Ethel Bartlett Trust — Registered Charity in Dunedin

Ethel Bartlett Trust is a deregistered Trust charity, based in Dunedin, Dunedin. This organisation also provides funding to other charities. Annual revenue: $0.0M NZD. Financial data as at December 2013.

Registration Number
CC27816
Charity Type
Trust
Registration Date
2008-06-30
Status
Deregistered (2014-09-15)
Location
Dunedin, Dunedin
Funder Status
Grant-making charity (trust)
Data as at
December 2013

Beneficiaries: Children / young people, General public, Older people, People with disabilities, Other - All

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
Volunteers
0
Financial Year End
2013-12-31

Financial History

YearRevenueExpensesNet Assets
2013$0.0M$0.0M$0.1M
2012$0.0M$0.0M$0.1M
2011$0.0M$0.0M-
2010$0.0M$0.0M$0.1M
2009$0.0M$0.0M-
2008$0.0M$0.0M$0.1M

Board Members and Officers

Current Officers (1)

NameRoleAppointed
Perpetual Trust LimitedClient Relationship Manager-

Similar Charities in Other

FunderOtherTrustTrustDeregistered

Ethel Bartlett Trust

CC27816Dunedin, DunedinRegistered 30 Jun 2008
Data updated: 3 days ago
Financials31 Dec 2013Rating2d ago

Financial data as at December 2013. Sourced from Charities Services register.

DR
Deregistered — Deregistered from the Charities Services register

This charity has been removed from the Charities Services register and is no longer obliged to file annual returns. Because the charity is no longer active under the Charities Act, the standard rating is withheld. The figures shown above reflect the last filings made while the charity was registered.

How ratings work →
Revenue

$3.1K

Expenses

$4.3K

Assets

$51.1K

Financial data from Charities Services annual return (FY2013). Ratings calculated using CharityData v3.1.1 methodology.

Funder Profile

Grantmaker

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

Geographic Focus
Otago

Who We Serve

Beneficiaries
Children / young peopleGeneral publicOlder peoplePeople with disabilitiesOther - All

Key Statistics

Annual Revenue
$3.1K
Total Expenses
$4.3K
Net Assets
$94.8K
Volunteers
0

Financial Trends

Financial Trends (6 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
13.7mo
Could operate 13.7 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

48
Score /100
Concentrated
HHI: 5,200
Other60.0%
Investment Income40.0%

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

Peer Comparison

Ranked against 322 peers · Other · Under $100K

Rating Score
0
#74/323
Revenue
$3K
#247/323
Reserve Months
0.0
#1/323
Surplus
$-1K
#221/323
Staff Cost %
0%
#1/323

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

Rating

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

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Contact Details

Address
Dunedin, Dunedin

Registration

Registration NumberCC27816
Entity TypeTrust
Registered30 Jun 2008
StatusDeregistered
Deregistered15 Sept 2014

Sector & Activities

Primary Sector
Other
Activities
Makes grants to organisations (including schools or other charities)

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.