Otago Motor Club Trust — Education Charity in Dunedin
Otago Motor Club 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- (55/100). Annual revenue: $0.6M NZD. 1 red flag detected. Financial data as at March 2025.
Mission: Road safety promotion/ driver education / Motoring heritage
- Registration Number
- CC27689
- Charity Type
- Trust
- Registration Date
- 2008-06-30
- Status
- Active
- CharityData Rating
- C- (55/100)
- Sector
- Education
- Location
- Dunedin, Dunedin
- charles.craw@markhams.co.nz
- Funder Status
- Grant-making charity (trust)
- Data as at
- March 2025
Financial Summary
- Total Revenue
- $0.6M NZD
- Total Expenses
- $0.5M NZD
- Total Assets
- $4.7M NZD
- Net Assets
- $4.7M NZD
- Reserve Months
- 104.4 months of operating expenses
- Volunteers
- 0
- Financial Year End
- 2025-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.6M | $0.5M | $4.7M |
| 2024 | $0.7M | $0.6M | $4.6M |
| 2023 | $0.5M | $0.5M | $4.6M |
| 2022 | $0.5M | $0.4M | $4.5M |
| 2021 | $0.6M | $0.4M | $4.4M |
| 2020 | $0.5M | $0.5M | $4.2M |
| 2019 | $0.5M | $0.4M | $4.4M |
| 2018 | $0.5M | $0.3M | $4.2M |
| 2017 | $0.5M | $0.4M | $4.1M |
| 2016 | $0.5M | $0.4M | $3.9M |
CharityData Rating
- Overall Grade
- C-
- Overall Score
- 55/100
- Financial Score
- 75
- Governance Score
- 75
- Transparency Score
- 65
- Program Spending Ratio
- 0.4%
Red Flags
- 2 trustees of this charity also sit on multiple other charity boards — concentrated trustee bandwidth may warrant board-skill-mix review.
Board Members and Officers
Current Officers (6)
| Name | Role | Appointed |
|---|---|---|
| Richard Sim | Trustee | 2018-07-12 |
| Charles Craw | Trustee/secretary | 2018-02-08 |
| Alan Race | Trustee | 2016-05-15 |
| Mark Laughton | Trustee | 2015-04-16 |
| Norman Oakley | Chair | 2007-12-13 |
| David Thomson | Trustee | 2007-12-13 |
Former Officers (3)
- Marice Mehrtens — Trustee (departed 2015-03-05)
- Barry Clarke — Trustee (departed 2017-12-11)
- Keith Kendall — Trustee (departed 2018-05-17)
Similar Charities in Education
- St Andrew's Presbyterian College Board Of Governors Incorporated — Education
- Selwyn House School Trust Board — Education
- Wesley College Trust Board — Education
- Orana Wildlife Trust — Education
- Sathya Sai Preschool Rongomai — Education
Otago Motor Club Trust
Financial data as at March 2025. Sourced from Charities Services register.
$622.7K
$537.5K
$4.7M
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.
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
GrantmakerThis organisation makes grants or donations to other charities and organisations.
About
Road safety promotion/ driver education / Motoring heritage
Key Statistics
Financial Trends
Financial Trends (17 Years)
Revenue Breakdown
Expense Breakdown
VerifiedFinancial 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 107 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
C-Is this your charity?
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Registration
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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: 14 September 2026.
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