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Charity Summary


Charity Details


The Dunedin Heritage Fund
CC29516
N/A
Registered

Registration details

30/06/2008
June 30

Address for service

PO Box 5045
Dunedin Central
Dunedin
9054
50 The Octagon
Dunedin Central
Dunedin
9016

Charity's other details

03 477 4000


Organisation with a focus on the following communities:

N/A

Purpose & Structure


Charitable Purpose

To encourage the retention, preservation and maintenance of historic places situated within Dunedin. To make grants on such terms as the committee thinks fit to the owner or occupier of any historic place within Dunedin for the purpose of assisting that owner or occupier to manage, maintain, or preserve that historic place.

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

Makes grants / loans to individuals

Makes grants to organisations (including schools or other charities), Provides advice / information / advocacy

Arts / culture / heritage

Other (please state)

(Owners of Historic Buildings), 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 Annual Return Summary
30/06/2026 31/12/2026 - - - To be filed To be filed
31/03/2025 30/09/2025 27/08/2025 $752,172 $994,538 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2024 28/02/2025 28/02/2025 $763,999 $553,286 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2023 9/10/2023 7/11/2023 $734,934 $1,029,707 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2022 30/09/2022 8/09/2022 $686,161 $743,051 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2021 30/09/2021 9/11/2021 $685,905 $879,478 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2020 30/09/2020 23/09/2020 $676,862 $479,810 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2019 30/09/2019 28/08/2019 $607,395 $375,806 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2018 30/09/2018 19/11/2018 $376,533 $358,119 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2017 30/09/2017 19/11/2018 $305,657 $617,038 load annual return's financial documents spinner gif
Included in Annual Return
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= Balance Date Change
- This Annual Return will cover 15 months from 1 April 2025 to 30 June 2026.

Officer Details


Officers

Officer Name Position Effective Date
Andrew Simms Commitee Member 11/11/2025
Lee Vandervis Committee Member 11/11/2025
Stephen Walker Committee Member 11/11/2025
Laura Acton Committee Member 14/08/2025
Eva Nina Forster-Garbutt Committee member 10/07/2025
Heather Louise Bachop Staff in support 26/09/2022
Mark Ross Mawdsley Staff in support 5/01/2022
Sophie Barker Chairperson 27/10/2020

Past Officers

Officer Name Position Past Since
Anna Louise Johnson Committee Member 21/08/2025
David Henry Benson-Pope Committee Member 21/08/2025
Joanne Galer Committee Member 21/08/2025
Alison Jane Breese Committee Member 1/08/2025
Sarah Kirsten Gallagher Committee Member 5/06/2025
Andrea Susan Farminer Committee member 11/04/2025
David Nicholas Dixon Committee Member 19/09/2022
Andrew Paul Barsby Committee Member 1/10/2021
Andrea Susan Farminer Committee Member 30/09/2021
Jane Macknight Committee member 8/04/2021
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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)
6/05/2026 NOC031
2/03/2026 NOC028
3/04/2025 NOC026
5/10/2022 NOC021
28/09/2022 NOC020
5/01/2022 NOC018
8/07/2021 NOC016
21/01/2020 NOC014
17/04/2019 NOC012
19/11/2018 NOC011
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Charity Documents


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Date Uploaded Document Type Reference Name

No supporting documents.