Alzheimers Northland Trust — Health Charity in Whangarei

Alzheimers Northland Trust is a Charitable Trust charity in the Health sector, based in Whangarei, Whangarei. CharityData rates this charity C- (58.5/100). Annual revenue: $0.1M NZD. 1 red flag detected. Financial data as at March 2025.

Mission: Support those with Dementia related disorders and their friends & Whanau. Educate & raise public awareness about Dementia & related disorders.

Registration Number
CC44829
Charity Type
Charitable Trust
Registration Date
2010-08-05
Status
Active
CharityData Rating
C- (58.5/100)
Sector
Health
Location
Whangarei, Whangarei
Email
bill@russellturner.co.nz
Data as at
March 2025

Beneficiaries: Family / whanau, General public, Older people, Other charities, People with disabilities

Financial Summary

Total Revenue
$0.1M NZD
Total Expenses
$0.0M NZD
Total Assets
$1.5M NZD
Net Assets
$1.5M NZD
Reserve Months
250.7 months of operating expenses
Volunteers
0
Financial Year End
2025-03-31

Financial History

YearRevenueExpensesNet Assets
2025$0.1M$0.0M$1.5M
2024$0.1M$0.1M$1.5M
2023$0.1M$0.2M$1.5M
2022$0.1M$0.1M$1.5M
2021$1.2M$0.0M$1.6M
2020$0.0M$0.0M-
2019$0.0M$0.1M-
2018$0.0M$0.0M-
2017$0.0M$0.0M-
2016$0.3M$0.1M-

CharityData Rating

Overall Grade
C-
Overall Score
58.5/100
Financial Score
70
Governance Score
65
Transparency Score
65

Red Flags

  • 3 trustees of this charity also sit on multiple other charity boards — concentrated trustee bandwidth may warrant board-skill-mix review.

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (13)

  • Leanne McLiver — Trustee
  • Alan Davis — Trustee
  • Tangiwai Baker — Trustee
  • Bethnea Kelly — Trustee (departed 2025-10-28)
  • Tony Savage — Trustee
  • ajit balasingham — Trustee
  • Linda Holman — Trustee (departed 2020-02-20)
  • Alma Douglas — Trustee (departed 2015-04-01)
  • Stuart Spicer — Trustee (departed 2019-03-19)
  • Shirley Maclucas — Trustee (departed 2020-07-22)
  • Laurence Roberts — Trustee
  • William Durham — Trustee (departed 2014-09-19)
  • Rosalyn Martin — Trustee (departed 2021-11-30)

Funding Sources

  • Oxford Sports Trust — $43,624
  • Foundation North — $25,000
  • Foundation North — $25,000
  • Foundation North — $25,000
  • Pub Charity Limited — $20,249.97
  • Foundation North — $20,000
  • Foundation North — $20,000
  • Foundation North — $20,000
  • Oxford Sports Trust — $14,250
  • Four Winds Foundation Limited — $11,000
  • Rano Community Trust — $10,677.6
  • Four Winds Foundation Limited — $10,000
  • Blue Sky Community Trust — $7,132
  • The Lion Foundation — $4,000
  • Air Rescue Services Limited — $3,976.22

Similar Charities in Health

HealthCharitable Trust

Alzheimers Northland Trust

CC44829Whangarei, WhangareiRegistered 5 Aug 2010
Data updated: 2 days ago
Financials31 Mar 2025Rating2d ago

Financial data as at March 2025. Sourced from Charities Services register.

C-
59/100
Financial
70
Governance
65
Transparency
65

Reasons to look carefully (1)

These structural observations are drawn from public data and are worth considering before a donation. They are not allegations of wrongdoing, and they don’t affect the charity’s letter grade.

  • No chair recorded on the register
    No chair or presiding role is recorded in the register for this board of 6. The Charities Register does not require one to be identified, so this is a gap in the public record rather than a finding about the board.

Each signal is a data-driven observation, not a judgement. They fire automatically from the figures filed with Charities Services. A charity can address any of these by filing fuller disclosure or updating its officer register. Methodology: /about/methodology/concern-signals.

Revenue

$76.5K

Expenses

$2.0K

Assets

$1.5M

Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.

1 red flag identified- Review the Rating tab for details

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.

About

Mission

Support those with Dementia related disorders and their friends & Whanau. Educate & raise public awareness about Dementia & related disorders.

Who We Serve

Beneficiaries
Family / whanauGeneral publicOlder peopleOther charitiesPeople with disabilities

Key Statistics

Annual Revenue
$76.5K
Total Expenses
$2.0K
Net Assets
$1.5M
Volunteers
0

Financial Trends

Financial Trends (15 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
250.7mo
Could operate 250.7 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

38
Score /100
Concentrated
HHI: 6,201
Other74.5%
Investment Income25.5%

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

Peer Comparison

Ranked against 215 peers · Health · Under $100K

Rating Score
59
#61/216
Revenue
$76K
#17/216
Reserve Months
250.7
#1/216
Surplus
$74K
#2/216
Staff Cost %
0%
#1/216

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

Rating

C-
Score: 58.5/100
Financial
70
Governance
65
Transparency
65
Why this grade: Financial 70 × 40% + Governance 65 × 60% = 67 → 59 after red-flag penalties → C-.
View Full Score Breakdown

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Latest Audit

FY2024
Clean
9 years of audit history

Contact Details

Address
Whangarei, Whangarei

Registration

Registration NumberCC44829
Entity TypeCharitable Trust
Registered5 Aug 2010
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated23 Jul 2010
Registered office
321 Western, Avenues, Whangarei

Sector & Activities

Primary Sector
Health
Activities
Makes grants to organisations (including schools or other charities)Provides advice / information / advocacyProvides buildings / facilities / open space

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: 3 October 2026.