OtherTrust
Diocesan School Heritage Foundation
CC26996Auckland, AucklandRegistered 30 Jun 2008
Data updated: 13 Mar 2026
Financials31 Dec 2024Rating3w ago
B
79/100
Financial
85
Governance
65
Transparency
65
Revenue
$1.6M
Expenses
$507.4K
Assets
$8.6M
Financial data from Charities Services annual return (FY2024). Ratings calculated using CharityData v3.0 methodology.
Endowment Foundation
Special Entity TypeThis is an endowment foundation that holds investments and provides grants. High reserves are expected and appropriate - this is not an operating charity.
Rating Note: Endowment foundations are rated using specialized criteria that recognize high reserves as appropriate. Metrics like grant distribution rate and investment returns are prioritized over program spending ratios.
About
Mission
Provides financial and other assistance for the benefit of Diocesan School for Girls
Key Statistics
Annual Revenue
$1.6M
Total Expenses
$507.4K
Net Assets
$8.6M
Staff
0
employees
Volunteers
0
Financial Trends
Financial Trends (17 Years)
Revenue Breakdown
Expense Breakdown
API DataBased 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
11.4mo
Could operate 11.4 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
49
Score /100
Concentrated
HHI: 5,061
Investment Income58.2%
Donations40.9%
Other0.9%
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 69 peers · Other · $1M – $10M
Rating Score
79
Revenue
$1.6M
Reserve Months
202.6
Surplus
$1.1M
Staff Cost %
0%
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Contact Details
Address
Auckland, Auckland
Registration
Registration NumberCC26996
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered
Sector & Activities
Primary Sector
OtherData 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@nzxplorer.co.nz. For informational purposes only. Not investment advice. Last updated: 5 April 2026.
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