Beatitudes Foundation — Religion Charity in Amberley

Beatitudes Foundation is a Trust charity in the Religion sector, based in Amberley, Amberley. This organisation also provides funding to other charities. CharityData rates this charity C+ (68.5/100). Annual revenue: $0.1M NZD. Financial data as at March 2025.

Mission: To support the life and mission of the Beatitudes Community and the activities of the Beatitudes in New Zealand. To foster the spiritual and religious development of people in New Zealand.

Registration Number
CC53857
Charity Type
Trust
Registration Date
2016-08-23
Status
Active
CharityData Rating
C+ (68.5/100)
Sector
Religion
Location
Amberley, Amberley
Email
fourvieretrust@gmail.com
Funder Status
Grant-making charity (foundation)
Data as at
March 2025

Financial Summary

Total Revenue
$0.1M NZD
Total Expenses
$0.1M NZD
Total Assets
$0.7M NZD
Net Assets
$0.7M NZD
Reserve Months
6.4 months of operating expenses
Volunteers
1
Financial Year End
2025-03-31

Financial History

YearRevenueExpensesNet Assets
2025$0.1M$0.1M$0.7M
2024$0.1M$0.2M$0.7M
2023$0.3M$0.3M$0.7M
2022$0.6M$0.3M$0.7M
2021$0.5M$0.3M$0.4M
2019$0.2M$0.1M$0.2M
2018$0.0M$0.0M$0.1M
2017$0.0M$0.0M$0.1M
2016$0.1M$0.0M$0.1M

CharityData Rating

Overall Grade
C+
Overall Score
68.5/100
Financial Score
70
Governance Score
65
Transparency Score
65

Board Members and Officers

Current Officers (3)

NameRoleAppointed
Michael LoretzSecretary2022-11-29
Fiona LyonsChair2015-12-08
Caren ThompsonTrustee2015-12-08

Former Officers (6)

  • Timothy Goulding — Trustee (departed 2022-07-27)
  • Vincent Chia — Treasurer (departed 2024-09-02)
  • Mei Chen — Secretary (departed 2017-05-23)
  • David Boyle — Trustee (departed 2017-08-08)
  • Florence Assemat — Trustee (departed 2024-09-02)
  • John Adams — Trustee (departed 2022-11-29)

Similar Charities in Religion

FunderReligionTrustFoundation

Beatitudes Foundation

CC53857Amberley, AmberleyRegistered 23 Aug 2016
Data updated: 5 days ago
Financials31 Mar 2025Rating2d ago

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

C+
69/100
Financial
70
Governance
65
Transparency
65
Revenue

$110.1K

Expenses

$67.1K

Assets

$729.2K

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
ReligionCommunity Development
Beneficiaries
General Public
Geographic Focus
Nationwide

About

Mission

To support the life and mission of the Beatitudes Community and the activities of the Beatitudes in New Zealand. To foster the spiritual and religious development of people in New Zealand.

Key Statistics

Annual Revenue
$110.1K
Total Expenses
$67.1K
Net Assets
$719.0K
Volunteers
1

Financial Trends

Financial Trends (9 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
6.4mo
Could operate 6.4 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

46
Score /100
Concentrated
HHI: 5,383
Other64.1%
Donations35.7%
Investment Income0.2%

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

Peer Comparison

Ranked against 198 peers · Religion · $100K – $1M

Rating Score
69
#34/199
Revenue
$110K
#190/199
Reserve Months
6.4
#1/199
Surplus
$43K
#80/199
Staff Cost %
7%
#199/199

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

Rating

C+
Score: 68.5/100
Financial
70
Governance
65
Transparency
65
Why this grade: Financial 70 × 40% + Governance 65 × 60% = 67 → C+.
View Full Score Breakdown

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Contact Details

Address
Amberley, Amberley

Registration

Registration NumberCC53857
Entity TypeTrust
Registered23 Aug 2016
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated8 Mar 2016
Registered office
67 Leithfield Road Leithfield 7481, Amberley

Sector & Activities

Primary Sector
Religion

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.