Otago Masonic Charitable Trust — Community Development Charity in Dunedin
Otago Masonic Charitable Trust is a Charitable Trust charity in the Community Development sector, based in Dunedin, Dunedin. This organisation also provides funding to other charities. CharityData rates this charity B- (70.8/100). Annual revenue: $0.4M NZD. Financial data as at June 2025.
Mission: The Otago Masonic Charitable Trust was established to financially assist community organisations and to administer funds bequeathed to the Trust in accordance with the terms of those bequests.
- Registration Number
- CC39216
- Charity Type
- Charitable Trust
- Registration Date
- 2008-06-30
- Status
- Active
- CharityData Rating
- B- (70.8/100)
- Sector
- Community Development
- Location
- Dunedin, Dunedin
- Website
- https://omct.co.nz
- info.otago.charitable@gmail.com
- Funder Status
- Grant-making charity (endowment)
- Data as at
- June 2025
Beneficiaries: Other - All
Financial Summary
- Total Revenue
- $0.4M NZD
- Total Expenses
- $0.2M NZD
- Total Assets
- $5.8M NZD
- Net Assets
- $0.0M NZD
- Reserve Months
- 30.8 months of operating expenses
- Volunteers
- 0
- Financial Year End
- 2025-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.4M | $0.2M | $0.0M |
| 2024 | $0.2M | $0.2M | $0.0M |
| 2023 | $0.2M | $0.4M | $5.3M |
| 2022 | $0.2M | $0.2M | $4.8M |
| 2021 | $0.1M | $0.1M | $3.4M |
| 2020 | $0.2M | $0.1M | $3.3M |
| 2019 | $0.2M | $0.1M | $3.3M |
| 2018 | $0.6M | $0.2M | $3.2M |
| 2017 | $0.2M | $0.1M | $2.8M |
| 2016 | $0.2M | $0.1M | $2.7M |
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 (1)
| Name | Role | Appointed |
|---|---|---|
| William Byars | Trustee | 2017-11-20 |
Former Officers (55)
- Richard Todd — Trustee
- Stephen Gibbons — Trustee (departed 2023-11-20)
- Allan Grant — Trustee
- Graeme Bell — Trustee
- Bruce Suszko — Trustee
- Bruce Daniell — Trustee
- Mervyn Gilkinson — Trustee
- Christopher Walker — Trustee
- John Dennison — Trustee (departed 2019-11-18)
- Richard Wells — Trustee
- Stewart DALE — Trustee (departed 2019-11-18)
- Aaron DYSON — Trustee (departed 2022-11-21)
- Jonathan Laird — Trustee (departed 2018-11-19)
- Colin Weir — Trustee
- Roger Owen — Trustee (departed 2017-11-20)
- Dwayne Tebbutt — Trustee (departed 2018-11-19)
- Graeme Munro — Trustee (departed 2022-11-21)
- Edwin King — Trustee
- John Preedy — Trustee
- Graeme Martin — Trustee
Similar Charities in Community Development
- The Pacific Island Business Development Trust — Community Development
- MPHS Community Trust — Community Development
- Ngati Kahungunu Iwi Incorporated — Community Development
- Home in Place (New Zealand) Limited — Community Development
- The Nelson Tasman Housing Trust — Community Development
Otago Masonic Charitable Trust
Financial data as at June 2025. Sourced from Charities Services register.
Reasons to look carefully (1)
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 registerNo chair or presiding role is recorded in the register for this board of 17. 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.
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.
$395.7K
$161.7K
$5.8M
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.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
About
The Otago Masonic Charitable Trust was established to financially assist community organisations and to administer funds bequeathed to the Trust in accordance with the terms of those bequests.
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 147 peers · Community Development · $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
B-Is this your charity?
Claim your profile to view analytics, submit corrections, and improve your rating.
Claim This ProfileLatest Audit
FY2024Contact Details
Registration
Companies Office
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: 4 October 2026.
Similar Charities in Community Development
Other Community Development charities ranked by overall score