UBS Trust — Education Charity in Auckland
UBS Trust is a deregistered Trust charity in the Education sector, based in Auckland, Auckland. This organisation also provides funding to other charities. Annual revenue: $4.4M NZD. Financial data as at September 2021.
Mission: Supporting Auckland University Students' Association in its work, including governing its investment in University Bookshop Ltd, and the establishment and maintenance of Student Union Buildings.
- Registration Number
- CC33427
- Charity Type
- Trust
- Registration Date
- 2008-06-30
- Status
- Deregistered (2024-03-31)
- Sector
- Education
- Location
- Auckland, Auckland
- bob@lack.gen.nz
- Funder Status
- Grant-making charity (trust)
- Data as at
- September 2021
Beneficiaries: Other charities, Other - All
Financial Summary
- Total Revenue
- $4.4M NZD
- Total Expenses
- $4.8M NZD
- Total Assets
- $2.4M NZD
- Net Assets
- $1.7M NZD
- Reserve Months
- 0.0 months of operating expenses
- Volunteers
- 0
- Financial Year End
- 2021-09-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2021 | $4.4M | $4.8M | $1.7M |
| 2020 | $5.9M | $6.4M | $2.1M |
| 2019 | $7.3M | $7.6M | $2.7M |
| 2018 | $7.7M | $7.9M | $3.3M |
| 2017 | $10.0M | $9.5M | $4.0M |
| 2016 | $10.0M | $9.5M | $4.0M |
| 2015 | $0.2M | $0.3M | - |
| 2014 | $0.5M | $0.4M | $0.7M |
| 2013 | $0.6M | $0.6M | $0.7M |
| 2012 | $0.5M | $0.5M | $0.7M |
Board Members and Officers
Current Officers (0)
| Name | Role | Appointed |
|---|
Former Officers (22)
- Alan Shaker — Trustee
- Faataualofa So'olefai — Trustee (departed 2022-11-30)
- Gareth Jones — Trustee (departed 2023-02-27)
- Anamika Harirajh — Trustee (departed 2021-11-30)
- William Watterson — Trustee (departed 2021-08-20)
- George Barton — Trustee (departed 2020-11-30)
- Hugo Thomlinson — Trustee (departed 2020-01-31)
- Anand Rama — Trustee (departed 2019-05-13)
- Platon Loukoianov — Trustee (departed 2018-12-31)
- Anna Cusack — Trustee (departed 2018-12-31)
- William Matthews — Trustee (departed 2017-12-31)
- Jessica Storey — Trustee (departed 2016-01-29)
- Paul Smith — Trustee (departed 2015-12-31)
- Andree Atkinson — Trustee
- Catherine Bell — Trustee (departed 2014-12-31)
- Daniel Haines — Trustee (departed 2014-01-01)
- Arena Williams — Trustee (departed 2013-01-01)
- Joseph McCrory — Trustee (departed 2012-01-10)
- Robert Knox — Trustee (departed 2014-12-05)
- Rober Lack — Trustee
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
UBS Trust
Financial data as at September 2021. Sourced from Charities Services register.
This charity has been removed from the Charities Services register and is no longer obliged to file annual returns. Because the charity is no longer active under the Charities Act, the standard rating is withheld. The figures shown above reflect the last filings made while the charity was registered.
How ratings work →$4.4M
$4.8M
$2.4M
Financial data from Charities Services annual return (FY2021). Ratings calculated using CharityData v3.1.1 methodology.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
About
Supporting Auckland University Students' Association in its work, including governing its investment in University Bookshop Ltd, and the establishment and maintenance of Student Union Buildings.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (13 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 37 peers · Education · $1M – $10M
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
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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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