P H Vickery Charitable Trust — Social Services Charity in Christchurch

P H Vickery Charitable Trust is a Charitable Trust charity in the Social Services sector, based in Christchurch, Christchurch. This organisation also provides funding to other charities. CharityData rates this charity C+ (69.7/100). Annual revenue: $0.7M NZD. Financial data as at March 2026.

Mission: The purpose of the Vickery, P H Charitable Trust is to benefit aged persons residing in the province of Southland New Zealand.

Registration Number
CC22087
Charity Type
Charitable Trust
Registration Date
2008-03-24
Status
Active
CharityData Rating
C+ (69.7/100)
Sector
Social Services
Location
Christchurch, Christchurch
Funder Status
Grant-making charity (charitable_trust)
Data as at
March 2026

Beneficiaries: Older people

Financial Summary

Total Revenue
$0.7M NZD
Total Expenses
$0.6M NZD
Total Assets
$16.4M NZD
Net Assets
$16.4M NZD
Reserve Months
9.0 months of operating expenses
Financial Year End
2026-03-31

Financial History

YearRevenueExpensesNet Assets
2026$0.7M$0.6M$16.4M
2025$0.9M$0.5M$16.2M
2024$0.9M$0.5M$15.8M
2023$0.5M$0.9M$15.4M
2022$0.7M$0.5M$15.9M
2021$2.4M$0.6M$15.7M
2020$0.5M$0.6M$13.8M
2019$2.1M$1.7M$14.0M
2018$0.5M$0.4M$13.6M
2017$0.7M$0.4M$13.3M

CharityData Rating

Overall Grade
C+
Overall Score
69.7/100
Financial Score
76
Governance Score
55
Transparency Score
65

Board Members and Officers

Current Officers (2)

NameRoleAppointed
Richard NeaveOfficer2012-06-19
Paul CalderTrustee2011-09-30

Former Officers (3)

  • Hugh Lindo — Trustee (departed 2013-06-26)
  • Brian William Stokes — Trustee (departed 2011-07-30)
  • Timothy Michael Herrick — Trustee (departed 2011-07-30)

Similar Charities in Social Services

FunderSocial ServicesCharitable TrustCharitable Trust

P H Vickery Charitable Trust

CC22087Christchurch, ChristchurchRegistered 24 Mar 2008
Data updated: 3 days ago
Financials6mo agoRating3d ago

Financial data as at March 2026. Sourced from Charities Services register.

C+
70/100
Financial
76
Governance
55
Transparency
65

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.

  • Small board structure
    2 current officers listed on the register — best-practice boards have 5+ members with separation of duties

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

$727.4K

Expenses

$558.8K

Assets

$16.4M

Financial data from Charities Services annual return (FY2026). 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.

Funder Profile

Grantmaker

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

Funding Sectors
Community Development
Beneficiaries
Elderly
Geographic Focus
SouthlandNationwide

About

Mission

The purpose of the Vickery, P H Charitable Trust is to benefit aged persons residing in the province of Southland New Zealand.

Who We Serve

Beneficiaries
Older people

Key Statistics

Annual Revenue
$727.4K
Total Expenses
$558.8K
Net Assets
$16.4M

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
9mo
Could operate 9 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

35
Score /100
Concentrated
HHI: 6,502
Investment Income77.4%
Other22.6%

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

Peer Comparison

Ranked against 150 peers · Social Services · $100K – $1M

Rating Score
70
#21/151
Revenue
$727K
#16/151
Reserve Months
9.0
#1/151
Surplus
$169K
#13/151
Staff Cost %
0%
#1/151

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

Rating History

C+
2026
Score: 69.7
Financial: 76 | Governance: 55 | Transparency: 65
Current
C+
2025
Score: 69.7
Financial: 76 | Governance: 55 | Transparency: 65

Rating

C+
Score: 69.7/100
Financial
76
Governance
55
Transparency
65
Why this grade: Financial 76 × 40% + Governance 55 × 60% = 63 → C+.
View Full Score Breakdown

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Contact Details

Address
Christchurch, Christchurch

Registration

Registration NumberCC22087
Entity TypeCharitable Trust
Registered24 Mar 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated14 Oct 2021
Registered office
148 Victoria Street, Christchurch Central, Christchurch

Sector & Activities

Primary Sector
Social Services
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: 4 October 2026.