Otago Third Age Trust — Social Services Charity in Dunedin
Otago Third Age Trust is a Charitable Trust charity in the Social Services sector, based in Dunedin, Dunedin. This organisation also provides funding to other charities. CharityData rates this charity C+ (69/100). Annual revenue: $0.2M NZD. Financial data as at November 2025.
Mission: promoting wellbeing, rights and dignity for otago's older people.
- Registration Number
- CC31774
- Charity Type
- Charitable Trust
- Registration Date
- 2019-06-05
- Status
- Active
- CharityData Rating
- C+ (69/100)
- Sector
- Social Services
- Location
- Dunedin, Dunedin
- Funder Status
- Grant-making charity (trust)
- Data as at
- November 2025
Financial Summary
- Total Revenue
- $0.2M NZD
- Total Expenses
- $0.2M NZD
- Total Assets
- $8.9M NZD
- Net Assets
- $8.9M NZD
- Reserve Months
- 12.8 months of operating expenses
- Financial Year End
- 2025-11-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.2M | $0.2M | $8.9M |
| 2024 | $1.1M | $0.4M | $7.0M |
| 2023 | $0.3M | $0.2M | $8.4M |
| 2022 | $0.3M | $0.8M | $8.3M |
| 2021 | $1.0M | $0.0M | $8.8M |
| 2020 | $0.6M | $0.1M | $7.8M |
| 2015 | $0.2M | $0.2M | $5.3M |
| 2014 | $0.2M | $0.1M | $5.0M |
| 2013 | $0.4M | $0.1M | $4.7M |
| 2012 | $0.2M | $0.1M | $4.3M |
CharityData Rating
- Overall Grade
- C+
- Overall Score
- 69/100
- Financial Score
- 75
- Governance Score
- 55
- Transparency Score
- 65
Board Members and Officers
Current Officers (0)
| Name | Role | Appointed |
|---|
Former Officers (12)
- Valerie Farrow — Trustee
- gregary easton — Trustee (departed 2020-06-10)
- Gregory Easton — Trustee
- Robert Aitken — Trustee
- Stanley Rodger — Trustee (departed 2020-09-09)
- Ann Macgregor — Trustee (departed 2011-06-08)
- Geoffrey Thomas — Trustee (departed 2020-09-09)
- Neil Collins — Trustee (departed 2013-11-30)
- Roy Borgman — Trustee (departed 2013-11-30)
- James Law — Trustee (departed 2020-09-09)
- Norma Jones — Trustee (departed 2019-03-13)
- Russell Melville — Trustee (departed 2023-11-22)
Similar Charities in Social Services
- Otago Youth Wellness Trust — Social Services
- Wellington Sexual Abuse Help Foundation — Social Services
- Kia Puāwai — Social Services
- Barnardos New Zealand Incorporated — Social Services
- Anglican Family Care Centre Incorporated — Social Services
Otago Third Age Trust
Financial data as at November 2025. Sourced from Charities Services register.
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 registerNo chair or presiding role is recorded in the register for this board of 3. 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.
$167.8K
$237.3K
$8.9M
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.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
About
promoting wellbeing, rights and dignity for otago's older people.
Key Statistics
Financial Trends
Financial Trends (13 Years)
Revenue Breakdown
Expense Breakdown
API DataBased on annual return data. Detailed program/admin breakdown not available.
Financial Health Dashboard
Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology
Revenue Diversification
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 150 peers · Social Services · $100K – $1M
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating History
Rating
C+Is this your charity?
Claim your profile to view analytics, submit corrections, and improve your rating.
Claim This ProfileLatest Audit
FY2024Contact Details
Registration
Companies Office
Sector & Activities
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: 5 October 2026.
Similar Charities in Social Services
Other Social Services charities ranked by overall score