{"@context":"https://schema.org","@type":"NGO","schema_version":"1.0","identity":{"name":"Otago Peninsula Trust","slug":"otago-peninsula-trust","charities_register_number":"CC25273","nzbn":"9429042796114","status":"registered","registration_date":"2008-06-03","deregistration_date":null,"entity_type":"operating_charity","sector":"Education","icnpo_group":"Education and Research","region":"Dunedin","city":"Dunedin","country":"NZ","financial_year_end":null,"ird_donee_status":true,"operates_overseas":null,"website":null,"purpose":"4.1\tObjects\r\n\r\na.\tThe stimulation of public interest in and care for the beauty, history and character of the Otago Peninsula. \r\n\r\nb.\tThe preservation of the natural attractions of the Otago Peninsula and the protection of the flora and fauna of the Otago Peninsula. \r\n\r\nc.\tThe development of tourist attractions, public and recreational services on the Otago Peninsula so that the Public may obtain the maximum use or enjoyment of the area in a way that will not detract from or destroy its beauty or character.\r\n\r\nd.\tThe promotion of knowledge of and interest in the objects of the Trust by means of meetings, exhibitions, lectures, publications, educational courses and all other forms of instruction and publicity.\r\n\r\ne.\tThe maintenance of communication and co-operation with persons or corporate bodies in New Zealand or elsewhere (including membership of other bodies corporate) for the purposes of promoting directly or indirectly with the objects of the Trust.","mission":"4.1\tObjects\r\n\r\na.\tThe stimulation of public interest in and care for the beauty, history and character of the Otago Peninsula. \r\n\r\nb.\tThe preservation of the natural attractions of the Otago Peninsula and the protection of the flora and fauna of the Otago Peninsula. \r\n\r\nc.\tThe development of tourist attractions, public and recreational services on the Otago Peninsula so that the Public may obtain the maximum use or enjoyment of the area in a way that will not detract from or destroy its beauty or character.\r\n\r\nd.\tThe promotion of knowledge of and interest in the objects of the Trust by means of meetings, exhibitions, lectures, publications, educational courses and all other forms of instruction and publicity.\r\n\r\ne.\tThe maintenance of communication and co-operation with persons or corporate bodies in New Zealand or elsewhere (including membership of other bodies corporate) for the purposes of promoting directly or indirectly with the objects of the Trust."},"rating":{"rated":true,"grade":"B+","score":83.5,"score_scale":"0-100","financial_score":87.1,"governance_score":75,"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":"2025-09-30","total_revenue_nzd":5069145,"total_expenses_nzd":4914670,"surplus_deficit_nzd":154475,"total_assets_nzd":3719855,"total_liabilities_nzd":1289353,"net_assets_nzd":2430502,"cash_reserves_nzd":964879,"government_grants_nzd":0,"donations_nzd":78003,"staff_costs_nzd":2231217,"paid_staff":70,"volunteers":null,"reporting_tier":"Tier2","financial_report_audited":null,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=4a5890eb-8b9e-f011-bb48-000d3acc4199&isPublic=true","consistency_warning":null},"financial_history":[{"year_ended":"2025-09-30","total_revenue_nzd":5069145,"total_expenses_nzd":4914670,"surplus_deficit_nzd":154475,"net_assets_nzd":2430502,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=4a5890eb-8b9e-f011-bb48-000d3acc4199&isPublic=true"},{"year_ended":"2024-09-30","total_revenue_nzd":4208338,"total_expenses_nzd":4220699,"surplus_deficit_nzd":null,"net_assets_nzd":2234347,"source_filing_pdf":null},{"year_ended":"2023-09-30","total_revenue_nzd":3589770,"total_expenses_nzd":3543360,"surplus_deficit_nzd":null,"net_assets_nzd":2105132,"source_filing_pdf":null},{"year_ended":"2022-09-30","total_revenue_nzd":2058843,"total_expenses_nzd":2500958,"surplus_deficit_nzd":null,"net_assets_nzd":1939072,"source_filing_pdf":null},{"year_ended":"2021-09-30","total_revenue_nzd":2553695,"total_expenses_nzd":2570953,"surplus_deficit_nzd":null,"net_assets_nzd":2434642,"source_filing_pdf":null},{"year_ended":"2020-09-30","total_revenue_nzd":3019916,"total_expenses_nzd":2893749,"surplus_deficit_nzd":null,"net_assets_nzd":2531297,"source_filing_pdf":null},{"year_ended":"2019-09-30","total_revenue_nzd":3134078,"total_expenses_nzd":3087899,"surplus_deficit_nzd":null,"net_assets_nzd":2341609,"source_filing_pdf":null},{"year_ended":"2018-09-30","total_revenue_nzd":2961202,"total_expenses_nzd":2796998,"surplus_deficit_nzd":null,"net_assets_nzd":2160748,"source_filing_pdf":null},{"year_ended":"2017-09-30","total_revenue_nzd":2821915,"total_expenses_nzd":2631589,"surplus_deficit_nzd":null,"net_assets_nzd":1832906,"source_filing_pdf":null},{"year_ended":"2016-09-30","total_revenue_nzd":2899715,"total_expenses_nzd":2827363,"surplus_deficit_nzd":null,"net_assets_nzd":1642581,"source_filing_pdf":null}],"group_consolidated":null,"governance":{"current_officers":5,"total_officers_recorded":19,"chair_recorded":true,"paid_executives_disclosed":0,"executive_remuneration_bands":[],"auditor_firm":"Crowe New Zealand Audit Partnership","latest_audit_opinion":"unqualified","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":"Crowe","type":"auditor"}],"links":{"profile":"https://charitydata.co.nz/charities/otago-peninsula-trust","markdown":"https://charitydata.co.nz/api/v1/charities/otago-peninsula-trust/markdown","summary_md":"https://charitydata.co.nz/api/v1/charities/otago-peninsula-trust/summary.md","methodology":"https://charitydata.co.nz/charity-insights/methodology","official_register":"https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC25273","website":null},"freshness":{"register_as_of":"2026-09-25","financials_updated":"2026-09-13","rating_computed":"2026-09-26","generated_at":"2026-09-28T12:00:30.750Z","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."}}