Dunedin RSA Welfare Trust — Social Services Charity in Dunedin

Dunedin RSA Welfare Trust is a Charitable Trust charity in the Social Services sector, based in Dunedin, Dunedin. Annual revenue: $0.1M NZD. Financial data as at December 2025.

Mission: The purpose of the Dunedin RSA Welfare Trust is defined within the deed of the Dunedin RSA Welfare Trust. It is inter alia to “assist indigent, aged, sick, disabled or infirm Returned Servicemen and Ex-Servicemen” and is widened in the deed to include other groups that can also be supported. The capital and resources of the Dunedin RSA Welfare Trust will be allocated to those assets and activities that will enable it to achieve the Dunedin RSA Welfare Trust Goals in a manner best serving the interests of the Dunedin RSA Welfare Trust as a whole.

Registration Number
CC23015
Charity Type
Charitable Trust
Registration Date
2008-04-15
Status
Active
Sector
Social Services
Location
Dunedin, Dunedin
Email
finance@dn-rsa.org.nz
Data as at
December 2025

Beneficiaries: Other - All

Financial Summary

Total Revenue
$0.1M NZD
Total Expenses
$0.1M NZD
Total Assets
$0.6M NZD
Net Assets
$0.6M NZD
Reserve Months
0.0 months of operating expenses
Financial Year End
2025-12-31

Financial History

YearRevenueExpensesNet Assets
2025$0.1M$0.1M$0.6M
2024$0.1M$0.1M$0.6M
2023$0.1M$0.1M$0.6M
2022$0.1M$0.2M$0.6M
2021$0.2M$0.1M$0.7M
2020$0.2M$0.2M$0.7M
2019$0.2M$0.2M$0.6M
2018$0.1M$0.2M$0.6M
2017$0.2M$0.2M$0.8M
2016$0.2M$0.2M$0.7M

Board Members and Officers

Current Officers (7)

NameRoleAppointed
Gerry CostelloTrustee2026-05-16
Gareth MansonTrustees2024-09-16
Aaron KnottsTrustee2021-12-08
Brendon FraherTrustee2020-10-20
Brenda HarwoodTrustee2018-06-01
Evan KellasTrustee2015-04-01
Lyal CocksTrustee2011-04-18

Former Officers (21)

  • Kevin Weir — Trustee (departed 2025-04-01)
  • Paula Hellyer — Trustee (departed 2025-04-01)
  • Dale Wedlock — Trustee (departed 2025-12-02)
  • Philip Witchall — Trustee (departed 2024-07-02)
  • Dave Campbell — Trustess (departed 2022-11-17)
  • Tony Harrison — Trustee (departed 2022-05-30)
  • Jim Cutler — Trustee (departed 2021-02-01)
  • Paul Galloway — Trustee (departed 2017-12-22)
  • David Abercrombie — Trustee (departed 2021-12-02)
  • Will Martin — Trustee (departed 2016-02-10)
  • John Broughton — Trustee (departed 2017-07-03)
  • Andrew Rooney — Trustee (departed 2015-09-30)
  • Ross Owens — Trustee (departed 2012-11-22)
  • Shaun Davis — Secretary (departed 2010-05-17)
  • David Shelton — Treasurer (departed 2017-03-31)
  • Paul Deason — Trustee (departed 2011-05-20)
  • Margaret Eskrick — Trustee (departed 2014-04-09)
  • Gary Mowat — Trustee (departed 2012-04-02)
  • Terrence Parle — Trustee (departed 2010-12-31)
  • Jenepher Glover — Trustee (departed 2015-04-01)

Similar Charities in Social Services

Social ServicesCharitable Trust

Dunedin RSA Welfare Trust

CC23015Dunedin, DunedinRegistered 15 Apr 2008
Data updated: 2 days ago
Financials9mo agoRating3d ago

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

NR
Not rated — Volunteer / community organisation

Small volunteer-led organisations are not letter-graded: the standard financial template does not fit entities without paid staff, large revenue, or significant government funding. The charity's filed figures are shown above.

How ratings work →

Reasons to look carefully (2)

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 7. 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.
  • Reserves high for operating size
    Reserves cover ~93 months of expenses on $85K revenue — very high for an operating charity this size

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

$85.4K

Expenses

$77.6K

Assets

$627.0K

Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.

About

Mission

The purpose of the Dunedin RSA Welfare Trust is defined within the deed of the Dunedin RSA Welfare Trust. It is inter alia to “assist indigent, aged, sick, disabled or infirm Returned Servicemen and Ex-Servicemen” and is widened in the deed to include other groups that can also be supported. The capital and resources of the Dunedin RSA Welfare Trust will be allocated to those assets and activities that will enable it to achieve the Dunedin RSA Welfare Trust Goals in a manner best serving the interests of the Dunedin RSA Welfare Trust as a whole.

Who We Serve

Beneficiaries
Other - All

Key Statistics

Annual Revenue
$85.4K
Total Expenses
$77.6K
Net Assets
$600.0K

Financial Trends

Financial Trends (17 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
3.3mo
Could operate 3.3 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

53
Score /100
Concentrated
HHI: 4,708
Donations54.2%
Investment Income41.9%
Other3.9%

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

Peer Comparison

Ranked against 276 peers · Social Services · Under $100K

Rating Score
0
#48/277
Revenue
$85K
#16/277
Reserve Months
0.0
#1/277
Surplus
$8K
#64/277
Staff Cost %
0%
#1/277

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

Rating History

NR
2025
Score: N/A
Financial: 0 | Governance: 20 | Transparency: 65
Current
NR
2024
Score: N/A
Financial: 0 | Governance: 10 | Transparency: 65

Rating

Score: /100
Financial
0
Governance
20
Transparency
65
View Full Score Breakdown

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Latest Audit

FY2024
Clean
9 years of audit history

Contact Details

Address
Dunedin, Dunedin

Registration

Registration NumberCC23015
Entity TypeCharitable Trust
Registered15 Apr 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated25 Sept 2002

Sector & Activities

Primary Sector
Social Services
Activities
Other - Acts an Umbrella body

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: 4 October 2026.