Auckland Grammar School Foundation Trust — Education Charity in Auckland
Auckland Grammar School Foundation Trust is a Charitable Trust charity in the Education sector, based in Auckland, Auckland. This organisation also provides funding to other charities. Annual revenue: $3.5M NZD. Financial data as at June 2019.
Mission: The advancement of education by charitable means
- Registration Number
- CC27311
- Charity Type
- Charitable Trust
- Registration Date
- 2008-06-30
- Status
- Active
- Sector
- Education
- Location
- Auckland, Auckland
- Funder Status
- Grant-making charity (foundation)
- Data as at
- June 2019
Beneficiaries: Children / young people
Financial Summary
- Total Revenue
- $3.5M NZD
- Total Expenses
- $1.2M NZD
- Total Assets
- $12.1M NZD
- Net Assets
- $11.9M NZD
- Reserve Months
- 0.0 months of operating expenses
- Volunteers
- 0
- Financial Year End
- 2019-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2019 | $3.5M | $1.2M | $11.9M |
| 2017 | $1.7M | $1.1M | $9.6M |
| 2016 | $1.6M | $0.8M | $8.8M |
| 2015 | $0.6M | $0.2M | $8.0M |
| 2014 | $0.6M | $0.2M | $6.9M |
| 2013 | $0.4M | $0.1M | $6.3M |
| 2012 | $0.4M | $0.1M | $5.7M |
| 2011 | $0.4M | $0.1M | $5.3M |
| 2010 | $0.3M | $0.0M | $3.5M |
| 2009 | $0.3M | $0.0M | $3.0M |
Board Members and Officers
Current Officers (12)
| Name | Role | Appointed |
|---|---|---|
| Gretchen Hawkesby | Trustee | 2022-11-02 |
| Rob Hamilton | Trustee | 2022-11-02 |
| Rachel Paris | Trustee | 2022-11-02 |
| Phillip Bell | Trustee | 2017-02-20 |
| Timothy O'Connor | Advisory Trustee | 2012-10-30 |
| Sir Ralph Norris | Trustee | 2012-07-25 |
| Patrick Gargiulo | Secretary | 2006-10-18 |
| Campbell Batts | Trustee | 2006-07-19 |
| Debbie Burridge | Trustee | 2006-07-19 |
| Jack Porus | Trustee | 2004-06-09 |
| Christopher Mace | Trustee | 2000-12-13 |
| Philip Skelton | Trustee | 2000-12-13 |
Former Officers (5)
- John Wells — Trustee (departed 2019-05-08)
- Graham Jackson — Trustee (departed 2010-03-17)
- Ronald Carter — Trustee (departed 2022-04-02)
- Wilson Whineray — Trustee (departed 2012-09-12)
- Hugh Kasper — Trustee (departed 2016-12-31)
Reporting Group Members
Auckland Grammar School Foundation Trust files a consolidated Annual Return jointly with 18 sibling charities:
- Redshaw Trust
- Auckland Grammar School Headmaster's Council Incorporated
- Florence Lilian White Legacy
- Barrie Frederick Connell Legacy
- Alan Armstrong Memorial Prize
- Donald Norman Murray Scholarship
- Dr Kidd Memorial Prizes
- Flying Officer Alfred P Fogerty Memorial Scholarship
- J C Macky Memorial Prize Fund
- J W Tibbs Trust
- John Williamson Scholarship
- Matthew Koefoed Memorial Art Scholarship
- Graeme A Crothall Scholarship For Tibbs House
- R M Grant Memorial Scholarship
- The FWW Rhodes Memorial Scholarship
- The Vaile Library Trust
- W. E. (Bill) Browne Scholarship
- Richard Cooper Memorial Prize
Similar Charities in Education
- South Pacific College Of Natural Medicine Inc — Education
- Christchurch Rudolf Steiner School Trust — Education
- Ashburton Kindergarten Association Incorporated — Education
- Sathya Sai Preschool Rongomai — Education
- Pukekohe Christian School Trust — Education
Auckland Grammar School Foundation Trust
Financial data as at June 2019. Sourced from Charities Services register.
This charity is a member of a Charities Services reporting group — its parent charity files one consolidated annual return covering the whole group. Because the member's individual return is empty by design (the financial data lives at the parent level), there's nothing on the member's own books for the standard scorecard to measure. The relevant rating, financial figures, and red flags are on the parent charity's profile — follow the link above to see them. The member is part of an ACTIVE filing group; this is not the same as "stale" or "dormant".
How ratings work →$3.5M
$1.2M
$12.1M
Financial data from Charities Services annual return (FY2019). 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.
Related Charities
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
The advancement of education by charitable means
Who We Serve
Key Statistics
Financial Trends
Financial Trends (11 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 62 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: 3 October 2026.
Reporting Group — Consolidated Annual Return
Auckland Grammar School Foundation Trust is one of 19 charities in a Charities Services reporting group. Members file a single consolidated Annual Return together, so the financial figures on each member’s page reflect the combined group — not standalone operations.
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