Carlaw Heritage Trust — Arts & Culture Charity in Auckland

Carlaw Heritage Trust is a Trust charity in the Arts & Culture sector, based in Auckland, Auckland. This organisation also provides funding to other charities. CharityData rates this charity A- (87.8/100). Annual revenue: $0.7M NZD. Financial data as at October 2025.

Mission: Foster, promote and manage the development of amateur rugby league in the Auckland region

Registration Number
CC50975
Charity Type
Trust
Registration Date
2014-03-25
Status
Active
CharityData Rating
A- (87.8/100)
Sector
Arts & Culture
Location
Auckland, Auckland
Email
finance@aucklandleague.co.nz
Funder Status
Grant-making charity (trust)
Data as at
October 2025

Beneficiaries: Children / young people, General public

Financial Summary

Total Revenue
$0.7M NZD
Total Expenses
$1.6M NZD
Total Assets
$8.9M NZD
Net Assets
$7.7M NZD
Reserve Months
7.1 months of operating expenses
Financial Year End
2025-10-31

Financial History

YearRevenueExpensesNet Assets
2025$0.7M$1.6M$7.7M
2024$2.0M$5.5M$6.1M
2023$1.9M$4.2M$9.3M
2022$3.9M$2.5M$11.6M
2021$4.3M$2.9M$11.3M
2020$4.3M$3.0M$10.4M
2019$5.0M$6.6M$7.8M
2018$18.2M$17.8M$13.6M
2017$4.1M$3.6M$7.5M
2016$3.6M$3.2M$6.9M

CharityData Rating

Overall Grade
A-
Overall Score
87.8/100
Financial Score
97.5
Governance Score
65
Transparency Score
65

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (25)

  • Alexander (Sandy) Foster — Trustee
  • Darren Brady — Trustee
  • Colin Groves — Trustee
  • Paul Seagar — Trustee
  • Catherine Lomax — Trustee
  • Shelley Kopu — Trustee (departed 2025-04-15)
  • Peter Orpin — Trustee
  • Jane Davel — Trustee | Chairperson (departed 2024-09-27)
  • Julian Butson — Trustee (departed 2024-08-31)
  • Daniel Henderson — Trustee (departed 2024-09-01)
  • Struan Abernethy — Trustee (departed 2024-08-25)
  • Anthony Kemp — Trustee (departed 2022-11-01)
  • Brian Mills — Trustee (departed 2023-10-11)
  • Gregory Steed — Trustee (departed 2020-03-09)
  • Kevin McDonald — Trustee (departed 2024-09-27)
  • Joanne Clayton — Trustee (departed 2019-03-11)
  • Gregory Whaiapu — Trustee (departed 2017-02-15)
  • Evelyn Brooker — Trustee (departed 2019-04-08)
  • Dene Biddlecombe — Trustee (departed 2015-12-14)
  • Wayne Urquhart — Trustee (departed 2015-12-23)

Similar Charities in Arts & Culture

FunderArts & CultureTrustTrust

Carlaw Heritage Trust

CC50975Auckland, AucklandRegistered 25 Mar 2014
Data updated: 4 days ago
Financials11mo agoRatingyesterday

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

A-
88/100
Financial
98
Governance
65
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.

  • No chair recorded on the register
    No chair or presiding role is recorded in the register for this board of 6. 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.

Revenue

$727.5K

Expenses

$1.6M

Assets

$8.9M

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
Sports & Recreation
Beneficiaries
General Public
Geographic Focus
Auckland

About

Mission

Foster, promote and manage the development of amateur rugby league in the Auckland region

Who We Serve

Beneficiaries
Children / young peopleGeneral public

Key Statistics

Annual Revenue
$727.5K
Total Expenses
$1.6M
Net Assets
$7.7M

Financial Trends

Financial Trends (12 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
7.1mo
Could operate 7.1 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

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 117 peers · Arts & Culture · $100K – $1M

Rating Score
88
#1/118
Revenue
$728K
#9/118
Reserve Months
7.1
#1/118
Surplus
$-867K
#116/118
Staff Cost %
0%
#1/118

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

Rating History

A-
2025
Score: 87.8
Financial: 98 | Governance: 65 | Transparency: 65
Current
B-
2024
Score: 73.8
Financial: 78 | Governance: 65 | Transparency: 65

Rating

A-
Score: 87.8/100
Financial
97.5
Governance
65
Transparency
65
Why this grade: Financial 98 × 40% + Governance 65 × 60% = 78 → A-.
View Full Score Breakdown

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Contact Details

Address
Auckland, Auckland

Registration

Registration NumberCC50975
Entity TypeTrust
Registered25 Mar 2014
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated20 Feb 2009
Registered office
Level 2, 17-19 Beasley Avenue, Penrose, Auckland

Sector & Activities

Primary Sector
Arts & Culture
Activities
Makes grants to organisations (including schools or other charities)Provides advice / information / advocacyProvides buildings / facilities / open spaceProvides services (e.g. care / counselling)

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: 27 September 2026.