Seaside Charitable Trust — Health Charity in Waiheke Island

Seaside Charitable Trust is a Charitable Trust charity in the Health sector, based in Waiheke Island, Waiheke Island. CharityData rates this charity C+ (69.4/100). Annual revenue: $0.2M NZD. Financial data as at March 2025.

Mission: To provide supported living for the elderly

Registration Number
CC26410
Charity Type
Charitable Trust
Registration Date
2008-06-23
Status
Active
CharityData Rating
C+ (69.4/100)
Sector
Health
Location
Waiheke Island, Waiheke Island
Email
pat.orchard@xtra.co.nz
Data as at
March 2025

Beneficiaries: Older people

Financial Summary

Total Revenue
$0.2M NZD
Total Expenses
$0.1M NZD
Total Assets
$10.0M NZD
Net Assets
$10.0M NZD
Reserve Months
30.9 months of operating expenses
Staff Count
2
Volunteers
0
Financial Year End
2025-03-31

Financial History

YearRevenueExpensesNet Assets
2025$0.2M$0.1M$10.0M
2024$0.2M$0.2M$10.0M
2023$0.1M$0.2M$10.0M
2022$1.2M$0.2M$8.7M
2021$0.1M$0.1M-
2020$0.1M$0.1M$7.8M
2019$0.2M$0.2M$7.9M
2018$0.2M$0.2M$7.9M
2017$0.2M$0.2M$7.9M
2016$0.2M$0.2M$7.9M

CharityData Rating

Overall Grade
C+
Overall Score
69.4/100
Financial Score
67
Governance Score
75
Transparency Score
65
Program Spending Ratio
0.7%

Board Members and Officers

Current Officers (6)

NameRoleAppointed
Daniel HarrisTrustee2020-10-05
Emily ParsonsTrustee2020-10-05
Brent HarisTrustee2020-10-05
Graeme SkeatesTrustee2015-03-09
Patricia OrchardSecretary2003-07-01
Brett McDonaldChair1984-02-10

Former Officers (4)

  • Fred Hilton — Trustee (departed 2009-07-24)
  • David Orchard — Trustee (departed 2014-03-06)
  • Robert Harris — Trustee (departed 2020-11-09)
  • Paul Harris — Chair (departed 2020-08-25)

Similar Charities in Health

HealthCharitable Trust

Seaside Charitable Trust

CC26410Waiheke Island, Waiheke IslandRegistered 23 Jun 2008
Data updated: 2 days ago
Financials31 Mar 2025Rating3d ago

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

C+
69/100
Financial
67
Governance
75
Transparency
65
Revenue

$185.9K

Expenses

$137.9K

Assets

$10.0M

Staff

2

Financial data from Charities Services annual return (FY2025). 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.

About

Mission

To provide supported living for the elderly

Who We Serve

Beneficiaries
Older people

Key Statistics

Annual Revenue
$185.9K
Total Expenses
$137.9K
Net Assets
$10.0M
Staff
2
employees
Volunteers
0

Financial Trends

Financial Trends (17 Years)

Revenue Breakdown

Expense Breakdown

Verified

Financial Health Dashboard

Cents to the Cause
71c
For every $1 spent, 71c reaches programs
Adequate
Sustainability
30.9mo
Could operate 30.9 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

13
Score /100
Highly Concentrated
HHI: 8,746
High Concentration: 93% of revenue from Other
Other93.4%
Investment Income3.9%
Donations2.7%

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

Rating Score
69
#28/126
Revenue
$186K
#86/126
Reserve Months
30.9
#1/126
Surplus
$48K
#55/126
Staff Cost %
24%
#126/126

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

Rating

C+
Score: 69.4/100
Financial
67
Governance
75
Transparency
65
Why this grade: Financial 67 × 40% + Governance 75 × 60% = 72 → 69 after red-flag penalties → C+.
View Full Score Breakdown

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Latest Audit

FY2024
Clean
9 years of audit history

Contact Details

Address
Waiheke Island, Waiheke Island

Registration

Registration NumberCC26410
Entity TypeCharitable Trust
Registered23 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated27 Nov 1985
Registered office
21 Waiata Road, Onetangi, Waiheke Island

Sector & Activities

Primary Sector
Health
Activities
Provides advice / information / advocacyProvides buildings / facilities / open spaceProvides services (e.g. care / counselling)

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: 4 October 2026.