Canterbury Education and Research Trust for the Health of Older Persons — Health Charity in Dunedin
Canterbury Education and Research Trust for the Health of Older Persons is a Trust charity in the Health sector, based in Dunedin, Dunedin. This organisation also provides funding to other charities. CharityData rates this charity F (30/100). Annual revenue: $0.1M NZD. 1 red flag detected. Financial data as at December 2024.
Mission: To promote effective and enthusiastic teaching of health care for the older persons in a wide variety of disciplines and in the community; To work towards the establishment and support of an academic department of health care for the older persons. To promote research in the health care of the older persons; To promote and maintain the health and status of the older persons in Canterbury both in the community and in institutions.
- Registration Number
- CC32596
- Charity Type
- Trust
- Registration Date
- 2008-06-30
- Status
- Active
- CharityData Rating
- F (30/100)
- Sector
- Health
- Location
- Dunedin, Dunedin
- Website
- http://www.otago.ac.nz
- fsd.treasury@otago.ac.nz
- Funder Status
- Grant-making charity (trust)
- Data as at
- December 2024
Financial Summary
- Total Revenue
- $0.1M NZD
- Total Expenses
- $0.0M NZD
- Total Assets
- $1.1M NZD
- Net Assets
- $0.9M NZD
- Reserve Months
- 1754.7 months of operating expenses
- Volunteers
- 0
- Financial Year End
- 2024-12-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2024 | $0.1M | $0.0M | $0.9M |
| 2023 | $0.1M | $0.1M | $1.0M |
| 2022 | $0.1M | $0.2M | $0.9M |
| 2021 | $0.1M | $0.0M | $1.0M |
| 2020 | $0.1M | $0.0M | $0.9M |
| 2019 | $0.1M | $0.0M | $0.9M |
| 2018 | $0.0M | $0.0M | $0.7M |
| 2017 | $0.1M | $0.0M | $0.7M |
| 2016 | $0.0M | $0.0M | $0.7M |
| 2015 | $0.1M | $0.0M | $0.6M |
CharityData Rating
- Overall Grade
- F
- Overall Score
- 30/100
- Financial Score
- 50
- Governance Score
- 50
- Transparency Score
- 50
Red Flags
- Holding 1754.7 months of expenses in reserves ($0.9M) — above the 18-month threshold
Board Members and Officers
Current Officers (0)
| Name | Role | Appointed |
|---|
Former Officers (22)
- Anette Finlay — Trustee
- Mackenzie Katting — Trustee
- James Lee — Trustee (departed 2025-06-10)
- ANNA RICHARDSON — Trustee
- ROBYN LILLEY — Trustee (departed 2024-03-05)
- Kathy Peri — Trustee
- Patricia Adams — Trustee
- Kaye Milligan — Trustee (departed 2021-10-12)
- David Murdoch — Trustee (departed 2021-10-11)
- Steve Phillips — Trustee (departed 2021-04-13)
- Daniel Coward — Trustee (departed 2021-09-08)
- Peter Ballantyne — Trustee
- Laurence Malcolm — Trustee (departed 2010-06-22)
- Diana Warren — Trustee (departed 2010-12-21)
- Peter Joyce — Trustee (departed 2017-01-11)
- Gina Tillard — Trustee
- Tim Wilkinson — Trustee
- Andrew Dickerson — Trustee (departed 2024-12-09)
- Barry Hadlee — Trustee (departed 2015-02-26)
- Nigel Gilchrist — Trustee
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Canterbury Education and Research Trust for the Health of Older Persons
CC32596Dunedin, DunedinRegistered 30 Jun 2008
Data updated: 6 days ago
Financials31 Dec 2024Rating11h ago
Financial data as at December 2024. Sourced from Charities Services register.
F
30/100
Reduced by penalties
Financial
50
Governance
50
Transparency
50
Revenue
$109.8K
Expenses
$6.1K
Assets
$1.1M
Financial data from Charities Services annual return (FY2024). Ratings calculated using CharityData v3.1.1 methodology.
1 red flag identified- Review the Rating tab for details
This rating may reflect incomplete data
This charity's grade of Fis based on limited data from the NZ Charities Register, which does not provide detailed expense breakdowns. Without verified program vs admin spending, efficiency scoring is unavailable and the financial score relies on health metrics only. This charity's actual performance may differ from what the available data suggests.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
Funding Sectors
HealthEducationArts & CultureCommunity Development
Beneficiaries
General Public
Geographic Focus
Canterbury
About
Mission
To promote effective and enthusiastic teaching of health care for the older persons in a wide variety of disciplines and in the community; To work towards the establishment and support of an academic department of health care for the older persons. To promote research in the health care of the older persons; To promote and maintain the health and status of the older persons in Canterbury both in the community and in institutions.
Key Statistics
Annual Revenue
$109.8K
Total Expenses
$6.1K
Net Assets
$884.8K
Volunteers
0
Financial Trends
Financial Trends (17 Years)
Revenue Breakdown
Expense Breakdown
API DataBased 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
0mo
Could operate 0 months with zero revenue
Critical
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
0
Score /100
Highly Concentrated
HHI: 9,980
High Concentration: 100% of revenue from Investment Income
Investment Income99.9%
Donations0.1%
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 140 peers · Health · $100K – $1M
Rating Score
30
Revenue
$110K
Reserve Months
1754.7
Surplus
$104K
Staff Cost %
0%
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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Claim This ProfileContact Details
Registration
Registration NumberCC32596
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered
Sector & Activities
Primary Sector
HealthData 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: 22 April 2026.
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