Dementia Auckland Charitable Trust — Health Charity in Auckland

Dementia Auckland Charitable Trust is a Charitable Trust charity in the Health sector, based in Auckland, Auckland. CharityData rates this charity C (64.7/100). Annual revenue: $2.4M NZD. Financial data as at June 2025.

Mission: Support services for people affected by dementia.

Registration Number
CC46885
Charity Type
Charitable Trust
Registration Date
2011-08-22
Status
Active
CharityData Rating
C (64.7/100)
Sector
Health
Location
Auckland, Auckland
Website
http://www.dementiaauckland.org.nz
Email
rrobertson@dementia.nz
Data as at
June 2025

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

Financial Summary

Total Revenue
$2.4M NZD
Total Expenses
$1.8M NZD
Total Assets
$2.0M NZD
Net Assets
$1.9M NZD
Reserve Months
2.3 months of operating expenses
Staff Count
26
Volunteers
0
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$2.4M$1.8M$1.9M
2024$2.0M$1.9M$1.3M
2023$2.1M$2.2M$1.1M
2022$1.8M$2.5M$1.2M
2021$2.2M$2.5M$1.9M
2020$2.0M$2.4M$2.2M
2019$2.0M$2.3M$2.5M
2018$4.0M$2.6M$2.8M
2017$2.4M$2.3M$1.4M
2016$2.0M$2.1M$1.3M

CharityData Rating

Overall Grade
C
Overall Score
64.7/100
Financial Score
64.6
Governance Score
65
Transparency Score
65

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (26)

  • Jocelyn Weatherall — Trustee
  • Alan Rex — Trustee
  • Carol Fisher — Trustee
  • Tony Wai — Trustee
  • Rosemary Robertson — Trustee
  • Lorraine Hunter — Trustee (departed 2023-02-15)
  • Joanna Hikaka — Trustee (departed 2023-02-15)
  • Tina Crownshaw — Trustee (departed 2023-02-15)
  • Edgar Henson — Trustee (departed 2022-03-16)
  • Chantal Creese — Trustee (departed 2023-02-15)
  • Song Lam — Trustee (departed 2023-02-15)
  • Michal Boyd — Trustee (departed 2023-02-15)
  • Martin Bremner — Trustee (departed 2021-08-18)
  • Connal Townsend — Trustee (departed 2022-08-17)
  • Patrick Cleaver — Trustee (departed 2019-10-10)
  • Margaret Horsburgh — Trustee (departed 2016-09-26)
  • Kate Kersey — Trustee (departed 2019-03-04)
  • Elizabeth Mitchelson — Board Member/trustee (departed 2014-07-28)
  • Jan Bierman — Officer (departed 2013-11-25)
  • Dr Johan Jurgens — Officer (departed 2014-07-28)

Funding Sources

  • Four Winds Foundation Limited — $45,000
  • Four Winds Foundation Limited — $34,000
  • Foundation North — $25,000
  • Pub Charity Limited — $23,000
  • Four Winds Foundation Limited — $20,000
  • Four Winds Foundation Limited — $15,000
  • Trillian Trust — $10,347.89
  • Grassroots Trust Limited — $10,000
  • Grassroots Trust Limited — $10,000
  • The North and South Trust Limited — $6,500
  • Pub Charity Limited — $6,500
  • Blue Sky Community Trust — $3,958.6

Similar Charities in Health

Dementia Auckland Charitable Trust logo
HealthCharitable Trust

Dementia Auckland Charitable Trust

CC46885Auckland, AucklandRegistered 22 Aug 2011
Data updated: Today
Financials30 Jun 2025Rating5d ago

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

C
65/100
Financial
65
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 5. 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

$2.4M

Expenses

$1.8M

Assets

$2.0M

Staff

26

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

Funded By

Registered charities that have funded this organisation.

About

Mission

Support services for people affected by dementia.

Who We Serve

Beneficiaries
Family / whanauGeneral publicOlder peoplePeople with disabilities

Key Statistics

Annual Revenue
$2.4M
Total Expenses
$1.8M
Net Assets
$1.9M
Staff
26
employees
Volunteers
0

Financial Trends

Financial Trends (14 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
93c
For every $1 spent, 93c reaches programs
Strong
Sustainability
2.3mo
Could operate 2.3 months with zero revenue
Critical
Fundraising Cost
$0.21
Costs $0.21 to raise each $1 in donations
Moderate

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

Revenue Diversification

63
Score /100
Moderate
HHI: 3,731
Government Grants52.7%
Donations26.3%
Other15.1%
Investment Income5.8%

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

Peer Comparison

Ranked against 94 peers · Health · $1M – $10M

Rating Score
65
#42/95
Revenue
$2.4M
#47/95
Reserve Months
2.3
#1/95
Surplus
$595K
#26/95
Staff Cost %
72%
#95/95

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

Rating

C
Score: 64.7/100
Financial
64.6
Governance
65
Transparency
65
Why this grade: Financial 65 × 40% + Governance 65 × 60% = 65 → C.
View Full Score Breakdown

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Latest Audit

FY2025
Clean
10 years of audit history

Contact Details

Registration

Registration NumberCC46885
Entity TypeCharitable Trust
Registered22 Aug 2011
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated12 May 2011
Registered office
Level 1, Suite 4, 58 Surrey Crescent, Grey Lynn, Auckland

Sector & Activities

Primary Sector
Health
Activities
Provides advice / information / advocacyProvides services (e.g. care / counselling)

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: 1 October 2026.