Heritage South — Education Charity in Invercargill
Heritage South is a Trust charity in the Education sector, based in Invercargill, Invercargill. Annual revenue: $0.0M NZD. 1 red flag detected. Financial data as at June 2026.
Mission: To: Celebrate and promote heritage for education. Promote retention of living heritage and advocate for training in associated skills. Foster goodwill and co-operation between heritage interests and increase skill base in heritage protection and management. Promote opportunities for heritage research and increase accessibility of that knowledge. Raise the profile and increase public awareness of heritage interests and activities. Ensure the Southland Oral History Project remains sustainable and maintain core activities of an annual Heritage Month including events based calendar and workshops/training opportunities for the heritage community, and similar events throughout the year.
- Registration Number
- CC50048
- Charity Type
- Trust
- Registration Date
- 2013-12-04
- Status
- Active
- Sector
- Education
- Location
- Invercargill, Invercargill
- chair@heritagesouth.nz
- Data as at
- June 2026
Beneficiaries: Children / young people, Family / whanau, General public, Older people, Voluntary bodies other than charities
Financial Summary
- Total Revenue
- $0.0M NZD
- Total Expenses
- $0.0M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 2
- Financial Year End
- 2026-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2026 | $0.0M | $0.0M | - |
| 2025 | $0.1M | $0.0M | - |
| 2024 | $0.0M | $0.0M | - |
| 2023 | $0.0M | $0.0M | $0.0M |
| 2022 | $0.0M | $0.0M | $0.0M |
| 2021 | $0.0M | $0.0M | $0.0M |
| 2020 | $0.0M | $0.0M | $0.0M |
| 2019 | $0.0M | $0.0M | $0.0M |
| 2018 | $0.0M | $0.0M | $0.0M |
| 2017 | $0.0M | $0.0M | $0.0M |
Board Members and Officers
Current Officers (3)
| Name | Role | Appointed |
|---|---|---|
| Jay Coote | Trustee | 2025-11-18 |
| Amy Mcstay | Trustee | 2024-08-20 |
| Rachael Egerton | Treasurer | 2013-08-08 |
Former Officers (23)
- Fraser Pearce — Trustee
- Lisa Imamura — Trustee (departed 2026-08-18)
- Katie Greene — Trustee (departed 2026-01-20)
- David Dudfield — Trustee (departed 2025-08-19)
- Angela English — Trustee (departed 2022-09-20)
- Gay Lamb — Trustee (departed 2020-08-18)
- Philip McCarthy — Secretary (departed 2024-08-20)
- Christine Henderson — Trustee (departed 2021-08-17)
- Priscilla Gear — Secretary (departed 2019-03-19)
- Anne McCracken — Deputy Chair
- Stephanie Herring — Chair (departed 2023-09-19)
- Dale Chittenden — Treasurer (departed 2017-08-24)
- Fiona Forrest — Trustee (departed 2015-08-26)
- Mike Smith — Trustee (departed 2017-12-20)
- Tracey Wedge — Trustee (departed 2017-08-24)
- Stephen Logie — Trustee (departed 2016-08-24)
- Alexander Hesselin — Trustee (departed 2022-12-20)
- Thomas Hawkes — Trustee (departed 2015-08-26)
- Jennifer Campbell — Trustee
- Linton Strang — Trustee (departed 2024-08-20)
Funding Sources
- ILT Foundation — $2,275
- Aotearoa Gaming Foundation — $1,200
- ILT Foundation — $1,100
Similar Charities in Education
- The Hato Paora Trust Board — Education
- Otago Presbyterian Girls' College Board of Governors Incorporated — Education
- Hawksbury Community Living Trust — Education
- Far North Reap Society Incorporated — Education
- Victoria University of Wellington Students Association and Te Aka Tauira Incorporated — Education
Heritage South
Financial data as at June 2026. Sourced from Charities Services register.
Key balance-sheet figures (net assets / total assets) were not reported in the most recent return, and no populated prior year is available within the two-year fallback window. A rating cannot be calculated without these figures.
How ratings work →$29.4K
$39.5K
2
Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.
About
To: Celebrate and promote heritage for education. Promote retention of living heritage and advocate for training in associated skills. Foster goodwill and co-operation between heritage interests and increase skill base in heritage protection and management. Promote opportunities for heritage research and increase accessibility of that knowledge. Raise the profile and increase public awareness of heritage interests and activities. Ensure the Southland Oral History Project remains sustainable and maintain core activities of an annual Heritage Month including events based calendar and workshops/training opportunities for the heritage community, and similar events throughout the year.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (13 Years)
Revenue Breakdown
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 329 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
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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: 28 September 2026.
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