New Zealand Occupational Therapists Research And Education Trust — Education Charity in Paraparaumu
New Zealand Occupational Therapists Research And Education Trust is a Trust charity in the Education sector, based in Paraparaumu, Paraparaumu. This organisation also provides funding to other charities. Annual revenue: $0.0M NZD. Financial data as at March 2021.
Mission: The NZ Occupational Therapists Research and Education Trust was set up to provide support through scholarships and training to occupational therapists in New Zealand
- Registration Number
- CC39651
- Charity Type
- Trust
- Registration Date
- 2025-02-20
- Status
- Active
- Sector
- Education
- Location
- Paraparaumu, Paraparaumu
- accounts@otnzwna.co.nz
- Funder Status
- Grant-making charity (trust)
- Data as at
- March 2021
Financial Summary
- Total Revenue
- $0.0M NZD
- Total Expenses
- $0.0M NZD
- Total Assets
- $0.2M NZD
- Reserve Months
- 0.0 months of operating expenses
- Volunteers
- 0
- Financial Year End
- 2021-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2021 | $0.0M | $0.0M | - |
| 2020 | $0.0M | $0.0M | - |
| 2019 | $0.0M | $0.0M | $0.1M |
| 2018 | $0.0M | $0.0M | $0.1M |
| 2017 | $0.0M | $0.0M | $0.1M |
| 2016 | $0.1M | $0.0M | $0.1M |
| 2015 | $0.0M | $0.0M | $0.1M |
| 2014 | $0.0M | $0.0M | $0.1M |
| 2013 | $0.0M | $0.0M | $0.1M |
| 2012 | $0.0M | $0.0M | $0.1M |
Board Members and Officers
Current Officers (1)
| Name | Role | Appointed |
|---|---|---|
| Fiona Graham | Trustee | 2012-11-22 |
Former Officers (9)
- Julia Battersby — Trustee (departed 2021-11-19)
- Marie Chester — Trustee (departed 2025-01-23)
- Georgina Davis — Trustee (departed 2017-09-14)
- Jane Wilson — Trustee (departed 2016-11-01)
- Clare Thompson — Trustee (departed 2015-03-27)
- Rita Robinson — Trustee (departed 2012-11-22)
- Patricia Egan — Trustee (departed 2009-12-15)
- Linda Wilson — Trustee (departed 2012-09-20)
- Diane Henare — Trustee (departed 2017-09-14)
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New Zealand Occupational Therapists Research And Education Trust
Financial data as at March 2021. Sourced from Charities Services register.
The most recent financial filing with Charities Services is more than three years old. Until a current return is filed, a rating is not assigned.
How ratings work →Reasons to look carefully (1)
These structural observations are drawn from public data and are worth considering before a donation. They are not allegations of wrongdoing, and they don’t affect the charity’s letter grade.
- Small board structure1 current officer listed on the register — best-practice boards have 5+ members with separation of duties
Each signal is a data-driven observation, not a judgement. They fire automatically from the figures filed with Charities Services. A charity can address any of these by filing fuller disclosure or updating its officer register. Methodology: /about/methodology/concern-signals.
$29.4K
$3.7K
$167.6K
Financial data from Charities Services annual return (FY2021). Ratings calculated using CharityData v3.1.1 methodology.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
About
The NZ Occupational Therapists Research and Education Trust was set up to provide support through scholarships and training to occupational therapists in New Zealand
Key Statistics
Financial Trends
Financial Trends (13 Years)
Revenue Breakdown
Expense Breakdown
API DataBased on annual return data. Detailed program/admin breakdown not available.
Financial Health Dashboard
Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology
Revenue Diversification
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 323 peers · Education · Under $100K
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
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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: 11 September 2026.
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