The Otorohanga Charitable Trust Incorporated — Community Development Charity in Otorohanga

The Otorohanga Charitable Trust Incorporated is a Trust charity in the Community Development sector, based in Otorohanga, Otorohanga. This organisation also provides funding to other charities. CharityData rates this charity B (76.8/100). Annual revenue: $0.1M NZD. Financial data as at March 2025.

Mission: To provide opportunities and facilities for the benefit or advancement of the Otorohanga District, Community and its residents.

Registration Number
CC45576
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
B (76.8/100)
Sector
Community Development
Location
Otorohanga, Otorohanga
Email
bob@mspca.co.nz
Funder Status
Grant-making charity (charitable_trust)
Data as at
March 2025

Beneficiaries: Children / young people

Financial Summary

Total Revenue
$0.1M NZD
Total Expenses
$0.2M NZD
Total Assets
$3.5M NZD
Net Assets
$3.5M NZD
Reserve Months
9.8 months of operating expenses
Volunteers
0
Financial Year End
2025-03-31

Financial History

YearRevenueExpensesNet Assets
2025$0.1M$0.2M$3.5M
2024$0.2M$0.2M$3.6M
2023$0.1M$0.2M$3.6M
2022$0.5M$0.2M$3.6M
2021$0.5M$0.2M$3.3M
2020$0.7M$0.1M$3.0M
2019$1.1M$0.1M$2.4M
2018$1.7M$0.5M$1.4M
2017$0.0M$0.0M$0.2M
2016$0.0M$0.0M$0.2M

CharityData Rating

Overall Grade
B
Overall Score
76.8/100
Financial Score
77.5
Governance Score
75
Transparency Score
65

Board Members and Officers

Current Officers (6)

NameRoleAppointed
Daniel OrmsbyTrustee2019-08-12
Robert StrawbridgeTrustee2018-07-17
Andrea PyeTrustee2016-08-29
Bronwyn TubmanTrustee2014-12-08
Kim InghamChair2014-12-08
Arnold van StraalenTrustee2014-12-08

Former Officers (17)

  • Barbara Jones — Trustee
  • Deborah WIlshier — Trustee (departed 2024-04-22)
  • Bruce Collinson-Smith — Trustee (departed 2016-04-18)
  • Jo Watson — Trustee (departed 2015-12-07)
  • Ray Haley — Trustess (departed 2017-06-19)
  • Terry Gregan — Trustess (departed 2012-01-31)
  • Peter Coventry — Trustee (departed 2014-03-31)
  • David Bailey — Trustee (departed 2014-12-08)
  • Roy Johnson — Trustee (departed 2019-08-12)
  • Barbara Mora — Trustee (departed 2012-01-31)
  • Wayne Orsler — Trustee (departed 2014-03-31)
  • Robyn Lewis — Trustee (departed 2010-12-16)
  • Denis Byles — Trustee (departed 2010-12-16)
  • Susan Blackler — Trustee (departed 2012-01-31)
  • Robert Walters — Trustee (departed 2009-12-03)
  • Brian Tappenden — Trustee (departed 2008-07-30)
  • Peter Burton — Trustee (departed 2009-12-03)

Similar Charities in Community Development

FunderCommunity DevelopmentTrustCharitable Trust

The Otorohanga Charitable Trust Incorporated

CC45576Otorohanga, OtorohangaRegistered 30 Jun 2008
Data updated: 5 days ago
Financials31 Mar 2025Rating2d ago

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

B
77/100
Financial
78
Governance
75
Transparency
65
Revenue

$147.4K

Expenses

$162.2K

Assets

$3.5M

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.

Funder Profile

Grantmaker

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

Funding Sectors
Community Development
Beneficiaries
General Public
Geographic Focus
Nationwide

About

Mission

To provide opportunities and facilities for the benefit or advancement of the Otorohanga District, Community and its residents.

Who We Serve

Beneficiaries
Children / young people

Key Statistics

Annual Revenue
$147.4K
Total Expenses
$162.2K
Net Assets
$3.5M
Volunteers
0

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
9.8mo
Could operate 9.8 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

46
Score /100
Concentrated
HHI: 5,387
Other70.2%
Donations18.0%
Investment Income11.6%
Trading / Services0.2%

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

Peer Comparison

Ranked against 135 peers · Community Development · $100K – $1M

Rating Score
77
#13/136
Revenue
$147K
#106/136
Reserve Months
9.8
#1/136
Surplus
$-15K
#102/136
Staff Cost %
0%
#1/136

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

Rating

B
Score: 76.8/100
Financial
77.5
Governance
75
Transparency
65
Why this grade: Financial 78 × 40% + Governance 75 × 60% = 76 → B.
View Full Score Breakdown

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Contact Details

Address
Otorohanga, Otorohanga

Registration

Registration NumberCC45576
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated15 Apr 1992
Registered office
C/-McKenzie Strawbridge Limited Chartered Accountants 93 Maniapoto Street Otorohanga 3900, Otorohanga

Sector & Activities

Primary Sector
Community Development
Activities
Makes grants / loans to individuals

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.