The Lady Foundation — Education Charity in Auckland
The Lady Foundation is a Charitable Trust charity in the Education sector, based in Auckland, Auckland. This organisation also provides funding to other charities. CharityData rates this charity B (79.5/100). Annual revenue: $15.1M NZD. Financial data as at March 2026.
Mission: (a) to advance education; (b) to raise awareness of the value, complexity and health of New Zealand’s marine environment and to promote and facilitate conservation of New Zealand’s marine environment; (c) to support and partner with other organisations in projects and actions that go towards achieving (b) above; and (d) for any other purposes within New Zealand (whether relating to the relief of poverty, the advancement of education or religion or any other matter beneficial to the community) which are charitable according to the law of New Zealand.
- Registration Number
- CC57837
- Charity Type
- Charitable Trust
- Registration Date
- 2020-06-09
- Status
- Active
- CharityData Rating
- B (79.5/100)
- Sector
- Education
- Location
- Auckland, Auckland
- Funder Status
- Grant-making charity (foundation)
- Data as at
- March 2026
Beneficiaries: Children / young people, General public
Financial Summary
- Total Revenue
- $15.1M NZD
- Total Expenses
- $0.2M NZD
- Total Assets
- $15.4M NZD
- Net Assets
- $15.4M NZD
- Reserve Months
- 32.8 months of operating expenses
- Staff Count
- 1
- Financial Year End
- 2026-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2026 | $15.1M | $0.2M | $15.4M |
| 2025 | $0.3M | $0.2M | $0.4M |
| 2024 | $0.3M | $0.2M | $0.3M |
| 2023 | $0.3M | $0.2M | $0.2M |
| 2022 | $0.3M | $0.3M | $0.1M |
| 2021 | $0.5M | $0.3M | $0.2M |
CharityData Rating
- Overall Grade
- B
- Overall Score
- 79.5/100
- Financial Score
- 90
- Governance Score
- 55
- Transparency Score
- 65
Board Members and Officers
Current Officers (2)
| Name | Role | Appointed |
|---|---|---|
| Francesca Masfen | Trustee | 2021-07-10 |
| Rolf Masfen | Trustee | 2020-06-09 |
Former Officers (1)
- Angus Robinson — Trustee (departed 2021-07-10)
Similar Charities in Education
- South Pacific College Of Natural Medicine Inc — Education
- Crossways Community Creche Incorporated — Education
- Christchurch Rudolf Steiner School Trust — Education
- Sathya Sai Preschool Rongomai — Education
- Ashburton Kindergarten Association Incorporated — Education
The Lady Foundation
Financial data as at March 2026. Sourced from Charities Services register.
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 structure2 current officers 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.
$15.1M
$167.8K
$15.4M
1
Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.
Grant-Making Trust
Special Entity TypeThis trust makes grants to other organizations. It does not deliver programs directly.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
About
(a) to advance education; (b) to raise awareness of the value, complexity and health of New Zealand’s marine environment and to promote and facilitate conservation of New Zealand’s marine environment; (c) to support and partner with other organisations in projects and actions that go towards achieving (b) above; and (d) for any other purposes within New Zealand (whether relating to the relief of poverty, the advancement of education or religion or any other matter beneficial to the community) which are charitable according to the law of New Zealand.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (6 Years)
Revenue Breakdown
Expense Breakdown
API DataBased on annual return data. Detailed program/admin breakdown not available.
Financial 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 3 peers · Education · $10M – $50M
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.
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