Otago Peninsula Trust is a Trust charity in the Education sector, based in Dunedin, Dunedin. CharityData rates this charity F (15/100). Annual revenue: $4.2M NZD. Financial data as at September 2024.
Mission: 4.1 Objects a. The stimulation of public interest in and care for the beauty, history and character of the Otago Peninsula. b. The preservation of the natural attractions of the Otago Peninsula and the protection of the flora and fauna of the Otago Peninsula. c. The development of tourist attractions, public and recreational services on the Otago Peninsula so that the Public may obtain the maximum use or enjoyment of the area in a way that will not detract from or destroy its beauty or character. d. The promotion of knowledge of and interest in the objects of the Trust by means of meetings, exhibitions, lectures, publications, educational courses and all other forms of instruction and publicity. e. The maintenance of communication and co-operation with persons or corporate bodies in New Zealand or elsewhere (including membership of other bodies corporate) for the purposes of promoting directly or indirectly with the objects of the Trust.
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2024 | $4.2M | $4.2M | - |
| 2023 | $3.6M | $3.5M | - |
| 2022 | $2.1M | $2.5M | - |
| 2021 | $2.6M | $2.6M | - |
| 2020 | $3.0M | $2.9M | - |
| 2019 | $3.1M | $3.1M | - |
| 2018 | $3.0M | $2.8M | - |
| 2017 | $2.8M | $2.6M | - |
| 2016 | $2.9M | $2.8M | - |
| 2015 | $2.6M | $2.6M | - |
| Name | Role | Appointed |
|---|
Financial data as at September 2024. Sourced from Charities Services register.
$4.2M
$4.2M
$3.6M
Financial data from Charities Services annual return (FY2024). Ratings calculated using CharityData v3.0 methodology.
This rating may reflect incomplete data
This charity's grade of Fis based on limited data from the NZ Charities Register, which does not provide detailed expense breakdowns. Without verified program vs admin spending, efficiency scoring is unavailable and the financial score relies on health metrics only. This charity's actual performance may differ from what the available data suggests.
4.1 Objects a. The stimulation of public interest in and care for the beauty, history and character of the Otago Peninsula. b. The preservation of the natural attractions of the Otago Peninsula and the protection of the flora and fauna of the Otago Peninsula. c. The development of tourist attractions, public and recreational services on the Otago Peninsula so that the Public may obtain the maximum use or enjoyment of the area in a way that will not detract from or destroy its beauty or character. d. The promotion of knowledge of and interest in the objects of the Trust by means of meetings, exhibitions, lectures, publications, educational courses and all other forms of instruction and publicity. e. The maintenance of communication and co-operation with persons or corporate bodies in New Zealand or elsewhere (including membership of other bodies corporate) for the purposes of promoting directly or indirectly with the objects of the Trust.
Based on annual return data. Detailed program/admin breakdown not available.
Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Ranked against 29 peers · Education · $1M – $10M
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
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Claim This ProfileData 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: 21 April 2026.
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