Kelston Education Trust — Education Charity in Auckland

Kelston Education Trust is a Charitable Trust charity in the Education sector, based in Auckland, Auckland. This organisation also provides funding to other charities. Annual revenue: $0.2M NZD. 2 red flags detected. Financial data as at December 2015.

Mission: The Trust is an investment trust and provides grants to Pathways College.

Registration Number
CC23967
Charity Type
Charitable Trust
Registration Date
2008-05-05
Status
Active
Sector
Education
Location
Auckland, Auckland
Email
gordonf@butland.co.nz
Funder Status
Grant-making charity (trust)
Data as at
December 2015

Beneficiaries: Children / young people, Other charities, Religious groups

Financial Summary

Total Revenue
$0.2M NZD
Total Expenses
$0.1M NZD
Total Assets
$3.7M NZD
Net Assets
$3.7M NZD
Reserve Months
0.0 months of operating expenses
Volunteers
5
Financial Year End
2015-12-31

Financial History

YearRevenueExpensesNet Assets
2015$0.2M$0.1M$3.7M
2014$0.3M$0.2M$3.6M
2013$0.3M$0.2M$3.5M
2012$-0.0M$0.3M$3.3M
2011$0.3M$0.2M$3.6M
2010$0.4M$0.2M$3.6M
2009$3.6M$0.2M$3.4M

Board Members and Officers

Current Officers (1)

NameRoleAppointed
Michael HansonTrustee2026-03-20

Former Officers (10)

  • Danielle Diprose — Trustee
  • Clintin Craig — Trustee
  • Adrian Wood — Trustee (departed 2021-06-19)
  • Adam Lynch — Trustee
  • Alan Thorp — Trustee (departed 2022-11-16)
  • Lloyd Port — Trustee (departed 2015-12-02)
  • Ian Elliott — Chair (departed 2019-01-08)
  • Graham Walton — Trustee (departed 2015-12-02)
  • Gordon Fountain — Trustee
  • Robert Burt — Trustee (departed 2015-02-02)

Reporting Group Members

Kelston Education Trust files a consolidated Annual Return jointly with 1 sibling charity:

Similar Charities in Education

FunderEducationCharitable TrustTrust

Kelston Education Trust

CC23967Auckland, AucklandRegistered 5 May 2008
Data updated: 2 days ago
Financials31 Dec 2015Rating2d ago

Financial data as at December 2015. Sourced from Charities Services register.

NR
Not rated — Last filing over 3 years old

The most recent financial filing with Charities Services is more than three years old. Until a current return is filed, a rating is not assigned.

How ratings work →

Reasons to look carefully (3)

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.
  • Reserves high for operating size
    Reserves cover ~491 months of expenses on $153K revenue — very high for an operating charity this size
  • Shared trustees with reporting-group siblings
    One current trustee also serves on the board of another charity in the same Charities Services reporting group (group has 2 member charities filing one consolidated annual return). Group-internal cross-trusteeship can be operationally efficient but should be visible to donors.

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

$153.0K

Expenses

$89.7K

Assets

$3.7M

Financial data from Charities Services annual return (FY2015). Ratings calculated using CharityData v3.1.1 methodology.

2 red flags identified- Review the Rating tab for details

Reporting group parent. Kelston Education Trust files one consolidated annual return covering 1 member. Member-level figures are not separately reported with Charities Services.

Show member charities (1)

Funder Profile

Grantmaker

This organisation makes grants or donations to other charities and organisations.

Funding Sectors
General
Beneficiaries
General Public
Geographic Focus
Auckland

About

Mission

The Trust is an investment trust and provides grants to Pathways College.

Who We Serve

Beneficiaries
Children / young peopleOther charitiesReligious groups

Key Statistics

Annual Revenue
$153.0K
Total Expenses
$89.7K
Net Assets
$3.7M
Volunteers
5

Financial Trends

Financial Trends (7 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
66.6mo
Could operate 66.6 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

29
Score /100
Highly Concentrated
HHI: 7,061
High Concentration: 82% of revenue from Other
Other82.1%
Investment Income17.9%

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

Peer Comparison

Ranked against 130 peers · Education · $100K – $1M

Rating Score
0
#34/131
Revenue
$153K
#109/131
Reserve Months
0.0
#1/131
Surplus
$63K
#47/131
Staff Cost %
0%
#1/131

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
20
Transparency
65
View Full Score Breakdown

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Contact Details

Address
Auckland, Auckland

Registration

Registration NumberCC23967
Entity TypeCharitable Trust
Registered5 May 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated13 Sept 2007
Registered office
19B Peary Road, Mount Eden, Auckland

Sector & Activities

Primary Sector
Education
Activities
Makes grants to organisations (including schools or other charities)

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

Kelston Education Trust is one of 2 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.