Dunedin Diocesan Trust Board — Religion Charity in Dunedin

Dunedin Diocesan Trust Board is a Trust charity in the Religion sector, based in Dunedin, Dunedin. Annual revenue: $0.2M NZD. 1 red flag detected. Financial data as at December 2025.

Mission: To hold property and investments on trust for various organisations in connection with or affiliated to the Anglican Diocese of Dunedin.

Registration Number
CC36214
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
Sector
Religion
Location
Dunedin, Dunedin
Email
accountant@calledsouth.org.nz
Data as at
December 2025

Beneficiaries: Children / young people, Family / whanau, Older people, People with disabilities, Religious groups

Financial Summary

Total Revenue
$0.2M NZD
Total Expenses
$0.2M NZD
Total Assets
$43.0M NZD
Net Assets
$0.5M NZD
Reserve Months
0.0 months of operating expenses
Financial Year End
2025-12-31

Financial History

YearRevenueExpensesNet Assets
2025$0.2M$0.2M$0.5M
2024$0.2M$0.2M$0.5M
2023$0.2M$0.2M$0.4M
2022$0.2M$0.2M$0.4M
2021$0.2M$0.2M$0.3M
2020$0.2M$0.2M$0.3M
2019$0.2M$0.2M$0.3M
2018$0.2M$0.2M$0.2M
2017$0.2M$0.2M$0.2M
2016$0.2M$0.2M$0.2M

Board Members and Officers

Current Officers (1)

NameRoleAppointed
The Rev'd Andrea McDougallTrustee2026-03-01

Former Officers (24)

  • Brian Tegg — Trustee
  • Janice Burton — Trustee
  • Eric Kyte — Trustee
  • Richard Johnson — Trustee (departed 2025-12-31)
  • Susie Johnstone — Trustee
  • Tony Martin — Trustee (departed 2024-03-19)
  • William Paterson — Trustee
  • Peter Ross — Member (departed 2021-12-31)
  • Bonnie Miller-perry — Member (departed 2021-01-26)
  • Charles French — Member (departed 2023-12-31)
  • Steven Benford — Bishop (departed 2022-12-31)
  • Ginny Kitchingman — Secretary (departed 2021-03-17)
  • Rev'd Hugh Bowron — Member (departed 2021-04-04)
  • Elizabeth Duggan — Trustee (departed 2019-03-18)
  • Peter Jackson — Trustee (departed 2015-09-20)
  • Anthony Fitchett — Member (departed 2022-12-31)
  • Richard Crayston — Secretary (departed 2008-12-20)
  • Neil Wyeth — Trustee (departed 2019-02-19)
  • Alan Dunbar — Member (departed 2020-12-31)
  • Alistair Wright — Trustee (departed 2020-03-17)

Similar Charities in Religion

ReligionTrust

Dunedin Diocesan Trust Board

CC36214Dunedin, DunedinRegistered 30 Jun 2008
Data updated: 6 days ago
Financials9mo agoRating4d ago

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

NR
Not rated — Volunteer / community organisation

Small volunteer-led organisations are not letter-graded: the standard financial template does not fit entities without paid staff, large revenue, or significant government funding. The charity's filed figures are shown above.

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 register
    No chair or presiding role is recorded in the register for this board of 7. 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

$232.5K

Expenses

$181.4K

Assets

$43.0M

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

1 red flag identified- Review the Rating tab for details

About

Mission

To hold property and investments on trust for various organisations in connection with or affiliated to the Anglican Diocese of Dunedin.

Who We Serve

Beneficiaries
Children / young peopleFamily / whanauOlder peoplePeople with disabilitiesReligious groups

Key Statistics

Annual Revenue
$232.5K
Total Expenses
$181.4K
Net Assets
$521.5K

Financial Trends

Financial Trends (18 Years)

Revenue Breakdown

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
92.5mo
Could operate 92.5 months with zero revenue
Over-capitalized
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

16
Score /100
Highly Concentrated
HHI: 8,395
High Concentration: 91% of revenue from Other
Other91.2%
Investment Income8.8%

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

Peer Comparison

Ranked against 198 peers · Religion · $100K – $1M

Rating Score
0
#38/199
Revenue
$233K
#118/199
Reserve Months
0.0
#1/199
Surplus
$51K
#71/199
Staff Cost %
0%
#1/199

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: 20 | Transparency: 65
Current
F
2024
Score: 15.0
Financial: 50 | Governance: 65 | Transparency: 65

Rating

Score: /100
Financial
0
Governance
20
Transparency
65
View Full Score Breakdown

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Latest Audit

FY2024
Clean
9 years of audit history

Contact Details

Address
Dunedin, Dunedin

Registration

Registration NumberCC36214
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated2 Mar 1983
Registered office
1A Howden Street, Green Island, Dunedin

Sector & Activities

Primary Sector
Religion
Activities
Acts as an umbrella / resource bodyProvides buildings / facilities / open spaceProvides other finance (e.g. investment funds)

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: 30 September 2026.