# Age Concern Auckland Trust

**Charities Register number:** CC60750
**Status:** Registered
**Registered since:** 2022-11-14
**Sector:** Social Services
**ICNPO group:** Social Services
**Region:** Auckland
**NZBN:** 9429051799403
**IRD donee status:** yes — donations may qualify for a tax credit

## Purpose

The charitable objects are to benefit the older community within New Zealand and particularly in the Auckland community, primarily by providing services that support the needs and general well-being of older people.

## CharityData rating

- **Grade:** C- (59.7 / 100)
- **Financial health:** 67.4/100
- **Governance:** 75/100
- **Transparency:** 65/100
- **Computed:** 2026-09-26 (methodology 3.11)
- **Flags raised by the methodology:** 1
  - trustees holding many concurrent board roles

Ratings are an analytical view computed from this charity's own filings to the Charities Register, using a published methodology: https://charitydata.co.nz/charity-insights/methodology. They are not advice and not a statement about any individual.

## Latest annual return (year ended 2025-06-30)

- **Total revenue:** NZ$3.45M
- **Total expenses:** NZ$3.89M
- **Surplus / deficit:** NZ$-441k
- **Total assets:** NZ$6.04M
- **Total liabilities:** NZ$1.19M
- **Net assets:** NZ$4.85M
- **Cash reserves:** NZ$3.87M
- **Government grants:** NZ$2.77M (80.1% of revenue)
- **Donations:** NZ$39k
- **Staff costs:** NZ$3.30M
- **Paid staff:** 45
- **Reporting tier:** Tier2
- **Source filing (PDF):** https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=aa0e6bbb-4d56-f011-bb44-0022480ffcd1&isPublic=true

All figures are as filed by the charity with Charities Services, in New Zealand dollars.

## Filing history

| Year ended | Revenue | Expenses | Surplus/deficit | Net assets |
|---|---|---|---|---|
| 2025-06-30 | NZ$3.45M | NZ$3.89M | NZ$-441k | NZ$4.85M |
| 2024-06-30 | NZ$3.60M | NZ$3.90M | NZ$-297k | NZ$565k |
| 2023-06-30 | not disclosed | not disclosed | NZ$0 | not disclosed |

## Governance

- **Officers on the register:** 10 current (17 including former)
- **Chair recorded:** yes
- **Auditor:** Charity Integrity Audit Ltd
- **Most recent audit opinion:** unqualified

Individual officers and trustees are not listed here. Their names are on the public Charities Register (https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC60750) and on the charity's profile page.

## Disclosed funders

- **Foundation North** (foundation) — NZ$76k, year ended 2026-03-31
- **Foundation North** (foundation) — NZ$72k, year ended 2025-03-31
- **Pub Charity Limited** (foundation) — NZ$40k, year ended 2021-12-31
- **Lion Foundation** (foundation) — NZ$40k, year ended 2021-12-31
- **Four Winds Foundation Limited** (foundation) — NZ$35k, year ended 2021-12-31
- **Milestone Foundation Limited** (foundation) — NZ$16k, year ended 2021-12-31
- **Dragon Community Trust** (foundation) — NZ$9k, year ended 2021-12-31
- **One Foundation** (foundation) — NZ$8k, year ended 2021-12-31
- **New Zealand Community Trust** (foundation) — NZ$7k, year ended 2021-12-31
- **Pub Charity Limited** (foundation) — NZ$5k, year ended 2024-12-31

## Data freshness

- Register details: as of 2026-09-24
- Financials: last updated 2026-09-13
- Rating: computed 2026-09-26
- This document generated: 2026-10-01

Figures are as filed. A charity that has filed since the dates above may have newer numbers on the Charities Register.

## More data

- Charity profile: https://charitydata.co.nz/charities/age-concern-auckland-trust
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/age-concern-auckland-trust/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/age-concern-auckland-trust/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC60750

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Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/age-concern-auckland-trust. Primary source: Charities Services (Ngā Rātonga Kaupapa Atawhai), Department of Internal Affairs. Analytical scores are CharityData's own, computed under a published methodology, and are not advice. Generated 2026-10-01T06:07:44.986Z.