Central Otago Heritage Trust — Arts & Culture Charity in Clyde

Central Otago Heritage Trust is a Trust charity in the Arts & Culture sector, based in Clyde, Clyde. Annual revenue: $0.1M NZD. Financial data as at June 2025.

Mission: The Central Otago Heritage Trust (COHT) is an overarching body established by the Central Otago District Council to represent the collective interests of organisations concerned for the identification, preservation and protection of Central Otago's heritage. Following on the recommendation of a CODC-sponsored consultative process, the Trust is now responsible for coordinating the implementation of recommended heritage outcomes for Central Otago.

Registration Number
CC40045
Charity Type
Trust
Registration Date
2009-05-13
Status
Active
Sector
Arts & Culture
Location
Clyde, Clyde
Email
centralotagoheritagetrust@gmail.com
Data as at
June 2025

Beneficiaries: General public, Voluntary bodies other than charities

Financial Summary

Total Revenue
$0.1M NZD
Total Expenses
$0.1M NZD
Reserve Months
0.0 months of operating expenses
Staff Count
2
Volunteers
0
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$0.1M$0.1M-
2024$0.1M$0.1M$0.1M
2023$0.1M$0.1M$0.1M
2022$0.1M$0.1M$0.1M
2021$0.1M$0.0M$0.0M
2020$0.1M$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
2016$0.0M$0.0M$0.0M

Board Members and Officers

Current Officers (8)

NameRoleAppointed
Jenny DixonChair2025-12-10
Kate GoodfellowTrustee2024-11-20
Penelope MorrisTrustee2023-11-29
David HurdTrustee2023-11-29
Marco CreemersTrustee2023-11-29
Warwick HawkerTrustee2022-07-20
Ross NaylorTrustee2021-02-09
Russell GarbuttTrustee2018-09-29

Former Officers (18)

  • Kristy Rusher — Trustee (departed 2023-11-29)
  • John Kerr — Trustee (departed 2023-11-29)
  • Lynda Gray — Trustee (departed 2024-10-23)
  • Margaret West — Trustee (departed 2020-11-13)
  • Gregory Bodeker — Trustee (departed 2021-11-24)
  • Malcolm Topliss — Trustee (departed 2020-11-13)
  • Edith McKay — Trustee (departed 2018-08-27)
  • Fraser Goldsmith — Trustee (departed 2018-09-29)
  • Malcolm Macpherson — Trustee (departed 2014-08-21)
  • Martin Anderson — Trustee (departed 2018-09-29)
  • David Ritchie — Trustee (departed 2025-11-26)
  • Neil Gillespie — Trustee (departed 2014-08-04)
  • Peter Egerton — Trustee (departed 2013-02-25)
  • David WHITE — Trustee (departed 2015-11-30)
  • Matthew Sole — Trustee (departed 2013-02-25)
  • Michael Floate — Trustee (departed 2013-02-25)
  • Brian Patrick — Trustee (departed 2011-09-12)
  • Derek Shattky — Trustee (departed 2023-11-29)

Similar Charities in Arts & Culture

Arts & CultureTrust

Central Otago Heritage Trust

CC40045Clyde, ClydeRegistered 13 May 2009
Data updated: 4 days ago
Financials30 Jun 2025Rating3d ago

Financial data as at June 2025. Sourced from Charities Services register.

NR
Not rated — Summary-form filing — not enough detail to grade

Charities Services Tier 3 reporting allows charities under $2M revenue to file a simple-format annual return rather than audited financial statements. The return reports totals but not the program/administration split or the line-item detail our template needs. No red flags were detected in what was filed, and revenue is below the $2M Tier 2 boundary where audited accounts become mandatory. A letter grade is withheld rather than assigning one that would be driven by the template-fit, not the charity's operations. The charity's filed figures are shown above, and any structural concerns a donor would want to look at are surfaced separately. (v3.3 — aligned with Charities Services tier boundary; matches Charity Navigator and CharityWatch US practice.)

How ratings work →
Revenue

$56.8K

Expenses

$62.3K

Staff

2

Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.

About

Mission

The Central Otago Heritage Trust (COHT) is an overarching body established by the Central Otago District Council to represent the collective interests of organisations concerned for the identification, preservation and protection of Central Otago's heritage. Following on the recommendation of a CODC-sponsored consultative process, the Trust is now responsible for coordinating the implementation of recommended heritage outcomes for Central Otago.

Who We Serve

Beneficiaries
General publicVoluntary bodies other than charities

Key Statistics

Annual Revenue
$56.8K
Total Expenses
$62.3K
Net Assets
-
Staff
2
employees
Volunteers
0

Financial Trends

Financial Trends (16 Years)

Revenue Breakdown

Expense Breakdown

API Data

Based on annual return data. Detailed program/admin breakdown not available.

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
13.6mo
Could operate 13.6 months with zero revenue
Healthy
Fundraising Cost
-
No fundraising data
No data

Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology

Revenue Diversification

5
Score /100
Highly Concentrated
HHI: 9,532
High Concentration: 98% of revenue from Other
Other97.6%
Donations2.4%

HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.

Peer Comparison

Ranked against 360 peers · Arts & Culture · Under $100K

Rating Score
0
#57/361
Revenue
$57K
#56/361
Reserve Months
0.0
#1/361
Surplus
$-6K
#293/361
Staff Cost %
78%
#361/361

Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.

Rating

Score: /100
Financial
0
Governance
30
Transparency
65
View Full Score Breakdown

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Contact Details

Registration

Registration NumberCC40045
Entity TypeTrust
Registered13 May 2009
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated6 Mar 2009
Registered office
21 Centennial Avenue Alexandra 9320, Alexandra
Differs from Charities Register address (34 Sunderland Street, Clyde, 9330, Clyde, Clyde). May be stale on either register — verify with the charity if material.

Sector & Activities

Primary Sector
Arts & Culture
Activities
Makes grants to organisations (including schools or other charities)Provides advice / information / advocacyOther - Acts an Umbrella body

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: 29 September 2026.