Otago Federated Farmers Charitable Trust — Education Charity in Dunedin

Otago Federated Farmers Charitable Trust is a Trust charity in the Education sector, based in Dunedin, Dunedin. This organisation also provides funding to other charities. CharityData rates this charity C+ (67.9/100). Annual revenue: $0.0M NZD. Financial data as at December 2025.

Mission: The Otago Federated Farmers Charitable Trust was established to provide and assist in the education of members of Federated Farmers of New Zealand (Otago Provincial District) Incorporated in matters relating to farming and leadership.

Registration Number
CC42224
Charity Type
Trust
Registration Date
2009-09-13
Status
Active
CharityData Rating
C+ (67.9/100)
Sector
Education
Location
Dunedin, Dunedin
Funder Status
Grant-making charity (charitable_trust)
Data as at
December 2025

Beneficiaries: Other - All

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Total Assets
$0.9M NZD
Net Assets
$0.9M NZD
Reserve Months
14.6 months of operating expenses
Financial Year End
2025-12-31

Financial History

YearRevenueExpensesNet Assets
2025$0.0M$0.0M$0.9M
2024$0.1M$0.0M$0.9M
2023$0.1M$0.0M$0.8M
2022$0.0M$0.1M$0.7M
2021$0.0M$0.0M$0.8M
2020$0.1M$0.0M$0.8M
2019$0.0M$0.0M$0.7M
2018$0.0M$0.0M$0.7M
2017$0.0M$0.0M$0.6M
2016$0.1M$0.0M$0.6M

CharityData Rating

Overall Grade
C+
Overall Score
67.9/100
Financial Score
73.5
Governance Score
55
Transparency Score
65

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (8)

  • Phillip Hunt — Trustee
  • Stephen Korteweg — Trustee
  • William Elliot — Trustee (departed 2016-06-30)
  • Michael Lord — Trustee
  • Colin Scurr — Trustee (departed 2012-05-11)
  • Ian Bathgate — Trustee (departed 2019-10-02)
  • Richard Burdon — Trustee (departed 2012-05-11)
  • Stephen Higgs — Trustee

Similar Charities in Education

FunderEducationTrustCharitable Trust

Otago Federated Farmers Charitable Trust

CC42224Dunedin, DunedinRegistered 13 Sept 2009
Data updated: 6 days ago
Financials9mo agoRating4d ago

Financial data as at December 2025. Sourced from Charities Services register.

C+
68/100
Financial
74
Governance
55
Transparency
65

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 register
    No chair or presiding role is recorded in the register for this board of 4. 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.

Revenue

$26.1K

Expenses

$19.0K

Assets

$929.7K

Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.

Endowment Foundation

Special Entity Type

This is an endowment foundation that holds investments and provides grants. High reserves are expected and appropriate - this is not an operating charity.

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.

Funder Profile

Grantmaker

This organisation makes grants or donations to other charities and organisations.

Funding Sectors
Education
Beneficiaries
General Public
Geographic Focus
OtagoNationwide

About

Mission

The Otago Federated Farmers Charitable Trust was established to provide and assist in the education of members of Federated Farmers of New Zealand (Otago Provincial District) Incorporated in matters relating to farming and leadership.

Who We Serve

Beneficiaries
Other - All

Key Statistics

Annual Revenue
$26.1K
Total Expenses
$19.0K
Net Assets
$924.2K

Financial Trends

Financial Trends (17 Years)

Revenue Breakdown

Expense Breakdown

API Data

Based on annual return data. Detailed program/admin breakdown not available.

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
14.6mo
Could operate 14.6 months with zero revenue
Healthy
Fundraising Cost
-
No fundraising data
No data

Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology

Revenue Diversification

0
Score /100
Highly Concentrated
HHI: 10,000
High Concentration: 100% of revenue from Investment Income
Investment Income100.0%

HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.

Peer Comparison

Ranked against 329 peers · Education · Under $100K

Rating Score
68
#50/330
Revenue
$26K
#123/330
Reserve Months
14.6
#1/330
Surplus
$7K
#70/330
Staff Cost %
0%
#1/330

Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.

Rating History

C+
2025
Score: 67.9
Financial: 74 | Governance: 55 | Transparency: 65
Current
C-
2024
Score: 56.0
Financial: 85 | Governance: 55 | Transparency: 65

Rating

C+
Score: 67.9/100
Financial
73.5
Governance
55
Transparency
65
Why this grade: Financial 74 × 40% + Governance 55 × 60% = 62 → C+.
View Full Score Breakdown

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Contact Details

Address
Dunedin, Dunedin

Registration

Registration NumberCC42224
Entity TypeTrust
Registered13 Sept 2009
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated23 Mar 2009
Registered office
139 Moray Place, Dunedin Central, Dunedin

Sector & Activities

Primary Sector
Education
Activities
Makes grants / loans to individualsMakes grants to organisations (including schools or other charities)Provides advice / information / advocacyProvides services (e.g. care / counselling)

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: 30 September 2026.