Otaki and Porirua Trusts Board — Education Charity in Otaki
Otaki and Porirua Trusts Board is a Trust charity in the Education sector, based in Otaki, Otaki. This organisation also provides funding to other charities. CharityData rates this charity B- (70.3/100). Annual revenue: $4.1M NZD. Financial data as at May 2025.
Mission: The Otaki and Poriura Trust Board was established as a creation of the Otaki and Porirua Trusts Act 1943. The Board manages land in Otaki and Porirua mainly managing a dairy farming operation and commercial rent. The Board has a responsibility to maintain the profitablity and financial viability of these operations for the beneficiaries of the Otaki and Porirua Trust. These beneficiaries are the children of Ngati Raukawa, Ngati Toa and Atiawa through education scholarships.
- Registration Number
- CC29007
- Charity Type
- Trust
- Registration Date
- 2008-06-30
- Status
- Active
- CharityData Rating
- B- (70.3/100)
- Sector
- Education
- Location
- Otaki, Otaki
- office@optb.org.nz
- Funder Status
- Grant-making charity (trust)
- Data as at
- May 2025
Beneficiaries: Children / young people, Family / whanau, General public, People of a certain ethnic / racial origin, People with disabilities, Religious groups
Financial Summary
- Total Revenue
- $4.1M NZD
- Total Expenses
- $2.8M NZD
- Total Assets
- $30.8M NZD
- Net Assets
- $23.1M NZD
- Reserve Months
- 1.2 months of operating expenses
- Staff Count
- 5
- Volunteers
- 0
- Financial Year End
- 2025-05-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $4.1M | $2.8M | $23.1M |
| 2024 | $2.8M | $3.0M | $21.8M |
| 2023 | $2.8M | $2.9M | $21.9M |
| 2022 | $3.2M | $2.6M | $21.3M |
| 2021 | $3.2M | $2.4M | $19.3M |
| 2020 | $2.6M | $3.0M | $18.6M |
| 2019 | $2.0M | $2.7M | $19.9M |
| 2018 | $2.6M | $3.3M | $19.9M |
| 2017 | $1.3M | $1.3M | $9.2M |
| 2016 | $1.1M | $1.1M | $8.8M |
CharityData Rating
- Overall Grade
- B-
- Overall Score
- 70.3/100
- Financial Score
- 72.5
- Governance Score
- 65
- Transparency Score
- 85
Board Members and Officers
Current Officers (10)
| Name | Role | Appointed |
|---|---|---|
| Nathan Rudd | Trustee | 2025-11-11 |
| Raewyn Klenner | Trustee | 2025-11-11 |
| Te Ata Rikihana | Board Trustee | 2023-05-03 |
| Rupene Waaka | Board Trustee | 2023-05-03 |
| Roimata Ropata | Board Trustee | 2023-05-03 |
| Keelan Ransfield | Board Trustee | 2020-12-04 |
| Mark Taratoa | Board Trustee | 2020-03-18 |
| Arini Loader | Board Trustee | 2020-03-18 |
| Anne Carter | Board Trustee | 2019-06-27 |
| Denise Hapeta | Board Trustee | 2010-02-23 |
Former Officers (17)
- Nathan Durie — Board Trustee (departed 2025-01-01)
- Rangi Nicholson — Board Trustee (departed 2023-03-17)
- Barry Lyver — Board Trustee (departed 2023-05-31)
- Hera Eparaima — Trustee (departed 2020-10-27)
- Robert Kuiti — Trustee (departed 2020-10-27)
- Douglas Logan — Trustee (departed 2019-10-03)
- Wharepakau Akuhata — Trustee (departed 2019-10-03)
- Hemi Sundgren — Trustee (departed 2017-09-30)
- Cherie Armstrong — Trustee (departed 2018-10-28)
- Rachael Selby — Chair (departed 2023-06-21)
- Tama Potaka — Trustee (departed 2015-03-31)
- Andre Baker — Trustee (departed 2016-12-31)
- Willis Katene — Trustee (departed 2019-10-04)
- Miria Pomare — Trustee (departed 2016-06-30)
- Muru Walters — Trustee (departed 2017-03-31)
- Whatarangi Winiata — Trustee (departed 2017-12-31)
- Mason Durie — Trustee (departed 2008-08-28)
Executive Compensation
| Name | Role | Compensation | Year |
|---|---|---|---|
| Key Management Personnel (aggregate) | Leadership team/General Manager | $336,930 | 2025 |
| Board/Trustees (unpaid) | Board Members | $0 | 2025 |
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
Otaki and Porirua Trusts Board
Financial data as at May 2025. 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 10. 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.
$4.1M
$2.8M
$30.8M
5
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
The Otaki and Poriura Trust Board was established as a creation of the Otaki and Porirua Trusts Act 1943. The Board manages land in Otaki and Porirua mainly managing a dairy farming operation and commercial rent. The Board has a responsibility to maintain the profitablity and financial viability of these operations for the beneficiaries of the Otaki and Porirua Trust. These beneficiaries are the children of Ngati Raukawa, Ngati Toa and Atiawa through education scholarships.
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
B-Is this your charity?
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Registration
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: 27 September 2026.
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