Dementia Wellington Charitable Trust — Health Charity in Lower Hutt

Dementia Wellington Charitable Trust is a Trust charity in the Health sector, based in Lower Hutt, Lower Hutt. This organisation also provides funding to other charities. Annual revenue: $0.9M NZD. Financial data as at December 2025.

Mission: Our Vision: People living with mate wareware/dementia live their best possible lives. Our Purpose: To help people living in the Wellington region affected with mate wareware/dementia have access to consistent, high-quality evidence-based information, support, and care that meets their individual needs. Te Tiriti o Waitangi/Treaty of Waitangi: We will be guided by the Te Tiriti o Waitangi/Treaty of Waitangi in all our mahi/work.

Registration Number
CC56108
Charity Type
Trust
Registration Date
2018-12-11
Status
Active
Sector
Health
Location
Lower Hutt, Lower Hutt
Email
admin@dementiawellington.org.nz
Funder Status
Grant-making charity (charitable_trust)
Data as at
December 2025

Beneficiaries: Family / whanau

Financial Summary

Total Revenue
$0.9M NZD
Total Expenses
$0.9M NZD
Total Assets
$0.3M NZD
Net Assets
$0.2M NZD
Reserve Months
0.0 months of operating expenses
Staff Count
9
Financial Year End
2025-12-31

Financial History

YearRevenueExpensesNet Assets
2025$0.9M$0.9M$0.2M
2024$0.8M$0.8M$0.3M
2023$0.9M$0.7M$0.3M
2022$0.6M$0.5M$0.1M
2021$0.5M$0.6M$0.1M
2020$0.8M$0.6M$0.2M
2019$0.4M$0.4M$0.0M

Board Members and Officers

Current Officers (6)

NameRoleAppointed
Stephanie ClareChief Executive2026-01-20
Edwin ChenTrustee2022-08-25
Hendrik QuivooyTrustee2022-07-19
Rachel HoulbrookeTrustee2022-07-19
Kathryn McCarrisonTrustee2021-05-17
Anna ShiresChair2018-12-04

Former Officers (7)

  • Marilyn Little — Trustee (departed 2023-03-20)
  • Debra Lawson — Chair (departed 2023-09-29)
  • Frances Blyth — Chair (departed 2021-05-17)
  • Tina Wakefield — Trustee (departed 2020-11-30)
  • Jeanette Brunton — Trustee (departed 2022-11-21)
  • Richard Braae — Trustee (departed 2020-06-15)
  • Bruce McGregor — Trustee (departed 2021-12-31)

Funding Sources

  • Pub Charity Limited — $196,438
  • Four Winds Foundation Limited — $101,256
  • Grassroots Trust Central Limited — $26,700
  • Trust House Foundation — $25,000
  • Lion Foundation — $10,000
  • New Zealand Community Trust — $7,000
  • One Foundation — $5,914

Similar Charities in Health

FunderHealthTrustCharitable Trust

Dementia Wellington Charitable Trust

CC56108Lower Hutt, Lower HuttRegistered 11 Dec 2018
Data updated: 4 days ago
Financials9mo agoRating2d ago

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

NR
Not rated — Summary-form filing — not enough detail to grade

Charities Services Tier 3 reporting allows charities under $2M revenue to file a simple-format annual return rather than audited financial statements. The return reports totals but not the program/administration split or the line-item detail our template needs. No red flags were detected in what was filed, and revenue is below the $2M Tier 2 boundary where audited accounts become mandatory. A letter grade is withheld rather than assigning one that would be driven by the template-fit, not the charity's operations. The charity's filed figures are shown above, and any structural concerns a donor would want to look at are surfaced separately. (v3.3 — aligned with Charities Services tier boundary; matches Charity Navigator and CharityWatch US practice.)

How ratings work →
Revenue

$852.5K

Expenses

$929.9K

Assets

$295.0K

Staff

9

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
Wellington

About

Mission

Our Vision: People living with mate wareware/dementia live their best possible lives. Our Purpose: To help people living in the Wellington region affected with mate wareware/dementia have access to consistent, high-quality evidence-based information, support, and care that meets their individual needs. Te Tiriti o Waitangi/Treaty of Waitangi: We will be guided by the Te Tiriti o Waitangi/Treaty of Waitangi in all our mahi/work.

Who We Serve

Beneficiaries
Family / whanau

Key Statistics

Annual Revenue
$852.5K
Total Expenses
$929.9K
Net Assets
$182.2K
Staff
9
employees

Financial Trends

Financial Trends (7 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

40
Score /100
Concentrated
HHI: 5,965
Government Grants74.6%
Other19.4%
Donations4.7%
Investment Income1.2%

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

Peer Comparison

Ranked against 157 peers · Health · $100K – $1M

Rating Score
0
#39/158
Revenue
$852K
#12/158
Reserve Months
0.0
#1/158
Surplus
$-77K
#142/158
Staff Cost %
82%
#158/158

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

Rating History

NR
2025
Score: N/A
Financial: 0 | Governance: 30 | Transparency: 65
Current
NR
2024
Score: N/A
Financial: 0 | Governance: 30 | Transparency: 65

Rating

Score: /100
Financial
0
Governance
30
Transparency
65
View Full Score Breakdown

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Contact Details

Address
Lower Hutt, Lower Hutt

Registration

Registration NumberCC56108
Entity TypeTrust
Registered11 Dec 2018
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated4 Dec 2018
Registered office
55 Hutt Road, Petone, Lower Hutt

Sector & Activities

Primary Sector
Health
Activities
Provides advice / information / advocacyProvides human resources (e.g. staff / volunteers)Sponsors / undertakes research

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.