Otago Peninsula Trust — Education Charity in Dunedin
Otago Peninsula Trust is a Trust charity in the Education sector, based in Dunedin, Dunedin. CharityData rates this charity B+ (83.5/100). Annual revenue: $5.1M NZD. Financial data as at September 2025.
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.
- Registration Number
- CC25273
- Charity Type
- Trust
- Registration Date
- 2008-06-03
- Status
- Active
- CharityData Rating
- B+ (83.5/100)
- Sector
- Education
- Location
- Dunedin, Dunedin
- Data as at
- September 2025
Beneficiaries: Animals, Children / young people, Family / whanau, General public, Older people, Other charities, People of a certain ethnic / racial origin, People with disabilities, Voluntary bodies other than charities
Financial Summary
- Total Revenue
- $5.1M NZD
- Total Expenses
- $4.9M NZD
- Total Assets
- $3.7M NZD
- Net Assets
- $2.4M NZD
- Reserve Months
- 2.4 months of operating expenses
- Staff Count
- 70
- Financial Year End
- 2025-09-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $5.1M | $4.9M | $2.4M |
| 2024 | $4.2M | $4.2M | $2.2M |
| 2023 | $3.6M | $3.5M | $2.1M |
| 2022 | $2.1M | $2.5M | $1.9M |
| 2021 | $2.6M | $2.6M | $2.4M |
| 2020 | $3.0M | $2.9M | $2.5M |
| 2019 | $3.1M | $3.1M | $2.3M |
| 2018 | $3.0M | $2.8M | $2.2M |
| 2017 | $2.8M | $2.6M | $1.8M |
| 2016 | $2.9M | $2.8M | $1.6M |
CharityData Rating
- Overall Grade
- B+
- Overall Score
- 83.5/100
- Financial Score
- 87.1
- Governance Score
- 75
- Transparency Score
- 65
Board Members and Officers
Current Officers (0)
| Name | Role | Appointed |
|---|
Former Officers (19)
- Howard Broad — Trustee
- Warren Moffat — Trustee
- Greg Verhoef — Trustee
- Warren Moffatt — Trustee (departed 2018-04-23)
- Elizabeth Nidd — Trustee (departed 2019-12-12)
- Jason Walker — Trustee (departed 2022-03-31)
- Ross Smith — Chair
- David Jaquiery — Co-Opted-Trustee (departed 2019-02-18)
- Hoani Langsbury — Trustee (departed 2014-03-25)
- Simon Hiibbert — Trustee (departed 2018-11-30)
- Brian Templeton — Trustee (departed 2012-03-26)
- Roger Green — Trustee (departed 2009-03-31)
- Graeme Atkinson — Trustee (departed 2010-09-30)
- Judith Bell — Trustee
- Irene Scurr — Trustee (departed 2012-07-02)
- John Jillett — Chair (departed 2018-03-31)
- Robert Glenn — Trustee (departed 2009-03-31)
- Annie Villiers — Vice Chair (departed 2009-03-31)
- William Dawson — Secretary (departed 2020-06-09)
Service Providers
- Crowe
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
Otago Peninsula Trust
Financial data as at September 2025. Sourced from Charities Services register.
$5.1M
$4.9M
$3.7M
70
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
About
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.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (17 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 37 peers · Education · $1M – $10M
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
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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. Last updated: 28 September 2026.
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