The Student Christian Movement Investment Trust Incorporated — Religion Charity in Dunedin

The Student Christian Movement Investment Trust Incorporated is a Charitable Trust charity in the Religion sector, based in Dunedin, Dunedin. This organisation also provides funding to other charities. CharityData rates this charity B- (72/100). Annual revenue: $0.2M NZD. Financial data as at March 2025.

Mission: To administer the Trust assets for the continued support and benefit of the Student Christian Movement Aotearoa (SCMA) and its authorised activities; and to apply income of the Trust as deemed appropriate by the trustees in furtherance of the activities of SCMA.

Registration Number
CC38549
Charity Type
Charitable Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
B- (72/100)
Sector
Religion
Location
Dunedin, Dunedin
Email
mwmwallace@hotmail.com
Funder Status
Grant-making charity (trust)
Data as at
March 2025

Beneficiaries: Children / young people, Religious groups

Financial Summary

Total Revenue
$0.2M NZD
Total Expenses
$0.1M NZD
Total Assets
$1.5M NZD
Net Assets
$1.5M NZD
Reserve Months
232.3 months of operating expenses
Volunteers
0
Financial Year End
2025-03-31

Financial History

YearRevenueExpensesNet Assets
2025$0.2M$0.1M$1.5M
2024$0.1M$0.1M$1.3M
2023$0.1M$0.1M$0.3M
2022$0.1M$0.1M$1.7M
2021$0.1M$0.1M$1.2M
2020$0.1M$0.1M$1.2M
2019$0.1M$0.1M$0.3M
2018$0.1M$0.1M-
2017$0.1M$0.0M$0.9M
2016$0.1M$0.0M$0.9M

CharityData Rating

Overall Grade
B-
Overall Score
72/100
Financial Score
75
Governance Score
65
Transparency Score
65

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (13)

  • Michael Perkins — Secretary
  • Rachel Tombs — Trustee
  • Lisa Beech — Trustee (departed 2023-05-17)
  • Michael Wallace — Chair
  • Neill Ballantyne — Trustee
  • Daniel Larsen — Trustee (departed 2019-05-18)
  • Luke Symes — Trustee (departed 2016-10-05)
  • Michael Edge-Perkins — Secretary (departed 2025-02-01)
  • Max Whittaker — Trustee (departed 2013-10-07)
  • Stuart Bradshaw — Trustee (departed 2011-01-31)
  • Alison Grimshaw — Trustee (departed 2014-02-28)
  • Ronald Cormack — Trustee (departed 2014-08-31)
  • Bruce Williams — Treasurer (departed 2021-06-26)

Similar Charities in Religion

FunderReligionCharitable TrustTrust

The Student Christian Movement Investment Trust Incorporated

CC38549Dunedin, DunedinRegistered 30 Jun 2008
Data updated: 2 days ago
Financials31 Mar 2025Rating3d ago

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

B-
72/100
Financial
75
Governance
65
Transparency
65
Revenue

$168.6K

Expenses

$63.0K

Assets

$1.5M

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
Religion
Beneficiaries
General Public
Geographic Focus
Otago

About

Mission

To administer the Trust assets for the continued support and benefit of the Student Christian Movement Aotearoa (SCMA) and its authorised activities; and to apply income of the Trust as deemed appropriate by the trustees in furtherance of the activities of SCMA.

Who We Serve

Beneficiaries
Children / young peopleReligious groups

Key Statistics

Annual Revenue
$168.6K
Total Expenses
$63.0K
Net Assets
$1.5M
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
232.3mo
Could operate 232.3 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

23
Score /100
Highly Concentrated
HHI: 7,694
High Concentration: 87% of revenue from Other
Other86.7%
Investment Income13.3%

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

Peer Comparison

Ranked against 181 peers · Religion · $100K – $1M

Rating Score
72
#21/182
Revenue
$169K
#138/182
Reserve Months
232.3
#1/182
Surplus
$106K
#31/182
Staff Cost %
0%
#1/182

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

Rating

B-
Score: 72/100
Financial
75
Governance
65
Transparency
65
Why this grade: Financial 75 × 40% + Governance 65 × 60% = 69 → B-.
View Full Score Breakdown

Is this your charity?

Claim your profile to view analytics, submit corrections, and improve your rating.

Claim This Profile

Latest Audit

FY2023
Clean
2 years of audit history

Contact Details

Address
Dunedin, Dunedin

Registration

Registration NumberCC38549
Entity TypeCharitable Trust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated21 Jul 2004
Registered office
786 Cumberland St, Dunedin

Sector & Activities

Primary Sector
Religion
Activities
Makes grants to organisations (including schools or other charities)

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.