Grace Trust — Registered Charity in Auckland

Grace Trust is a Trust charity, based in Auckland, Auckland. Annual revenue: $4.7M NZD. Financial data as at March 2025.

Mission: Retirement, Personal and Other Services

Registration Number
CC27537
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
Location
Auckland, Auckland
Email
shalini@humphriespeople.co.nz
Data as at
March 2025

Beneficiaries: Older people

Financial Summary

Total Revenue
$4.7M NZD
Total Expenses
$3.9M NZD
Total Assets
$20.1M NZD
Net Assets
$16.6M NZD
Reserve Months
0.0 months of operating expenses
Volunteers
0
Financial Year End
2025-03-31

Financial History

YearRevenueExpensesNet Assets
2025$4.7M$3.9M$16.6M
2024$4.2M$3.8M$15.9M
2023$3.8M$3.6M$14.9M
2022$0.5M$0.4M$13.8M
2021$1.0M$0.3M$13.8M
2020$0.6M$0.4M$13.0M
2019$0.6M$0.6M$12.8M
2018$1.7M$0.3M$12.8M
2017$0.4M$0.5M$10.5M
2016$0.4M$2.3M$10.5M

Board Members and Officers

Current Officers (5)

NameRoleAppointed
Selena Meiklejohn-WhiuTrustee2023-12-13
Lee McLeanTrustee2008-07-02
Duncan MacdonaldTrustee2001-05-03
Rodney HodginsTrustee1998-02-04
Ian MeiklejohnTrustee1985-03-01

Former Officers (3)

  • Timothy Casse — Trustee (departed 2023-06-09)
  • Abraham Breetvelt — Trustee (departed 2014-12-31)
  • John Meiklejohn — Trustee (departed 2009-01-07)

Executive Compensation

NameRoleCompensationYear
Key Management Personnel (aggregate)Key Management Personnel$15,5152024

Service Providers

  • PKF

Similar Charities in Other

OtherTrust

Grace Trust

CC27537Auckland, AucklandRegistered 30 Jun 2008
Data updated: 23 Sept 2026
Financials31 Mar 2025Rating4d ago

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

NR
Not rated — Charity type not yet classified — grade withheld

Our scorecard uses a different template for different kinds of charity — an operating charity is measured differently from an endowment or a grant-making trust. This charity's type has not yet been classified, so a letter grade is withheld rather than assigned using a template chosen by default. That says nothing about the charity itself. Its filed figures are shown above, and it will be graded once its type is classified.

How ratings work →

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.

  • No chair recorded on the register
    No chair or presiding role is recorded in the register for this board of 5. The Charities Register does not require one to be identified, so this is a gap in the public record rather than a finding about the board.

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.

Revenue

$4.7M

Expenses

$3.9M

Assets

$20.1M

Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.

About

Mission

Retirement, Personal and Other Services

Who We Serve

Beneficiaries
Older people

Key Statistics

Annual Revenue
$4.7M
Total Expenses
$3.9M
Net Assets
$16.6M
Volunteers
0

Financial Trends

Financial Trends (15 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
8.2mo
Could operate 8.2 months with zero revenue
Healthy
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

4
Score /100
Highly Concentrated
HHI: 9,551
High Concentration: 98% of revenue from Other
Other97.7%
Investment Income2.3%

HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.

Peer Comparison

Ranked against 52 peers · Other · $1M – $10M

Rating Score
0
#24/53
Revenue
$4.7M
#8/53
Reserve Months
0.0
#1/53
Surplus
$752K
#17/53
Staff Cost %
50%
#53/53

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

Rating

Score: /100
Financial
0
Governance
30
Transparency
85
View Full Score Breakdown

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Latest Audit

FY2025
Clean
10 years of audit history

Contact Details

Address
Auckland, Auckland

Registration

Registration NumberCC27537
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated12 Jul 1985
Registered office
68 Mount Roskill Road, Mount Roskill, Auckland

Sector & Activities

Primary Sector
Other
Activities
Provides buildings / facilities / open spaceProvides services (e.g. care / counselling)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: 30 September 2026.