Patricia France Charitable Trust — Social Services Charity in Dunedin
Patricia France Charitable Trust is a Trust charity in the Social Services sector, based in Dunedin, Dunedin. This organisation also provides funding to other charities. CharityData rates this charity F (30/100). Annual revenue: $0.1M NZD. 1 red flag detected. Financial data as at March 2025.
Mission: To give relief to women and children resident in the Land Districts of Otago and Southland who, being victims of domestic violence, are in conditions of need, hardship or distress.
- Registration Number
- CC36746
- Charity Type
- Trust
- Registration Date
- 2008-06-30
- Status
- Active
- CharityData Rating
- F (30/100)
- Sector
- Social Services
- Location
- Dunedin, Dunedin
- Website
- http://www.thepatriciafrancecharitabletrust.com/
- tonyeyre@xtra.co.nz
- Funder Status
- Grant-making charity (charitable_trust)
- Data as at
- March 2025
Financial Summary
- Total Revenue
- $0.1M NZD
- Total Expenses
- $0.1M NZD
- Total Assets
- $0.8M NZD
- Net Assets
- $0.6M NZD
- Reserve Months
- 104.2 months of operating expenses
- Volunteers
- 0
- Financial Year End
- 2025-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.1M | $0.1M | $0.6M |
| 2024 | $0.1M | $0.1M | $0.6M |
| 2023 | $0.0M | $0.1M | $0.8M |
| 2022 | $0.1M | $0.1M | $0.8M |
| 2021 | $0.1M | $0.1M | $0.8M |
| 2020 | $0.0M | $0.1M | $0.8M |
| 2019 | $0.0M | $0.0M | $0.8M |
| 2018 | $0.0M | $0.1M | $0.8M |
| 2017 | $0.1M | $0.0M | $0.8M |
| 2016 | $0.1M | $0.1M | $0.7M |
CharityData Rating
- Overall Grade
- F
- Overall Score
- 30/100
- Financial Score
- 50
- Governance Score
- 50
- Transparency Score
- 50
Red Flags
- Holding 104.2 months of expenses in reserves (0.6M), well above recommended maximum
Board Members and Officers
Current Officers (0)
| Name | Role | Appointed |
|---|
Former Officers (5)
- Penelope Kagan — Trustee
- Ngaire Gardner — Trustee
- Paul Sorrell — Trustee
- Anthony Eyre — Trustee
- Alastair Mowat — Trustee (departed 2016-07-01)
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Patricia France Charitable Trust
CC36746Dunedin, DunedinRegistered 30 Jun 2008
Data updated: 4 days ago
Financials31 Mar 2025Rating7h ago
Financial data as at March 2025. Sourced from Charities Services register.
F
30/100
Reduced by penalties
Financial
50
Governance
50
Transparency
50
Revenue
$63.2K
Expenses
$65.1K
Assets
$782.3K
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.0 methodology.
1 red flag identified- Review the Rating tab for details
This rating may reflect incomplete data
This charity's grade of Fis based on limited data from the NZ Charities Register, which does not provide detailed expense breakdowns. Without verified program vs admin spending, efficiency scoring is unavailable and the financial score relies on health metrics only. This charity's actual performance may differ from what the available data suggests.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
Funding Sectors
General
Beneficiaries
ChildrenWomen
Geographic Focus
OtagoSouthland
About
Mission
To give relief to women and children resident in the Land Districts of Otago and Southland who, being victims of domestic violence, are in conditions of need, hardship or distress.
Key Statistics
Annual Revenue
$63.2K
Total Expenses
$65.1K
Net Assets
$565.7K
Volunteers
0
Financial Trends
Financial Trends (17 Years)
Revenue Breakdown
Expense Breakdown
API DataBased on annual return data. Detailed program/admin breakdown not available.
Financial Health Dashboard
Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
0mo
Could operate 0 months with zero revenue
Critical
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
11
Score /100
Highly Concentrated
HHI: 8,890
High Concentration: 94% of revenue from Investment Income
Investment Income94.1%
Donations5.9%
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 288 peers · Social Services · Under $100K
Rating Score
30
Revenue
$63K
Reserve Months
104.2
Surplus
$-2K
Staff Cost %
0%
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating History
F
2025
Score: 30.0
Financial: 50 | Governance: 50 | Transparency: 50
CurrentC-
2024
Score: 56.0
Financial: 65 | Governance: 50 | Transparency: 50
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Claim This ProfileContact Details
Registration
Registration NumberCC36746
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered
Sector & Activities
Primary Sector
Social ServicesData 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: 21 April 2026.
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