N R Thomson Charitable Trust — Registered Charity in Auckland

N R Thomson Charitable Trust is a Trust charity, based in Auckland, Auckland. This organisation also provides funding to other charities. CharityData rates this charity C+ (69.4/100). Annual revenue: $0.2M NZD. Financial data as at September 2025.

Mission: To provide funds to selected charitable organisation listed in the deed to assist in the carrying out of their general purposes.

Registration Number
CC27989
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
C+ (69.4/100)
Location
Auckland, Auckland
Funder Status
Grant-making charity (charitable_trust)
Data as at
September 2025

Beneficiaries: Other charities, Religious groups, Voluntary bodies other than charities, Other - All

Financial Summary

Total Revenue
$0.2M NZD
Total Expenses
$0.3M NZD
Total Assets
$7.2M NZD
Net Assets
$7.2M NZD
Reserve Months
8.6 months of operating expenses
Volunteers
0
Financial Year End
2025-09-30

Financial History

YearRevenueExpensesNet Assets
2025$0.2M$0.3M$7.2M
2024$0.2M$0.3M$6.9M
2023$0.2M$0.2M$6.0M
2022$0.2M$0.2M$5.9M
2021$0.1M$0.2M$6.4M
2020$0.2M$0.2M$6.0M
2019$0.2M$0.2M$6.3M
2018$0.2M$0.2M$5.9M
2017$0.2M$0.2M$5.5M
2016$0.2M$0.2M$5.3M

CharityData Rating

Overall Grade
C+
Overall Score
69.4/100
Financial Score
75.5
Governance Score
55
Transparency Score
65
Program Spending Ratio
0.7%

Board Members and Officers

Current Officers (1)

NameRoleAppointed
Perpetual Trust LimitedTrustee2019-10-08

Former Officers (2)

  • Nancy Thomson — Trustee (departed 2009-12-09)
  • The New Zealand Guardian Trust Company Limited — Trustee (departed 2019-10-08)

Similar Charities in Other

FunderOtherTrustCharitable Trust

N R Thomson Charitable Trust

CC27989Auckland, AucklandRegistered 30 Jun 2008
Data updated: 6 days ago
Financials30 Sept 2025Rating3d ago

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

C+
69/100
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

$231.2K

Expenses

$265.9K

Assets

$7.2M

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.

Funder Profile

Grantmaker

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

Funding Sectors
General
Beneficiaries
General Public
Geographic Focus
Auckland

About

Mission

To provide funds to selected charitable organisation listed in the deed to assist in the carrying out of their general purposes.

Who We Serve

Beneficiaries
Other charitiesReligious groupsVoluntary bodies other than charitiesOther - All

Key Statistics

Annual Revenue
$231.2K
Total Expenses
$265.9K
Net Assets
$7.2M
Volunteers
0

Financial Trends

Financial Trends (17 Years)

Revenue Breakdown

Expense Breakdown

Verified

Financial Health Dashboard

Cents to the Cause
73c
For every $1 spent, 73c reaches programs
Adequate
Sustainability
8.6mo
Could operate 8.6 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 118 peers · Other · $100K – $1M

Rating Score
69
#38/119
Revenue
$231K
#85/119
Reserve Months
8.6
#1/119
Surplus
$-35K
#98/119
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: 69.4/100
Financial
75.5
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 NumberCC27989
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Sector & Activities

Primary Sector
Other
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: 29 September 2026.