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
Email
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

YearRevenueExpensesNet 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)

NameRoleAppointed
Sharron BallantyneTrustee2025-05-01
Jessica AstorTrustee2023-04-01
Robert WatsonTrustee2018-07-01
Deborah FaheyTrustee2018-07-01
Jenny HarperTrustee2014-06-25
Sarah SmithTrust Chair2008-07-04

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

FunderOtherTrustCharitable Trust

The Ohinetahi Charitable Trust

CC33920Lyttelton, LytteltonRegistered 6 Nov 2008
Data updated: 4 days ago
Financials30 Jun 2025Rating2d ago

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

B
77/100
Financial
78
Governance
75
Transparency
65
Revenue

$582.6K

Expenses

$368.1K

Assets

$10.1M

Staff

2

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

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
Nationwide

About

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.

Who We Serve

Beneficiaries
General public

Key Statistics

Annual Revenue
$582.6K
Total Expenses
$368.1K
Net Assets
$10.0M
Staff
2
employees
Volunteers
0

Financial Trends

Financial Trends (16 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
2.5mo
Could operate 2.5 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

43
Score /100
Concentrated
HHI: 5,722
Investment Income69.0%
Other31.0%

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

Peer Comparison

Ranked against 118 peers · Other · $100K – $1M

Rating Score
77
#7/119
Revenue
$583K
#27/119
Reserve Months
2.5
#1/119
Surplus
$215K
#16/119
Staff Cost %
67%
#119/119

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

Rating

B
Score: 76.8/100
Financial
77.5
Governance
75
Transparency
65
Why this grade: Financial 78 × 40% + Governance 75 × 60% = 76 → B.
View Full Score Breakdown

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Contact Details

Address
Lyttelton, Lyttelton

Registration

Registration NumberCC33920
Entity TypeTrust
Registered6 Nov 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated13 Aug 2008
Registered office
C/-LANE NEAVE LAWYERS LEVEL 15 119 ARMAGH STREET CHRISTCHURCH 8011, Christchurch
Differs from Charities Register address (31 Governors Bay Teddington Road, RD 1, Allandale, Lyttelton, 8971, Lyttelton, Lyttelton). May be stale on either register — verify with the charity if material.

Sector & Activities

Primary Sector
Other
Activities
Provides buildings / facilities / open spaceOther - 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: 28 September 2026.