Peter and Ngaire Edmonds Charitable TrustReligion Charity in Dunedin

Peter and Ngaire Edmonds 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 D+ (50.8/100). Annual revenue: $0.0M NZD. 1 red flag detected. Financial data as at March 2026.

Mission: To apply funds to assist people of all ages residing in New Zealand who are in financial distress, for charitable spiritual and educational purposes and charitable welfare, benefit and advancement of socially or physically disadvantaged persons residing in New Zealand

Registration Number
CC60773
Charity Type
Trust
Registration Date
2022-08-02
Status
Active
CharityData Rating
D+ (50.8/100)
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
673.6 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$0.4M$0.0M-

CharityData Rating

Overall Grade
D+
Overall Score
50.8/100
Financial Score
77.5
Governance Score
55
Transparency Score
65

Red Flags

  • 2 trustees of this charity also sit on multiple other charity boards — concentrated trustee bandwidth may warrant board-skill-mix review.

Board Members and Officers

Current Officers (2)

NameRoleAppointed
Lorna KennyTrustee2023-12-01
Geoffrey MirkinTrustee2022-06-07

Former Officers (1)

  • Jennifer GuthrieTrustee (departed 2026-08-14)

Similar Charities in Religion

FunderReligionTrustCharitable Trust

Peter and Ngaire Edmonds Charitable Trust

CC60773Dunedin , Dunedin Registered 2 Aug 2022
Data updated: 1 Sept 2026
Financials5mo agoRating11h ago

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

D+
51/100
Reduced by penalties
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.

  • No chair designated
    Board of 3 with no chair designated on the register

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

$22.1K

Expenses

$7.8K

Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.

1 red flag identified- Review the Rating tab for details

This rating may reflect incomplete data

This charity's grade of D+ is 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.

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
EducationSocial ServicesCommunity Development
Beneficiaries
Elderly
Geographic Focus
Nationwide

About

Mission

To apply funds to assist people of all ages residing in New Zealand who are in financial distress, for charitable spiritual and educational purposes and charitable welfare, benefit and advancement of socially or physically disadvantaged persons residing in New Zealand

Key Statistics

Annual Revenue
$22.1K
Total Expenses
$7.8K
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
673.6mo
Could operate 673.6 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

33
Score /100
Concentrated
HHI: 6,741
Investment Income79.5%
Other20.5%

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

Peer Comparison

Ranked against 274 peers · Religion · Under $100K

Rating Score
51
#34/275
Revenue
$22K
#157/275
Reserve Months
673.6
#1/275
Surplus
$14K
#40/275
Staff Cost %
0%
#1/275

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

Rating History

D+
2026
Score: 50.8
Financial: 78 | Governance: 55 | Transparency: 65
Current
B-
2025
Score: 73.8
Financial: 78 | Governance: 65 | Transparency: 65

Rating

D+
Score: 50.8/100
Financial
77.5
Governance
55
Transparency
65
Why this grade: Financial 78 × 40% + Governance 55 × 60% = 64 → 51 after red-flag penalties → D+.
View Full Score Breakdown

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Contact Details

Address
Dunedin , Dunedin

Registration

Registration NumberCC60773
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.