Duffus Memorial Trust — Community Development Charity in Russell
Duffus Memorial Trust is a Trust charity in the Community Development sector, based in Russell, Russell. CharityData rates this charity C+ (65.5/100). Annual revenue: $0.1M NZD. Financial data as at March 2025.
Mission: To provide affordable pensioner housing in Russell in accordance with Lucy Duffus' bequest in the early 1900s.
- Registration Number
- CC27488
- Charity Type
- Trust
- Registration Date
- 2008-07-13
- Status
- Active
- CharityData Rating
- C+ (65.5/100)
- Sector
- Community Development
- Location
- Russell, Russell
- Website
- https://dmt.org.nz
- duffusestate@gmail.com
- Data as at
- March 2025
Financial Summary
- Total Revenue
- $0.1M NZD
- Total Expenses
- $0.1M NZD
- Total Assets
- $1.9M NZD
- Net Assets
- $1.9M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 1
- Volunteers
- 0
- Financial Year End
- 2025-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.1M | $0.1M | $1.9M |
| 2024 | $0.1M | $0.0M | - |
| 2023 | $0.1M | $0.1M | - |
| 2022 | $0.1M | $0.1M | - |
| 2021 | $0.1M | $0.0M | - |
| 2020 | $0.0M | $0.1M | - |
| 2019 | $0.0M | $0.0M | - |
| 2018 | $0.0M | $0.0M | - |
| 2017 | $0.0M | $0.0M | - |
| 2016 | $0.1M | $0.0M | - |
CharityData Rating
- Overall Grade
- C+
- Overall Score
- 65.5/100
- Financial Score
- 70
- Governance Score
- 55
- Transparency Score
- 65
Board Members and Officers
Current Officers (0)
| Name | Role | Appointed |
|---|
Former Officers (28)
- Margot Forrest — Trustee
- Kristin Bramley — Trustee
- Natissa Kamlade — Trustee
- Paul Graham — Trustee (departed 2025-11-11)
- Manuela Gmuer-Hornell — Trustee
- Sue Fitzmaurice — Trustee (departed 2023-11-18)
- Ian Bunton — Trustee (departed 2022-03-15)
- Timothy Grant — Trustee (departed 2024-05-14)
- Wade Armstrong — Trustee (departed 2022-06-07)
- Ian Macintosh — Trustee (departed 2023-09-23)
- Louise Armstrong — Trustee
- Johny Bjorngard — Trustee (departed 2021-08-10)
- Val Marshall-Smith — Trustee (departed 2024-09-26)
- Charles Western — Trustee (departed 2020-12-16)
- Florence Annison — Patron (departed 2017-10-11)
- Lorraine Young — Patron (departed 2022-04-26)
- Patu Sigley — Trustee (departed 2019-12-31)
- Peter Sharpe — Chair (departed 2025-11-02)
- David Scoffham — Trustee (departed 2023-11-14)
- Peter Jones — Trustee (departed 2016-07-10)
Funding Sources
- Pub Charity Limited — $9,500
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- Otangarei Papakainga Limited — Community Development
- Rangiura Trust Board — Community Development
- The Chris Ruth Centre Trust — Community Development
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- Dementia Hawkes Bay — Community Development
Community DevelopmentTrust
Duffus Memorial Trust
CC27488Russell, RussellRegistered 13 Jul 2008
Data updated: 2 days ago
Financials31 Mar 2025Rating4d ago
Financial data as at March 2025. Sourced from Charities Services register.
C+
66/100
Financial
70
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
$69.2K
Expenses
$95.6K
Assets
$1.9M
Staff
1
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
Endowment Foundation
Special Entity TypeThis 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.
About
Mission
To provide affordable pensioner housing in Russell in accordance with Lucy Duffus' bequest in the early 1900s.
Key Statistics
Annual Revenue
$69.2K
Total Expenses
$95.6K
Net Assets
$1.9M
Staff
1
employees
Volunteers
0
Financial Trends
Financial Trends (17 Years)
Revenue Breakdown
Expense Breakdown
API DataBased 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
0mo
Could operate 0 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
16
Score /100
Highly Concentrated
HHI: 8,421
High Concentration: 91% of revenue from Other
Other91.4%
Donations8.2%
Investment Income0.4%
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 300 peers · Community Development · Under $100K
Rating Score
66
Revenue
$69K
Reserve Months
0.0
Surplus
$-26K
Staff Cost %
9%
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating
C+Score: 65.5/100
Financial
70
Governance
55
Transparency
65
Why this grade: Financial 70 × 40% + Governance 55 × 60% = 61 → C+.
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Claim This ProfileContact Details
Registration
Registration NumberCC27488
Entity TypeTrust
Registered13 Jul 2008
StatusRegistered
Companies Office
StatusRegistered
Entity TypeCharitable Trust
Incorporated21 Jan 2011
Registered office
16 Wellington Street Russell 0202, Russell
Sector & Activities
Primary Sector
Community DevelopmentData 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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