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/
Email
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

YearRevenueExpensesNet 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)

NameRoleAppointed
Lance MorrisonDirector2026-04-21
Alex CullimoreDirector2025-03-20
Jamie McEwanSecretary/treasurer2014-01-01

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

Canterbury Caledonian Society Incorporated logo
EducationTrust

Canterbury Caledonian Society Incorporated

CC33830Christchurch, ChristchurchRegistered 30 Jun 2008
Data updated: 5 days ago
Financials9mo agoRating2d ago

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

B-
73/100
Financial
73
Governance
75
Transparency
65
Revenue

$419.1K

Expenses

$490.2K

Assets

$3.8M

Staff

1

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

Endowment Foundation

Special Entity Type

This 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

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.

Who We Serve

Beneficiaries
Children / young peopleGeneral publicOlder peopleOther charitiesPeople of a certain ethnic / racial originVoluntary bodies other than charities

Key Statistics

Annual Revenue
$419.1K
Total Expenses
$490.2K
Net Assets
$3.7M
Staff
1
employees

Financial Trends

Financial Trends (17 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
16.5mo
Could operate 16.5 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

43
Score /100
Concentrated
HHI: 5,660
Other73.1%
Donations16.0%
Investment Income6.2%
Trading / Services4.7%

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

Rating Score
73
#20/133
Revenue
$419K
#41/133
Reserve Months
16.5
#1/133
Surplus
$-71K
#120/133
Staff Cost %
0%
#1/133

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

Rating History

B-
2025
Score: 73.3
Financial: 73 | Governance: 75 | Transparency: 65
Current
D
2024
Score: 48.2
Financial: 70 | Governance: 65 | Transparency: 65

Rating

B-
Score: 73.3/100
Financial
72.5
Governance
75
Transparency
65
Why this grade: Financial 73 × 40% + Governance 75 × 60% = 74 → B-.
View Full Score Breakdown

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Contact Details

Registration

Registration NumberCC33830
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeIncorporated Society
Incorporated20 Aug 1904
Registered office
135 Kilmore Street, Christchurch Central, Christchurch, 8011

Sector & Activities

Primary Sector
Education
Activities
Acts as an umbrella / resource bodyProvides buildings / facilities / open space

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.