Earl St Charitable Trust — Religion Charity in Dunedin

Earl St Charitable Trust is a Trust charity in the Religion sector, based in Dunedin, Dunedin. This organisation also provides funding to other charities. Annual revenue: $0.7M NZD. 1 red flag detected. Financial data as at March 2026.

Mission: To manage commercial property in order to support the ministry of the Parish of Wakatipu and the wider ministry of the Anglican Diocese of Dunedin.

Registration Number
CC31963
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
Sector
Religion
Location
Dunedin, Dunedin
Funder Status
Grant-making charity (charitable_trust)
Data as at
March 2026

Beneficiaries: Children / young people, Family / whanau, General public, Older people, Religious groups, Voluntary bodies other than charities

Financial Summary

Total Revenue
$0.7M NZD
Total Expenses
$0.7M NZD
Total Assets
$7.4M NZD
Net Assets
$1.9M NZD
Reserve Months
0.0 months of operating expenses
Financial Year End
2026-03-31

Financial History

YearRevenueExpensesNet Assets
2026$0.7M$0.7M$1.9M
2025$0.8M$0.8M$1.9M
2024$0.8M$0.8M$1.9M
2023$0.6M$0.6M$1.9M
2022$0.5M$0.5M$1.9M
2021$0.5M$0.5M$1.9M
2020$0.6M$0.6M$1.9M
2019$0.6M$0.5M$1.9M
2018$0.6M$0.5M$1.8M
2017$0.5M$0.6M$1.8M

Board Members and Officers

Current Officers (3)

NameRoleAppointed
Joanna BookerTrustee2026-07-14
Christopher DoddsTrustee2025-09-01
William PattersonTrustee2025-07-01

Former Officers (13)

  • Michael Godfrey — Vicar Parish of Wakatipu (departed 2025-06-30)
  • Stephen Grant — Trustee
  • David Wright — Trustee (departed 2023-06-30)
  • Alan Dunbar — Trustee (departed 2021-03-07)
  • Christopher Tweddell — Trustee (departed 2018-01-21)
  • David Coles — Trustee (departed 2014-09-19)
  • Tracey McLean — Trustee
  • Murray Hercus — Trustee (departed 2009-03-31)
  • Richard Fulton — Trustee (departed 2009-06-12)
  • Russell Hamilton — Trustee (departed 2026-07-14)
  • Neil Wyeth — Trustee (departed 2019-08-11)
  • Alistair Wright — Trustee (departed 2025-06-30)
  • Mark Taylor — Chair

Similar Charities in Religion

FunderReligionTrustCharitable Trust

Earl St Charitable Trust

CC31963Dunedin, DunedinRegistered 30 Jun 2008
Data updated: 23 Sept 2026
Financials6mo agoRating4d ago

Financial data as at March 2026. Sourced from Charities Services register.

NR
Not rated — Charity type not yet classified — grade withheld

Our scorecard uses a different template for different kinds of charity — an operating charity is measured differently from an endowment or a grant-making trust. This charity's type has not yet been classified, so a letter grade is withheld rather than assigned using a template chosen by default. That says nothing about the charity itself. Its filed figures are shown above, and it will be graded once its type is classified.

How ratings work →
Revenue

$745.3K

Expenses

$744.0K

Assets

$7.4M

Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.

1 red flag identified- Review the Rating tab for details

Funder Profile

Grantmaker

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

Funding Sectors
Religion
Beneficiaries
General Public
Geographic Focus
Otago

About

Mission

To manage commercial property in order to support the ministry of the Parish of Wakatipu and the wider ministry of the Anglican Diocese of Dunedin.

Who We Serve

Beneficiaries
Children / young peopleFamily / whanauGeneral publicOlder peopleReligious groupsVoluntary bodies other than charities

Key Statistics

Annual Revenue
$745.3K
Total Expenses
$744.0K
Net Assets
$1.9M

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
1.6mo
Could operate 1.6 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

0
Score /100
Highly Concentrated
HHI: 10,000
High Concentration: 100% of revenue from Other
Other100.0%
Investment Income0.0%

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

Peer Comparison

Ranked against 198 peers · Religion · $100K – $1M

Rating Score
0
#38/199
Revenue
$745K
#15/199
Reserve Months
0.0
#1/199
Surplus
$1K
#134/199
Staff Cost %
0%
#1/199

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

Rating History

NR
2026
Score: N/A
Financial: 0 | Governance: 30 | Transparency: 65
Current
B-
2025
Score: 72.5
Financial: 100 | Governance: 75 | Transparency: 65

Rating

Score: /100
Financial
0
Governance
30
Transparency
65
View Full Score Breakdown

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Latest Audit

FY2026
Clean
11 years of audit history

Contact Details

Address
Dunedin, Dunedin

Registration

Registration NumberCC31963
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated8 Nov 2005
Registered office
M Taylor C/-Taylor Partners Limited, C.A Level 1, Chester Bldg,Cnr Shotover & Camp Streets, Queenstown, Cnr Shotover

Sector & Activities

Primary Sector
Religion
Activities
Provides religious services / 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: 30 September 2026.