David John And Maria Sher Charitable Trust Foundation — Religion Charity in Mount Maunganui

David John And Maria Sher Charitable Trust Foundation is a Charitable Trust charity in the Religion sector, based in Mount Maunganui, Mount Maunganui. This organisation also provides funding to other charities. CharityData rates this charity B (76.8/100). Annual revenue: $0.0M NZD. Financial data as at March 2026.

Mission: The trust has been set up to provide funding to religious charities within New Zealand.

Registration Number
CC48845
Charity Type
Charitable Trust
Registration Date
2012-12-03
Status
Active
CharityData Rating
B (76.8/100)
Sector
Religion
Location
Mount Maunganui, Mount Maunganui
Funder Status
Grant-making charity (foundation)
Data as at
March 2026

Beneficiaries: Children / young people, Religious groups, Voluntary bodies other than charities

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Reserve Months
5.8 months of operating expenses
Financial Year End
2026-03-31

Financial History

YearRevenueExpensesNet Assets
2026$0.0M$0.0M-
2025$0.0M$0.0M-
2024$0.0M$0.0M-
2023$0.0M$0.0M-
2022$0.0M$0.0M-
2021$0.0M$0.0M-
2020$0.0M$0.0M-
2019$0.0M$0.0M$0.1M
2018$0.0M$0.0M$0.2M
2017$0.0M$0.0M$0.1M

CharityData Rating

Overall Grade
B
Overall Score
76.8/100
Financial Score
77.5
Governance Score
75
Transparency Score
65

Board Members and Officers

Current Officers (5)

NameRoleAppointed
Professional Trustee Services 2011 LTDTrustee2012-01-26
Simon SherTrustee2012-01-26
Davina SherTrustee2012-01-26
Maria SherTrustee2012-01-26
David SherChair2012-01-26

Similar Charities in Religion

FunderReligionCharitable TrustFoundation

David John And Maria Sher Charitable Trust Foundation

CC48845Mount Maunganui, Mount MaunganuiRegistered 3 Dec 2012
Data updated: Yesterday
Financials6mo agoRatingyesterday

Financial data as at March 2026. Sourced from Charities Services register.

B
77/100
Financial
78
Governance
75
Transparency
65
Revenue

$10.5K

Expenses

$8.8K

Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.

Grant-Making Trust

Special Entity Type

This trust makes grants to other organizations. It does not deliver programs directly.

Funder Profile

Grantmaker

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

Funding Sectors
Religion
Beneficiaries
General Public
Geographic Focus
Nationwide

About

Mission

The trust has been set up to provide funding to religious charities within New Zealand.

Who We Serve

Beneficiaries
Children / young peopleReligious groupsVoluntary bodies other than charities

Key Statistics

Annual Revenue
$10.5K
Total Expenses
$8.8K
Net Assets
-

Financial Trends

Financial Trends (14 Years)

Revenue Breakdown

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
5.8mo
Could operate 5.8 months with zero revenue
Low reserves
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

50
Score /100
Concentrated
HHI: 5,012
Investment Income52.4%
Donations47.6%

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

Peer Comparison

Ranked against 277 peers · Religion · Under $100K

Rating Score
77
#2/278
Revenue
$11K
#218/278
Reserve Months
5.8
#1/278
Surplus
$2K
#136/278
Staff Cost %
0%
#1/278

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

Rating History

B
2026
Score: 76.8
Financial: 78 | Governance: 75 | Transparency: 65
Current
B
2025
Score: 76.8
Financial: 78 | Governance: 75 | Transparency: 65

Rating

B
Score: 76.8/100
Financial
77.5
Governance
75
Transparency
65
Why this grade: Financial 78 × 40% + Governance 75 × 60% = 76 → B.
View Full Score Breakdown

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Contact Details

Address
Mount Maunganui, Mount Maunganui

Registration

Registration NumberCC48845
Entity TypeCharitable Trust
Registered3 Dec 2012
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated22 May 2012
Registered office
2/41 MARINE PARADE MOUNT MAUNGANUI 3116, Mount Maunganui

Sector & Activities

Primary Sector
Religion
Activities
Makes grants to organisations (including schools or other charities)Provides religious services / 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: 2 October 2026.