The Charitable Foundation Of The Catholic Bishop Of Dunedin — Religion Charity in Dunedin

The Charitable Foundation Of The Catholic Bishop Of Dunedin 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: $0.2M NZD. Financial data as at December 2025.

Mission: To bring together, co-operate with, co-ordinate, consult, assist, promote and encourage the charitable activities of the Diocese, including Dunedin Catholic Social Services and any other Catholic charitable organisation.

Registration Number
CC35273
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
B- (70.8/100)
Sector
Religion
Location
Dunedin, Dunedin
Email
bishop@cdd.org.nz
Funder Status
Grant-making charity (foundation)
Data as at
December 2025

Beneficiaries: Other - All

Financial Summary

Total Revenue
$0.2M NZD
Total Expenses
$0.0M NZD
Reserve Months
2321.1 months of operating expenses
Staff Count
1
Financial Year End
2025-12-31

Financial History

YearRevenueExpensesNet Assets
2025$0.2M$0.0M-
2024$0.2M$0.0M-
2023$0.0M$0.0M$1.4M
2022$0.0M$0.0M$1.4M
2021$0.1M$0.0M$1.4M
2020$0.1M$0.0M$1.4M
2019$0.0M$0.0M$1.3M
2018$0.1M$0.0M$1.3M
2017$0.1M$0.0M$1.2M
2016$0.0M$0.0M$1.1M

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
Roman Catholic Bishop of DunedinVicar General2024-07-02
Roman Catholic Bishop of the Diocese of DunedinTrustee2024-07-02

Former Officers (11)

  • Andrea Southee — Finance Assistant (departed 2024-03-29)
  • Katherine Tennent — Diocesan Accountant (departed 2020-06-10)
  • Gerard Aynsley — Vicar General/ Financial Administrator (departed 2024-07-02)
  • Katherine Reese — Diocesan Accountant (departed 2019-07-04)
  • Michael Dooley — Trustee (departed 2024-07-02)
  • Lynette Hurring — Diocesan Accountant (departed 2017-04-07)
  • Karen Ralston — Committee Member (departed 2015-12-23)
  • Diedre Jolly — Committee (departed 2015-10-20)
  • Andrew Young — Committee Member (departed 2013-12-23)
  • Colin Campbell — Trustee (departed 2018-04-25)
  • Pauline Lee — Bishop's Pa (departed 2024-06-07)

Similar Charities in Religion

FunderReligionTrustFoundation

The Charitable Foundation Of The Catholic Bishop Of Dunedin

CC35273Dunedin, DunedinRegistered 30 Jun 2008
Data updated: 5 days ago
Financials9mo agoRating2d ago

Financial data as at December 2025. 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

$206.7K

Expenses

$9.3K

Staff

1

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.

Funder Profile

Grantmaker

This organisation makes grants or donations to other charities and organisations.

Funding Sectors
Social Services
Beneficiaries
General Public
Geographic Focus
Otago

About

Mission

To bring together, co-operate with, co-ordinate, consult, assist, promote and encourage the charitable activities of the Diocese, including Dunedin Catholic Social Services and any other Catholic charitable organisation.

Who We Serve

Beneficiaries
Other - All

Key Statistics

Annual Revenue
$206.7K
Total Expenses
$9.3K
Net Assets
-
Staff
1
employees

Financial Trends

Financial Trends (18 Years)

Revenue Breakdown

Expense Breakdown

API Data

Based 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
2321.1mo
Could operate 2321.1 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

40
Score /100
Concentrated
HHI: 6,004
Donations72.4%
Investment Income27.6%

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

Peer Comparison

Ranked against 198 peers · Religion · $100K – $1M

Rating Score
71
#28/199
Revenue
$207K
#128/199
Reserve Months
2321.1
#1/199
Surplus
$197K
#15/199
Staff Cost %
0%
#1/199

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

Rating History

B-
2025
Score: 70.8
Financial: 78 | Governance: 55 | Transparency: 65
Current
C+
2024
Score: 67.3
Financial: 73 | 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 NumberCC35273
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeSpecial Body
Incorporated1 Sept 2022
Registered office
300 Rattray Street, Dunedin Central, Dunedin

Sector & Activities

Primary Sector
Religion
Activities
Makes grants / loans to individualsMakes grants to organisations (including schools or other charities)Other - Acts an Umbrella body

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: 28 September 2026.