# Otago Community Hospice Trust

**Charities Register number:** CC20590
**Status:** Registered
**Registered since:** 2008-01-22
**Sector:** Health
**ICNPO group:** Health
**Region:** Dunedin
**NZBN:** 9429042773948
**IRD donee status:** yes — donations may qualify for a tax credit

## Purpose

The Trust provides care for people with terminal illness, in a manner of their choosing, enabling them to live their lives as fully as possible. The Trust works in partnership with its community, offering education, support, care to family, whanau, carers and health and social service professionals, through a patient's illness and following death. The Trust's approach to care: Te Whare Tapa Wha (the four cornerstones of health) Te Taha Hinengaro - mental wellbeing Te Taha Wairua - spiritual health Te Taha Tinana - physical health Te Taha Whanau - family wellbeing

## CharityData rating

- **Grade:** B+ (81.2 / 100)
- **Financial health:** 98.1/100
- **Governance:** 75/100
- **Transparency:** 85/100
- **Computed:** 2026-10-01 (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$12.90M
- **Total expenses:** NZ$10.67M
- **Surplus / deficit:** NZ$2.23M
- **Total assets:** NZ$26.05M
- **Total liabilities:** NZ$1.42M
- **Net assets:** NZ$24.63M
- **Cash reserves:** NZ$2.20M
- **Government grants:** NZ$0 (0.0% of revenue)
- **Donations:** NZ$6.12M
- **Staff costs:** NZ$8.24M
- **Paid staff:** 106
- **Volunteers:** 7
- **Source filing (PDF):** https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=499f0c5f-4c56-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$12.90M | NZ$10.67M | NZ$2.23M | NZ$24.63M |
| 2024-06-30 | NZ$11.34M | NZ$9.99M | NZ$1.35M | NZ$22.00M |
| 2023-06-30 | NZ$9.52M | NZ$8.84M | not disclosed | NZ$20.05M |
| 2022-06-30 | NZ$8.98M | NZ$8.06M | not disclosed | NZ$18.83M |
| 2021-06-30 | NZ$8.98M | NZ$7.23M | not disclosed | NZ$18.93M |
| 2020-06-30 | NZ$7.81M | NZ$6.81M | not disclosed | NZ$16.49M |
| 2019-06-30 | NZ$8.13M | NZ$6.73M | not disclosed | NZ$15.24M |
| 2018-06-30 | NZ$6.71M | NZ$6.67M | not disclosed | NZ$3.51M |
| 2017-06-30 | NZ$6.41M | NZ$6.30M | not disclosed | NZ$3.18M |
| 2016-06-30 | NZ$5.82M | NZ$5.92M | not disclosed | NZ$3.06M |

## Governance

- **Officers on the register:** 11 current (22 including former)
- **Chair recorded:** yes
- **Paid executives disclosed:** 13
- **Executive remuneration bands:** NZ$500k+
- **Auditor:** Audit Professionals Limited
- **Most recent audit opinion:** unknown

Individual officers and trustees are not listed here. Their names are on the public Charities Register (https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC20590) and on the charity's profile page.

## Disclosed funders

- **Lion Foundation** (foundation) — NZ$60k, year ended 2021-12-31
- **The Lion Foundation** (foundation) — NZ$60k, year ended 2023-12-31
- **Lion Foundation** (foundation) — NZ$60k, year ended 2022-12-31
- **The Lion Foundation** (foundation) — NZ$50k, year ended 2024-12-31
- **The Trusts Community Foundation Limited** (foundation) — NZ$30k, year ended 2021-12-31
- **Aotearoa Gaming Foundation** (foundation) — NZ$16k, year ended 2022-12-31
- **Aotearoa Gaming Foundation** (foundation) — NZ$13k, year ended 2024-12-31
- **Aotearoa Gaming Foundation** (foundation) — NZ$11k, year ended 2023-12-31
- **The Bendigo Valley Sports And Charity Foundation** (foundation) — NZ$10k, year ended 2023-12-31
- **Grassroots Trust Central Limited** (foundation) — NZ$10k, year ended 2021-12-31

## Data freshness

- Register details: as of 2026-10-01
- Financials: last updated 2026-05-29
- Rating: computed 2026-10-01
- This document generated: 2026-10-02

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/otago-community-hospice-trust
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/otago-community-hospice-trust/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/otago-community-hospice-trust/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC20590
- Charity website: https://www.otagohospice.co.nz

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Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/otago-community-hospice-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 2026-10-02T18:59:08.287Z.