Cosy Homes Charitable Trust — Health Charity in Dunedin
Cosy Homes Charitable Trust is a Trust charity in the Health sector, based in Dunedin, Dunedin. This organisation also provides funding to other charities. Annual revenue: $0.3M NZD. Financial data as at June 2025.
Mission: The mission of the Cosy Homes Charitable Trust is transforming lives through healthier housing in Otago. We accomplish this through the following activities: -the development and implementation of programmes to promote healthy and warm homes within the Otago region -the promotion of warm and dry housing within the Otago region -the promotion of activities directed towards energy efficiency in the households of those on low incomes -the promotion of prudent practices in energy use, energy safety and energy conservation -the education of members of the public in the principles of energy conservation, energy efficiency, energy safety and the economic and health benefits flowing from these principles -conducting or provision of funding to facilitate energy related research including the health and safety benefits, and the publicaton and promotion of the findings of any such research -development and advocacy of strategies and services to the Otago Community, Local and Central Government
- Registration Number
- CC52065
- Charity Type
- Trust
- Registration Date
- 2015-04-13
- Status
- Active
- Sector
- Health
- Location
- Dunedin, Dunedin
- Website
- https://www.cosyhomes.org.nz
- info@cosyhomes.org.nz
- Funder Status
- Grant-making charity (charitable_trust)
- Data as at
- June 2025
Financial Summary
- Total Revenue
- $0.3M NZD
- Total Expenses
- $0.3M NZD
- Total Assets
- $0.3M NZD
- Net Assets
- $0.1M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 2
- Volunteers
- 0
- Financial Year End
- 2025-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.3M | $0.3M | $0.1M |
| 2024 | $0.1M | $0.1M | $0.1M |
| 2023 | $0.0M | $0.1M | $0.1M |
| 2022 | $0.8M | $0.8M | $0.2M |
| 2021 | $0.4M | $0.3M | $0.2M |
| 2020 | $0.9M | $0.9M | $0.1M |
| 2019 | $0.3M | $0.2M | $0.1M |
| 2018 | $0.2M | $0.2M | $0.1M |
| 2017 | $0.1M | $0.1M | $0.1M |
| 2016 | $0.2M | $0.1M | $0.1M |
CharityData Rating
- Overall Grade
- Overall Score
- /100
- Financial Score
- 0
- Governance Score
- 0
- Transparency Score
- 50
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Cosy Homes Charitable Trust
CC52065Dunedin, DunedinRegistered 13 Apr 2015
Data updated: Today
Financials9mo agoRating14h ago
Financial data as at June 2025. Sourced from Charities Services register.
NR
Not rated — Summary-form filing — not enough detail to grade
Charities Services Tier 3/4 reporting allows smaller charities to file a summary annual-return form rather than separately 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 $1M threshold at which audited accounts are expected. 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.
How ratings work →Revenue
$271.2K
Expenses
$286.4K
Assets
$296.9K
Staff
2
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
Funding Sectors
HealthEducationEnvironmentSocial ServicesCommunity Development
Beneficiaries
General Public
Geographic Focus
Otago
About
Mission
The mission of the Cosy Homes Charitable Trust is transforming lives through healthier housing in Otago. We accomplish this through the following activities: -the development and implementation of programmes to promote healthy and warm homes within the Otago region -the promotion of warm and dry housing within the Otago region -the promotion of activities directed towards energy efficiency in the households of those on low incomes -the promotion of prudent practices in energy use, energy safety and energy conservation -the education of members of the public in the principles of energy conservation, energy efficiency, energy safety and the economic and health benefits flowing from these principles -conducting or provision of funding to facilitate energy related research including the health and safety benefits, and the publicaton and promotion of the findings of any such research -development and advocacy of strategies and services to the Otago Community, Local and Central Government
Key Statistics
Annual Revenue
$271.2K
Total Expenses
$286.4K
Net Assets
$116.0K
Staff
2
employees
Volunteers
0
Financial Trends
Financial Trends (11 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
3
Score /100
Highly Concentrated
HHI: 9,705
High Concentration: 99% of revenue from Other
Other98.5%
Investment Income1.5%
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 148 peers · Health · $100K – $1M
Rating Score
0
Revenue
$271K
Reserve Months
0.0
Surplus
$-15K
Staff Cost %
26%
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating History
NR
2025
Score: N/A
Financial: 0 | Governance: 0 | Transparency: 50
CurrentC-
2024
Score: 56.0
Financial: 65 | Governance: 50 | Transparency: 50
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Claim This ProfileContact Details
Registration
Registration NumberCC52065
Entity TypeTrust
Registered13 Apr 2015
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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