Abbeyfield Wakatipu Incorporated — Social Services Charity in Queenstown

Abbeyfield Wakatipu Incorporated is a Trust charity in the Social Services sector, based in Queenstown, Queenstown. Annual revenue: $0.0M NZD. Financial data as at March 2026.

Mission: To enhance the quality of life for older people by providing affordable, high quality supported accommodation to older folk who desire companionship, security and assistance in maintaining their independence.

Registration Number
CC24865
Charity Type
Trust
Registration Date
2008-05-25
Status
Active
Sector
Social Services
Location
Queenstown, Queenstown
Email
office@abbeyfield.org.nz
Data as at
March 2026

Beneficiaries: Older people

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Total Assets
$0.1M NZD
Net Assets
$0.1M NZD
Reserve Months
0.0 months of operating expenses
Staff Count
4
Financial Year End
2026-03-31

Financial History

YearRevenueExpensesNet Assets
2026$0.0M$0.0M$0.1M
2025$0.0M-$0.1M
2024$0.0M$0.0M$0.0M
2023$0.0M$0.0M$0.0M
2022$0.0M$0.0M$0.0M
2021$0.0M$0.1M$0.0M
2020$0.0M$0.0M$0.1M
2019$0.0M$0.0M$0.1M
2018$0.0M$0.0M$0.1M
2017$0.0M$0.0M$0.1M

Board Members and Officers

Current Officers (5)

NameRoleAppointed
Janice RoughanSecretary2026-07-12
Duncan FieldTreasurer2025-06-19
Pania AndrewesCommittee Member2024-08-01
Paula Squire-ThomasCommittee Member2023-07-17
Charles ReidChair2017-07-02

Former Officers (31)

  • Kenneth Matthews — Treasurer (departed 2025-08-18)
  • Sharon Leamy — Committee Member (departed 2024-03-31)
  • Heather Riddell — Admin/secretary (departed 2022-06-06)
  • Diana Cruz Castellanos — Treasurer (departed 2019-03-31)
  • Olivia Down — Minute Secretary (departed 2018-12-31)
  • Vanessa Van Uden — Chair (departed 2023-07-16)
  • Patricia Jefford — Committee Member (departed 2022-01-06)
  • Bruce Jefford — Committee Member (departed 2024-03-31)
  • Kenneth Fox — Committee Member
  • Rachel Prendergast — Treasurer (departed 2018-08-05)
  • Pauline Dunbar — Committee Member (departed 2017-06-22)
  • Kristi Howley — Secretary (departed 2016-11-01)
  • Barbara Nind — Committee Member (departed 2015-08-16)
  • Loris Mills — Committee Member
  • Joanne Gilbertson — Committee Member (departed 2015-08-19)
  • Lesley Jones — Committee Member (departed 2015-08-19)
  • Craig Ferguson — Committee Member (departed 2016-03-31)
  • Helen Paterson — Committee Member (departed 2015-08-19)
  • Chris Read — Chair House Committee (departed 2019-07-07)
  • Karen Stuart — Committee Member (departed 2017-01-25)

Reporting Group Members

Abbeyfield Wakatipu Incorporated files a consolidated Annual Return jointly with 25 sibling charities:

Similar Charities in Social Services

Social ServicesTrust

Abbeyfield Wakatipu Incorporated

CC24865Queenstown, QueenstownRegistered 25 May 2008
Data updated: 5 days ago
Financials6mo agoRating2d ago

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

GM
Group member — Reporting-group member — see the parent charity's rating

This charity is a member of a Charities Services reporting group — its parent charity files one consolidated annual return covering the whole group. Because the member's individual return is empty by design (the financial data lives at the parent level), there's nothing on the member's own books for the standard scorecard to measure. The relevant rating, financial figures, and red flags are on the parent charity's profile — follow the link above to see them. The member is part of an ACTIVE filing group; this is not the same as "stale" or "dormant".

How ratings work →
Revenue

$14.2K

Expenses

$34.4K

Assets

$81.2K

Staff

4

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

Part of a reporting group. Abbeyfield Wakatipu Incorporated files its annual return under the consolidated return filed by Abbeyfield New Zealand Incorporated. The financial figures and rating shown for this charity reflect the parent's consolidated filing — see the parent's profile for the underlying disclosure.Parent rating: B-.

About

Mission

To enhance the quality of life for older people by providing affordable, high quality supported accommodation to older folk who desire companionship, security and assistance in maintaining their independence.

Who We Serve

Beneficiaries
Older people

Key Statistics

Annual Revenue
$14.2K
Total Expenses
$34.4K
Net Assets
$51.5K
Staff
4
employees

Financial Trends

Financial Trends (18 Years)

Revenue Breakdown

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
18.4mo
Could operate 18.4 months with zero revenue
Healthy
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

12
Score /100
Highly Concentrated
HHI: 8,802
High Concentration: 94% of revenue from Donations
Donations93.6%
Investment Income6.4%

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

Peer Comparison

Ranked against 295 peers · Social Services · Under $100K

Rating Score
0
#41/296
Revenue
$14K
#169/296
Reserve Months
0.0
#1/296
Surplus
$-20K
#281/296
Staff Cost %
0%
#1/296

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

Rating History

NR
2026
Score: N/A
Financial: 0 | Governance: 0 | Transparency: 0
Current
NR
2025
Score: N/A
Financial: 0 | Governance: 0 | Transparency: 0

Rating

Score: /100
Financial
0
Governance
0
Transparency
0
View Full Score Breakdown

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Contact Details

Address
Queenstown, Queenstown

Registration

Registration NumberCC24865
Entity TypeTrust
Registered25 May 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeIncorporated Society
Incorporated17 Jan 2001
Registered office
Level 3, Queenstown, 9300

Sector & Activities

Primary Sector
Social Services
Activities
Acts as an umbrella / resource bodyProvides advice / information / advocacyProvides buildings / facilities / open spaceProvides other finance (e.g. investment funds)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.