Jack and Alecia Ede Charitable TrustReligion Charity in Dunedin

Jack and Alecia Ede Charitable Trust is a Trust charity in the Religion sector, based in Dunedin , Dunedin . This organisation also provides funding to other charities. CharityData rates this charity B- (70.8/100). Annual revenue: $0.0M NZD. Financial data as at March 2026.

Mission: To apply funds to assist the Canterbury Medical Research Foundation at Christchurch, New Zealand, to apply funds for charitable welfare, benefit and advancement of socially or physically disadvantaged persons residing in New Zealand and for charitable spiritual and educational purposes to persons residing in New Zealand

Registration Number
CC60352
Charity Type
Trust
Registration Date
2022-08-02
Status
Active
CharityData Rating
B- (70.8/100)
Sector
Religion
Location
Dunedin , Dunedin
Email
mail@wrlawyers.co.nz
Funder Status
Grant-making charity (charitable_trust)
Data as at
March 2026

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Reserve Months
217.7 months of operating expenses
Financial Year End
2026-03-31

Financial History

YearRevenueExpensesNet Assets
2026$0.0M$0.0M-
2025$0.0M$0.0M-
2024$0.0M$0.0M-
2023$0.5M$0.0M-

CharityData Rating

Overall Grade
B-
Overall Score
70.8/100
Financial Score
77.5
Governance Score
55
Transparency Score
65

Board Members and Officers

Current Officers (2)

NameRoleAppointed
Geoffrey MirkinTrustee2026-05-13
Robyn McNeurTrustee2021-11-23

Former Officers (1)

  • Jennifer GuthrieTrustee (departed 2025-11-14)

Similar Charities in Religion

FunderReligionTrustCharitable Trust

Jack and Alecia Ede Charitable Trust

CC60352Dunedin , Dunedin Registered 2 Aug 2022
Data updated: 1 Sept 2026
Financials5mo agoRating15h ago

Financial data as at March 2026. Sourced from Charities Services register.

B-
71/100
Financial
78
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.

  • Small board structure
    2 current officers listed on the register — best-practice boards have 5+ members with separation of duties

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

$23.9K

Expenses

$28.8K

Financial data from Charities Services annual return (FY2026). 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
HealthEducationSocial ServicesReligionCommunity Development
Beneficiaries
Elderly
Geographic Focus
CanterburyNationwide

About

Mission

To apply funds to assist the Canterbury Medical Research Foundation at Christchurch, New Zealand, to apply funds for charitable welfare, benefit and advancement of socially or physically disadvantaged persons residing in New Zealand and for charitable spiritual and educational purposes to persons residing in New Zealand

Key Statistics

Annual Revenue
$23.9K
Total Expenses
$28.8K
Net Assets
-

Financial Trends

Financial Trends (4 Years)

Revenue Breakdown

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
217.7mo
Could operate 217.7 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

0
Score /100
Highly Concentrated
HHI: 10,000
High Concentration: 100% of revenue from Investment Income
Investment Income100.0%

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

Peer Comparison

Ranked against 261 peers · Religion · Under $100K

Rating Score
71
#9/262
Revenue
$24K
#136/262
Reserve Months
217.7
#1/262
Surplus
$-5K
#214/262
Staff Cost %
0%
#1/262

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

Rating History

B-
2026
Score: 70.8
Financial: 78 | Governance: 55 | Transparency: 65
Current
B-
2025
Score: 70.8
Financial: 78 | Governance: 55 | Transparency: 65

Rating

B-
Score: 70.8/100
Financial
77.5
Governance
55
Transparency
65
Why this grade: Financial 78 × 40% + Governance 55 × 60% = 64 → B-.
View Full Score Breakdown

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Contact Details

Address
Dunedin , Dunedin

Registration

Registration NumberCC60352
Entity TypeTrust
Registered2 Aug 2022
StatusRegistered

Sector & Activities

Primary Sector
Religion

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: 11 September 2026.