The Orokonui Foundation Trust — Arts & Culture Charity in Port Chalmers

The Orokonui Foundation Trust is a Trust charity in the Arts & Culture sector, based in Port Chalmers, Port Chalmers. This organisation also provides funding to other charities. CharityData rates this charity B (76.6/100). Annual revenue: $0.1M NZD. Financial data as at June 2025.

Mission: The preservation, protection, conservation and fostering of the indigenous flora and fauna of New Zealand

Registration Number
CC50398
Charity Type
Trust
Registration Date
2014-03-27
Status
Active
CharityData Rating
B (76.6/100)
Sector
Arts & Culture
Location
Port Chalmers, Port Chalmers
Email
matt.dent@improvateadvisors.co.nz
Funder Status
Grant-making charity (foundation)
Data as at
June 2025

Beneficiaries: Other charities

Financial Summary

Total Revenue
$0.1M NZD
Total Expenses
$0.0M NZD
Total Assets
$1.5M NZD
Net Assets
$1.5M NZD
Reserve Months
354.6 months of operating expenses
Volunteers
0
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$0.1M$0.0M$1.5M
2024$0.2M$0.0M$1.4M
2023$0.9M$0.0M$1.3M
2022$0.0M$0.0M$0.4M
2021$0.0M$0.0M$0.4M
2020$0.1M$0.0M$0.4M
2019$0.1M$0.0M$0.3M
2018$0.0M$0.0M$0.1M
2017$0.0M$0.0M$0.1M
2016$0.0M$0.0M$0.1M

CharityData Rating

Overall Grade
B
Overall Score
76.6/100
Financial Score
81.5
Governance Score
65
Transparency Score
65

Board Members and Officers

Current Officers (5)

NameRoleAppointed
James NationTrustee2025-12-09
Matthew DentTrustee2024-10-31
Cheryl AdamsTrustee2024-10-31
Grant McKenzieTrustee2019-08-09
Sir Julian SmithTrustee2013-10-15

Former Officers (8)

  • Alexandra Cunninghame — Trustee (departed 2024-10-31)
  • Deb Wilson — Trustee (departed 2025-12-09)
  • Geoffrey Plunket — Trustee (departed 2024-10-21)
  • Marian Hobbs — Trustee (departed 2021-10-20)
  • Colin Campbell-Hunt — Trustee (departed 2020-10-28)
  • Ross Smith — Trustee (departed 2020-08-04)
  • Neville Peat — Trustee (departed 2016-07-20)
  • Graham Crombie — Trustee (departed 2019-02-14)

Similar Charities in Arts & Culture

FunderArts & CultureTrustFoundation

The Orokonui Foundation Trust

CC50398Port Chalmers, Port ChalmersRegistered 27 Mar 2014
Data updated: 5 days ago
Financials30 Jun 2025Rating2d ago

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

B
77/100
Financial
82
Governance
65
Transparency
65

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 register
    No chair or presiding role is recorded in the register for this board of 5. 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.

Revenue

$103.6K

Expenses

$5.0K

Assets

$1.5M

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
Environment
Beneficiaries
General Public
Geographic Focus
Nationwide

About

Mission

The preservation, protection, conservation and fostering of the indigenous flora and fauna of New Zealand

Who We Serve

Beneficiaries
Other charities

Key Statistics

Annual Revenue
$103.6K
Total Expenses
$5.0K
Net Assets
$1.5M
Volunteers
0

Financial Trends

Financial Trends (12 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
354.6mo
Could operate 354.6 months with zero revenue
Over-capitalized
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 Investment Income
Investment Income100.0%

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

Peer Comparison

Ranked against 117 peers · Arts & Culture · $100K – $1M

Rating Score
77
#13/118
Revenue
$104K
#116/118
Reserve Months
354.6
#1/118
Surplus
$99K
#17/118
Staff Cost %
0%
#1/118

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

Rating

B
Score: 76.6/100
Financial
81.5
Governance
65
Transparency
65
Why this grade: Financial 82 × 40% + Governance 65 × 60% = 72 → B.
View Full Score Breakdown

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Contact Details

Address
Port Chalmers, Port Chalmers

Registration

Registration NumberCC50398
Entity TypeTrust
Registered27 Mar 2014
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated29 Nov 2013
Registered office
C/O Gallaway Cook Allan, Lawyers Cnr Highstreet Street & Princess Street Dunedin New Zealand, Dunedin
Differs from Charities Register address (600 Blueskin Road, RD 1, Mount Cargill, Port Chalmers, 9081, Port Chalmers, Port Chalmers). May be stale on either register — verify with the charity if material.

Sector & Activities

Primary Sector
Arts & Culture
Activities
Makes grants to organisations (including schools or other charities)

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.