Charitable Purpose

To establish a heritage building preservation fund that the trustees may lend to owners of Southland registered and heritage listed buildings at the discretion of the Trustees if necessary to maintain such buildings in good condition for so long as practically possible for future New Zealanders and overseas tourists to enjoy Southland heritage. To encourage the retention, preservation and maintenance of historic and heritage buildings within Southland. The furtherment of such other charitable purposes as the Trustees shall determine and are approved by the Commissioner of Inland Revenue.

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

Makes grants / loans to individuals

Arts / culture / heritage

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 31 December 2008 under Section 43 of the Charities Act 2005. The first annual return is due by 31 December 2009.

For Year Ended Due Date Date Submitted Total Income Total Expenditure Financial Statements Annual Return Summary
30/06/2025 31/12/2025 9/12/2025 $43,327 $67,936 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2024 31/12/2024 9/12/2024 $5,497 $10,238 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2023 31/12/2023 27/10/2023 $2,094 $9,523 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2022 31/12/2022 23/11/2022 $5,025 $20,022 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2021 31/12/2021 13/12/2021 $5,025 $20,022 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2020 31/12/2020 7/12/2020 $103,353 $120,807 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2019 31/12/2019 10/12/2019 $10,269 $10,583 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2018 31/12/2018 11/12/2018 $7,195 $11,935 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2017 31/12/2017 19/12/2017 $36,383 $27,379 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2016 31/12/2016 23/01/2017 $38,231 $67,323 load annual return's financial documents spinner gif
Included in Annual Return

Officer Details

Officers

Officer Name Position Effective Date
Margaret Joyce Robins Trustee 23/04/2018
Lyndal Ludlow Chairman 13/12/2016
Shona Fordyce Trustee 13/12/2016
Paul Duffy Trustee 2/04/2008
Marion Miller Trustee 10/09/2007

Past Officers

Officer Name Position Past Since
Alexander Reko Hesselin Trustee 15/03/2023
Rachael Egerton Trustee 18/03/2021
Lloyd Esler Trustee 5/11/2020
Rowena Batchem Treasurer 22/11/2018
Joyce Robbins Trustee 23/04/2018
Maureen Clara Fox Trustee 24/10/2017
Allyn Murray Gardiner Mouat Trustee 12/12/2016
Bret Highsted Trustee 12/12/2016
Russell Joseph Beck N/A 12/12/2016
Geoffery Piercy Trustee 9/10/2010

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)
27/10/2023 NOC020
15/02/2022 NOC018
9/08/2021 NOC016
4/11/2019 NOC013
30/08/2018 NOC011
23/01/2017 NOC007
23/01/2017 NOC006
11/12/2013 NOC005
5/12/2012 AR005
16/11/2010 AR003

Charity Documents

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Date Uploaded Document Type Reference Name

No supporting documents.