Laura Fergusson Trust Incorporated — Social Services Charity in Auckland

Laura Fergusson Trust Incorporated is a Incorporated Society charity in the Social Services sector, based in Auckland, Auckland. Annual revenue: $1.8M NZD. Financial data as at June 2023.

Mission: To provide support for people with congenital, acquired or accidental disabilities.

Registration Number
CC29785
Charity Type
Incorporated Society
Registration Date
2008-06-30
Status
Active
Sector
Social Services
Location
Auckland, Auckland
Email
aucklandadmin@lft.co.nz
Data as at
June 2023

Beneficiaries: General public, People with disabilities

Financial Summary

Total Revenue
$1.8M NZD
Total Expenses
$2.6M NZD
Total Assets
$39.0M NZD
Net Assets
$38.8M NZD
Reserve Months
0.0 months of operating expenses
Staff Count
3
Volunteers
2
Financial Year End
2023-06-30

Financial History

YearRevenueExpensesNet Assets
2023$1.8M$2.6M$38.8M
2022$6.0M$2.5M$39.7M
2021$0.5M$2.7M$36.2M
2020$8.7M$11.1M$38.3M
2019$11.7M$12.8M$40.7M
2018$11.4M$11.7M$41.6M
2017$10.8M$11.0M$23.5M
2016$11.5M$11.1M$23.7M
2015$11.8M$11.4M$19.7M
2014$11.2M$11.6M$14.8M

Board Members and Officers

Current Officers (7)

NameRoleAppointed
Scott BarkmanTrustee2025-11-26
Ngaire StottDeputy Chairperson2025-10-28
Simon DunlopChair2024-01-09
Michael BishopTrustee2023-11-29
Sophia MalthusTrustee2023-11-29
Gregory HortonTrustee2023-11-29
Linda SmeeleChair2023-02-01

Former Officers (23)

  • Philippa Atkinson — Member of Board of Management (departed 2025-11-26)
  • Michael Fisher — Member of Board of Management (departed 2025-11-26)
  • Victoria Carter — Chair (departed 2025-02-10)
  • Brett Tantrum — Member of Board of Management (departed 2023-11-29)
  • Gary McMurray — Member of Board of Management (departed 2023-11-29)
  • Sally Anderson — Member of Board of Management (departed 2023-02-23)
  • Patricia Neal — Member of Board of Management (departed 2023-11-29)
  • Heather McLeish — Member of Board of Management (departed 2023-11-29)
  • John Burton — Deputy Chairperson, Board of Management (departed 2023-11-29)
  • Allan Hooker — Member Board of Management (departed 2021-08-23)
  • Amanda Callender — Member Board of Management (departed 2019-11-28)
  • Rob Small — Member of Board of Managment (departed 2021-08-04)
  • Janine Campbell — Trustee (departed 2017-10-18)
  • Richard Glenn — Member of Board of Management (departed 2022-11-16)
  • Jo Clark — Trustee (departed 2017-08-16)
  • Simon Barclay — Chairperson, Board of Management (departed 2023-11-29)
  • Anna Yates — Member of Board of Management (departed 2009-05-31)
  • John Wolk — Member of Board of Management (departed 2016-03-16)
  • Mel Firmin — Member Board of Management (departed 2011-06-02)
  • Shelley Hiha — Member Board of Management (departed 2022-11-16)

Funding Sources

  • Four Regions Trust — $8,000

Similar Charities in Social Services

Social ServicesIncorporated Society

Laura Fergusson Trust Incorporated

CC29785Auckland, AucklandRegistered 30 Jun 2008
Data updated: 3 days ago
Financials30 Jun 2023Rating4d ago

Financial data as at June 2023. 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 →
Revenue

$1.8M

Expenses

$2.6M

Assets

$39.0M

Staff

3

Financial data from Charities Services annual return (FY2023). 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.

Funded By

Registered charities that have funded this organisation.

About

Mission

To provide support for people with congenital, acquired or accidental disabilities.

Who We Serve

Beneficiaries
General publicPeople with disabilities

Key Statistics

Annual Revenue
$1.8M
Total Expenses
$2.6M
Net Assets
$38.8M
Staff
3
employees
Volunteers
2

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
170.8mo
Could operate 170.8 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

18
Score /100
Highly Concentrated
HHI: 8,188
High Concentration: 90% of revenue from Investment Income
Investment Income90.1%
Other8.2%
Donations1.6%
Trading / Services0.2%

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

Peer Comparison

Ranked against 59 peers · Social Services · $1M – $10M

Rating Score
0
#35/60
Revenue
$1.8M
#41/60
Reserve Months
0.0
#1/60
Surplus
$-848K
#60/60
Staff Cost %
0%
#1/60

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
65
View Full Score Breakdown

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Latest Audit

FY2023
Clean
8 years of audit history

Contact Details

Address
Auckland, Auckland

Registration

Registration NumberCC29785
Entity TypeIncorporated Society
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeIncorporated Society
Incorporated26 Aug 1969
Registered office
224 Great South Road, Greenlane, Auckland, 1051

Sector & Activities

Primary Sector
Social Services
Activities
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: 5 October 2026.