Dementia Auckland Charitable Trust — Social Services Charity in Auckland
Dementia Auckland Charitable Trust is a Trust charity in the Social Services sector, based in Auckland, Auckland. This organisation also provides funding to other charities. CharityData rates this charity C (61.7/100). Annual revenue: $2.4M NZD. Financial data as at June 2025.
Mission: Support services for people affected by dementia.
- Registration Number
- CC46885
- Charity Type
- Trust
- Registration Date
- 2011-08-22
- Status
- Active
- CharityData Rating
- C (61.7/100)
- Sector
- Social Services
- Location
- Auckland, Auckland
- Website
- http://www.dementiaauckland.org.nz
- rrobertson@dementia.nz
- Funder Status
- Grant-making charity (charitable_trust)
- Data as at
- June 2025
Financial Summary
- Total Revenue
- $2.4M NZD
- Total Expenses
- $1.8M NZD
- Total Assets
- $2.0M NZD
- Net Assets
- $1.9M NZD
- Reserve Months
- 2.3 months of operating expenses
- Staff Count
- 26
- Volunteers
- 0
- Financial Year End
- 2025-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $2.4M | $1.8M | $1.9M |
| 2024 | $2.0M | $1.9M | $1.3M |
| 2023 | $2.1M | $2.2M | $1.1M |
| 2022 | $1.8M | $2.5M | $1.2M |
| 2021 | $2.2M | $2.5M | $1.9M |
| 2020 | $2.0M | $2.4M | $2.2M |
| 2019 | $2.0M | $2.3M | $2.5M |
| 2018 | $4.0M | $2.6M | $2.8M |
| 2017 | $2.4M | $2.3M | $1.4M |
| 2016 | $2.0M | $2.1M | $1.3M |
CharityData Rating
- Overall Grade
- C
- Overall Score
- 61.7/100
- Financial Score
- 64.6
- Governance Score
- 55
- Transparency Score
- 65
Board Members and Officers
Current Officers (0)
| Name | Role | Appointed |
|---|
Former Officers (26)
- Jocelyn Weatherall — Trustee
- Alan Rex — Trustee
- Carol Fisher — Trustee
- Tony Wai — Trustee
- Rosemary Robertson — Trustee
- Lorraine Hunter — Trustee (departed 2023-02-15)
- Joanna Hikaka — Trustee (departed 2023-02-15)
- Tina Crownshaw — Trustee (departed 2023-02-15)
- Edgar Henson — Trustee (departed 2022-03-16)
- Chantal Creese — Trustee (departed 2023-02-15)
- Song Lam — Trustee (departed 2023-02-15)
- Michal Boyd — Trustee (departed 2023-02-15)
- Martin Bremner — Trustee (departed 2021-08-18)
- Connal Townsend — Trustee (departed 2022-08-17)
- Patrick Cleaver — Trustee (departed 2019-10-10)
- Margaret Horsburgh — Trustee (departed 2016-09-26)
- Kate Kersey — Trustee (departed 2019-03-04)
- Elizabeth Mitchelson — Board Member/trustee (departed 2014-07-28)
- Jan Bierman — Officer (departed 2013-11-25)
- Dr Johan Jurgens — Officer (departed 2014-07-28)
Funding Sources
- Four Winds Foundation Limited — $109,000
- Pub Charity Limited — $53,944
- Trillian Trust — $34,144.34
- The North and South Trust Limited — $32,500
- The Trusts Community Foundation — $24,000
- Grassroots Trust Limited — $20,000
- Four Winds Foundation Limited — $20,000
- Milestone Foundation — $20,000
- The Lion Foundation — $15,000
- The Trusts Community Foundation — $15,000
- Blue Sky Community Trust — $11,338.27
- Milestone Foundation Limited — $11,250.34
- Dragon Community Trust — $11,000
- Constellation Communities Trust — $10,000
- One Foundation — $10,000
- One Foundation — $10,000
- Rano Community Trust — $7,000
- Dragon Community Trust — $6,000
- Blue Waters Community Trust — $6,000
- Trillian Trust Limited — $2,789.32
- Akarana Community Trust — $2,668.65
- Blue Sky Community Trust — $2,000
- Rano Community Trust — $2,000
Similar Charities in Social Services
- Avonside House Trust Incorporated — Social Services
- Glenwood South Canterbury Trust — Social Services
- Home in Place (New Zealand) Limited — Social Services
- Moana House — Social Services
- Birthright (HB) Child And Family Care Trust — Social Services
Dementia Auckland Charitable Trust
CC46885Auckland, AucklandRegistered 22 Aug 2011
Data updated: 2 days ago
Financials10mo agoRating4d ago
Financial data as at June 2025. Sourced from Charities Services register.
C
62/100
Financial
65
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.
- Small board structure1 current officer listed on the register — best-practice boards have 5+ members with separation of duties
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.
Revenue
$2.4M
Expenses
$1.8M
Assets
$2.0M
Staff
26
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
Funding Sectors
General
Beneficiaries
General Public
Geographic Focus
Auckland
About
Mission
Support services for people affected by dementia.
Key Statistics
Annual Revenue
$2.4M
Total Expenses
$1.8M
Net Assets
$1.9M
Staff
26
employees
Volunteers
0
Financial Trends
Financial Trends (14 Years)
Revenue Breakdown
Expense Breakdown
API DataBased on annual return data. Detailed program/admin breakdown not available.
Financial Health Dashboard
Cents to the Cause
93c
For every $1 spent, 93c reaches programs
Strong
Sustainability
2.3mo
Could operate 2.3 months with zero revenue
Critical
Fundraising Cost
$0.21
Costs $0.21 to raise each $1 in donations
Moderate
Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology
Revenue Diversification
63
Score /100
Moderate
HHI: 3,731
Government Grants52.7%
Donations26.3%
Other15.1%
Investment Income5.8%
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 62 peers · Social Services · $1M – $10M
Rating Score
62
Revenue
$2.4M
Reserve Months
2.3
Surplus
$595K
Staff Cost %
72%
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating
CScore: 61.7/100
Financial
64.6
Governance
55
Transparency
65
Why this grade: Financial 65 × 40% + Governance 55 × 60% = 59 → C.
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Claim This ProfileContact Details
Registration
Registration NumberCC46885
Entity TypeTrust
Registered22 Aug 2011
StatusRegistered
Companies Office
StatusRegistered
Entity TypeCharitable Trust
Incorporated12 May 2011
Registered office
Level 1, Suite 4, 58 Surrey Crescent, Grey Lynn, Auckland
Sector & Activities
Primary Sector
Social ServicesData 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: 4 May 2026.
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