Roy And Val Allen (No. 2) Charitable Trust — Social Services Charity in Auckland
Roy And Val Allen (No. 2) Charitable Trust is a Charitable Trust charity in the Social Services sector, based in Auckland, Auckland. This organisation also provides funding to other charities. CharityData rates this charity B (75.3/100). Annual revenue: $0.1M NZD. Financial data as at March 2026.
Mission: To provide income to be used exclusively for charitable purposes in New Zealand
- Registration Number
- CC23877
- Charity Type
- Charitable Trust
- Registration Date
- 2008-05-04
- Status
- Active
- CharityData Rating
- B (75.3/100)
- Sector
- Social Services
- Location
- Auckland, Auckland
- Funder Status
- Grant-making charity (charitable_trust)
- Data as at
- March 2026
Beneficiaries: General public, Other charities, Voluntary bodies other than charities
Financial Summary
- Total Revenue
- $0.1M NZD
- Total Expenses
- $0.1M NZD
- Total Assets
- $1.0M NZD
- Net Assets
- $1.0M NZD
- Reserve Months
- 9.1 months of operating expenses
- Financial Year End
- 2026-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2026 | $0.1M | $0.1M | $1.0M |
| 2025 | $0.1M | $0.1M | - |
| 2024 | $0.0M | $0.0M | $0.9M |
| 2023 | $0.0M | $0.1M | $0.9M |
| 2022 | $0.0M | $0.1M | $0.9M |
| 2021 | $0.0M | $0.1M | $1.0M |
| 2020 | $0.3M | $0.1M | $0.8M |
| 2019 | $0.0M | $0.1M | $1.0M |
| 2018 | $0.0M | $0.0M | $0.9M |
| 2017 | $0.1M | $0.0M | $1.0M |
CharityData Rating
- Overall Grade
- B
- Overall Score
- 75.3/100
- Financial Score
- 84
- Governance Score
- 55
- Transparency Score
- 65
- Program Spending Ratio
- 0.6%
Board Members and Officers
Current Officers (2)
| Name | Role | Appointed |
|---|---|---|
| Lewis Thomas Grant | Trustee | 2008-05-05 |
| Scott Anderson Massie | Trustee | 2008-05-05 |
Former Officers (1)
- Robin Mary Rive — Trustee (departed 2023-05-11)
Reporting Group Members
Roy And Val Allen (No. 2) Charitable Trust files a consolidated Annual Return jointly with 1 sibling charity:
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Roy And Val Allen (No. 2) Charitable Trust
Financial data as at March 2026. Sourced from Charities Services register.
Reasons to look carefully (2)
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 structure2 current officers listed on the register — best-practice boards have 5+ members with separation of duties
- Shared trustees with reporting-group siblings2 current trustees also serve 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.
$64.7K
$62.4K
$982.6K
Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.
Endowment Foundation
Special Entity TypeThis is an endowment foundation that holds investments and provides grants. High reserves are expected and appropriate - this is not an operating charity.
Related Charities
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
GrantmakerThis organisation makes grants or donations to other charities and organisations.
About
To provide income to be used exclusively for charitable purposes in New Zealand
Who We Serve
Key Statistics
Financial Trends
Financial Trends (16 Years)
Revenue Breakdown
Expense Breakdown
API DataBased on annual return data. Detailed program/admin breakdown not available.
Financial Health Dashboard
Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology
Revenue Diversification
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 276 peers · Social Services · Under $100K
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating
BIs this your charity?
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FY2024Contact Details
Registration
Companies Office
Sector & Activities
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.
Reporting Group — Consolidated Annual Return
Roy And Val Allen (No. 2) Charitable 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.
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