Estate of Annie Gertrude Kempthorne — Religion Charity in Auckland

Estate of Annie Gertrude Kempthorne is a Charitable Trust charity in the Religion sector, based in Auckland, Auckland. CharityData rates this charity C (63.8/100). Annual revenue: $0.0M NZD. Financial data as at October 2025.

Mission: A charitable Trust established to provide income to the Auckland Cathedral of The Holy Trinity.

Registration Number
CC26822
Charity Type
Charitable Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
C (63.8/100)
Sector
Religion
Location
Auckland, Auckland
Data as at
October 2025

Beneficiaries: Other - All

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Total Assets
$0.6M NZD
Net Assets
$0.6M NZD
Reserve Months
2.4 months of operating expenses
Volunteers
0
Financial Year End
2025-10-31

Financial History

YearRevenueExpensesNet Assets
2025$0.0M$0.0M$0.6M
2024$0.0M$0.0M$0.6M
2023$0.0M$0.0M$0.6M
2022$0.0M$0.0M$0.6M
2021$0.0M$0.0M$0.6M
2020$0.0M$0.0M$0.6M
2019$0.0M$0.0M$0.6M
2018$0.0M$0.0M$0.6M
2017$0.0M$0.0M-
2016$0.0M$0.0M-

CharityData Rating

Overall Grade
C
Overall Score
63.8/100
Financial Score
67.5
Governance Score
55
Transparency Score
65
Program Spending Ratio
0.3%

Board Members and Officers

Current Officers (1)

NameRoleAppointed
Perpetual Trust LimitedTrustee2019-10-08

Former Officers (1)

  • The New Zealand Guardian Trust Company Limited — Trustee (departed 2019-10-08)

Similar Charities in Religion

ReligionCharitable Trust

Estate of Annie Gertrude Kempthorne

CC26822Auckland, AucklandRegistered 30 Jun 2008
Data updated: Today
Financials11mo agoRating20h ago

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

C
64/100
Financial
68
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

$7.4K

Expenses

$13.6K

Assets

$641.2K

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.

About

Mission

A charitable Trust established to provide income to the Auckland Cathedral of The Holy Trinity.

Who We Serve

Beneficiaries
Other - All

Key Statistics

Annual Revenue
$7.4K
Total Expenses
$13.6K
Net Assets
$632.4K
Volunteers
0

Financial Trends

Financial Trends (17 Years)

Revenue Breakdown

Expense Breakdown

Verified

Financial Health Dashboard

Cents to the Cause
26c
For every $1 spent, 26c reaches programs
Needs attention
Sustainability
2.4mo
Could operate 2.4 months with zero revenue
Critical
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 277 peers · Religion · Under $100K

Rating Score
64
#29/278
Revenue
$7K
#238/278
Reserve Months
2.4
#1/278
Surplus
$-6K
#234/278
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

C
Score: 63.8/100
Financial
67.5
Governance
55
Transparency
65
Why this grade: Financial 68 × 40% + Governance 55 × 60% = 60 → C.
View Full Score Breakdown

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Contact Details

Address
Auckland, Auckland

Registration

Registration NumberCC26822
Entity TypeCharitable Trust
Registered30 Jun 2008
StatusRegistered

Sector & Activities

Primary Sector
Religion
Activities
Makes grants / loans to individuals

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.