Phoenix House Charitable Trust — Education Charity in Hamilton

Phoenix House Charitable Trust is a Trust charity in the Education sector, based in Hamilton, Hamilton. CharityData rates this charity B- (71.5/100). Annual revenue: $0.6M NZD. Financial data as at March 2026.

Mission: To setup Community Center in Hamilton and provide for educational and cultural needs of different ethnic communities in Hamilton. To promote education and encourage growth and development of the cultural activities of ethnic communities in Hamilton

Registration Number
CC32044
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
B- (71.5/100)
Sector
Education
Location
Hamilton, Hamilton
Email
jiwan99@gmail.com
Data as at
March 2026

Beneficiaries: Children / young people, General public, Migrants / refugees, Older people, People of a certain ethnic / racial origin, Religious groups, Voluntary bodies other than charities

Financial Summary

Total Revenue
$0.6M NZD
Total Expenses
$0.0M NZD
Reserve Months
16.8 months of operating expenses
Financial Year End
2026-03-31

Financial History

YearRevenueExpensesNet Assets
2026$0.6M$0.0M-
2025$0.1M$0.0M-
2024$0.0M$0.0M$0.3M
2023$0.0M$0.0M$0.0M
2022$0.0M$0.0M$0.0M
2021$0.0M$0.0M$0.2M
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
B-
Overall Score
71.5/100
Financial Score
70
Governance Score
75
Transparency Score
65

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (8)

  • Ash Prakash — Trustee
  • Paramm Muttiah — Trustee (departed 2016-11-18)
  • Jiwan Dhaliwal — Treasurer
  • Manjit Singh — Trustee
  • Gulab Bilimoria — Secretary
  • Manilal Jogia — Trustee
  • Amratlal Lad — Chair
  • Vinod Prakash — Secretary (departed 2022-09-05)

Funding Sources

  • Lion Foundation — $3,000
  • The Lion Foundation — $3,000

Similar Charities in Education

EducationTrust

Phoenix House Charitable Trust

CC32044Hamilton, HamiltonRegistered 30 Jun 2008
Data updated: 2 days ago
Financials6mo agoRating2d ago

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

B-
72/100
Balance sheet from 2024 used (not reported this year)
Financial
70
Governance
75
Transparency
65
Revenue

$575.4K

Expenses

$29.7K

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

To setup Community Center in Hamilton and provide for educational and cultural needs of different ethnic communities in Hamilton. To promote education and encourage growth and development of the cultural activities of ethnic communities in Hamilton

Who We Serve

Beneficiaries
Children / young peopleGeneral publicMigrants / refugeesOlder peoplePeople of a certain ethnic / racial originReligious groupsVoluntary bodies other than charities

Key Statistics

Annual Revenue
$575.4K
Total Expenses
$29.7K
Net Assets
-

Financial Trends

Financial Trends (18 Years)

Revenue Breakdown

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
254.6mo
Could operate 254.6 months with zero revenue
Over-capitalized
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

13
Score /100
Highly Concentrated
HHI: 8,670
High Concentration: 93% of revenue from Other
Other92.9%
Donations6.2%
Investment Income0.9%

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

Peer Comparison

Ranked against 132 peers · Education · $100K – $1M

Rating Score
72
#25/133
Revenue
$575K
#21/133
Reserve Months
16.8
#1/133
Surplus
$546K
#4/133
Staff Cost %
0%
#1/133

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

Rating History

B-
2026
Score: 71.5
Financial: 70 | Governance: 75 | Transparency: 65
Current
NR
2025
Score: N/A
Financial: 0 | Governance: 30 | Transparency: 65

Rating

B-
Score: 71.5/100
Financial
70
Governance
75
Transparency
65
Why this grade: Financial 70 × 40% + Governance 75 × 60% = 73 → 72 after red-flag penalties → B-.
View Full Score Breakdown

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Contact Details

Address
Hamilton, Hamilton

Registration

Registration NumberCC32044
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated24 Jul 2000
Registered office
22 Richmond Street, Whitiora, Hamilton

Sector & Activities

Primary Sector
Education
Activities
Provides buildings / facilities / open spaceProvides services (e.g. care / counselling)

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.