{"@context":"https://schema.org","@type":"NGO","schema_version":"1.0","identity":{"name":"Robin F And Heather M List Trust","slug":"robin-f-and-heather-m-list-trust","charities_register_number":"CC20821","nzbn":null,"status":"registered","registration_date":"2008-01-30","deregistration_date":null,"entity_type":"endowment_foundation","sector":"Other","icnpo_group":null,"region":"Dunedin","city":"Dunedin","country":"NZ","financial_year_end":null,"ird_donee_status":true,"operates_overseas":null,"website":null,"purpose":"This Trust was established by deed on 18th April 1984 by Graham James Oddie and Alison Fay Oddie.  It is to be held for a period of 80 years and to pay the net annual income and capital at the Trustee's discretion.  The deed provides discretion for any or all of the net income to be capitalised for the trust period.","mission":"This Trust was established by deed on 18th April 1984 by Graham James Oddie and Alison Fay Oddie.  It is to be held for a period of 80 years and to pay the net annual income and capital at the Trustee's discretion.  The deed provides discretion for any or all of the net income to be capitalised for the trust period."},"rating":{"rated":true,"grade":"C+","score":67.9,"score_scale":"0-100","financial_score":73.5,"governance_score":55,"transparency_score":65,"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":"2025-03-31","total_revenue_nzd":3164,"total_expenses_nzd":3587,"surplus_deficit_nzd":-423,"total_assets_nzd":123786,"total_liabilities_nzd":null,"net_assets_nzd":123786,"cash_reserves_nzd":4657,"government_grants_nzd":null,"donations_nzd":null,"staff_costs_nzd":0,"paid_staff":null,"volunteers":0,"reporting_tier":null,"financial_report_audited":null,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=a0adeae4-c50e-f011-bb41-0022480ffcd1&isPublic=true","consistency_warning":null},"financial_history":[{"year_ended":"2025-03-31","total_revenue_nzd":3164,"total_expenses_nzd":3587,"surplus_deficit_nzd":-423,"net_assets_nzd":123786,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=a0adeae4-c50e-f011-bb41-0022480ffcd1&isPublic=true"},{"year_ended":"2024-03-31","total_revenue_nzd":2590,"total_expenses_nzd":2178,"surplus_deficit_nzd":412,"net_assets_nzd":125584,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=b285a13b-efef-ee11-bb2f-0022480ffcd1&isPublic=true"},{"year_ended":"2023-03-31","total_revenue_nzd":2709,"total_expenses_nzd":8065,"surplus_deficit_nzd":null,"net_assets_nzd":111106,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=27629c92-54d0-ed11-bb1e-000d3acc4199&isPublic=true"},{"year_ended":"2022-03-31","total_revenue_nzd":308,"total_expenses_nzd":2056,"surplus_deficit_nzd":null,"net_assets_nzd":116462,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=4af3d1fd-82b1-ec11-bb11-0022480ffcd1&isPublic=true"},{"year_ended":"2021-03-31","total_revenue_nzd":16072,"total_expenses_nzd":2133,"surplus_deficit_nzd":null,"net_assets_nzd":118211,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=968796f7-b192-eb11-b43a-00155d6b7730&isPublic=true"},{"year_ended":"2020-03-31","total_revenue_nzd":2549,"total_expenses_nzd":6331,"surplus_deficit_nzd":null,"net_assets_nzd":104271,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=1b135169-e073-ea11-ba6c-00155d6b7730&isPublic=true"},{"year_ended":"2019-03-31","total_revenue_nzd":5913,"total_expenses_nzd":1348,"surplus_deficit_nzd":null,"net_assets_nzd":108053,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=ac9f91f4-4554-e911-953a-00155d6b7730&isPublic=true"},{"year_ended":"2018-03-31","total_revenue_nzd":6513,"total_expenses_nzd":1330,"surplus_deficit_nzd":null,"net_assets_nzd":103488,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=a25dc3b9-7c35-e811-8102-00155d6b7730&isPublic=true"},{"year_ended":"2017-03-31","total_revenue_nzd":5496,"total_expenses_nzd":1369,"surplus_deficit_nzd":null,"net_assets_nzd":98305,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=bf692ff1-0ea3-e711-aae0-00155d6b7730&isPublic=true"},{"year_ended":"2016-03-31","total_revenue_nzd":5693,"total_expenses_nzd":1259,"surplus_deficit_nzd":null,"net_assets_nzd":94178,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=3562d2e1-bca7-e611-935c-00155de3e60a&isPublic=true"}],"group_consolidated":null,"governance":{"current_officers":3,"total_officers_recorded":3,"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/robin-f-and-heather-m-list-trust","markdown":"https://charitydata.co.nz/api/v1/charities/robin-f-and-heather-m-list-trust/markdown","summary_md":"https://charitydata.co.nz/api/v1/charities/robin-f-and-heather-m-list-trust/summary.md","methodology":"https://charitydata.co.nz/charity-insights/methodology","official_register":"https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC20821","website":null},"freshness":{"register_as_of":"2026-10-01","financials_updated":"2026-09-25","rating_computed":"2026-10-01","generated_at":"2026-10-03T03:54:49.306Z","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."}}