David Johnstone Charitable Trust — Registered Charity in Auckland

David Johnstone Charitable Trust is a Trust charity, based in Auckland, Auckland. This organisation also provides funding to other charities. CharityData rates this charity C+ (67.3/100). Annual revenue: $0.2M NZD. 1 red flag detected. Financial data as at December 2024.

Mission: To apply income for charitable purposes within New Zealand.

Registration Number
CC26043
Charity Type
Trust
Registration Date
2008-06-17
Status
Active
CharityData Rating
C+ (67.3/100)
Location
Auckland, Auckland
Funder Status
Grant-making charity (charitable_trust)
Data as at
December 2024

Beneficiaries: Children / young people, Other charities, Other - All

Financial Summary

Total Revenue
$0.2M NZD
Total Expenses
$0.3M NZD
Total Assets
$8.2M NZD
Net Assets
$6.0M NZD
Reserve Months
11.1 months of operating expenses
Volunteers
0
Financial Year End
2024-12-31

Financial History

YearRevenueExpensesNet Assets
2024$0.2M$0.3M$6.0M
2023$0.3M$0.4M$7.2M
2022$1.2M$0.3M$6.8M
2021$0.2M$0.3M$7.5M
2020$0.5M$0.2M$7.3M
2019$0.2M$0.6M$6.9M
2018$0.2M$0.4M$6.4M
2017$0.5M$0.2M$6.7M
2016$0.2M$0.5M$6.3M
2015$0.3M$0.3M$6.6M

CharityData Rating

Overall Grade
C+
Overall Score
67.3/100
Financial Score
82.5
Governance Score
65
Transparency Score
65

Red Flags

  • 3 trustees of this charity also sit on multiple other charity boards — concentrated trustee bandwidth may warrant board-skill-mix review.

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (9)

  • Michelle Jordan-Tong — Trustee
  • EDGAR WILSON — Trustee
  • Perpetual Trust Limited — Trustee
  • Stephen Allen — Trustee
  • David Lloyd — Trustee
  • Nola Delaney — Trustee (departed 2021-12-31)
  • Glenn Holmes — Trustee
  • David Johnstone Charitable Trust — Trustee (departed 2018-07-27)
  • The New Zealand Guardian Trust Company Limited — Trustee (departed 2019-10-08)

Similar Charities in Other

FunderOtherTrustCharitable Trust

David Johnstone Charitable Trust

CC26043Auckland, AucklandRegistered 17 Jun 2008
Data updated: 23 Sept 2026
Financials31 Dec 2024Rating4d ago

Financial data as at December 2024. Sourced from Charities Services register.

C+
67/100
Financial
83
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

$248.3K

Expenses

$342.7K

Assets

$8.2M

Financial data from Charities Services annual return (FY2024). Ratings calculated using CharityData v3.1.1 methodology.

1 red flag identified- Review the Rating tab for details

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
General
Beneficiaries
General Public
Geographic Focus
Nationwide

About

Mission

To apply income for charitable purposes within New Zealand.

Who We Serve

Beneficiaries
Children / young peopleOther charitiesOther - All

Key Statistics

Annual Revenue
$248.3K
Total Expenses
$342.7K
Net Assets
$6.0M
Volunteers
0

Financial Trends

Financial Trends (17 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
11.1mo
Could operate 11.1 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

5
Score /100
Highly Concentrated
HHI: 9,532
High Concentration: 98% of revenue from Investment Income
Investment Income97.6%
Other2.4%

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

Peer Comparison

Ranked against 118 peers · Other · $100K – $1M

Rating Score
67
#42/119
Revenue
$248K
#78/119
Reserve Months
11.1
#1/119
Surplus
$-94K
#111/119
Staff Cost %
0%
#1/119

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

Rating

C+
Score: 67.3/100
Financial
82.5
Governance
65
Transparency
65
Why this grade: Financial 83 × 40% + Governance 65 × 60% = 72 → 67 after red-flag penalties → C+.
View Full Score Breakdown

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Latest Audit

FY2023
Clean
8 years of audit history

Contact Details

Address
Auckland, Auckland

Registration

Registration NumberCC26043
Entity TypeTrust
Registered17 Jun 2008
StatusRegistered

Sector & Activities

Primary Sector
Other
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: 30 September 2026.