The Otara Community Charitable Trust — Community Development Charity in Invercargill
The Otara Community Charitable Trust is a Trust charity in the Community Development sector, based in Invercargill, Invercargill. This organisation also provides funding to other charities. CharityData rates this charity B (76.8/100). Annual revenue: $0.0M NZD. Financial data as at August 2025.
Mission: To promote & develop the local community, facilities & amenities in the District
- Registration Number
- CC29905
- Charity Type
- Trust
- Registration Date
- 2008-06-30
- Status
- Active
- CharityData Rating
- B (76.8/100)
- Sector
- Community Development
- Location
- Invercargill, Invercargill
- anne.ernie@xtra.co.nz
- Funder Status
- Grant-making charity (charitable_trust)
- Data as at
- August 2025
Financial Summary
- Total Revenue
- $0.0M NZD
- Total Expenses
- $0.0M NZD
- Reserve Months
- 106.4 months of operating expenses
- Volunteers
- 0
- Financial Year End
- 2025-08-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.0M | $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 | - |
CharityData Rating
- Overall Grade
- B
- Overall Score
- 76.8/100
- Financial Score
- 77.5
- Governance Score
- 75
- Transparency Score
- 65
Board Members and Officers
Current Officers (9)
| Name | Role | Appointed |
|---|---|---|
| Nathan Stratford | Trustee | 2019-07-09 |
| Richard Jennings | Trustee | 2014-03-04 |
| Nolan Jennings | Trustee | 2014-03-04 |
| Tim Barker | Chair | 2014-03-04 |
| Duncan Jennings | Trustee | 2007-11-21 |
| Neil Crosbie | Trustee | 2007-11-21 |
| Julian Blair | Trustee | 2002-12-10 |
| Chris Casey | Trustee | 2000-04-18 |
| Margaret Johnstone | Secretary | 1992-06-23 |
Former Officers (3)
- Kerry Brier — Trustee (departed 2016-03-30)
- Colin McDonald — Trustee (departed 2014-03-01)
- Harold Jennings — Chair (departed 2014-03-04)
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The Otara Community Charitable Trust
Financial data as at August 2025. Sourced from Charities Services register.
$8.5K
$7.1K
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
To promote & develop the local community, facilities & amenities in the District
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 294 peers · Community Development · Under $100K
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating
BIs this your charity?
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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: 13 September 2026.
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