Strath Taieri Agriculture & Rural Tourism TrustCommunity Development Charity in Otago

Strath Taieri Agriculture & Rural Tourism Trust is a Trust charity in the Community Development sector, based in Otago, Otago. CharityData rates this charity C+ (68.5/100). Annual revenue: $0.1M NZD. Financial data as at June 2025.

Mission: Assist with Charitable purposes within the Strath Taieri that benefit the community

Registration Number
CC44830
Charity Type
Trust
Registration Date
2010-08-05
Status
Active
CharityData Rating
C+ (68.5/100)
Sector
Community Development
Location
Otago, Otago
Email
kate@strathburn.co.nz
Data as at
June 2025

Financial Summary

Total Revenue
$0.1M NZD
Total Expenses
$0.1M NZD
Reserve Months
7.8 months of operating expenses
Staff Count
1
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$0.1M$0.1M-
2024$0.1M$0.1M$0.4M
2023$0.0M$0.1M$0.3M
2022$0.0M$0.0M$0.2M
2021$0.0M$0.0M$0.1M
2020$0.0M$0.0M$0.2M
2019$0.1M$0.1M$0.2M
2018$0.0M$0.0M$0.1M
2017$0.1M$0.1M$0.1M
2016$0.1M$0.1M$0.1M

CharityData Rating

Overall Grade
C+
Overall Score
68.5/100
Financial Score
70
Governance Score
65
Transparency Score
65

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (7)

  • Terina GeddesTrustee
  • Bevan DowlingTrustee
  • Barry WilliamsTrustee
  • Alister ElliotTrustee
  • Enssell AndersonTrustee (departed 2023-01-09)
  • Katherine WilsonTrustee
  • Alberta WilsonTrustee (departed 2022-08-01)

Similar Charities in Community Development

Community DevelopmentTrust

Strath Taieri Agriculture & Rural Tourism Trust

CC44830Otago, OtagoRegistered 5 Aug 2010
Data updated: Today
Financials30 Jun 2025Ratingyesterday

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

C+
69/100
Balance sheet from 2024 used (not reported this year)
Financial
70
Governance
65
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 5. 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

$74.3K

Expenses

$88.5K

Staff

1

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

Assist with Charitable purposes within the Strath Taieri that benefit the community

Key Statistics

Annual Revenue
$74.3K
Total Expenses
$88.5K
Net Assets
-
Staff
1
employees

Financial Trends

Financial Trends (15 Years)

Revenue Breakdown

Expense Breakdown

API Data

Based on annual return data. Detailed program/admin breakdown not available.

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
6.5mo
Could operate 6.5 months with zero revenue
Healthy
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

40
Score /100
Concentrated
HHI: 5,999
Other75.6%
Donations15.4%
Government Grants6.3%
Investment Income2.7%

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
69
#58/295
Revenue
$74K
#37/295
Reserve Months
7.8
#1/295
Surplus
$-14K
#261/295
Staff Cost %
5%
#295/295

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

Rating History

C+
2025
Score: 68.5
Financial: 70 | Governance: 65 | Transparency: 65
Current
D
2024
Score: 48.5
Financial: 70 | Governance: 65 | Transparency: 65

Rating

C+
Score: 68.5/100
Financial
70
Governance
65
Transparency
65
Why this grade: Financial 70 × 40% + Governance 65 × 60% = 67 → C+.
View Full Score Breakdown

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Contact Details

Address
Otago, Otago

Registration

Registration NumberCC44830
Entity TypeTrust
Registered5 Aug 2010
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated9 Jun 1999
Registered office
C/O Rosslea Gladbrook Road Middlemarch Otago, Middlemarch

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: 13 September 2026.