OFTB Limited — Education Charity in Dunedin
OFTB Limited is a Trust charity in the Education sector, based in Dunedin, Dunedin. CharityData rates this charity B- (73.8/100). Annual revenue: $0.7M NZD. Financial data as at December 2025.
OFTB Limited is part of the same organisation as OFTB No. 2 Limited (CC56780). Each registration files its own accounts.
Mission: Have an interest in investment property to earn income to promote the ecclesiastical and educational purposes of Otago Foundation Trust Board.
- Registration Number
- CC28221
- Charity Type
- Trust
- Registration Date
- 2008-06-30
- Status
- Active
- CharityData Rating
- B- (73.8/100)
- Sector
- Education
- Location
- Dunedin, Dunedin
- factor@otagofoundation.co.nz
- Data as at
- December 2025
Beneficiaries: Other - All
Financial Summary
- Total Revenue
- $0.7M NZD
- Total Expenses
- $0.1M NZD
- Total Assets
- $3.9M NZD
- Net Assets
- $3.9M NZD
- Reserve Months
- 0.0 months of operating expenses
- Financial Year End
- 2025-12-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.7M | $0.1M | $3.9M |
| 2024 | $0.7M | $0.1M | $4.0M |
| 2023 | $0.6M | $0.1M | $4.1M |
| 2022 | $0.6M | $0.1M | $4.2M |
| 2021 | $0.6M | $0.1M | $4.1M |
| 2020 | $0.6M | $0.1M | $4.1M |
| 2019 | $0.6M | $0.1M | $4.2M |
| 2018 | $0.6M | $0.1M | $4.3M |
| 2017 | $0.6M | $0.1M | $4.4M |
| 2016 | $0.6M | $0.1M | $4.5M |
CharityData Rating
- Overall Grade
- B-
- Overall Score
- 73.8/100
- Financial Score
- 77.5
- Governance Score
- 65
- Transparency Score
- 65
Board Members and Officers
Current Officers (8)
| Name | Role | Appointed |
|---|---|---|
| Stephen Trebilco | Director | 2026-02-19 |
| Roslyn Boyes | Director | 2024-04-01 |
| Stephanie Rose | Director | 2023-05-11 |
| Margot Skinner | Director | 2022-10-20 |
| Joanne Rogers | Director | 2019-07-18 |
| Henry Van Dyk | Director | 2018-02-08 |
| Barry Kelk | Director | 2008-08-14 |
| Gary Mark Thomas Williams | Director | 2008-06-30 |
Former Officers (8)
- Tony Sycamore — Director (departed 2018-12-01)
- Leslie Green — Director (departed 2022-07-05)
- Sandra Goodchild — Director (departed 2026-02-19)
- Royden John Somerville — Director (departed 2012-05-10)
- John Murray Rose — Director (departed 2017-03-31)
- Robert Esdale Henry — Director (departed 2024-04-01)
- Wayne Russell Edwards — Director (departed 2022-12-31)
- Murray Alexander Ayson — Director (departed 2008-08-14)
Similar Charities in Education
- The Hato Paora Trust Board — Education
- Otago Presbyterian Girls' College Board of Governors Incorporated — Education
- Hawksbury Community Living Trust — Education
- Far North Reap Society Incorporated — Education
- Victoria University of Wellington Students Association and Te Aka Tauira Incorporated — Education
OFTB Limited
Financial data as at December 2025. Sourced from Charities Services register.
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.
- No chair recorded on the registerNo chair or presiding role is recorded in the register for this board of 8. The Charities Register does not require one to be identified, so this is a gap in the public record rather than a finding about the board.
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.
$688.4K
$101.3K
$3.9M
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
Endowment Foundation
Special Entity TypeThis is an endowment foundation that holds investments and provides grants. High reserves are expected and appropriate - this is not an operating charity.
Relationship: related_entity
Rating Note: Endowment foundations are rated using specialized criteria that recognize high reserves as appropriate. Metrics like grant distribution rate and investment returns are prioritized over program spending ratios.
About
Have an interest in investment property to earn income to promote the ecclesiastical and educational purposes of Otago Foundation Trust Board.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (18 Years)
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 132 peers · Education · $100K – $1M
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating History
Rating
B-Is this your charity?
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Sector & Activities
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: 29 September 2026.
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