The Ohinetahi Charitable Trust — Registered Charity in Lyttelton
The Ohinetahi Charitable Trust is a Trust charity, based in Lyttelton, Lyttelton. This organisation also provides funding to other charities. CharityData rates this charity B (76.8/100). Annual revenue: $0.6M NZD. Financial data as at June 2025.
Mission: The Trust was established to maintain, preserve and develop the property at Governors Bay known as Ohinetahi and to make it available to the public of New Zealand.
- Registration Number
- CC33920
- Charity Type
- Trust
- Registration Date
- 2008-11-06
- Status
- Active
- CharityData Rating
- B (76.8/100)
- Location
- Lyttelton, Lyttelton
- hannah@sasco.co.nz
- Funder Status
- Grant-making charity (charitable_trust)
- Data as at
- June 2025
Beneficiaries: General public
Financial Summary
- Total Revenue
- $0.6M NZD
- Total Expenses
- $0.4M NZD
- Total Assets
- $10.1M NZD
- Net Assets
- $10.0M NZD
- Reserve Months
- 2.5 months of operating expenses
- Staff Count
- 2
- Volunteers
- 0
- Financial Year End
- 2025-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.6M | $0.4M | $10.0M |
| 2024 | $0.4M | $0.4M | $9.8M |
| 2023 | $0.4M | $0.4M | $9.8M |
| 2022 | $0.1M | $0.7M | $9.7M |
| 2021 | $0.9M | $0.3M | $10.3M |
| 2020 | $0.1M | $0.5M | $9.7M |
| 2019 | $0.3M | $0.3M | $10.1M |
| 2018 | $0.8M | $0.2M | $10.1M |
| 2017 | $0.6M | $0.2M | $9.6M |
| 2016 | $0.2M | $0.2M | $9.0M |
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 (6)
| Name | Role | Appointed |
|---|---|---|
| Sharron Ballantyne | Trustee | 2025-05-01 |
| Jessica Astor | Trustee | 2023-04-01 |
| Robert Watson | Trustee | 2018-07-01 |
| Deborah Fahey | Trustee | 2018-07-01 |
| Jenny Harper | Trustee | 2014-06-25 |
| Sarah Smith | Trust Chair | 2008-07-04 |
Former Officers (5)
- William Dwyer — Trustee (departed 2024-05-31)
- Ross Jewell — Trustee (departed 2018-07-01)
- Alan Trott — Trustee (departed 2018-07-01)
- Ada Trengrove — Trustee (departed 2015-10-13)
- Sir Frederick Warren — Trustee (departed 2018-03-19)
Similar Charities in Other
The Ohinetahi Charitable Trust
Financial data as at June 2025. Sourced from Charities Services register.
$582.6K
$368.1K
$10.1M
2
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
The Trust was established to maintain, preserve and develop the property at Governors Bay known as Ohinetahi and to make it available to the public of New Zealand.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (16 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 118 peers · Other · $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.
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: 28 September 2026.
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