OFTB No. 2 Limited — Education Charity in Dunedin
OFTB No. 2 Limited is a Trust charity in the Education sector, based in Dunedin, Dunedin. Annual revenue: $5.1M NZD. Financial data as at December 2025.
OFTB No. 2 Limited is part of the same organisation as OFTB Limited (CC28221). Each registration files its own accounts.
Mission: Have an interest in investment property to earn income to promote the ecclesiastical and educational purposes of Otago Foundation Trust Board (and any other charitable purposes directed by Otago Foundation Trust Board.
- Registration Number
- CC56780
- Charity Type
- Trust
- Registration Date
- 2019-06-13
- Status
- Active
- Sector
- Education
- Location
- Dunedin, Dunedin
- factor@otagofoundation.co.nz
- Data as at
- December 2025
Beneficiaries: Other - All
Financial Summary
- Total Revenue
- $5.1M NZD
- Total Expenses
- $0.5M NZD
- Total Assets
- $4.9M NZD
- Net Assets
- $3.1M NZD
- Reserve Months
- 0.0 months of operating expenses
- Financial Year End
- 2025-12-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $5.1M | $0.5M | $3.1M |
| 2024 | $0.2M | $0.7M | $-1.5M |
| 2023 | $0.2M | $0.5M | $-0.9M |
| 2022 | $0.2M | $0.4M | $-0.7M |
| 2021 | $0.2M | $0.4M | $-0.5M |
| 2020 | $0.2M | $0.3M | $-0.3M |
| 2019 | $0.1M | $0.2M | $-0.1M |
Board Members and Officers
Current Officers (8)
| Name | Role | Appointed |
|---|---|---|
| Stephen Trebilco | Director | 2026-02-19 |
| Roslyn Boyes | Director | 2024-04-01 |
| Stephanie Rose | Trustee | 2023-05-11 |
| Margot Skinner | Director | 2022-10-25 |
| Joanne Rogers | Director | 2019-07-18 |
| Barry Kelk | Director | 2019-05-30 |
| Gary Williams | Director | 2019-05-30 |
| Henry Van Dyk | Director | 2019-05-30 |
Former Officers (4)
- Leslie Green — Director (departed 2022-07-05)
- Wayne Edwards — Director (departed 2022-12-31)
- Sandra Goodchild — Director (departed 2026-02-19)
- Robert Henry — Director (departed 2024-04-01)
Similar Charities in Education
- The Hato Paora Trust Board — Education
- Otago Presbyterian Girls' College Board of Governors Incorporated — Education
- Hawksbury Community Living Trust — Education
- Far North Reap Society Incorporated — Education
- Victoria University of Wellington Students Association and Te Aka Tauira Incorporated — Education
OFTB No. 2 Limited
Financial data as at December 2025. Sourced from Charities Services register.
This entity is registered as a charity but functions as a property, trading, or investment vehicle held by a service-delivering parent (a church, school, hospital, professional association, or similar). Its purpose is to hold or trade assets on the parent's behalf — not to deliver programs to public beneficiaries on its own books. The standard charity rating template (program-vs-administration split, reserve-months, fundraising efficiency) doesn't apply at the subsidiary level — those signals are meaningful at the parent level. A letter grade is withheld here rather than producing a misleading F driven by template-fit. Look up the parent charity by name for its rating.
How ratings work →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 registerNo chair or presiding role is recorded in the register for this board of 8. 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.
$5.1M
$521.2K
$4.9M
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
Subsidiary
Special Entity TypeThis organization is a subsidiary or branch of a parent charity.
Relationship: related_entity
About
Have an interest in investment property to earn income to promote the ecclesiastical and educational purposes of Otago Foundation Trust Board (and any other charitable purposes directed by Otago Foundation Trust Board.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (7 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 37 peers · Education · $1M – $10M
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating History
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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: 29 September 2026.
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