The North Otago Masonic Charitable Trust is a Trust charity in the Education sector, based in Oamaru, Oamaru. This organisation also provides funding to other charities. Annual revenue: $0.0M NZD. Financial data as at March 2025.
Mission: Provide yearly a scholarship to a student at each North Otago High School
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.0M | - | - |
| 2024 | $0.0M | $0.0M | - |
| 2023 | $0.0M | $0.0M | - |
| 2022 | $0.0M | $0.0M | - |
| 2021 | $0.0M | $0.0M | - |
| 2020 | $0.0M | $0.0M | - |
| 2019 | $0.0M | $0.0M | - |
| 2018 | $0.0M | $0.0M | - |
| 2017 | $0.0M | $0.0M | - |
| 2016 | $0.0M | $0.0M | - |
| Name | Role | Appointed |
|---|---|---|
| James Daniell | Trustee / Chairman | 2020-10-23 |
| Graeme Martin | Trustee | 2013-11-29 |
| Arthur Mahan | Trustee / Secretary | 2012-11-23 |
Financial data as at March 2025. Sourced from Charities Services register.
Key balance-sheet figures (net assets / total assets) were not reported in the most recent return, and no populated prior year is available within the two-year fallback window. A rating cannot be calculated without these figures.
How ratings work →$10
$38.3K
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
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.
This organisation makes grants or donations to other charities and organisations.
Provide yearly a scholarship to a student at each North Otago High School
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 325 peers · Education · Under $100K
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: 11 September 2026.
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