Charities Services

Use this to find information about a particular charity.

Charity Summary

Charity Details

Legal name of the Charity:

Cardrona Heritage Trust

Registration number:

CC56855

NZBN number:

N/A

Current Status:

Registered

Registration details

Date of Registration:

10/05/2019

Balance Date:

March 31

Address for service

Charity's Postal Address:

C/- Sidekick Wanaka Ltd

P O Box 536

Wanaka

9343

Charity's Street Address:

22 Stonebrook Drive

Wanaka 9305

Wanaka

9305

Charity's other details

Phone:

0274327559

Email:

cardonaht@gmail.com

Website:

https://cardronahistory.com/

Areas of Operation:

Otago

Organisation with a focus on the following communities:

N/A

View Charity Link:

https://www.register.charities.govt.nz/Charity/CC56855

Purpose & Structure

Charitable Purpose

To promote and support the protection, conservation, enhancement and sustainable management of the historical and cultural heritage of Cardrona Valley and its environs for the present and future benefit and wellbeing of residents and the public in general.

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

Activities:

Provides advice / information / advocacy

Provides buildings / facilities / open space

Sectors:

Education / training / research

Arts / culture / heritage

Beneficiaries:

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.

For Year Ended	Due Date	Date Submitted	Total Income	Total Expenditure	Financial Statements
31/03/2025	30/09/2025	13/10/2025	$24,540	$5,699	Included in Annual Return
31/03/2024	30/09/2024	24/09/2024	$21,998	$19,773	Included in Annual Return
31/03/2023	30/09/2023	16/10/2023	$254	$0	Included in Annual Return
31/03/2022	30/09/2022	18/10/2023	$233	$0	Included in Annual Return
31/03/2021	30/09/2021	12/10/2021	$454	$0	Included in Annual Return
31/03/2020	30/09/2020	30/06/2021	$1,156	$6,268	Included in Annual Return

Officer Details

Officers

Officer Name	Position	Effective Date
Timothy Michael Allan	Secretary	1/08/2022
Mary Helen Lee	Trustee	20/12/2018
Raymond George O'Callaghan	Trustee	20/12/2018
William Timothy Scurr	Trustee	20/12/2018
Alvin John Reid	Trustee	1/04/2017
Blyth Henry Adams	Trustee	16/08/2008
John Mathew Scurr	Trustee	16/08/2008

Past Officers

Officer Name	Position	Past Since
Graeme Morris Todd	Trustee	31/03/2024
Martin Robert Curtis	Trustee	12/08/2022
Timothy Michael Scurr	Trustee	12/08/2022
Andrew James Spencer	Trustee	13/06/2021

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)
16/10/2025	NOC009
25/11/2022	NOC004

Charity Documents

Date Uploaded	Document Type	Reference Name