Ōtepoti Futures TrustCommunity Development Charity in Dunedin

Ōtepoti Futures Trust is a Trust charity in the Community Development sector, based in Dunedin, Dunedin. CharityData rates this charity B- (70.8/100). Annual revenue: $0.0M NZD. Financial data as at March 2025.

Mission: To benefit the community by providing, and make the Fund available for programmes which provide, affordable residential housing solutions to people and to community organisations and not-for-profit organisations who are in need by acquiring, owning, maintaining and developing land and buildings to provide residential housing and associated community facilities and premises for the use and benefit of people residing in the Otago Region

Registration Number
CC61436
Charity Type
Trust
Registration Date
2023-05-02
Status
Active
CharityData Rating
B- (70.8/100)
Sector
Community Development
Location
Dunedin, Dunedin
Email
hello@futurestrust.co.nz
Data as at
March 2025

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Total Assets
$0.6M NZD
Net Assets
$0.5M NZD
Reserve Months
539.7 months of operating expenses
Volunteers
0
Financial Year End
2025-03-31

Financial History

YearRevenueExpensesNet Assets
2025$0.0M$0.0M$0.5M
2024$0.6M$0.0M-

CharityData Rating

Overall Grade
B-
Overall Score
70.8/100
Financial Score
77.5
Governance Score
55
Transparency Score
65

Board Members and Officers

Current Officers (3)

NameRoleAppointed
Hamish WinskillTrustee2026-04-30
Campbell McNeillSettlor / Trustee2023-04-04
Tony CalderSettlor / Trustee2023-04-04

Former Officers (1)

  • Hannah MolloyTrustee (departed 2025-09-30)

Similar Charities in Community Development

Community DevelopmentTrust

Ōtepoti Futures Trust

CC61436Dunedin, DunedinRegistered 2 May 2023
Data updated: 2 days ago
Financials31 Mar 2025Rating2d ago

Financial data as at March 2025. Sourced from Charities Services register.

B-
71/100
Financial
78
Governance
55
Transparency
65

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 register
    No chair or presiding role is recorded in the register for this board of 3. 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.

Revenue

$17.0K

Expenses

$12.2K

Assets

$550.1K

Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.

Endowment Foundation

Special Entity Type

This 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

Mission

To benefit the community by providing, and make the Fund available for programmes which provide, affordable residential housing solutions to people and to community organisations and not-for-profit organisations who are in need by acquiring, owning, maintaining and developing land and buildings to provide residential housing and associated community facilities and premises for the use and benefit of people residing in the Otago Region

Key Statistics

Annual Revenue
$17.0K
Total Expenses
$12.2K
Net Assets
$549.7K
Volunteers
0

Financial Trends

Financial Trends (2 Years)

Revenue Breakdown

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
0mo
Could operate 0 months with zero revenue
Critical
Fundraising Cost
-
No fundraising data
No data

Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology

Revenue Diversification

29
Score /100
Highly Concentrated
HHI: 7,113
High Concentration: 83% of revenue from Other
Other82.5%
Donations17.5%

HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.

Peer Comparison

Ranked against 294 peers · Community Development · Under $100K

Rating Score
71
#37/295
Revenue
$17K
#144/295
Reserve Months
539.7
#1/295
Surplus
$5K
#90/295
Staff Cost %
0%
#1/295

Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.

Rating

B-
Score: 70.8/100
Financial
77.5
Governance
55
Transparency
65
Why this grade: Financial 78 × 40% + Governance 55 × 60% = 64 → B-.
View Full Score Breakdown

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Contact Details

Address
Dunedin, Dunedin

Registration

Registration NumberCC61436
Entity TypeTrust
Registered2 May 2023
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated27 Apr 2023
Registered office
Suite 1, 23 The Octagon, Dunedin Central, Dunedin

Sector & Activities

Primary Sector
Community Development

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.