Abbeyfield Foundation Charitable Trust — Community Development Charity in Nelson

Abbeyfield Foundation Charitable Trust is a Charitable Trust charity in the Community Development sector, based in Nelson, Nelson. This organisation also provides funding to other charities. Annual revenue: $0.0M NZD. Financial data as at March 2026.

Mission: The Abbeyfield Foundation Charitable Trust (The Trust) exists to support the Abbeyfield movement in New Zealand to achieve its mission which is "To enhance the quality of life for older people".

Registration Number
CC24841
Charity Type
Charitable Trust
Registration Date
2008-05-25
Status
Active
Sector
Community Development
Location
Nelson, Nelson
Email
office@abbeyfield.org.nz
Funder Status
Grant-making charity (foundation)
Data as at
March 2026

Beneficiaries: Older people

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Total Assets
$0.1M NZD
Net Assets
$0.1M NZD
Reserve Months
0.0 months of operating expenses
Financial Year End
2026-03-31

Financial History

YearRevenueExpensesNet Assets
2026$0.0M$0.0M$0.1M
2025$0.0M$0.0M$0.0M
2024$0.0M$0.0M$0.1M
2023$0.0M$0.0M$0.1M
2022$0.0M$0.0M$0.1M
2021$0.0M$0.0M$0.1M
2020$0.0M$0.0M$0.1M
2019$0.0M$0.0M$0.1M
2018$0.0M$0.0M$0.1M
2017$0.0M$0.0M$0.1M

Board Members and Officers

Current Officers (5)

NameRoleAppointed
Barry MillsTrustee2024-07-27
Ruth SeabrightTrust-Secretary-Non-Voting2024-07-22
Rosalind Bassett-BlackTrustee2019-07-27
Peter SmaleChair2016-07-30
Alma BalckTrustee2007-07-28

Former Officers (6)

  • Susan Jenkins — Trustee-Non-Voting (departed 2024-08-15)
  • John Munro — Chair (departed 2014-06-28)
  • Bruce Kaye — Trustee (departed 2009-07-11)
  • Arthur Hoby — Trustee (departed 2017-07-29)
  • David Ogilvie — Trustee (departed 2019-07-27)
  • Christopher Armstrong — Trustee-Non-Voting (departed 2016-03-31)

Reporting Group Members

Abbeyfield Foundation Charitable Trust files a consolidated Annual Return jointly with 25 sibling charities:

Similar Charities in Community Development

FunderCommunity DevelopmentCharitable TrustFoundation

Abbeyfield Foundation Charitable Trust

CC24841Nelson, NelsonRegistered 25 May 2008
Data updated: 1 Nov 2026
Financials7mo agoRating1mo ago

Financial data as at March 2026. Sourced from Charities Services register.

GM
Group member — Reporting-group member — see the parent charity's rating

This charity is a member of a Charities Services reporting group — its parent charity files one consolidated annual return covering the whole group. Because the member's individual return is empty by design (the financial data lives at the parent level), there's nothing on the member's own books for the standard scorecard to measure. The relevant rating, financial figures, and red flags are on the parent charity's profile — follow the link above to see them. The member is part of an ACTIVE filing group; this is not the same as "stale" or "dormant".

How ratings work →
Revenue

$1.8K

Expenses

$4.4K

Assets

$60.8K

Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.

Endowment Foundation

Special Entity Type

This is an endowment foundation that holds investments and provides grants. High reserves are expected and appropriate - this is not an operating charity.

Rating Note: Endowment foundations are rated using specialized criteria that recognize high reserves as appropriate. Metrics like grant distribution rate and investment returns are prioritized over program spending ratios.

Funder Profile

Grantmaker

This organisation makes grants or donations to other charities and organisations.

Funding Sectors
General
Beneficiaries
Elderly
Geographic Focus
Nationwide

About

Mission

The Abbeyfield Foundation Charitable Trust (The Trust) exists to support the Abbeyfield movement in New Zealand to achieve its mission which is "To enhance the quality of life for older people".

Who We Serve

Beneficiaries
Older people

Key Statistics

Annual Revenue
$1.8K
Total Expenses
$4.4K
Net Assets
$60.8K

Financial Trends

Financial Trends (18 Years)

Revenue Breakdown

Expense Breakdown

API Data

Based on annual return data. Detailed program/admin breakdown not available.

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
50.5mo
Could operate 50.5 months with zero revenue
Over-capitalized
Fundraising Cost
-
No fundraising data
No data

Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology

Revenue Diversification

19
Score /100
Highly Concentrated
HHI: 8,073
High Concentration: 89% of revenue from Investment Income
Investment Income89.2%
Donations10.8%

HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.

Peer Comparison

Ranked against 293 peers · Community Development · Under $100K

Rating Score
0
#48/294
Revenue
$2K
#261/294
Reserve Months
0.0
#1/294
Surplus
$-3K
#202/294
Staff Cost %
0%
#1/294

Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.

Rating History

NR
2026
Score: N/A
Financial: 0 | Governance: 0 | Transparency: 0
Current
NR
2025
Score: N/A
Financial: 0 | Governance: 0 | Transparency: 0

Rating

Score: /100
Financial
0
Governance
0
Transparency
0
View Full Score Breakdown

Is this your charity?

Claim your profile to view analytics, submit corrections, and improve your rating.

Claim This Profile

Latest Audit

FY2024
Clean
9 years of audit history

Contact Details

Address
Nelson, Nelson

Registration

Registration NumberCC24841
Entity TypeCharitable Trust
Registered25 May 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated5 Jul 1999
Registered office
Level One Concordia House 200 Hardy Street Nelson, Nelson

Sector & Activities

Primary Sector
Community Development
Activities
Acts as an umbrella / resource bodyMakes grants / loans to individualsMakes grants to organisations (including schools or other charities)Provides advice / information / advocacyProvides buildings / facilities / open spaceProvides other finance (e.g. investment funds)Other - Acts an Umbrella body

Data sourced from Charities Services register and publicly available annual returns. Our datasets may not be complete. Automated analysis can produce errors. Scores are calculated using disclosed methodology and are analytical tools, not investment ratings or recommendations. If you believe any data on this page is incorrect, please contact us at hello@charitydata.co.nz. For informational purposes only. Not investment advice.