{"@context":"https://schema.org","@type":"NGO","schema_version":"1.0","identity":{"name":"William and Gwenda Sybil Dick Charitable Trust (1990)","slug":"william-and-gwenda-sybil-dick-charitable-trust-1990","charities_register_number":"CC27272","nzbn":null,"status":"registered","registration_date":"2008-06-30","deregistration_date":null,"entity_type":"endowment_foundation","sector":"Health","icnpo_group":"Health","region":"Auckland","city":"Auckland","country":"NZ","financial_year_end":null,"ird_donee_status":true,"operates_overseas":null,"website":null,"purpose":"The Trust Act 2019 allows trusts to freely capitalise income as instructed by the Deed which came into effect on 30 January 2021, overriding the previous 21 year limitation by the Perpetuities Act 1964. As per clause 5c of the Deed, 25% of net income shall be capitalised with the remaining net income to be paid as follows: 1/3 to pay the Order of St John Invercargill, 1/3 to the Order of St John Timaru, 1/6 to the Plunket Society Invercargill and 1/6 to the Plunket Society Timaru.","mission":"The Trust Act 2019 allows trusts to freely capitalise income as instructed by the Deed which came into effect on 30 January 2021, overriding the previous 21 year limitation by the Perpetuities Act 1964. As per clause 5c of the Deed, 25% of net income shall be capitalised with the remaining net income to be paid as follows: 1/3 to pay the Order of St John Invercargill, 1/3 to the Order of St John Timaru, 1/6 to the Plunket Society Invercargill and 1/6 to the Plunket Society Timaru."},"rating":{"rated":true,"grade":"C+","score":69.7,"score_scale":"0-100","financial_score":76,"governance_score":55,"transparency_score":65,"computed_date":"2026-10-01","methodology_version":"3.11","methodology_url":"https://charitydata.co.nz/charity-insights/methodology"},"red_flags":{"count":0,"types":[],"descriptions":[],"note":"Flags describe metrics that fall outside published methodology thresholds for this charity’s size and type. They are analytical observations about filed data, not findings of wrongdoing."},"financials_latest":{"year_ended":"2026-01-31","total_revenue_nzd":60919,"total_expenses_nzd":53667,"surplus_deficit_nzd":7252,"total_assets_nzd":2150800,"total_liabilities_nzd":47858,"net_assets_nzd":2102942,"cash_reserves_nzd":99521,"government_grants_nzd":null,"donations_nzd":0,"staff_costs_nzd":0,"paid_staff":null,"volunteers":null,"reporting_tier":"Tier3","financial_report_audited":null,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=651aeedb-33ff-f011-bb4f-000d3acc4199&isPublic=true","consistency_warning":null},"financial_history":[{"year_ended":"2026-01-31","total_revenue_nzd":60919,"total_expenses_nzd":53667,"surplus_deficit_nzd":7252,"net_assets_nzd":2102942,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=651aeedb-33ff-f011-bb4f-000d3acc4199&isPublic=true"},{"year_ended":"2025-01-31","total_revenue_nzd":60956,"total_expenses_nzd":53003,"surplus_deficit_nzd":7953,"net_assets_nzd":2046363,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=9fbb21d2-61e0-ef11-bb3e-0022480ffcd1&isPublic=true"},{"year_ended":"2024-01-31","total_revenue_nzd":53719,"total_expenses_nzd":47312,"surplus_deficit_nzd":null,"net_assets_nzd":1837175,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=aa30d623-c7c0-ee11-bb2c-000d3acc4199&isPublic=true"},{"year_ended":"2023-01-31","total_revenue_nzd":51765,"total_expenses_nzd":36660,"surplus_deficit_nzd":null,"net_assets_nzd":1769350,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=205e41c6-f5a1-ed11-bb1c-000d3acc4199&isPublic=true"},{"year_ended":"2022-01-31","total_revenue_nzd":46130,"total_expenses_nzd":46480,"surplus_deficit_nzd":null,"net_assets_nzd":1773593,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=5a030392-2483-ec11-bb0e-0022480ffcd1&isPublic=true"},{"year_ended":"2021-01-31","total_revenue_nzd":39232,"total_expenses_nzd":39232,"surplus_deficit_nzd":null,"net_assets_nzd":1753828,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=d4d5d9f2-5264-eb11-b43a-00155d6b7730&isPublic=true"},{"year_ended":"2020-01-31","total_revenue_nzd":55860,"total_expenses_nzd":55860,"surplus_deficit_nzd":null,"net_assets_nzd":1770612,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=1868fb19-b844-ea11-ba6c-00155d6b7730&isPublic=true"},{"year_ended":"2019-01-31","total_revenue_nzd":52383,"total_expenses_nzd":52383,"surplus_deficit_nzd":null,"net_assets_nzd":1535087,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=22fdcaab-e625-e911-9d92-00155d6b7730&isPublic=true"},{"year_ended":"2018-01-31","total_revenue_nzd":54043,"total_expenses_nzd":22123,"surplus_deficit_nzd":null,"net_assets_nzd":1544794,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=ca8ef126-1507-e811-adc0-00155d6b7730&isPublic=true"},{"year_ended":"2017-01-31","total_revenue_nzd":53342,"total_expenses_nzd":66132,"surplus_deficit_nzd":null,"net_assets_nzd":1403496,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=8ae3fdb0-c540-e711-ab5d-00155d6b7730&isPublic=true"}],"group_consolidated":null,"governance":{"current_officers":1,"total_officers_recorded":2,"chair_recorded":false,"paid_executives_disclosed":0,"executive_remuneration_bands":[],"auditor_firm":null,"latest_audit_opinion":null,"going_concern_referenced":false,"individuals_named":false,"individuals_note":"Officer and trustee names are deliberately omitted from this machine-readable view. They are public on the Charities Register and on the charity profile page."},"funders":{"named":[],"unnamed_count":0,"unnamed_note":"Funding sources that may be individuals, or whose type is unclassified, are counted but not named."},"service_providers":[],"links":{"profile":"https://charitydata.co.nz/charities/william-and-gwenda-sybil-dick-charitable-trust-1990","markdown":"https://charitydata.co.nz/api/v1/charities/william-and-gwenda-sybil-dick-charitable-trust-1990/markdown","summary_md":"https://charitydata.co.nz/api/v1/charities/william-and-gwenda-sybil-dick-charitable-trust-1990/summary.md","methodology":"https://charitydata.co.nz/charity-insights/methodology","official_register":"https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC27272","website":null},"freshness":{"register_as_of":"2026-10-01","financials_updated":"2026-09-25","rating_computed":"2026-10-01","generated_at":"2026-10-04T23:51:05.034Z","note":"Figures are as filed. A charity that has filed since the dates above may have newer numbers on the Charities Register."},"attribution":{"publisher":"CharityData NZ","publisher_url":"https://charitydata.co.nz","primary_source":"Charities Services (Ngā Rātonga Kaupapa Atawhai), Department of Internal Affairs","licence":"CC BY 4.0 with attribution to CharityData NZ and Charities Services","disclaimer":"Analytical scores are CharityData’s own, computed under a published methodology from the charity’s own filings. They are not financial, legal or donation advice."}}