Dementia New Zealand Charitable Trust — Social Services Charity in Hamilton
Dementia New Zealand Charitable Trust is a Unincorporated Trust charity in the Social Services sector, based in Hamilton, Hamilton. Annual revenue: $0.8M NZD. Financial data as at June 2025.
Mission: Provide a forum for collaboration of Dementia Service Providers in the community; provide a vehicle for service improvement amongst Dementia Service Providers; further develop the models of care for people affected by dementia; facilitate advocacy and awareness of dementia and promote the voice of those affected by dementia; facilitate, assist and financially contribute towards the provision or participation in the provision of dementia care, support services, or research in New Zealand
- Registration Number
- CC54078
- Charity Type
- Unincorporated Trust
- Registration Date
- 2016-12-01
- Status
- Active
- Sector
- Social Services
- Location
- Hamilton, Hamilton
- info@dementia.nz
- Data as at
- June 2025
Beneficiaries: General public, People with disabilities
Financial Summary
- Total Revenue
- $0.8M NZD
- Total Expenses
- $0.7M NZD
- Total Assets
- $0.3M NZD
- Net Assets
- $0.1M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 7
- Volunteers
- 0
- Financial Year End
- 2025-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.8M | $0.7M | $0.1M |
| 2024 | $0.7M | $0.6M | $0.1M |
| 2023 | $0.4M | $0.4M | $0.0M |
| 2022 | $0.2M | $0.2M | $0.1M |
| 2021 | $0.3M | $0.2M | $0.1M |
| 2020 | $0.2M | $0.2M | $0.0M |
| 2019 | $0.3M | $0.3M | $0.0M |
| 2018 | $0.2M | $0.2M | $0.0M |
| 2017 | $0.1M | $0.1M | $-0.0M |
Board Members and Officers
Current Officers (8)
| Name | Role | Appointed |
|---|---|---|
| Susan Lewer | Trustee | 2026-07-23 |
| Lynette Rostern | Trustee | 2025-10-12 |
| Kathryn McCarrison | Trustee | 2025-08-28 |
| Lisa Goodman | Trustee | 2024-11-26 |
| Bruce McGregor | Trustee | 2023-12-14 |
| Rosemary Robertson | Trustee | 2019-08-15 |
| Frances Blyth | Trustee | 2018-05-24 |
| Carol Fisher | Trustee | 2018-05-18 |
Former Officers (9)
- Connal Townsend — Trustee (departed 2024-04-18)
- Beverly Bibby — Trustee (departed 2025-12-19)
- Michael Aitken — Trustee (departed 2025-12-19)
- Cheryl Robinson — Board Trustee (departed 2026-06-19)
- Mark Fisher — Board Trustee (departed 2024-08-22)
- Paul Tunley — Trustee (departed 2018-08-23)
- Broughton Thomas — Trustee (departed 2019-05-16)
- Jocelyn Weatherall — Trustee (departed 2024-02-22)
- Patrick Cleaver — Trustee (departed 2017-06-01)
Funding Sources
- Four Winds Foundation Limited — $35,000
- Aotearoa Gaming Foundation — $30,800
- Four Winds Foundation Limited — $25,000
- Milestone Foundation — $23,145
- Four Winds Foundation Limited — $10,500
- Pub Charity Limited — $10,000
- The North and South Trust Limited — $8,640
- Aotearoa Gaming Foundation — $7,536
- Lion Foundation — $7,320
- Grassroots Trust Limited — $5,107.98
- Four Winds Foundation Limited — $5,000
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- Barnardos New Zealand Incorporated — Social Services
- Anglican Family Care Centre Incorporated — Social Services
Dementia New Zealand Charitable 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 →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 registerNo chair or presiding role is recorded in the register for this board of 8. 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.
$757.3K
$736.3K
$266.4K
7
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
About
Provide a forum for collaboration of Dementia Service Providers in the community; provide a vehicle for service improvement amongst Dementia Service Providers; further develop the models of care for people affected by dementia; facilitate advocacy and awareness of dementia and promote the voice of those affected by dementia; facilitate, assist and financially contribute towards the provision or participation in the provision of dementia care, support services, or research in New Zealand
Who We Serve
Key Statistics
Financial Trends
Financial Trends (9 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 150 peers · Social Services · $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: 3 October 2026.
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