# Dear Effie Charitable Trust

**Charities Register number:** CC61701
**Status:** Registered
**Registered since:** 2023-09-27
**Sector:** Social Services
**ICNPO group:** Social Services
**Region:** Ashburton
**NZBN:** 9429051584061
**IRD donee status:** yes — donations may qualify for a tax credit

## Purpose

To support children and families within the Canterbury region in New Zealand through the grief of losing an immediate family member (such as sibling, child or parent).

## CharityData rating

- **Grade:** C+ (65.5 / 100)
- **Financial health:** 70/100
- **Governance:** 55/100
- **Transparency:** 65/100
- **Computed:** 2026-09-26 (methodology 3.11)
- **Flags raised by the methodology:** none

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 2025-03-31)

- **Total revenue:** NZ$35k
- **Total expenses:** NZ$40k
- **Surplus / deficit:** NZ$-5k
- **Total assets:** NZ$129k
- **Total liabilities:** NZ$594
- **Net assets:** NZ$128k
- **Cash reserves:** NZ$128k
- **Donations:** NZ$29k
- **Staff costs:** NZ$28k
- **Paid staff:** 1
- **Volunteers:** 0
- **Source filing (PDF):** https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=44b6559f-c80e-f011-bb41-0022480ffcd1&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 |
|---|---|---|---|---|
| 2025-03-31 | NZ$35k | NZ$40k | NZ$-5k | NZ$128k |
| 2024-03-31 | NZ$156k | NZ$22k | NZ$135k | NZ$135k |

## Governance

- **Officers on the register:** 3 current
- **Chair recorded:** no

Individual officers and trustees are not listed here. Their names are on the public Charities Register (https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC61701) and on the charity's profile page.

## Disclosed funders

- **The Lion Foundation** (foundation) — NZ$15k, year ended 2021-12-31

## Data freshness

- Register details: as of 2026-09-23
- Financials: last updated 2026-09-25
- Rating: computed 2026-09-26
- This document generated: 2026-09-30

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/dear-effie-charitable-trust
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/dear-effie-charitable-trust/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/dear-effie-charitable-trust/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC61701

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Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/dear-effie-charitable-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 2026-09-30T07:42:48.424Z.