Cardrona Heritage Trust — Education Charity in Wanaka
Cardrona Heritage Trust is a Charitable Trust charity in the Education sector, based in Wanaka, Wanaka. CharityData rates this charity C (63.9/100). Annual revenue: $0.0M NZD. 1 red flag detected. Financial data as at March 2026.
Mission: 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.
- Registration Number
- CC56855
- Charity Type
- Charitable Trust
- Registration Date
- 2019-05-10
- Status
- Active
- CharityData Rating
- C (63.9/100)
- Sector
- Education
- Location
- Wanaka, Wanaka
- cardonaht@gmail.com
- Data as at
- March 2026
Beneficiaries: General public
Financial Summary
- Total Revenue
- $0.0M NZD
- Total Expenses
- $0.0M NZD
- Total Assets
- $0.0M NZD
- Net Assets
- $0.0M NZD
- Reserve Months
- 16.6 months of operating expenses
- Financial Year End
- 2026-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2026 | $0.0M | $0.0M | $0.0M |
| 2025 | $0.0M | $0.0M | $0.0M |
| 2024 | $0.0M | $0.0M | $0.0M |
| 2023 | $0.0M | - | $0.0M |
| 2022 | $0.0M | - | $0.0M |
| 2021 | $0.0M | - | $0.0M |
| 2020 | $0.0M | $0.0M | - |
CharityData Rating
- Overall Grade
- C
- Overall Score
- 63.9/100
- Financial Score
- 73.5
- Governance Score
- 75
- Transparency Score
- 65
Red Flags
- 2 trustees of this charity also sit on multiple other charity boards — concentrated trustee bandwidth may warrant board-skill-mix review.
Board Members and Officers
Current Officers (7)
| Name | Role | Appointed |
|---|---|---|
| Timothy Allan | Secretary | 2022-08-01 |
| William Scurr | Trustee | 2018-12-20 |
| Mary Lee | Trustee | 2018-12-20 |
| Raymond O'Callaghan | Trustee | 2018-12-20 |
| Alvin Reid | Trustee | 2017-04-01 |
| Blyth Adams | Trustee | 2008-08-16 |
| John Scurr | Chair | 2008-08-16 |
Former Officers (4)
- Andrew Spencer — Trustee (departed 2021-06-13)
- Martin Curtis — Trustee (departed 2022-08-12)
- Graeme Todd — Trustee (departed 2024-03-31)
- Timothy Scurr — Trustee (departed 2022-08-12)
Similar Charities in Education
- South Pacific College Of Natural Medicine Inc — Education
- Christchurch Rudolf Steiner School Trust — Education
- Ashburton Kindergarten Association Incorporated — Education
- Sathya Sai Preschool Rongomai — Education
- Pukekohe Christian School Trust — Education
Cardrona Heritage Trust
Financial data as at March 2026. Sourced from Charities Services register.
$710
$13.1K
$30.6K
Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.
Endowment Foundation
Special Entity TypeThis is an endowment foundation that holds investments and provides grants. High reserves are expected and appropriate - this is not an operating charity.
Rating Note: Endowment foundations are rated using specialized criteria that recognize high reserves as appropriate. Metrics like grant distribution rate and investment returns are prioritized over program spending ratios.
About
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.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (7 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 289 peers · Education · Under $100K
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating History
Rating
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Sector & Activities
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: 3 October 2026.
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