{"@context":"https://schema.org","@type":"NGO","schema_version":"1.0","identity":{"name":"Edward Moritz Theomin Charitable Trust","slug":"edward-moritz-theomin-charitable-trust","charities_register_number":"CC38009","nzbn":null,"status":"registered","registration_date":"2008-06-30","deregistration_date":null,"entity_type":"endowment_foundation","sector":"Community Development","icnpo_group":null,"region":"Auckland","city":"Auckland","country":"NZ","financial_year_end":null,"ird_donee_status":true,"operates_overseas":null,"website":null,"purpose":"To provide income which can be used by any charitable organisations in the Dunedin area which can benefit anyone in the community.","mission":"To provide income which can be used by any charitable organisations in the Dunedin area which can benefit anyone in the community."},"rating":{"rated":true,"grade":"B-","score":74.9,"score_scale":"0-100","financial_score":83.5,"governance_score":55,"transparency_score":65,"computed_date":"2026-09-26","methodology_version":"3.11","methodology_url":"https://charitydata.co.nz/charity-insights/methodology"},"red_flags":{"count":0,"types":[],"descriptions":[],"note":"Flags describe metrics that fall outside published methodology thresholds for this charity’s size and type. They are analytical observations about filed data, not findings of wrongdoing."},"financials_latest":{"year_ended":"2025-12-31","total_revenue_nzd":130356,"total_expenses_nzd":120975,"surplus_deficit_nzd":9381,"total_assets_nzd":2147732,"total_liabilities_nzd":77766,"net_assets_nzd":2069966,"cash_reserves_nzd":199726,"government_grants_nzd":null,"donations_nzd":0,"staff_costs_nzd":0,"paid_staff":null,"volunteers":null,"reporting_tier":"Tier3","financial_report_audited":null,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=ead22a48-d8e6-f011-bb4e-000d3acc4199&isPublic=true","consistency_warning":null},"financial_history":[{"year_ended":"2025-12-31","total_revenue_nzd":130356,"total_expenses_nzd":120975,"surplus_deficit_nzd":9381,"net_assets_nzd":2069966,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=ead22a48-d8e6-f011-bb4e-000d3acc4199&isPublic=true"},{"year_ended":"2024-12-31","total_revenue_nzd":63897,"total_expenses_nzd":94610,"surplus_deficit_nzd":-30713,"net_assets_nzd":2014934,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=5d016f9c-08c8-ef11-bb3d-0022480ffcd1&isPublic=true"},{"year_ended":"2023-12-31","total_revenue_nzd":136990,"total_expenses_nzd":82268,"surplus_deficit_nzd":null,"net_assets_nzd":1826420,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=15f273f6-6ba8-ee11-bb2a-000d3acc4199&isPublic=true"},{"year_ended":"2022-12-31","total_revenue_nzd":50793,"total_expenses_nzd":62422,"surplus_deficit_nzd":null,"net_assets_nzd":1647054,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=a76a53fe-9a89-ed11-bb1b-000d3acc4199&isPublic=true"},{"year_ended":"2021-12-31","total_revenue_nzd":41657,"total_expenses_nzd":2285,"surplus_deficit_nzd":null,"net_assets_nzd":1814440,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=acaaeb4e-c96a-ec11-bb0e-0022480ffcd1&isPublic=true"},{"year_ended":"2020-12-31","total_revenue_nzd":35874,"total_expenses_nzd":41648,"surplus_deficit_nzd":null,"net_assets_nzd":1718635,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=e34bebcb-f74b-eb11-b43a-00155d6b7730&isPublic=true"},{"year_ended":"2019-12-31","total_revenue_nzd":50441,"total_expenses_nzd":3392,"surplus_deficit_nzd":null,"net_assets_nzd":1703712,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=4730fcfa-5c2c-ea11-ba6c-00155d6b7730&isPublic=true"},{"year_ended":"2018-12-31","total_revenue_nzd":47226,"total_expenses_nzd":4460,"surplus_deficit_nzd":null,"net_assets_nzd":1472853,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=f0cb41c8-8b0d-e911-a81b-00155d6b7730&isPublic=true"},{"year_ended":"2017-12-31","total_revenue_nzd":48082,"total_expenses_nzd":5700,"surplus_deficit_nzd":null,"net_assets_nzd":1493958,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=5304aaff-e7f4-e711-9ac3-00155d6b7730&isPublic=true"},{"year_ended":"2016-12-31","total_revenue_nzd":43234,"total_expenses_nzd":6056,"surplus_deficit_nzd":null,"net_assets_nzd":1342643,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=2dc90d1a-e63c-e711-ab5d-00155d6b7730&isPublic=true"}],"group_consolidated":null,"governance":{"current_officers":1,"total_officers_recorded":2,"chair_recorded":false,"paid_executives_disclosed":0,"executive_remuneration_bands":[],"auditor_firm":null,"latest_audit_opinion":null,"going_concern_referenced":false,"individuals_named":false,"individuals_note":"Officer and trustee names are deliberately omitted from this machine-readable view. They are public on the Charities Register and on the charity profile page."},"funders":{"named":[],"unnamed_count":0,"unnamed_note":"Funding sources that may be individuals, or whose type is unclassified, are counted but not named."},"service_providers":[],"links":{"profile":"https://charitydata.co.nz/charities/edward-moritz-theomin-charitable-trust","markdown":"https://charitydata.co.nz/api/v1/charities/edward-moritz-theomin-charitable-trust/markdown","summary_md":"https://charitydata.co.nz/api/v1/charities/edward-moritz-theomin-charitable-trust/summary.md","methodology":"https://charitydata.co.nz/charity-insights/methodology","official_register":"https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC38009","website":null},"freshness":{"register_as_of":"2026-09-23","financials_updated":"2026-09-25","rating_computed":"2026-09-26","generated_at":"2026-09-30T09:05:14.025Z","note":"Figures are as filed. A charity that has filed since the dates above may have newer numbers on the Charities Register."},"attribution":{"publisher":"CharityData NZ","publisher_url":"https://charitydata.co.nz","primary_source":"Charities Services (Ngā Rātonga Kaupapa Atawhai), Department of Internal Affairs","licence":"CC BY 4.0 with attribution to CharityData NZ and Charities Services","disclaimer":"Analytical scores are CharityData’s own, computed under a published methodology from the charity’s own filings. They are not financial, legal or donation advice."}}