Dementia Auckland Charitable Trust — Social Services Charity in Auckland

Dementia Auckland Charitable Trust is a Trust charity in the Social Services sector, based in Auckland, Auckland. This organisation also provides funding to other charities. CharityData rates this charity C (64.7/100). Annual revenue: $2.4M NZD. Financial data as at June 2025.

Mission: Support services for people affected by dementia.

Registration Number
CC46885
Charity Type
Trust
Registration Date
2011-08-22
Status
Active
CharityData Rating
C (64.7/100)
Sector
Social Services
Location
Auckland, Auckland
Website
http://www.dementiaauckland.org.nz
Email
rrobertson@dementia.nz
Funder Status
Grant-making charity (charitable_trust)
Data as at
June 2025

Beneficiaries: Family / whanau, General public, Older people, People with disabilities

Financial Summary

Total Revenue
$2.4M NZD
Total Expenses
$1.8M NZD
Total Assets
$2.0M NZD
Net Assets
$1.9M NZD
Reserve Months
2.3 months of operating expenses
Staff Count
26
Volunteers
0
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$2.4M$1.8M$1.9M
2024$2.0M$1.9M$1.3M
2023$2.1M$2.2M$1.1M
2022$1.8M$2.5M$1.2M
2021$2.2M$2.5M$1.9M
2020$2.0M$2.4M$2.2M
2019$2.0M$2.3M$2.5M
2018$4.0M$2.6M$2.8M
2017$2.4M$2.3M$1.4M
2016$2.0M$2.1M$1.3M

CharityData Rating

Overall Grade
C
Overall Score
64.7/100
Financial Score
64.6
Governance Score
65
Transparency Score
65

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (26)

  • Jocelyn Weatherall — Trustee
  • Alan Rex — Trustee
  • Carol Fisher — Trustee
  • Tony Wai — Trustee
  • Rosemary Robertson — Trustee
  • Lorraine Hunter — Trustee (departed 2023-02-15)
  • Joanna Hikaka — Trustee (departed 2023-02-15)
  • Tina Crownshaw — Trustee (departed 2023-02-15)
  • Edgar Henson — Trustee (departed 2022-03-16)
  • Chantal Creese — Trustee (departed 2023-02-15)
  • Song Lam — Trustee (departed 2023-02-15)
  • Michal Boyd — Trustee (departed 2023-02-15)
  • Martin Bremner — Trustee (departed 2021-08-18)
  • Connal Townsend — Trustee (departed 2022-08-17)
  • Patrick Cleaver — Trustee (departed 2019-10-10)
  • Margaret Horsburgh — Trustee (departed 2016-09-26)
  • Kate Kersey — Trustee (departed 2019-03-04)
  • Elizabeth Mitchelson — Board Member/trustee (departed 2014-07-28)
  • Jan Bierman — Officer (departed 2013-11-25)
  • Dr Johan Jurgens — Officer (departed 2014-07-28)

Funding Sources

  • Four Winds Foundation Limited — $109,000
  • Pub Charity Limited — $53,944
  • Trillian Trust — $34,144.34
  • The North and South Trust Limited — $32,500
  • Foundation North — $25,000
  • The Trusts Community Foundation — $24,000
  • Grassroots Trust Limited — $20,000
  • Milestone Foundation — $20,000
  • Four Winds Foundation Limited — $20,000
  • The Trusts Community Foundation — $15,000
  • The Lion Foundation — $15,000
  • Blue Sky Community Trust — $11,338.27
  • Milestone Foundation Limited — $11,250.34
  • Dragon Community Trust — $11,000
  • One Foundation — $10,000
  • One Foundation — $10,000
  • Constellation Communities Trust — $10,000
  • Rano Community Trust — $7,000
  • Blue Waters Community Trust — $6,000
  • Dragon Community Trust — $6,000
  • Trillian Trust Limited — $2,789.32
  • Akarana Community Trust — $2,668.65
  • Blue Sky Community Trust — $2,000
  • Rano Community Trust — $2,000

Similar Charities in Social Services

Dementia Auckland Charitable Trust logo
FunderSocial ServicesTrustCharitable Trust

Dementia Auckland Charitable Trust

CC46885Auckland, AucklandRegistered 22 Aug 2011
Data updated: 4 days ago
Financials30 Jun 2025Rating2d ago

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

C
65/100
Financial
65
Governance
65
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.

  • No chair recorded on the register
    No chair or presiding role is recorded in the register for this board of 5. The Charities Register does not require one to be identified, so this is a gap in the public record rather than a finding about the board.

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

$2.4M

Expenses

$1.8M

Assets

$2.0M

Staff

26

Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.

Funder Profile

Grantmaker

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

Funding Sectors
General
Beneficiaries
General Public
Geographic Focus
Auckland

Funded By

Registered charities that have funded this organisation.

About

Mission

Support services for people affected by dementia.

Who We Serve

Beneficiaries
Family / whanauGeneral publicOlder peoplePeople with disabilities

Key Statistics

Annual Revenue
$2.4M
Total Expenses
$1.8M
Net Assets
$1.9M
Staff
26
employees
Volunteers
0

Financial Trends

Financial Trends (14 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
93c
For every $1 spent, 93c reaches programs
Strong
Sustainability
2.3mo
Could operate 2.3 months with zero revenue
Critical
Fundraising Cost
$0.21
Costs $0.21 to raise each $1 in donations
Moderate

Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology

Revenue Diversification

63
Score /100
Moderate
HHI: 3,731
Government Grants52.7%
Donations26.3%
Other15.1%
Investment Income5.8%

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

Rating Score
65
#31/56
Revenue
$2.4M
#24/56
Reserve Months
2.3
#1/56
Surplus
$595K
#11/56
Staff Cost %
72%
#56/56

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

Rating

C
Score: 64.7/100
Financial
64.6
Governance
65
Transparency
65
Why this grade: Financial 65 × 40% + Governance 65 × 60% = 65 → C.
View Full Score Breakdown

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Contact Details

Registration

Registration NumberCC46885
Entity TypeTrust
Registered22 Aug 2011
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated12 May 2011
Registered office
Level 1, Suite 4, 58 Surrey Crescent, Grey Lynn, Auckland

Sector & Activities

Primary Sector
Social Services
Activities
Provides advice / information / advocacyProvides 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: 28 September 2026.