Age Concern Auckland Trust — Social Services Charity in Auckland
Age Concern Auckland Trust is a Trust charity in the Social Services sector, based in Auckland, Auckland. CharityData rates this charity C- (59.7/100). Annual revenue: $3.5M NZD. 1 red flag detected. Financial data as at June 2025.
Mission: The charitable objects are to benefit the older community within New Zealand and particularly in the Auckland community, primarily by providing services that support the needs and general well-being of older people.
- Registration Number
- CC60750
- Charity Type
- Trust
- Registration Date
- 2022-11-14
- Status
- Active
- CharityData Rating
- C- (59.7/100)
- Sector
- Social Services
- Location
- Auckland, Auckland
- ageconcern@ageconak.org.nz
- Data as at
- June 2025
Beneficiaries: Older people
Financial Summary
- Total Revenue
- $3.5M NZD
- Total Expenses
- $3.9M NZD
- Total Assets
- $6.0M NZD
- Net Assets
- $4.9M NZD
- Reserve Months
- 11.9 months of operating expenses
- Staff Count
- 45
- Financial Year End
- 2025-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $3.5M | $3.9M | $4.9M |
| 2024 | $3.6M | $3.9M | $0.6M |
| 2023 | - | - | - |
CharityData Rating
- Overall Grade
- C-
- Overall Score
- 59.7/100
- Financial Score
- 67.4
- Governance Score
- 75
- Transparency Score
- 65
Red Flags
- 3 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 (9)
| Name | Role | Appointed |
|---|---|---|
| Pamela Peters | Chair | 2026-08-24 |
| Daniel Poe | Trustee | 2026-04-20 |
| Kim Conner | Trustee | 2025-10-20 |
| Geetanjali Sharma | Trustee | 2025-10-20 |
| Richard Monigatti | Trustee | 2025-10-20 |
| Carmel Conaghan | Trustee | 2025-04-01 |
| Kathy Peri | Trustee | 2024-06-30 |
| Trevor Lowe | Trustee | 2023-07-01 |
| Ngaire Kerse | Trustee | 2022-11-14 |
Former Officers (7)
- Denice Bennett-Rae — Trustee (departed 2026-08-24)
- Miles Brown — Trustee (departed 2025-08-18)
- Anthony Fowlie — Trustee (departed 2026-08-24)
- Mary Gray — Chair (departed 2026-08-24)
- Jennifer Moor — Trustee (departed 2026-08-24)
- Victoria Walker — Trustee (departed 2023-06-30)
- Edwina Mistry — Trustee (departed 2023-03-01)
Funding Sources
- Foundation North — $75,948
- Foundation North — $72,000
- Pub Charity Limited — $40,372.83
- Lion Foundation — $40,000
- Four Winds Foundation Limited — $35,000
- Milestone Foundation Limited — $15,535.87
- Dragon Community Trust — $8,666.67
- One Foundation — $8,177.6
- New Zealand Community Trust — $7,000
- Pub Charity Limited — $4,824
- The North and South Trust Limited — $4,824
- Milestone Foundation — $3,353
- Grassroots Trust Limited — $3,353
- Blue Sky Community Trust — $2,712.82
- Trillian Trust — $2,712.82
- Blue Sky Community Trust — $2,417
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Age Concern Auckland Trust
Financial data as at June 2025. Sourced from Charities Services register.
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.
- Government-funding concentration80% of latest-year revenue came from government grants — single-stream dependency
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.
$3.5M
$3.9M
$6.0M
45
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
Funded By
Registered charities that have funded this organisation.
About
The charitable objects are to benefit the older community within New Zealand and particularly in the Auckland community, primarily by providing services that support the needs and general well-being of older people.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (3 Years)
Revenue Breakdown
Expense Breakdown
API DataBased on annual return data. Detailed program/admin breakdown not available.
Financial Health Dashboard
Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology
Revenue Diversification
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 55 peers · Social Services · $1M – $10M
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating History
Rating
C-Is this your charity?
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Registration
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Sector & Activities
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: 29 September 2026.
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