Simpson House Trust — Community Development Charity in Dunedin
Simpson House Trust is a Charitable Trust charity in the Community Development sector, based in Dunedin, Dunedin. CharityData rates this charity C+ (65.5/100). Annual revenue: $0.2M NZD. Financial data as at August 2025.
Mission: Simpson House Trust is a trust created under the Will of the late Mabel Ella Simpson. The Trust property is used for the purpose of an apartment house or hostel for students and others. The trust earns income and pays expenses associated with the property.
- Registration Number
- CC53887
- Charity Type
- Charitable Trust
- Registration Date
- 2016-08-17
- Status
- Active
- CharityData Rating
- C+ (65.5/100)
- Sector
- Community Development
- Location
- Dunedin, Dunedin
- office@dcbc.co.nz
- Data as at
- August 2025
Beneficiaries: Children / young people, Religious groups
Financial Summary
- Total Revenue
- $0.2M NZD
- Total Expenses
- $0.1M NZD
- Reserve Months
- 35.0 months of operating expenses
- Staff Count
- 1
- Financial Year End
- 2025-08-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.2M | $0.1M | - |
| 2024 | $0.2M | $0.1M | $0.9M |
| 2023 | $0.2M | $0.8M | $1.1M |
| 2022 | $0.2M | $0.8M | $1.1M |
| 2021 | $0.2M | $0.1M | $1.7M |
| 2020 | $0.2M | $0.0M | $1.7M |
| 2019 | $0.2M | $0.1M | $1.6M |
| 2018 | $0.1M | $0.0M | $1.5M |
| 2017 | $0.1M | $0.0M | $1.4M |
| 2016 | $0.1M | $0.1M | $1.2M |
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 (2)
| Name | Role | Appointed |
|---|---|---|
| Wayne Schache | Trustee | 2022-08-11 |
| Christopher Chamberlain | Trustee | 2022-08-11 |
Former Officers (13)
- John Douglas — Council Member (departed 2022-08-11)
- Peter Patrick — Officer of the Union (departed 2022-08-11)
- Robert Stacey — Officer of the Union (departed 2022-08-11)
- John Alpe — Officer of the Union (departed 2022-08-11)
- Raewyn Moodie — Council Member (departed 2022-08-11)
- Mike Warring — Officer of the Union (departed 2022-08-11)
- Kenneth Edkins — Council Member (departed 2022-08-11)
- Gregory Knowles — Council Member (departed 2022-08-11)
- Eugene Bradley — Officer of the Union (departed 2022-08-11)
- Benjamin Wakefield — Officer of the Union (departed 2022-08-11)
- Peter Foster — Council Member (departed 2022-08-11)
- Daniel Palmer — National Administrator (departed 2022-08-11)
- Craig Vernall — National Leader (departed 2022-08-11)
Similar Charities in Community Development
- The Pacific Island Business Development Trust — Community Development
- MPHS Community Trust — Community Development
- Ngati Kahungunu Iwi Incorporated — Community Development
- Home in Place (New Zealand) Limited — Community Development
- The Nelson Tasman Housing Trust — Community Development
Simpson House Trust
Financial data as at August 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.
- Small board structure2 current officers 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. Methodology: /about/methodology/concern-signals.
$198.3K
$100.2K
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
Simpson House Trust is a trust created under the Will of the late Mabel Ella Simpson. The Trust property is used for the purpose of an apartment house or hostel for students and others. The trust earns income and pays expenses associated with the property.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (10 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 147 peers · Community Development · $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
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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: 4 October 2026.
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