Canterbury Caledonian Society Incorporated — Education Charity in Christchurch
Canterbury Caledonian Society Incorporated is a Trust charity in the Education sector, based in Christchurch, Christchurch. CharityData rates this charity B- (73.3/100). Annual revenue: $0.4M NZD. Financial data as at December 2025.
Mission: To promote education and interest in Scottish national literature, music, customs, arts and accomplishments generally within NZ only, including offering of prizes for excellence in their performance, rewarding of literary merit, promotion of Society approved education and promoting charity by contributing to the funds of such charitable institutions or appeals as the Society may determine.
- Registration Number
- CC33830
- Charity Type
- Trust
- Registration Date
- 2008-06-30
- Status
- Active
- CharityData Rating
- B- (73.3/100)
- Sector
- Education
- Location
- Christchurch, Christchurch
- Website
- https://www.canterburycaledonian.org.nz/
- jmcewan@canterburycaledonian.org.nz
- Data as at
- December 2025
Beneficiaries: Children / young people, General public, Older people, Other charities, People of a certain ethnic / racial origin, Voluntary bodies other than charities
Financial Summary
- Total Revenue
- $0.4M NZD
- Total Expenses
- $0.5M NZD
- Total Assets
- $3.8M NZD
- Net Assets
- $3.7M NZD
- Reserve Months
- 16.5 months of operating expenses
- Staff Count
- 1
- Financial Year End
- 2025-12-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.4M | $0.5M | $3.7M |
| 2024 | $0.3M | $0.3M | $3.8M |
| 2023 | $0.3M | $0.3M | $3.7M |
| 2022 | $0.2M | $0.2M | $3.7M |
| 2021 | $0.2M | $0.2M | $3.7M |
| 2020 | $0.1M | $0.2M | $3.8M |
| 2019 | $0.3M | $0.3M | $3.8M |
| 2018 | $0.3M | $0.4M | $3.8M |
| 2017 | $0.3M | $0.2M | $3.9M |
| 2016 | $0.3M | $0.3M | $3.9M |
CharityData Rating
- Overall Grade
- B-
- Overall Score
- 73.3/100
- Financial Score
- 72.5
- Governance Score
- 75
- Transparency Score
- 65
Board Members and Officers
Current Officers (3)
| Name | Role | Appointed |
|---|---|---|
| Lance Morrison | Director | 2026-04-21 |
| Alex Cullimore | Director | 2025-03-20 |
| Jamie McEwan | Secretary/treasurer | 2014-01-01 |
Former Officers (39)
- Richard Hawke — Director (departed 2026-04-21)
- Douglas MacDonald — Director
- Harrison Allen — Director (departed 2025-03-20)
- Ian Marshall — Director
- Jason Calder — Director
- Bruce Fraser — President
- Lorna Craw — Director (departed 2023-03-20)
- Renee Brook — Director
- Wendy Chisholm — Director
- Geoffrey Hallberg — Vice President (departed 2024-03-20)
- Sarah Graham — Director (departed 2020-06-11)
- Kaye Banks — Director (departed 2021-03-25)
- Stuart Oliver — Vice President
- Ray Whaley — Director (departed 2022-03-31)
- Mark Weir — Director (departed 2018-05-17)
- Peter Nelson — Director (departed 2019-03-22)
- Rosemary Armstrong — Past President (departed 2025-12-31)
- James McEwan — Secretary/treasurer
- Moira Nogat — Director (departed 2015-03-31)
- Kathleen Burn — Director (departed 2016-03-31)
Funding Sources
- Air Rescue Services Limited — $43,608.04
- New Zealand Community Trust — $10,000
- Aotearoa Gaming Foundation — $10,000
- Mainland Foundation Limited — $9,712
- Kiwi Gaming Foundation Limited — $8,000
- The Trusts Community Foundation — $7,391.3
- Pub Charity Limited — $7,287.35
- The Lion Foundation — $6,000
- Aotearoa Gaming Foundation — $5,000
- Mainland Foundation Limited — $3,234
- One Foundation — $3,000
- Mainland Foundation Limited — $2,608
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
Canterbury Caledonian Society Incorporated
Financial data as at December 2025. Sourced from Charities Services register.
$419.1K
$490.2K
$3.8M
1
Financial data from Charities Services annual return (FY2025). 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 education and interest in Scottish national literature, music, customs, arts and accomplishments generally within NZ only, including offering of prizes for excellence in their performance, rewarding of literary merit, promotion of Society approved education and promoting charity by contributing to the funds of such charitable institutions or appeals as the Society may determine.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (17 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 132 peers · Education · $100K – $1M
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
B-Is this your charity?
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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: 28 September 2026.
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