The Ken Fraser Development Trust — Education Charity in Auckland

The Ken Fraser Development Trust is a Trust charity in the Education sector, based in Auckland, Auckland. This organisation also provides funding to other charities. CharityData rates this charity C+ (67.9/100). Annual revenue: $0.0M NZD. Financial data as at July 2025.

Mission: To pay the net income fixed by my Trustee to the Roncalli College in Timaru for the development and or training in the area of media studies. If my Trustee considers in its sole discretion that there are no media studies at Roncalli College, then my Trustee can direct these funds to the development and or training in the area of languages at Roncalli College.

Registration Number
CC57769
Charity Type
Trust
Registration Date
2020-05-15
Status
Active
CharityData Rating
C+ (67.9/100)
Sector
Education
Location
Auckland, Auckland
Funder Status
Grant-making charity (trust)
Data as at
July 2025

Beneficiaries: Children / young people, General public

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Total Assets
$0.7M NZD
Net Assets
$0.7M NZD
Reserve Months
7.0 months of operating expenses
Volunteers
0
Financial Year End
2025-07-31

Financial History

YearRevenueExpensesNet Assets
2025$0.0M$0.0M$0.7M
2024$0.0M$0.0M$0.7M
2023$0.0M$0.0M$0.6M
2022$0.0M$0.0M$0.6M
2021$0.0M$0.0M$0.7M

CharityData Rating

Overall Grade
C+
Overall Score
67.9/100
Financial Score
73.5
Governance Score
55
Transparency Score
65
Program Spending Ratio
0.6%

Board Members and Officers

Current Officers (1)

NameRoleAppointed
Perpetual Trust LimitedTrustee2014-12-17

Similar Charities in Education

FunderEducationTrustTrust

The Ken Fraser Development Trust

CC57769Auckland, AucklandRegistered 15 May 2020
Data updated: 5 days ago
Financials31 Jul 2025Rating2d ago

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

C+
68/100
Financial
74
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

$21.7K

Expenses

$31.4K

Assets

$716.4K

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
Education
Beneficiaries
General Public
Geographic Focus
Auckland

About

Mission

To pay the net income fixed by my Trustee to the Roncalli College in Timaru for the development and or training in the area of media studies. If my Trustee considers in its sole discretion that there are no media studies at Roncalli College, then my Trustee can direct these funds to the development and or training in the area of languages at Roncalli College.

Who We Serve

Beneficiaries
Children / young peopleGeneral public

Key Statistics

Annual Revenue
$21.7K
Total Expenses
$31.4K
Net Assets
$698.4K
Volunteers
0

Financial Trends

Financial Trends (5 Years)

Revenue Breakdown

Expense Breakdown

Verified

Financial Health Dashboard

Cents to the Cause
60c
For every $1 spent, 60c reaches programs
Adequate
Sustainability
7mo
Could operate 7 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 329 peers · Education · Under $100K

Rating Score
68
#50/330
Revenue
$22K
#142/330
Reserve Months
7.0
#1/330
Surplus
$-10K
#293/330
Staff Cost %
0%
#1/330

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

Rating

C+
Score: 67.9/100
Financial
73.5
Governance
55
Transparency
65
Why this grade: Financial 74 × 40% + Governance 55 × 60% = 62 → C+.
View Full Score Breakdown

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Contact Details

Address
Auckland, Auckland

Registration

Registration NumberCC57769
Entity TypeTrust
Registered15 May 2020
StatusRegistered

Sector & Activities

Primary Sector
Education
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.