Oamaru Beautifying Society Trust Board — Environment Charity in Oamaru

Oamaru Beautifying Society Trust Board is a registered charity in the Environment sector, based in Oamaru, Oamaru. This organisation also provides funding to other charities. CharityData rates this charity B- (70.8/100). Annual revenue: $0.0M NZD. Financial data as at March 2024.

Mission: To protect, develop and maintain the natural features and landscapes of Oamaru and North Otago. To make parks, places of historical significance and places of natural beauty accessible to the public. To promote education of these places. To encourage the public to participate and foster any of the above objectives. These goals are achieved by funding suitable projects.

Registration Number
CC38314
Registration Date
2009-03-09
Status
Active
CharityData Rating
B- (70.8/100)
Sector
Environment
Location
Oamaru, Oamaru
Email
tony@ajwood.co.nz
Funder Status
Grant-making charity (trust)
Data as at
March 2024

Beneficiaries: General public

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Total Assets
$0.4M NZD
Net Assets
$0.4M NZD
Reserve Months
3197.3 months of operating expenses
Volunteers
0
Financial Year End
2024-03-31

Financial History

YearRevenueExpensesNet Assets
2024$0.0M$0.0M$0.4M
2023$0.0M-$0.4M
2022$0.0M$0.0M$0.4M
2021$0.0M$0.0M-
2020$0.0M$0.0M$0.4M
2019$0.0M$0.0M$0.4M
2018$0.0M$0.0M$0.4M
2017$0.0M$0.0M$0.4M
2016$0.0M-$0.3M
2015$0.0M$0.0M$0.3M

CharityData Rating

Overall Grade
B-
Overall Score
70.8/100
Financial Score
77.5
Governance Score
55
Transparency Score
65

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (4)

  • Alan Reid — Trustee (departed 2018-11-09)
  • David Salter — Trustee
  • Anthony Wood — Trustee
  • Robert Douglas — Trustee

Similar Charities in Environment

FunderEnvironmentTrust

Oamaru Beautifying Society Trust Board

CC38314Oamaru, OamaruRegistered 9 Mar 2009
Data updated: 3 days ago
Financials31 Mar 2024Rating4d ago

Financial data as at March 2024. Sourced from Charities Services register.

B-
71/100
Financial
78
Governance
55
Transparency
65

Reasons to look carefully (2)

These structural observations are drawn from public data and are worth considering before a donation. They are not allegations of wrongdoing, and they don’t affect the charity’s letter grade.

  • No chair recorded on the register
    No chair or presiding role is recorded in the register for this board of 3. The Charities Register does not require one to be identified, so this is a gap in the public record rather than a finding about the board.
  • Current annual return overdue
    The newest annual return we hold is 30 months old — a more recent return may already be on the Charities Services register

Each signal is a data-driven observation, not a judgement. They fire automatically from the figures filed with Charities Services. A charity can address any of these by filing fuller disclosure or updating its officer register. Methodology: /about/methodology/concern-signals.

Revenue

$17.5K

Expenses

$1.3K

Assets

$403.0K

Financial data from Charities Services annual return (FY2024). 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.

Funder Profile

Grantmaker

This organisation makes grants or donations to other charities and organisations.

Funding Sectors
EducationArts & Culture
Beneficiaries
General Public
Geographic Focus
Otago

About

Mission

To protect, develop and maintain the natural features and landscapes of Oamaru and North Otago. To make parks, places of historical significance and places of natural beauty accessible to the public. To promote education of these places. To encourage the public to participate and foster any of the above objectives. These goals are achieved by funding suitable projects.

Who We Serve

Beneficiaries
General public

Key Statistics

Annual Revenue
$17.5K
Total Expenses
$1.3K
Net Assets
$403.0K
Volunteers
0

Financial Trends

Financial Trends (15 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
3197.3mo
Could operate 3197.3 months with zero revenue
Over-capitalized
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

0
Score /100
Highly Concentrated
HHI: 10,000
High Concentration: 100% of revenue from Investment Income
Investment Income100.0%

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

Peer Comparison

Ranked against 296 peers · Environment · Under $100K

Rating Score
71
#24/297
Revenue
$18K
#134/297
Reserve Months
3197.3
#1/297
Surplus
$16K
#33/297
Staff Cost %
0%
#1/297

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

Rating

B-
Score: 70.8/100
Financial
77.5
Governance
55
Transparency
65
Why this grade: Financial 78 × 40% + Governance 55 × 60% = 64 → B-.
View Full Score Breakdown

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Latest Audit

FY2016
Clean

Contact Details

Address
Oamaru, Oamaru

Registration

Registration NumberCC38314
Registered9 Mar 2009
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated26 Sept 2005
Registered office
C/O A J Wood Accountant Abacus House 102 Thames Street Oamaru 9400, Oamaru

Sector & Activities

Primary Sector
Environment
Activities
Makes grants / loans to individualsMakes grants to organisations (including schools or other charities)Other - 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: 5 October 2026.