Otago Foundation Trust Board — Religion Charity in Dunedin
Otago Foundation Trust Board is a Trust charity in the Religion sector, based in Dunedin, Dunedin. CharityData rates this charity F (30/100). Annual revenue: $9.8M NZD. 1 red flag detected. Financial data as at December 2025.
Mission: To administer the various funds referred to in the Otago Foundation Trust Board Act 1992,upon, for, and subject to the trusts and purposes under and for which they are established. To acquire and hold in its name land and buildings upon trust for any congregation or Deacon's Court for the purpose or other benefit of a church or manse or church hall or glebe, and to administer the trusts under which such land and buildings are held.
- Registration Number
- CC28243
- Charity Type
- Trust
- Registration Date
- 2008-06-30
- Status
- Active
- CharityData Rating
- F (30/100)
- Sector
- Religion
- Location
- Dunedin, Dunedin
- factor@otagofoundation.co.nz
- Data as at
- December 2025
Financial Summary
- Total Revenue
- $9.8M NZD
- Total Expenses
- $3.9M NZD
- Total Assets
- $101.2M NZD
- Net Assets
- $63.0M NZD
- Reserve Months
- 192.6 months of operating expenses
- Staff Count
- 2
- Volunteers
- 0
- Financial Year End
- 2025-12-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $9.8M | $3.9M | $63.0M |
| 2024 | $3.8M | $3.7M | $57.1M |
| 2023 | $3.5M | $3.3M | $55.2M |
| 2022 | $2.9M | $3.0M | $54.2M |
| 2021 | $3.4M | $3.0M | $56.0M |
| 2020 | $2.5M | $2.7M | $54.5M |
| 2019 | $3.4M | $2.8M | $53.0M |
| 2018 | $4.4M | $3.3M | $50.0M |
| 2017 | $2.7M | $4.4M | $48.8M |
| 2016 | $3.7M | $0.8M | $48.3M |
CharityData Rating
- Overall Grade
- F
- Overall Score
- 30/100
- Financial Score
- 50
- Governance Score
- 50
- Transparency Score
- 50
Red Flags
- Holding 192.6 months of expenses in reserves (63.0M), well above recommended maximum
Executive Compensation
| Name | Role | Compensation | Year |
|---|---|---|---|
| Key Management Personnel (aggregate) | Employee remuneration | $186,980 | 2025 |
Service Providers
- Telfer Young
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ReligionTrust
Otago Foundation Trust Board
CC28243Dunedin, DunedinRegistered 30 Jun 2008
Data updated: 4 days ago
Financials3mo agoRating3d ago
Financial data as at December 2025. Sourced from Charities Services register.
F
30/100
Reduced by penalties
Financial
50
Governance
50
Transparency
50
Revenue
$9.8M
Expenses
$3.9M
Assets
$101.2M
Staff
2
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.0 methodology.
1 red flag identified- Review the Rating tab for details
This rating may reflect incomplete data
This charity's grade of Fis based on limited data from the NZ Charities Register, which does not provide detailed expense breakdowns. Without verified program vs admin spending, efficiency scoring is unavailable and the financial score relies on health metrics only. This charity's actual performance may differ from what the available data suggests.
About
Mission
To administer the various funds referred to in the Otago Foundation Trust Board Act 1992,upon, for, and subject to the trusts and purposes under and for which they are established. To acquire and hold in its name land and buildings upon trust for any congregation or Deacon's Court for the purpose or other benefit of a church or manse or church hall or glebe, and to administer the trusts under which such land and buildings are held.
Key Statistics
Annual Revenue
$9.8M
Total Expenses
$3.9M
Net Assets
$63.0M
Staff
2
employees
Volunteers
0
Financial Trends
Financial Trends (16 Years)
Revenue Breakdown
Expense Breakdown
API DataBased 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
0mo
Could operate 0 months with zero revenue
Critical
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
30
Score /100
Concentrated
HHI: 6,959
High Concentration: 81% of revenue from Other
Other81.3%
Investment Income18.7%
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 47 peers · Religion · $1M – $10M
Rating Score
30
Revenue
$9.8M
Reserve Months
192.6
Surplus
$5.9M
Staff Cost %
5%
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
F
2025
Score: 30.0
Financial: 50 | Governance: 50 | Transparency: 50
CurrentC-
2024
Score: 56.0
Financial: 65 | Governance: 50 | Transparency: 50
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FY2025Auditor
Audit Professionals LimitedFees
Audit: $18,600
Contact Details
Address
Dunedin, Dunedin
Registration
Registration NumberCC28243
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered
Sector & Activities
Primary Sector
ReligionData 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@nzxplorer.co.nz. For informational purposes only. Not investment advice. Last updated: 19 April 2026.
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