Downie Stewart Foundation — Health Charity in Dunedin

Downie Stewart Foundation is a Trust charity in the Health sector, based in Dunedin, Dunedin. This organisation also provides funding to other charities. CharityData rates this charity A- (89.5/100). Annual revenue: $5.3M NZD. Financial data as at June 2025.

Mission: Residential Rehabilitation Centre

Registration Number
CC10911
Charity Type
Trust
Registration Date
2007-08-22
Status
Active
CharityData Rating
A- (89.5/100)
Sector
Health
Location
Dunedin, Dunedin
Email
info@moanahouse.org.nz
Funder Status
Grant-making charity (foundation)
Data as at
June 2025

Beneficiaries: Family / whanau, People of a certain ethnic / racial origin, Other - All

Financial Summary

Total Revenue
$5.3M NZD
Total Expenses
$4.6M NZD
Total Assets
$8.6M NZD
Net Assets
$7.3M NZD
Reserve Months
18.8 months of operating expenses
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$5.3M$4.6M$7.3M
2024$4.9M$4.3M$6.6M
2023$4.6M$3.9M$6.0M
2022$3.8M$3.5M$5.2M
2021$4.4M$3.6M$4.9M
2020$3.8M$2.7M$4.1M
2019$3.9M$2.4M$3.0M
2018$2.7M$2.4M$1.5M
2017$2.3M$2.1M$1.1M
2016$2.1M$2.1M$1.0M

CharityData Rating

Overall Grade
A-
Overall Score
89.5/100
Financial Score
100
Governance Score
65
Transparency Score
65

Board Members and Officers

Current Officers (9)

NameRoleAppointed
Michelle Taiaroa-McDonaldTrustee2024-02-19
Finau TaungapeauTrustee2022-09-30
Dean FraserTrustee2022-09-30
Brayden MurrayTrustee2022-02-16
Nolan RatuTrustee2018-01-18
Lyla JonesTrustee2013-02-21
Paul BucknerTrustee2010-02-25
Thomas BrookingTrustee2007-08-15
Julie AsherTrustee2007-08-15

Former Officers (11)

  • Emily Douglas — Trustee
  • Tracey Potiki — Trustee
  • Louisa Homersham — Officer
  • Julian Green — Trustee
  • Christopher Gee — Trustee
  • Stephanie Du Fresne — Trustee
  • Edward Ellison — Trustee (departed 2015-06-30)
  • Edward Weller Ellison — Trustee
  • Graham Batts — Trustee
  • Tahu Potiki — Trustee
  • William Armitage — Chair

Funding Sources

  • Aotearoa Gaming Foundation — $18,492

Similar Charities in Health

FunderHealthTrustFoundation

Downie Stewart Foundation

CC10911Dunedin, DunedinRegistered 22 Aug 2007
Data updated: 3 days ago
Financials30 Jun 2025Rating3d ago

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

A-
90/100
Financial
100
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 9. 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

$5.3M

Expenses

$4.6M

Assets

$8.6M

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
Otago

About

Mission

Residential Rehabilitation Centre

Who We Serve

Beneficiaries
Family / whanauPeople of a certain ethnic / racial originOther - All

Key Statistics

Annual Revenue
$5.3M
Total Expenses
$4.6M
Net Assets
$7.3M

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
0mo
Could operate 0 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

35
Score /100
Concentrated
HHI: 6,513
Government Grants77.5%
Other22.5%

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

Peer Comparison

Ranked against 67 peers · Health · $1M – $10M

Rating Score
90
#5/68
Revenue
$5.3M
#11/68
Reserve Months
18.8
#1/68
Surplus
$692K
#21/68
Staff Cost %
0%
#1/68

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

Rating

A-
Score: 89.5/100
Financial
100
Governance
65
Transparency
65
Why this grade: Financial 100 × 40% + Governance 65 × 60% = 79 → A-.
View Full Score Breakdown

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Contact Details

Address
Dunedin, Dunedin

Registration

Registration NumberCC10911
Entity TypeTrust
Registered22 Aug 2007
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated19 Apr 1984

Sector & Activities

Primary Sector
Health
Activities
Provides advice / information / advocacyProvides 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. Last updated: 29 September 2026.