Aries Charitable Foundation — Education Charity in Auckland

Aries Charitable Foundation is a Trust charity in the Education sector, based in Auckland, Auckland. This organisation also provides funding to other charities. CharityData rates this charity B+ (84.8/100). Annual revenue: $0.8M NZD. Financial data as at March 2025.

Mission: Every charitable purpose, whether the relief of poverty, the advancement of education or religion, or any other matter beneficial to the community.

Registration Number
CC59909
Charity Type
Trust
Registration Date
2022-02-16
Status
Active
CharityData Rating
B+ (84.8/100)
Sector
Education
Location
Auckland, Auckland
Funder Status
Grant-making charity (foundation)
Data as at
March 2025

Beneficiaries: Children / young people, General public, Other charities

Financial Summary

Total Revenue
$0.8M NZD
Total Expenses
$0.2M NZD
Total Assets
$7.1M NZD
Net Assets
$0.4M NZD
Reserve Months
1.4 months of operating expenses
Volunteers
0
Financial Year End
2025-03-31

Financial History

YearRevenueExpensesNet Assets
2025$0.8M$0.2M$0.4M
2024$0.4M$0.1M$6.2M
2023$5.9M$0.0M$6.3M

CharityData Rating

Overall Grade
B+
Overall Score
84.8/100
Financial Score
97.5
Governance Score
55
Transparency Score
65

Board Members and Officers

Current Officers (1)

NameRoleAppointed
Perpetual Trust LimitedTrustee2021-12-21

Similar Charities in Education

FunderEducationTrustFoundation

Aries Charitable Foundation

CC59909Auckland, AucklandRegistered 16 Feb 2022
Data updated: 5 days ago
Financials31 Mar 2025Rating2d ago

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

B+
85/100
Financial
98
Governance
55
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.

  • Small board structure
    1 current officer listed on the register — best-practice boards have 5+ members with separation of duties

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

$806.8K

Expenses

$229.6K

Assets

$7.1M

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

Endowment Foundation

Special Entity Type

This 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.

Funder Profile

Grantmaker

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

Funding Sectors
EducationSocial ServicesCommunity Development
Beneficiaries
General Public
Geographic Focus
Auckland

About

Mission

Every charitable purpose, whether the relief of poverty, the advancement of education or religion, or any other matter beneficial to the community.

Who We Serve

Beneficiaries
Children / young peopleGeneral publicOther charities

Key Statistics

Annual Revenue
$806.8K
Total Expenses
$229.6K
Net Assets
$391.7K
Volunteers
0

Financial Trends

Financial Trends (3 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
1.4mo
Could operate 1.4 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

0
Score /100
Highly Concentrated
HHI: 10,000
High Concentration: 100% of revenue from Investment Income
Investment Income100.0%

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

Peer Comparison

Ranked against 132 peers · Education · $100K – $1M

Rating Score
85
#5/133
Revenue
$807K
#8/133
Reserve Months
1.4
#1/133
Surplus
$577K
#4/133
Staff Cost %
0%
#1/133

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

Rating

B+
Score: 84.8/100
Financial
97.5
Governance
55
Transparency
65
Why this grade: Financial 98 × 40% + Governance 55 × 60% = 72 → B+.
View Full Score Breakdown

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Contact Details

Address
Auckland, Auckland

Registration

Registration NumberCC59909
Entity TypeTrust
Registered16 Feb 2022
StatusRegistered

Sector & Activities

Primary Sector
Education
Activities
Makes grants / loans to individualsMakes 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.