Dementia Waikato Foundation TrustSocial Services Charity in Hamilton

Dementia Waikato Foundation Trust is a Trust charity in the Social Services sector, based in Hamilton, Hamilton. This organisation also provides funding to other charities. CharityData rates this charity C+ (65.5/100). Annual revenue: $0.0M NZD. Financial data as at June 2025.

Mission: Provide support to charitable organisations working with people with Dementia and provide premises for charitable organisations

Registration Number
CC54400
Charity Type
Trust
Registration Date
2017-03-20
Status
Active
CharityData Rating
C+ (65.5/100)
Sector
Social Services
Location
Hamilton, Hamilton
Email
rayahancox@gmail.com
Funder Status
Grant-making charity (foundation)
Data as at
June 2025

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Reserve Months
9.4 months of operating expenses
Volunteers
0
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$0.0M$0.0M-
2024$0.1M$0.2M$0.7M
2023$0.1M$0.0M$0.8M
2022$0.1M$0.0M-
2021$0.0M$0.0M$0.7M
2020$0.0M$0.0M$0.7M
2019$0.0M$0.0M$0.7M
2018$0.5M$0.0M$0.7M
2017$0.3M--

CharityData Rating

Overall Grade
C+
Overall Score
65.5/100
Financial Score
70
Governance Score
55
Transparency Score
65

Board Members and Officers

Current Officers (4)

NameRoleAppointed
Matthew PeploeTrustee2026-02-20
Suzanne McPhailTrustee2022-04-21
Raymond HancoxTrustee2021-02-12
Lindsay SchickTrustee2017-03-15

Former Officers (5)

  • Sandra BraithwaiteTrustee (departed 2026-01-15)
  • Rosemary RobertsonTrustee (departed 2022-03-16)
  • Bernard LamusseTrustee (departed 2020-09-02)
  • Broughton ThomasTrustee (departed 2019-11-20)
  • John O'sheaTrustee (departed 2024-08-27)

Similar Charities in Social Services

FunderSocial ServicesTrustFoundation

Dementia Waikato Foundation Trust

CC54400Hamilton, HamiltonRegistered 20 Mar 2017
Data updated: 1 Sept 2026
Financials30 Jun 2025Rating11h ago

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

C+
66/100
Balance sheet from 2024 used (not reported this year)
Financial
70
Governance
55
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 4. 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

$25.2K

Expenses

$41.0K

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

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.

Funder Profile

Grantmaker

This organisation makes grants or donations to other charities and organisations.

Funding Sectors
General
Beneficiaries
General Public
Geographic Focus
Waikato

About

Mission

Provide support to charitable organisations working with people with Dementia and provide premises for charitable organisations

Key Statistics

Annual Revenue
$25.2K
Total Expenses
$41.0K
Net Assets
-
Volunteers
0

Financial Trends

Financial Trends (9 Years)

Revenue Breakdown

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
9mo
Could operate 9 months with zero revenue
Healthy
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

8
Score /100
Highly Concentrated
HHI: 9,232
High Concentration: 96% of revenue from Other
Other96.0%
Investment Income4.0%

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

Peer Comparison

Ranked against 256 peers · Social Services · Under $100K

Rating Score
66
#17/257
Revenue
$25K
#129/257
Reserve Months
9.4
#1/257
Surplus
$-16K
#228/257
Staff Cost %
0%
#1/257

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

Rating

C+
Score: 65.5/100
Financial
70
Governance
55
Transparency
65
Why this grade: Financial 70 × 40% + Governance 55 × 60% = 61 → C+.
View Full Score Breakdown

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Contact Details

Address
Hamilton, Hamilton

Registration

Registration NumberCC54400
Entity TypeTrust
Registered20 Mar 2017
StatusRegistered

Sector & Activities

Primary Sector
Social Services

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: 12 September 2026.