The Otautahi Education Development Trust — Community Development Charity in Christchurch

The Otautahi Education Development Trust is a Charitable Trust charity in the Community Development sector, based in Christchurch, Christchurch. This organisation also provides funding to other charities. CharityData rates this charity C (63.3/100). Annual revenue: $2.6M NZD. 1 red flag detected. Financial data as at December 2025.

Mission: Refer financial statements Page 3

Registration Number
CC36071
Charity Type
Charitable Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
C (63.3/100)
Sector
Community Development
Location
Christchurch, Christchurch
Email
gavin@millergale.co.nz
Funder Status
Grant-making charity (trust)
Data as at
December 2025

Beneficiaries: General public, Other - All

Financial Summary

Total Revenue
$2.6M NZD
Total Expenses
$1.7M NZD
Total Assets
$46.3M NZD
Net Assets
$37.2M NZD
Reserve Months
38.9 months of operating expenses
Financial Year End
2025-12-31

Financial History

YearRevenueExpensesNet Assets
2025$2.6M$1.7M$37.2M
2024$2.6M$2.1M$35.0M
2023$2.4M$2.1M$29.4M
2022$2.2M$1.7M$29.9M
2021$2.8M$1.6M$26.3M
2020$2.0M$1.7M$25.1M
2019$2.3M$1.7M$20.0M
2018$2.2M$1.8M$19.4M
2017$3.5M$2.8M$18.9M
2016$1.0M$0.5M$18.0M

CharityData Rating

Overall Grade
C
Overall Score
63.3/100
Financial Score
72.5
Governance Score
75
Transparency Score
65

Red Flags

  • 2 trustees of this charity also sit on multiple other charity boards — concentrated trustee bandwidth may warrant board-skill-mix review.

Board Members and Officers

Current Officers (2)

NameRoleAppointed
Grant McPhailTrustee2025-04-07
Brendon HillTrustee1964-05-26

Former Officers (19)

  • Murray Weakley — Chair
  • Nettles Lamont — Trustee (departed 2022-10-31)
  • Graeme Donaldson — Trustee
  • Stewart Harrison — Trustee
  • Bryn Thompson — Trustee (departed 2022-10-31)
  • Stephen Collins — Trustee (departed 2019-06-27)
  • Tony Gray — Trustee (departed 2021-04-12)
  • Jeremy Boys — Trustee (departed 2018-01-30)
  • Kay Giles — Trustee (departed 2017-06-12)
  • Darren Mitchell — Trustee
  • Michael Dore — Trustee (departed 2024-12-31)
  • Linda Telfer — Trustee (departed 2010-05-27)
  • David Halstead — Trustee (departed 2015-12-09)
  • Dean Snelling — Trustee (departed 2008-10-13)
  • Neil Barns — Trustee (departed 2010-02-04)
  • Heather Carter — Trustee (departed 2008-10-13)
  • Michael Newcombe — Trustee (departed 2022-12-31)
  • William Anderson — Trustee (departed 2021-11-04)
  • John Shipston — Trustee (departed 2021-11-04)

Similar Charities in Community Development

FunderCommunity DevelopmentCharitable TrustTrust

The Otautahi Education Development Trust

CC36071Christchurch, ChristchurchRegistered 30 Jun 2008
Data updated: 2 days ago
Financials9mo agoRating2d ago

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

C
63/100
Reduced by penalties
Financial
73
Governance
75
Transparency
65
Revenue

$2.6M

Expenses

$1.7M

Assets

$46.3M

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

1 red flag identified- Review the Rating tab for details

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.

Funder Profile

Grantmaker

This organisation makes grants or donations to other charities and organisations.

Funding Sectors
General
Beneficiaries
General Public
Geographic Focus
Canterbury

About

Mission

Refer financial statements Page 3

Who We Serve

Beneficiaries
General publicOther - All

Key Statistics

Annual Revenue
$2.6M
Total Expenses
$1.7M
Net Assets
$37.2M

Financial Trends

Financial Trends (18 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
38.9mo
Could operate 38.9 months with zero revenue
Over-capitalized
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

13
Score /100
Highly Concentrated
HHI: 8,698
High Concentration: 93% of revenue from Other
Other93.0%
Investment Income7.0%

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

Peer Comparison

Ranked against 52 peers · Community Development · $1M – $10M

Rating Score
63
#36/53
Revenue
$2.6M
#30/53
Reserve Months
38.9
#1/53
Surplus
$923K
#20/53
Staff Cost %
0%
#1/53

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

Rating History

C
2025
Score: 63.3
Financial: 73 | Governance: 75 | Transparency: 65
Current
D+
2024
Score: 51.5
Financial: 70 | Governance: 75 | Transparency: 65

Rating

C
Score: 63.3/100
Financial
72.5
Governance
75
Transparency
65
Why this grade: Financial 73 × 40% + Governance 75 × 60% = 74 → 63 after red-flag penalties → C.
View Full Score Breakdown

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Latest Audit

FY2025
Clean
10 years of audit history

Contact Details

Address
Christchurch, Christchurch

Registration

Registration NumberCC36071
Entity TypeCharitable Trust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated4 Aug 1994
Registered office
C/O CPIT Madras Street Christchurch, Christchurch

Sector & Activities

Primary Sector
Community Development
Activities
Makes grants / loans to individualsMakes grants to organisations (including schools or other charities)Provides buildings / facilities / open spaceProvides other finance (e.g. investment funds)Other - Acts an Umbrella body

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: 3 October 2026.