Phyllis Eyre Charitable Trust — Health Charity in Auckland
Phyllis Eyre Charitable Trust is a Trust charity in the Health sector, based in Auckland, Auckland. This organisation also provides funding to other charities. CharityData rates this charity C+ (66.4/100). Annual revenue: $0.1M NZD. Financial data as at August 2025.
Mission: To apply funds towards The Order of St John Midland Regional Charitable Trust, National Heart Foundation of New Zealand, The Leprosy Mission New Zealand Incorporated and Philips Search and Rescue Trust within the greater Waikato region as set out in, and in accordance with, clause 5.2 of the founding documentation and the Charities Act 2005.
- Registration Number
- CC54923
- Charity Type
- Trust
- Registration Date
- 2017-08-11
- Status
- Active
- CharityData Rating
- C+ (66.4/100)
- Sector
- Health
- Location
- Auckland, Auckland
- Funder Status
- Grant-making charity (charitable_trust)
- Data as at
- August 2025
Beneficiaries: Children / young people, General public, Older people, Other charities, People with disabilities
Financial Summary
- Total Revenue
- $0.1M NZD
- Total Expenses
- $0.1M NZD
- Total Assets
- $1.8M NZD
- Net Assets
- $1.8M NZD
- Reserve Months
- 4.5 months of operating expenses
- Volunteers
- 0
- Financial Year End
- 2025-08-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.1M | $0.1M | $1.8M |
| 2024 | $0.1M | $0.1M | $1.7M |
| 2023 | $0.1M | $0.1M | $1.6M |
| 2022 | $0.0M | $0.1M | $1.6M |
| 2021 | $0.0M | $0.0M | $1.7M |
| 2020 | $0.0M | $0.0M | $1.6M |
| 2019 | $0.0M | $0.0M | $1.6M |
| 2018 | - | - | - |
CharityData Rating
- Overall Grade
- C+
- Overall Score
- 66.4/100
- Financial Score
- 73.5
- Governance Score
- 50
- Transparency Score
- 50
- Program Spending Ratio
- 0.6%
Board Members and Officers
Current Officers (0)
| Name | Role | Appointed |
|---|
Former Officers (2)
- Perpetual Trust Limited — Trustee
- The New Zealand Guardian Trust Company Limited — Trustee (departed 2024-12-10)
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Phyllis Eyre Charitable Trust
Financial data as at August 2025. Sourced from Charities Services register.
$54.3K
$78.5K
$1.8M
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
Endowment Foundation
Special Entity TypeThis 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
GrantmakerThis organisation makes grants or donations to other charities and organisations.
About
To apply funds towards The Order of St John Midland Regional Charitable Trust, National Heart Foundation of New Zealand, The Leprosy Mission New Zealand Incorporated and Philips Search and Rescue Trust within the greater Waikato region as set out in, and in accordance with, clause 5.2 of the founding documentation and the Charities Act 2005.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (8 Years)
Revenue Breakdown
Expense Breakdown
VerifiedFinancial Health Dashboard
Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology
Revenue Diversification
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 265 peers · Health · Under $100K
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating
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Registration
Sector & Activities
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.
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