Age Concern Canterbury Trust — Registered Charity in Christchurch

Age Concern Canterbury Trust is a Trust charity, based in Christchurch, Christchurch. This organisation also provides funding to other charities. CharityData rates this charity B- (70.8/100). Annual revenue: $2.3M NZD. Financial data as at December 2025.

Age Concern Canterbury Trust's finances are included in the consolidated accounts filed by Age Concern Canterbury Incorporated (CC29446). The registrations report largely the same money — adding their revenue together counts it twice.

Mission: The care and benefit of all persons who have attained the age of 60 and are resident in the Province of Canterbury

Registration Number
CC29406
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
B- (70.8/100)
Location
Christchurch, Christchurch
Funder Status
Grant-making charity (trust)
Data as at
December 2025

Beneficiaries: Older people

Financial Summary

Total Revenue
$2.3M NZD
Total Expenses
$2.3M NZD
Total Assets
$14.3M NZD
Net Assets
$13.6M NZD
Reserve Months
4.0 months of operating expenses
Financial Year End
2025-12-31

Financial History

YearRevenueExpensesNet Assets
2025$2.3M$2.3M$13.6M
2024$2.4M$2.3M$13.7M
2023$2.3M$2.1M$13.5M
2022$1.8M$1.8M$13.4M
2021$1.7M$1.6M$13.3M
2020$1.3M$1.5M$13.2M
2019$1.6M$1.5M$13.4M
2018$1.5M$1.5M$13.2M
2017$1.4M$1.7M$13.2M
2016$1.7M$1.5M$13.4M

CharityData Rating

Overall Grade
B-
Overall Score
70.8/100
Financial Score
77.5
Governance Score
55
Transparency Score
65

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (8)

  • Mark Bond — Trustee
  • Steve Phillips — Trustee
  • David Broughton — Trustee (departed 2020-11-30)
  • David Ott — Trustee
  • Paul Rhodes — Trustee
  • Kevin Rivers — Trustee (departed 2016-04-06)
  • Elizabeth Baxendine — Chair (departed 2016-04-06)
  • James Lee — Trustee (departed 2011-05-25)

Funding Sources

  • Kiwi Gaming Foundation Limited — $75,861.01

Similar Charities in Other

FunderOtherTrustTrust

Age Concern Canterbury Trust

CC29406Christchurch, ChristchurchRegistered 30 Jun 2008
Data updated: 4 days ago
Financials9mo agoRating2d ago

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

B-
71/100
Financial
78
Governance
55
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 4. 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

$2.3M

Expenses

$2.3M

Assets

$14.3M

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.

Relationship: consolidated_subsidiary

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
Canterbury

About

Mission

The care and benefit of all persons who have attained the age of 60 and are resident in the Province of Canterbury

Who We Serve

Beneficiaries
Older people

Key Statistics

Annual Revenue
$2.3M
Total Expenses
$2.3M
Net Assets
$13.6M

Financial Trends

Financial Trends (18 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
4mo
Could operate 4 months with zero revenue
Low reserves
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

70
Score /100
Moderate
HHI: 3,026
Government Grants43.6%
Investment Income25.1%
Other17.3%
Donations14.0%

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

Peer Comparison

Ranked against 52 peers · Other · $1M – $10M

Rating Score
71
#12/53
Revenue
$2.3M
#26/53
Reserve Months
4.0
#1/53
Surplus
$-74K
#41/53
Staff Cost %
72%
#53/53

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

Rating History

B-
2025
Score: 70.8
Financial: 78 | Governance: 55 | Transparency: 65
Current
D+
2024
Score: 50.1
Financial: 77 | Governance: 55 | Transparency: 65

Rating

B-
Score: 70.8/100
Financial
77.5
Governance
55
Transparency
65
Why this grade: Financial 78 × 40% + Governance 55 × 60% = 64 → B-.
View Full Score Breakdown

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Contact Details

Address
Christchurch, Christchurch

Registration

Registration NumberCC29406
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated28 Apr 2000
Registered office
64 Cashel Street, Christchurch Central, Christchurch

Sector & Activities

Primary Sector
Other
Activities
Makes grants to organisations (including schools or other charities)Sponsors / undertakes research

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.