THE OTAGO UNIVERSITY TRUST

Registered charity 328373 · accounts filings on the Charity Commission register

Fundraising from UK Alumni and Supporters.

Objects

FOR CHARITABLE PURPOSES TO MAKE DONATIONS TO SUCH CHARITABLE INSTITUTIONS AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION THINK FIT.1) TO PROVIDE ASSISTANCE TO THE UNIVERSITY OF OTAGO NEW ZEALAND.2) THE EDUCATION OF PERSONS (WHEREVER RESIDENT) WHO ARE ENROLLED AT OTAGO UNIVERSITY.

Area of benefit: NOT DEFINED

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: Education/training · Get email alerts

Financial health, per its FY2024 accounts

The accounts state that total net assets decreased from £4,312 in 2023 to £3,196 in 2024, reflecting a net movement in funds of a loss of £1,116. The charity holds no investments and maintains unrestricted reserves of £2,792, which the trustees consider sufficient for the running of the charity. The independent examiner confirmed that accounting records were kept and accounts accorded with those records.

Automated summary of the FY2024 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts independently examined (not a full audit). Discloses 4 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

• Bullying and harassment policy and procedures
• Campaigns and political activity policy and procedures
• Complaints policy and procedures
• Engaging external speakers at charity events policy and procedures
• Financial reserves policy and procedures
• Internal charity financial controls policy and procedures
• Internal risk management policy and procedures
• Investing charity funds policy and procedures
• Investment
• Safeguarding policy and procedures
• Serious incident reporting policy and procedures
• Social media policy and procedures
• Trustee conflicts of interest policy and procedures

Structured financials (annual return, FY ending 31/12/2021)

Per its annual return, cost of raising funds: 0.0% of total income.

Trustees · trustee networks

• KIRSTY JANE FIDDES BDSchair
• ALISTAIR WISHART
• Elizabeth Gordon
• Kyla Margaret Chapman
• SIR PAUL BERESFORD

Trustee list from the Charity Commission register (current, not historical).

Operates in: New Zealand

Income and spending

Common questions