Estate Frank Lloyd Williams — Social Services Charity in Auckland

Estate Frank Lloyd Williams is a Trust charity in the Social Services sector, based in Auckland, Auckland. CharityData rates this charity C+ (67.9/100). Annual revenue: $0.0M NZD. Financial data as at March 2026.

Mission: The late Frank Lloyd Williams died on 1st December 1941 leaving the residue of his Estate to be held in perpetuity to pay the net income to the New Zealand Crippled Children's Society Wairarapa Branch, now CCS Disability Action.

Registration Number
CC10287
Charity Type
Trust
Registration Date
2007-05-16
Status
Active
CharityData Rating
C+ (67.9/100)
Sector
Social Services
Location
Auckland, Auckland
Data as at
March 2026

Beneficiaries: Other charities, People with disabilities, Other - All

Financial Summary

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

Financial History

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

CharityData Rating

Overall Grade
C+
Overall Score
67.9/100
Financial Score
73.5
Governance Score
55
Transparency Score
65

Board Members and Officers

Current Officers (1)

NameRoleAppointed
Trustees Executors LtdTrustee2007-04-03

Similar Charities in Social Services

Social ServicesTrust

Estate Frank Lloyd Williams

CC10287Auckland, AucklandRegistered 16 May 2007
Data updated: 6 days ago
Financials6mo agoRating5d ago

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

C+
68/100
Financial
74
Governance
55
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.

  • Small board structure
    1 current officer listed on the register — best-practice boards have 5+ members with separation of duties

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

$890

Expenses

$3.2K

Assets

$40.3K

Financial data from Charities Services annual return (FY2026). 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.

About

Mission

The late Frank Lloyd Williams died on 1st December 1941 leaving the residue of his Estate to be held in perpetuity to pay the net income to the New Zealand Crippled Children's Society Wairarapa Branch, now CCS Disability Action.

Who We Serve

Beneficiaries
Other charitiesPeople with disabilitiesOther - All

Key Statistics

Annual Revenue
$890
Total Expenses
$3.2K
Net Assets
$40.2K

Financial Trends

Financial Trends (19 Years)

Revenue Breakdown

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
3.5mo
Could operate 3.5 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

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 295 peers · Social Services · Under $100K

Rating Score
68
#37/296
Revenue
$890
#273/296
Reserve Months
3.5
#1/296
Surplus
$-2K
#223/296
Staff Cost %
0%
#1/296

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

Rating History

C+
2026
Score: 67.9
Financial: 74 | Governance: 55 | Transparency: 65
Current
C+
2025
Score: 66.2
Financial: 71 | Governance: 55 | Transparency: 65

Rating

C+
Score: 67.9/100
Financial
73.5
Governance
55
Transparency
65
Why this grade: Financial 74 × 40% + Governance 55 × 60% = 62 → C+.
View Full Score Breakdown

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Contact Details

Address
Auckland, Auckland

Registration

Registration NumberCC10287
Entity TypeTrust
Registered16 May 2007
StatusRegistered

Sector & Activities

Primary Sector
Social Services
Activities
Makes grants to organisations (including schools or other charities)Other - Acts an Umbrella body

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.