Otago Scout Endowment Trust — Religion Charity in Dunedin
Otago Scout Endowment Trust is a Trust charity in the Religion sector, based in Dunedin, Dunedin. This organisation also provides funding to other charities. Annual revenue: $0.2M NZD. Financial data as at September 2019.
Mission: (a) To encourage the physical, mental, social and spiritual development of young people in Otago by fostering the Scouting movement in Otago; (b) To utilize, maintain and operate the Assets for the general benefit of persons being members of the Settlor residing in Otago in the areas shown on the attached map; (c) Without restricting the scope of the foregoing, to provide financial assistance, including grants, scholarships, prizes and endowments to persons residing in Otago in the areas referred to in subclause (b) to enable those people to further their education and life skills through membership of the Scout movement; (d) To facilitate and encourage the development of scouting and the Scout movement in Otago; (e) To undertake any other charitable purposes related to the foregoing objects which the Trustees deem desirable.
- Registration Number
- CC50933
- Charity Type
- Trust
- Registration Date
- 2014-08-11
- Status
- Active
- Sector
- Religion
- Location
- Dunedin, Dunedin
- Funder Status
- Grant-making charity (endowment)
- Data as at
- September 2019
Beneficiaries: Children / young people, Other charities, Voluntary bodies other than charities
Financial Summary
- Total Revenue
- $0.2M NZD
- Total Expenses
- $0.1M NZD
- Total Assets
- $2.5M NZD
- Net Assets
- $2.5M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 1
- Volunteers
- 2
- Financial Year End
- 2019-09-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2019 | $0.2M | $0.1M | $2.5M |
| 2018 | $0.9M | $0.1M | $2.4M |
| 2017 | $0.1M | $0.1M | $1.6M |
| 2016 | $0.1M | $0.1M | $1.6M |
| 2015 | $0.0M | $0.0M | $1.7M |
| 2014 | - | - | - |
Board Members and Officers
Current Officers (3)
| Name | Role | Appointed |
|---|---|---|
| Stephen Hydes | Trustee | 2026-03-31 |
| Simon Ryan | Chair | 2026-03-12 |
| Greg Verhoef | Treasurer | 2014-03-06 |
Former Officers (8)
- Samantha Hobbs — Trustee
- Brian Shea — Trustee
- Hamish Ross — Trustee (departed 2025-03-13)
- William Hart — Trustee (departed 2021-09-30)
- James Reid — Trustee
- David Crerar — Chair
- Mary Barnett — Trustee (departed 2018-04-24)
- Geoffrey Mirkin — Trustee
Reporting Group Members
Otago Scout Endowment Trust files a consolidated Annual Return jointly with 6 sibling charities:
- The Scout Association of New Zealand
- The Lorna Maisie Eade Memorial Trust
- Mathias Paulsen Memorial Trust
- The Scout Youth Foundation
- Tatum Scout Memorial Trust
- Jack and Tui Lucas Trust
Similar Charities in Religion
Otago Scout Endowment Trust
Financial data as at September 2019. Sourced from Charities Services register.
This charity is a member of a Charities Services reporting group — its parent charity files one consolidated annual return covering the whole group. Because the member's individual return is empty by design (the financial data lives at the parent level), there's nothing on the member's own books for the standard scorecard to measure. The relevant rating, financial figures, and red flags are on the parent charity's profile — follow the link above to see them. The member is part of an ACTIVE filing group; this is not the same as "stale" or "dormant".
How ratings work →$237.9K
$146.1K
$2.5M
1
Financial data from Charities Services annual return (FY2019). Ratings calculated using CharityData v3.1.1 methodology.
Grant-Making Trust
Special Entity TypeThis trust makes grants to other organizations. It does not deliver programs directly.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
About
(a) To encourage the physical, mental, social and spiritual development of young people in Otago by fostering the Scouting movement in Otago; (b) To utilize, maintain and operate the Assets for the general benefit of persons being members of the Settlor residing in Otago in the areas shown on the attached map; (c) Without restricting the scope of the foregoing, to provide financial assistance, including grants, scholarships, prizes and endowments to persons residing in Otago in the areas referred to in subclause (b) to enable those people to further their education and life skills through membership of the Scout movement; (d) To facilitate and encourage the development of scouting and the Scout movement in Otago; (e) To undertake any other charitable purposes related to the foregoing objects which the Trustees deem desirable.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (6 Years)
Revenue Breakdown
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 198 peers · Religion · $100K – $1M
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Is this your charity?
Claim your profile to view analytics, submit corrections, and improve your rating.
Claim This ProfileContact Details
Registration
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.
Reporting Group — Consolidated Annual Return
Otago Scout Endowment Trust is one of 7 charities in a Charities Services reporting group. Members file a single consolidated Annual Return together, so the financial figures on each member’s page reflect the combined group — not standalone operations.
Similar Charities in Religion
Other Religion charities ranked by overall score