The Personal Advocacy and Safeguarding Adults Trust — Social Services Charity in Wellington

The Personal Advocacy and Safeguarding Adults Trust is a Charitable Trust charity in the Social Services sector, based in Wellington, Wellington. CharityData rates this charity B (79.6/100). Annual revenue: $1.1M NZD. Financial data as at March 2026.

Mission: The Personal Advocacy and Safeguarding Adults Trust provides a range of safeguarding services and supports. These include Supported Decision Making support and training, short term advocacy and life long advocacy, discretionary trust administration, and a coordinated inter-agency response for Adults at Risk. The Trust offers parents and other interested persons an opportunity to invest in peace of mind for the future through membership and enrollment. The Trust also extends support to people not enrolled in the Trust.

Registration Number
CC24427
Charity Type
Charitable Trust
Registration Date
2008-05-15
Status
Active
CharityData Rating
B (79.6/100)
Sector
Social Services
Location
Wellington, Wellington
Email
advocacy@pasat.org.nz
Data as at
March 2026

Beneficiaries: Older people, People with disabilities, Other - All

Financial Summary

Total Revenue
$1.1M NZD
Total Expenses
$1.1M NZD
Total Assets
$3.3M NZD
Net Assets
$2.6M NZD
Reserve Months
1.2 months of operating expenses
Staff Count
25
Financial Year End
2026-03-31

Financial History

YearRevenueExpensesNet Assets
2026$1.1M$1.1M$2.6M
2025$0.5M$0.7M$2.6M
2024$1.0M$0.7M$2.8M
2023$0.4M$0.5M$2.5M
2022$0.6M$0.5M$2.7M
2021$0.6M$0.4M$2.6M
2020$0.2M$0.4M$2.4M
2019$0.4M$0.3M$2.6M
2018$0.3M$0.3M$2.5M
2017$0.2M$0.3M$2.5M

CharityData Rating

Overall Grade
B
Overall Score
79.6/100
Financial Score
81.5
Governance Score
75
Transparency Score
65

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (26)

  • Karleen Edwards — Chair
  • Gina Rogers — Trustee
  • Marese McGee — Trustee
  • Jenna Maguren — Trustee (departed 2023-12-13)
  • Martin Harris — Trustee (departed 2024-05-06)
  • Patricia Grant — Trustee (departed 2025-10-14)
  • Wendy Becker — Trustee
  • Michelle Clayton — Trustee (departed 2024-07-19)
  • Paul Holmes — Trustee (departed 2022-12-05)
  • John Stribrny — Trustee (departed 2022-10-18)
  • Catherine Cooke — Trustee
  • Gerard Letts — Individual (departed 2015-11-06)
  • Annette Brown — Trust Board Member Officer (departed 2015-11-06)
  • Ann Cooper — Chair (departed 2025-10-14)
  • Janine Stewart — Trustee (departed 2025-10-14)
  • June Johnston — Trustee (departed 2015-08-31)
  • Jan Hilder — 01/04/2011 (departed 2014-08-31)
  • Maureen Rawson — Trustee (departed 2014-12-31)
  • Ross Steele — Trustee (departed 2019-10-23)
  • Mary Furie — Trustee (departed 2014-08-31)

Similar Charities in Social Services

Social ServicesCharitable Trust

The Personal Advocacy and Safeguarding Adults Trust

CC24427Wellington, WellingtonRegistered 15 May 2008
Data updated: 1 Nov 2026
Financials7mo agoRating1mo ago

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

B
80/100
Financial
82
Governance
75
Transparency
65
Revenue

$1.1M

Expenses

$1.1M

Assets

$3.3M

Staff

25

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.

About

Mission

The Personal Advocacy and Safeguarding Adults Trust provides a range of safeguarding services and supports. These include Supported Decision Making support and training, short term advocacy and life long advocacy, discretionary trust administration, and a coordinated inter-agency response for Adults at Risk. The Trust offers parents and other interested persons an opportunity to invest in peace of mind for the future through membership and enrollment. The Trust also extends support to people not enrolled in the Trust.

Who We Serve

Beneficiaries
Older peoplePeople with disabilitiesOther - All

Key Statistics

Annual Revenue
$1.1M
Total Expenses
$1.1M
Net Assets
$2.6M
Staff
25
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
1.5mo
Could operate 1.5 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

47
Score /100
Concentrated
HHI: 5,333
Government Grants70.0%
Investment Income16.7%
Other12.4%
Donations0.9%

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

Peer Comparison

Ranked against 48 peers · Social Services · $1M – $10M

Rating Score
80
#18/49
Revenue
$1.1M
#46/49
Reserve Months
1.2
#1/49
Surplus
$48K
#33/49
Staff Cost %
72%
#49/49

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

Rating

B
Score: 79.6/100
Financial
81.5
Governance
75
Transparency
65
Why this grade: Financial 82 × 40% + Governance 75 × 60% = 78 → B.
View Full Score Breakdown

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Latest Audit

FY2024
Clean

Contact Details

Address
Wellington, Wellington

Registration

Registration NumberCC24427
Entity TypeCharitable Trust
Registered15 May 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated4 Dec 1967

Sector & Activities

Primary Sector
Social Services
Activities
Provides advice / information / advocacyProvides human resources (e.g. staff / volunteers)Provides services (e.g. care / counselling)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.