AUSA Investment Trust — Education Charity in Auckland
AUSA Investment Trust is a Trust charity in the Education sector, based in Auckland, Auckland. This organisation also provides funding to other charities. Annual revenue: $3.4M NZD. Financial data as at December 2025.
Mission: The primary purpose of the trust is to support the sole beneficiary, Auckland University Students’ Association (Incorporated) (“Association”), which is is a registered charity, number CC29797.
- Registration Number
- CC59735
- Charity Type
- Trust
- Registration Date
- 2021-11-25
- Status
- Active
- Sector
- Education
- Location
- Auckland, Auckland
- Funder Status
- Grant-making charity (trust)
- Data as at
- December 2025
Beneficiaries: Other charities
Financial Summary
- Total Revenue
- $3.4M NZD
- Total Expenses
- $3.8M NZD
- Total Assets
- $0.3M NZD
- Net Assets
- $0.3M NZD
- Reserve Months
- 0.0 months of operating expenses
- Financial Year End
- 2025-12-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $3.4M | $3.8M | $0.3M |
| 2024 | $4.7M | $5.0M | $0.6M |
| 2023 | $5.2M | $5.5M | $0.9M |
| 2022 | $1.2M | $1.0M | $1.1M |
Board Members and Officers
Current Officers (4)
| Name | Role | Appointed |
|---|---|---|
| Praneel Gupta | Trustee | 2025-01-20 |
| Hamish Stevens | Trustee | 2021-11-12 |
| Robert Lack | Trustee | 2021-11-12 |
| Robert Milne | Trustee | 2021-11-12 |
Former Officers (3)
- Sarah White — Trustee (departed 2025-01-20)
- Alan Shaker — Trustee (departed 2024-01-18)
- Faataualofa So'olefai — Trustee (departed 2023-01-31)
Similar Charities in Education
- The Hato Paora Trust Board — Education
- Otago Presbyterian Girls' College Board of Governors Incorporated — Education
- Far North Reap Society Incorporated — Education
- Victoria University of Wellington Students Association and Te Aka Tauira Incorporated — Education
- Alan Duff Charitable Foundation — Education
AUSA Investment Trust
Financial data as at December 2025. Sourced from Charities Services register.
This entity is registered as a charity but functions as a property, trading, or investment vehicle held by a service-delivering parent (a church, school, hospital, professional association, or similar). Its purpose is to hold or trade assets on the parent's behalf — not to deliver programs to public beneficiaries on its own books. The standard charity rating template (program-vs-administration split, reserve-months, fundraising efficiency) doesn't apply at the subsidiary level — those signals are meaningful at the parent level. A letter grade is withheld here rather than producing a misleading F driven by template-fit. Look up the parent charity by name for its rating.
How ratings work →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 registerNo chair or presiding role is recorded in the register for this board of 4. 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.
$3.4M
$3.8M
$263.9K
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
Subsidiary
Special Entity TypeThis organization is a subsidiary or branch of a parent charity.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
About
The primary purpose of the trust is to support the sole beneficiary, Auckland University Students’ Association (Incorporated) (“Association”), which is is a registered charity, number CC29797.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (4 Years)
Expense Breakdown
API DataBased on annual return data. Detailed program/admin breakdown not available.
Financial Health Dashboard
Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology
Revenue Diversification
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 42 peers · Education · $1M – $10M
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating History
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FY2025Contact Details
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Sector & Activities
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: 1 October 2026.
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