Estate of Gordon Lindsey Isaacs — Community Development Charity in Auckland

Estate of Gordon Lindsey Isaacs is a Trust charity in the Community Development sector, based in Auckland, Auckland. This organisation also provides funding to other charities. CharityData rates this charity C+ (69.7/100). Annual revenue: $0.1M NZD. Financial data as at March 2026.

Mission: Makes grants to charitable organisations in Palmerston North and the Manawatu areas based on the trustees discretion.

Registration Number
CC26606
Charity Type
Trust
Registration Date
2008-06-25
Status
Active
CharityData Rating
C+ (69.7/100)
Sector
Community Development
Location
Auckland, Auckland
Funder Status
Grant-making charity (other)
Data as at
March 2026

Beneficiaries: Other - All

Financial Summary

Total Revenue
$0.1M NZD
Total Expenses
$0.1M NZD
Total Assets
$2.0M NZD
Net Assets
$2.0M NZD
Reserve Months
16.6 months of operating expenses
Financial Year End
2026-03-31

Financial History

YearRevenueExpensesNet Assets
2026$0.1M$0.1M$2.0M
2025$0.1M$0.1M$2.0M
2024$0.1M$0.1M$1.9M
2023$0.1M$0.1M$1.8M
2022$0.1M$0.1M$1.9M
2021$0.0M$0.1M$1.9M
2020$0.0M$0.0M$1.7M
2019$0.1M$0.1M$1.8M
2018$0.1M$0.1M$1.7M
2017$0.1M$0.1M-

CharityData Rating

Overall Grade
C+
Overall Score
69.7/100
Financial Score
76
Governance Score
55
Transparency Score
65

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 Community Development

FunderCommunity DevelopmentTrustOther

Estate of Gordon Lindsey Isaacs

CC26606Auckland, AucklandRegistered 25 Jun 2008
Data updated: 4 days ago
Financials6mo agoRating2d ago

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

C+
70/100
Financial
76
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

$67.9K

Expenses

$71.4K

Assets

$2.0M

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.

Funder Profile

Grantmaker

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

Funding Sectors
General
Beneficiaries
General Public
Geographic Focus
Manawatū-Whanganui

About

Mission

Makes grants to charitable organisations in Palmerston North and the Manawatu areas based on the trustees discretion.

Who We Serve

Beneficiaries
Other - All

Key Statistics

Annual Revenue
$67.9K
Total Expenses
$71.4K
Net Assets
$2.0M

Financial Trends

Financial Trends (18 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
16.6mo
Could operate 16.6 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 302 peers · Community Development · Under $100K

Rating Score
70
#61/303
Revenue
$68K
#45/303
Reserve Months
16.6
#1/303
Surplus
$-3K
#237/303
Staff Cost %
0%
#1/303

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

Rating History

C+
2026
Score: 69.7
Financial: 76 | Governance: 55 | Transparency: 65
Current
C+
2025
Score: 67.9
Financial: 74 | Governance: 55 | Transparency: 65

Rating

C+
Score: 69.7/100
Financial
76
Governance
55
Transparency
65
Why this grade: Financial 76 × 40% + Governance 55 × 60% = 63 → C+.
View Full Score Breakdown

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Contact Details

Address
Auckland, Auckland

Registration

Registration NumberCC26606
Entity TypeTrust
Registered25 Jun 2008
StatusRegistered

Sector & Activities

Primary Sector
Community Development
Activities
Makes 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: 28 September 2026.