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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.","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."},"rating":{"rated":true,"grade":"B","score":77.9,"score_scale":"0-100","financial_score":83.5,"governance_score":65,"transparency_score":85,"computed_date":"2026-10-01","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":9824615,"total_expenses_nzd":3922431,"surplus_deficit_nzd":5902184,"total_assets_nzd":101226090,"total_liabilities_nzd":38267860,"net_assets_nzd":62958230,"cash_reserves_nzd":2406905,"government_grants_nzd":null,"donations_nzd":null,"staff_costs_nzd":186980,"paid_staff":2,"volunteers":0,"reporting_tier":null,"financial_report_audited":null,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=fcd7323c-d8e6-f011-bb4e-000d3acc4199&isPublic=true","consistency_warning":null},"financial_history":[{"year_ended":"2025-12-31","total_revenue_nzd":9824615,"total_expenses_nzd":3922431,"surplus_deficit_nzd":5902184,"net_assets_nzd":62958230,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=fcd7323c-d8e6-f011-bb4e-000d3acc4199&isPublic=true"},{"year_ended":"2024-12-31","total_revenue_nzd":3778497,"total_expenses_nzd":3667291,"surplus_deficit_nzd":111206,"net_assets_nzd":57056046,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=09da5f60-08c8-ef11-bb3d-0022480ffcd1&isPublic=true"},{"year_ended":"2023-12-31","total_revenue_nzd":3460419,"total_expenses_nzd":3318545,"surplus_deficit_nzd":141874,"net_assets_nzd":55167976,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=bda48bde-6ba8-ee11-bb2a-000d3acc4199&isPublic=true"},{"year_ended":"2022-12-31","total_revenue_nzd":2943243,"total_expenses_nzd":3020398,"surplus_deficit_nzd":null,"net_assets_nzd":54154204,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=530c3ee0-9a89-ed11-bb1b-000d3acc4199&isPublic=true"},{"year_ended":"2021-12-31","total_revenue_nzd":3370245,"total_expenses_nzd":2982005,"surplus_deficit_nzd":null,"net_assets_nzd":55974796,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=d58a003d-c96a-ec11-bb0e-0022480ffcd1&isPublic=true"},{"year_ended":"2020-12-31","total_revenue_nzd":2536936,"total_expenses_nzd":2694483,"surplus_deficit_nzd":null,"net_assets_nzd":54544915,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=2b94edb3-f74b-eb11-b43a-00155d6b7730&isPublic=true"},{"year_ended":"2019-12-31","total_revenue_nzd":3409596,"total_expenses_nzd":2803019,"surplus_deficit_nzd":null,"net_assets_nzd":52955143,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=75a811e3-5c2c-ea11-ba6c-00155d6b7730&isPublic=true"},{"year_ended":"2018-12-31","total_revenue_nzd":4449402,"total_expenses_nzd":3263523,"surplus_deficit_nzd":null,"net_assets_nzd":50007515,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=205a42aa-8b0d-e911-a81b-00155d6b7730&isPublic=true"},{"year_ended":"2017-12-31","total_revenue_nzd":2669358,"total_expenses_nzd":4361631,"surplus_deficit_nzd":null,"net_assets_nzd":48798161,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=262c8a8c-def4-e711-9ac3-00155d6b7730&isPublic=true"},{"year_ended":"2016-12-31","total_revenue_nzd":3741858,"total_expenses_nzd":809816,"surplus_deficit_nzd":null,"net_assets_nzd":48262164,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=4f4d3906-3a08-e711-89a3-00155de3e60a&isPublic=true"}],"group_consolidated":null,"governance":{"current_officers":7,"total_officers_recorded":15,"chair_recorded":false,"paid_executives_disclosed":9,"executive_remuneration_bands":["NZ$150k–200k"],"auditor_firm":"Audit Professionals Limited","latest_audit_opinion":"unknown","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":[{"firm":"Telfer Young","type":"auditor"}],"links":{"profile":"https://charitydata.co.nz/charities/otago-foundation-trust-board","markdown":"https://charitydata.co.nz/api/v1/charities/otago-foundation-trust-board/markdown","summary_md":"https://charitydata.co.nz/api/v1/charities/otago-foundation-trust-board/summary.md","methodology":"https://charitydata.co.nz/charity-insights/methodology","official_register":"https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC28243","website":null},"freshness":{"register_as_of":"2026-10-01","financials_updated":"2026-09-25","rating_computed":"2026-10-01","generated_at":"2026-10-04T21:11:26.402Z","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."}}