Age Concern Wellington Region Trust — Health Charity in Wellington
Age Concern Wellington Region Trust is a Trust charity in the Health sector, based in Wellington, Wellington. Annual revenue: $0.5M NZD. Financial data as at June 2025.
Mission: The charitable objects are to benefit the older community within New Zealand and particularly in the Wellington Region, primarily by providing services that support the needs and general wellbeing of older people.
- Registration Number
- CC61759
- Charity Type
- Trust
- Registration Date
- 2023-11-02
- Status
- Active
- Sector
- Health
- Location
- Wellington, Wellington
- ceo@acwellington.org.nz
- Data as at
- June 2025
Beneficiaries: Older people
Financial Summary
- Total Revenue
- $0.5M NZD
- Total Expenses
- $0.6M NZD
- Total Assets
- $0.2M NZD
- Net Assets
- $0.1M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 9
- Volunteers
- 5
- Financial Year End
- 2025-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.5M | $0.6M | $0.1M |
| 2024 | $0.6M | $0.6M | $0.2M |
Board Members and Officers
Current Officers (9)
| Name | Role | Appointed |
|---|---|---|
| Eve McMahon | Trustee | 2026-02-11 |
| Kim Lusby | Trustee | 2025-06-11 |
| Lyndsey Jacobs | Trustee | 2024-06-12 |
| Mick Calder | Trustee | 2024-06-12 |
| Paul Swallow | Chair | 2024-06-12 |
| Brenda Pilott | Trustee | 2024-06-12 |
| Stephen Opie | CEO | 2023-11-02 |
| Elizabeth Steer | Trustee | 2023-09-06 |
| Claire Willemsen | Trustee | 2023-09-06 |
Former Officers (6)
- Michael Knight — Trustee (departed 2024-11-13)
- Ann Hodson — Trustee (departed 2024-03-01)
- Susan Iversen — Trustee (departed 2024-10-30)
- Yew Mun Ho — Trustee (departed 2025-02-12)
- Lucy Knowles — Trustee (departed 2025-02-12)
- Aaron Scott — Trustee (departed 2025-04-16)
Funding Sources
- Four Winds Foundation Limited — $13,335
- Grassroots Trust Central Limited — $10,000
- New Zealand Community Trust — $4,000
- One Foundation — $2,069.56
Similar Charities in Health
- Age Concern Canterbury Incorporated — Health
- Ronald McDonald House Charities New Zealand Trust — Health
- Bidwill Trust Hospital — Health
- Te Poho o Rawiri Marae — Health
- ANZUP Cancer Trials Group Limited — Health
Age Concern Wellington Region Trust
Financial data as at June 2025. Sourced from Charities Services register.
Charities Services Tier 3 reporting allows charities under $2M revenue to file a simple-format annual return rather than audited financial statements. The return reports totals but not the program/administration split or the line-item detail our template needs. No red flags were detected in what was filed, and revenue is below the $2M Tier 2 boundary where audited accounts become mandatory. A letter grade is withheld rather than assigning one that would be driven by the template-fit, not the charity's operations. The charity's filed figures are shown above, and any structural concerns a donor would want to look at are surfaced separately. (v3.3 — aligned with Charities Services tier boundary; matches Charity Navigator and CharityWatch US practice.)
How ratings work →$539.2K
$619.9K
$217.5K
9
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
About
The charitable objects are to benefit the older community within New Zealand and particularly in the Wellington Region, primarily by providing services that support the needs and general wellbeing of older people.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (2 Years)
Revenue Breakdown
Expense Breakdown
API DataBased on annual return data. Detailed program/admin breakdown not available.
Financial Health Dashboard
Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology
Revenue Diversification
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 157 peers · Health · $100K – $1M
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
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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. Last updated: 28 September 2026.
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