Otago Medical Research Foundation Incorporated — Education Charity in Dunedin
Otago Medical Research Foundation Incorporated is a Incorporated Society charity in the Education sector, based in Dunedin, Dunedin. CharityData rates this charity B+ (83.2/100). Annual revenue: $0.9M NZD. Financial data as at March 2026.
Mission: The furtherance of Medical Research in Otago
- Registration Number
- CC33444
- Charity Type
- Incorporated Society
- Registration Date
- 2008-06-30
- Status
- Active
- CharityData Rating
- B+ (83.2/100)
- Sector
- Education
- Location
- Dunedin, Dunedin
- Data as at
- March 2026
Beneficiaries: General public
Financial Summary
- Total Revenue
- $0.9M NZD
- Total Expenses
- $0.9M NZD
- Total Assets
- $4.4M NZD
- Net Assets
- $4.2M NZD
- Reserve Months
- 2.7 months of operating expenses
- Staff Count
- 1
- Financial Year End
- 2026-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2026 | $0.9M | $0.9M | $4.2M |
| 2025 | $0.7M | $0.8M | $4.2M |
| 2024 | $0.6M | $0.8M | $4.3M |
| 2023 | $0.7M | $0.9M | $4.5M |
| 2022 | $0.6M | $0.7M | $4.7M |
| 2021 | $0.7M | $1.0M | $4.8M |
| 2020 | $0.9M | $1.0M | $5.2M |
| 2019 | $1.1M | $0.9M | $5.3M |
| 2018 | $1.0M | $0.8M | $5.1M |
| 2017 | $0.9M | $0.9M | $4.9M |
CharityData Rating
- Overall Grade
- B+
- Overall Score
- 83.2/100
- Financial Score
- 91
- Governance Score
- 65
- Transparency Score
- 65
- Program Spending Ratio
- 0.5%
Board Members and Officers
Current Officers (2)
| Name | Role | Appointed |
|---|---|---|
| Andrew Reynolds | Council Member | 2026-03-10 |
| Pat Cragg | Council Member | 2020-04-01 |
Former Officers (44)
- Julia Horsfield — Council Member
- Emily Gray — Council Member
- Suetonia Green — Council Member (departed 2025-12-09)
- Kurt Krause — Council Member
- Tania Slatter — Council Member
- Shyamal Das — Council Member (departed 2024-12-10)
- Louisa Homersham — Council Member
- Jo Baxter — Council Member (departed 2024-05-29)
- Neil Gemmell — Council Member (departed 2024-05-29)
- Gisela Sole — Council Member (departed 2022-12-01)
- Patricia Cragg — Council Member
- Brian Hyland — Council Member (departed 2021-12-07)
- Rathan Subramaniam — Council Member (departed 2021-12-07)
- Heather Cunliffe — Council Member
- Sarah Baird — Council Member (departed 2021-05-12)
- Jamie Adamson — Secretary, Treasurer
- Sharon Knowles — Council Member
- Lyn Wise — Council Member (departed 2019-01-21)
- Nigel Millar — Council Member (departed 2021-12-07)
- Judith Bevin — Council Member (departed 2022-10-01)
Funding Sources
- Aotearoa Gaming Foundation — $81,406
- Aotearoa Gaming Foundation — $80,946.9
- Aotearoa Gaming Foundation — $77,103
- Aotearoa Gaming Foundation — $18,934.4
Similar Charities in Education
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- Ashburton Kindergarten Association Incorporated — Education
Otago Medical Research Foundation Incorporated
Financial data as at March 2026. 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 12. 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.
$858.3K
$864.8K
$4.4M
1
Financial data from Charities Services annual return (FY2026). 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.
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
The furtherance of Medical Research in Otago
Who We Serve
Key Statistics
Financial Trends
Financial Trends (18 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 152 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
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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.
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