Geraldine District Foundation — Health Charity in Geraldine
Geraldine District Foundation is a Charitable Trust charity in the Health sector, based in Geraldine, Geraldine. Annual revenue: $0.7M NZD. Financial data as at March 2025.
Mission: To hold the Foundation Fund on trust to pay or apply so much of the capital and income thereof as the Trustees think fit exclusively for or towards any one or more objects or purposes which are charitable in accordance with the law of New Zealand as the Trustees shall determine from time to time including to strengthen and support the provision of and or provide services and or facilities within the community of the Geraldine township and its surrounding districts.
- Registration Number
- CC57274
- Charity Type
- Charitable Trust
- Registration Date
- 2019-08-03
- Status
- Active
- Sector
- Health
- Location
- Geraldine, Geraldine
- Data as at
- March 2025
Financial Summary
- Total Revenue
- $0.7M NZD
- Total Expenses
- $0.0M NZD
- Reserve Months
- 0.0 months of operating expenses
- Volunteers
- 0
- Financial Year End
- 2025-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.7M | $0.0M | - |
| 2024 | $0.4M | $0.0M | - |
| 2023 | $0.3M | $0.0M | $1.1M |
| 2022 | $0.4M | $0.0M | $0.7M |
| 2021 | $0.4M | $0.0M | $0.4M |
| 2020 | $0.1M | $0.0M | $0.1M |
Board Members and Officers
Current Officers (4)
| Name | Role | Appointed |
|---|---|---|
| Juliet Marsden | Trustee | 2025-09-16 |
| James Wallace | Trustee | 2019-07-23 |
| Wayne O'Donnell | Trustee | 2019-07-23 |
| Rosamond Morten | Trustee | 2019-07-23 |
Funding Sources
- Aotearoa Gaming Foundation — $20,000
- Pub Charity Limited — $20,000
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Geraldine District Foundation
Financial data as at March 2025. Sourced from Charities Services register.
Key balance-sheet figures (net assets / total assets) were not reported in the most recent return, and no populated prior year is available within the two-year fallback window. A rating cannot be calculated without these figures.
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 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.
$675.0K
$7.9K
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
About
To hold the Foundation Fund on trust to pay or apply so much of the capital and income thereof as the Trustees think fit exclusively for or towards any one or more objects or purposes which are charitable in accordance with the law of New Zealand as the Trustees shall determine from time to time including to strengthen and support the provision of and or provide services and or facilities within the community of the Geraldine township and its surrounding districts.
Key Statistics
Financial Trends
Financial Trends (6 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 125 peers · Health · $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: 2 October 2026.
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