Education Sponsorship Trust — Education Charity in Auckland

Education Sponsorship Trust is a Charitable Trust charity in the Education sector, based in Auckland, Auckland. CharityData rates this charity B- (71.5/100). Annual revenue: $2.1M NZD. Financial data as at December 2025.

Mission: EST was founded with the aim of establishing an association, with a Judeo-Christian ethos, that promotes educational projects to meet the needs of New Zealand society with a special focus on youth. The Trust fosters excellence in all areas of human endeavour through its activities and mentoring programs. Individuals are encouraged to develop virtues and good habits which help them reach their full potential in mind, body and spirit and make a positive contribution to society.

Registration Number
CC21074
Charity Type
Charitable Trust
Registration Date
2008-02-11
Status
Active
CharityData Rating
B- (71.5/100)
Sector
Education
Location
Auckland, Auckland
Website
https://www.est.org.nz
Email
secretary@est.org.nz
Data as at
December 2025

Beneficiaries: Children / young people, Older people, Other - All

Financial Summary

Total Revenue
$2.1M NZD
Total Expenses
$1.3M NZD
Total Assets
$18.7M NZD
Net Assets
$17.9M NZD
Reserve Months
34.1 months of operating expenses
Staff Count
21
Financial Year End
2025-12-31

Financial History

YearRevenueExpensesNet Assets
2025$2.1M$1.3M$17.9M
2024$1.8M$1.3M$8.0M
2023$2.1M$1.2M$16.7M
2022$1.7M$0.9M$15.8M
2021$1.2M$0.8M$15.1M
2020$1.3M$1.0M$14.3M
2019$1.3M$1.0M$14.3M
2018$1.3M$0.9M$14.1M
2017$1.5M$0.9M$13.7M
2016$1.2M$0.9M$10.4M

CharityData Rating

Overall Grade
B-
Overall Score
71.5/100
Financial Score
70
Governance Score
75
Transparency Score
65

Board Members and Officers

Current Officers (8)

NameRoleAppointed
Pauline Cooper-IoeluTrustee2025-10-05
Anthony MontgomeryTrustee2021-07-24
Luis Trullols DurranTrustee2019-11-09
Astin LoboTrustee2017-05-13
Joseph Van WyjkTrustee2008-11-22
Virginia Mary MillsChair2008-02-12
Fintan Kevin DevineTrustee2008-02-12
Diane Margaret Koorey-WillcockSecretary2008-02-12

Former Officers (10)

  • Vivian Keane — Trustee (departed 2025-05-29)
  • Magdalena Femenia — Trustee (departed 2019-05-04)
  • Craig Seaton Smith — Trustee (departed 2014-05-25)
  • Denis Patrick O'Neill — Trustee (departed 2020-11-08)
  • Christopher John Faehrmann — Trustee (departed 2019-05-04)
  • Arjuro Escamilla — Trustee (departed 2021-07-24)
  • Bernadette Celio — Trustee (departed 2009-02-01)
  • Anthony Andrew Cecire — Trustee (departed 2016-07-01)
  • David John Bolton — Trustee (departed 2024-11-09)
  • Albertus Assen — Trustee (departed 2023-09-16)

Similar Charities in Education

Education Sponsorship Trust logo
EducationCharitable Trust

Education Sponsorship Trust

CC21074Auckland, AucklandRegistered 11 Feb 2008
Data updated: 2 days ago
Financials9mo agoRating3d ago

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

B-
72/100
Financial
70
Governance
75
Transparency
65
Revenue

$2.1M

Expenses

$1.3M

Assets

$18.7M

Staff

21

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.

About

Mission

EST was founded with the aim of establishing an association, with a Judeo-Christian ethos, that promotes educational projects to meet the needs of New Zealand society with a special focus on youth. The Trust fosters excellence in all areas of human endeavour through its activities and mentoring programs. Individuals are encouraged to develop virtues and good habits which help them reach their full potential in mind, body and spirit and make a positive contribution to society.

Who We Serve

Beneficiaries
Children / young peopleOlder peopleOther - All

Key Statistics

Annual Revenue
$2.1M
Total Expenses
$1.3M
Net Assets
$17.9M
Staff
21
employees

Financial Trends

Financial Trends (18 Years)

Revenue Breakdown

Expense Breakdown

API Data

Based on annual return data. Detailed program/admin breakdown not available.

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
34.1mo
Could operate 34.1 months with zero revenue
Over-capitalized
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

51
Score /100
Concentrated
HHI: 4,865
Donations62.1%
Other31.0%
Investment Income6.9%

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

Rating Score
72
#23/63
Revenue
$2.1M
#37/63
Reserve Months
34.1
#1/63
Surplus
$777K
#6/63
Staff Cost %
29%
#63/63

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

Rating History

B-
2025
Score: 71.5
Financial: 70 | Governance: 75 | Transparency: 65
Current
C+
2024
Score: 65.0
Financial: 65 | Governance: 65 | Transparency: 65

Rating

B-
Score: 71.5/100
Financial
70
Governance
75
Transparency
65
Why this grade: Financial 70 × 40% + Governance 75 × 60% = 73 → 72 after red-flag penalties → B-.
View Full Score Breakdown

Is this your charity?

Claim your profile to view analytics, submit corrections, and improve your rating.

Claim This Profile

Latest Audit

FY2025
Clean
10 years of audit history

Contact Details

Address
Auckland, Auckland

Registration

Registration NumberCC21074
Entity TypeCharitable Trust
Registered11 Feb 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated30 Jan 1989
Registered office
8A Robert Street, Ellerslie, Auckland

Sector & Activities

Primary Sector
Education
Activities
Provides advice / information / advocacyProvides buildings / facilities / open spaceProvides human resources (e.g. staff / volunteers)Other - Acts an Umbrella body

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: 4 October 2026.