The Lou and Iris Fisher Charitable Trust — Education Charity in Auckland
The Lou and Iris Fisher Charitable 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 B+ (80.9/100). Annual revenue: $0.1M NZD. Financial data as at March 2026.
Mission: To provide grants to charities in support of NZ based humanitarian and educational causes primarily in the fields of Youth Development, the Environment & Conservation.
- Registration Number
- CC24475
- Charity Type
- Trust
- Registration Date
- 2008-05-16
- Status
- Active
- CharityData Rating
- B+ (80.9/100)
- Sector
- Education
- Location
- Auckland, Auckland
- Funder Status
- Grant-making charity (charitable_trust)
- Data as at
- March 2026
Beneficiaries: Animals, Children / young people, Older people, Other charities, People of a certain ethnic / racial origin, People with disabilities, Voluntary bodies other than charities
Financial Summary
- Total Revenue
- $0.1M NZD
- Total Expenses
- $0.2M NZD
- Total Assets
- $3.8M NZD
- Net Assets
- $3.8M NZD
- Reserve Months
- 17.8 months of operating expenses
- Financial Year End
- 2026-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2026 | $0.1M | $0.2M | $3.8M |
| 2025 | $0.1M | $0.1M | $3.7M |
| 2024 | $0.1M | $0.1M | $3.7M |
| 2023 | $0.1M | $0.3M | $3.4M |
| 2022 | $0.2M | $0.2M | $3.7M |
| 2021 | $0.5M | $0.2M | $3.7M |
| 2020 | $0.1M | $0.5M | $3.3M |
| 2019 | $0.2M | $0.1M | $3.7M |
| 2018 | $0.2M | $0.2M | $3.6M |
| 2017 | $0.2M | $0.2M | $3.5M |
CharityData Rating
- Overall Grade
- B+
- Overall Score
- 80.9/100
- Financial Score
- 83.5
- Governance Score
- 75
- Transparency Score
- 65
Board Members and Officers
Current Officers (6)
| Name | Role | Appointed |
|---|---|---|
| Jasmine Hweh | Trustee | 2008-05-17 |
| Benjamin Fisher | Trustee | 2008-05-17 |
| Frances Fisher | Trustee | 1999-02-18 |
| Susanne Fisher | Trustee | 1999-02-18 |
| Janet Hepi | Trustee | 1999-02-18 |
| Stephen Fisher | Chair | 1989-05-17 |
Former Officers (2)
- Michael Brown — Trustee (departed 2010-05-06)
- Margaret Woolley — Trustee (departed 2010-05-06)
Similar Charities in Education
- The Hato Paora Trust Board — Education
- Otago Presbyterian Girls' College Board of Governors Incorporated — Education
- Hawksbury Community Living Trust — Education
- Far North Reap Society Incorporated — Education
- Victoria University of Wellington Students Association and Te Aka Tauira Incorporated — Education
The Lou and Iris Fisher Charitable Trust
Financial data as at March 2026. Sourced from Charities Services register.
$131.4K
$242.7K
$3.8M
Financial data from Charities Services annual return (FY2026). 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 provide grants to charities in support of NZ based humanitarian and educational causes primarily in the fields of Youth Development, the Environment & Conservation.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (18 Years)
Revenue Breakdown
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 132 peers · Education · $100K – $1M
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating History
Rating
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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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