# Otago Third Age Trust

**Charities Register number:** CC31774
**Status:** Registered
**Registered since:** 2019-06-05
**Sector:** Social Services
**ICNPO group:** Social Services
**Region:** Dunedin
**NZBN:** 9429042576266
**IRD donee status:** yes — donations may qualify for a tax credit

## Purpose

promoting wellbeing, rights and dignity for otago's older people.

## CharityData rating

- **Grade:** C+ (69.0 / 100)
- **Financial health:** 75/100
- **Governance:** 55/100
- **Transparency:** 65/100
- **Computed:** 2026-10-01 (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 2025-11-30)

- **Total revenue:** NZ$168k
- **Total expenses:** NZ$237k
- **Surplus / deficit:** NZ$-69k
- **Total assets:** NZ$8.88M
- **Total liabilities:** NZ$0
- **Net assets:** NZ$8.88M
- **Cash reserves:** NZ$252k
- **Government grants:** NZ$0 (0.0% of revenue)
- **Donations:** NZ$0
- **Staff costs:** NZ$0
- **Reporting tier:** Tier2
- **Source filing (PDF):** https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=1f66d290-7bce-f011-bb4d-000d3acc4199&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 |
|---|---|---|---|---|
| 2025-11-30 | NZ$168k | NZ$237k | NZ$-69k | NZ$8.88M |
| 2024-11-30 | NZ$1.10M | NZ$358k | NZ$744k | NZ$7.01M |
| 2023-11-30 | NZ$348k | NZ$189k | NZ$159k | NZ$8.42M |
| 2022-11-30 | NZ$292k | NZ$800k | not disclosed | NZ$8.26M |
| 2021-11-30 | NZ$1.01M | NZ$33k | not disclosed | NZ$8.77M |
| 2020-11-30 | NZ$569k | NZ$81k | not disclosed | NZ$7.79M |
| 2015-11-30 | NZ$239k | NZ$163k | NZ$76k | NZ$5.27M |
| 2014-11-30 | NZ$215k | NZ$78k | NZ$137k | NZ$5.02M |
| 2013-11-30 | NZ$435k | NZ$94k | NZ$341k | NZ$4.67M |
| 2012-11-30 | NZ$214k | NZ$68k | NZ$146k | NZ$4.33M |

## Governance

- **Officers on the register:** 3 current (12 including former)
- **Chair recorded:** no
- **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=CC31774) and on the charity's profile page.

## Data freshness

- Register details: as of 2026-10-01
- Financials: last updated 2026-09-13
- Rating: computed 2026-10-01
- This document generated: 2026-10-05

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-third-age-trust
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/otago-third-age-trust/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/otago-third-age-trust/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC31774

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Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/otago-third-age-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 2026-10-05T02:18:18.169Z.