Shiri Samye Monastery Charitable Trust — Religion Charity in Auckland

Shiri Samye Monastery Charitable Trust is a Charitable Trust charity in the Religion sector, based in Auckland, Auckland. CharityData rates this charity C+ (65.5/100). Annual revenue: $0.4M NZD. Financial data as at March 2026.

Mission: a.to encourage, promote and propagate in New Zealand the learnings and teachings of the Buddhist religion and the Dharma; b.to encourage, promote and cultivate the people in New Zealand through cultural and educational activities consistent with or by or together with religious Buddhist teachings; c.to provide for Buddhists and the community as a whole within New Zealand facilities of all descriptions which the trustees shall consider beneficial through cultural and charitable activities.

Registration Number
CC63662
Charity Type
Charitable Trust
Registration Date
2025-02-21
Status
Active
CharityData Rating
C+ (65.5/100)
Sector
Religion
Location
Auckland, Auckland
Email
info@atiorg.com
Data as at
March 2026

Beneficiaries: Children / young people, Family / whanau, General public, Religious groups

Financial Summary

Total Revenue
$0.4M NZD
Total Expenses
$0.0M NZD
Total Assets
$0.4M NZD
Net Assets
$0.4M NZD
Reserve Months
254.7 months of operating expenses
Financial Year End
2026-03-31

CharityData Rating

Overall Grade
C+
Overall Score
65.5/100
Financial Score
70
Governance Score
55
Transparency Score
65

Board Members and Officers

Current Officers (4)

NameRoleAppointed
Jiao LiTrustee2025-01-08
Wen Ting LiuTrustee2025-01-08
Yanan WeiTrustee2025-01-08
Jieying LinTrustee2025-01-08

Former Officers (1)

  • Xi Wan Wei — Trustee (departed 2026-07-10)

Similar Charities in Religion

ReligionCharitable Trust

Shiri Samye Monastery Charitable Trust

CC63662Auckland, AucklandRegistered 21 Feb 2025
Data updated: 2 days ago
Financials6mo agoRating2d ago

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

C+
66/100
Financial
70
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.

  • No chair recorded on the register
    No chair or presiding role is recorded in the register for this board of 4. 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

$408.3K

Expenses

$10.1K

Assets

$398.2K

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.

About

Mission

a.to encourage, promote and propagate in New Zealand the learnings and teachings of the Buddhist religion and the Dharma; b.to encourage, promote and cultivate the people in New Zealand through cultural and educational activities consistent with or by or together with religious Buddhist teachings; c.to provide for Buddhists and the community as a whole within New Zealand facilities of all descriptions which the trustees shall consider beneficial through cultural and charitable activities.

Who We Serve

Beneficiaries
Children / young peopleFamily / whanauGeneral publicReligious groups

Key Statistics

Annual Revenue
$408.3K
Total Expenses
$10.1K
Net Assets
$398.2K

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
254.7mo
Could operate 254.7 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

0
Score /100
Highly Concentrated
HHI: 10,000
High Concentration: 100% of revenue from Donations
Donations100.0%
Investment Income0.0%

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

Peer Comparison

Ranked against 181 peers · Religion · $100K – $1M

Rating Score
66
#32/182
Revenue
$408K
#47/182
Reserve Months
254.7
#1/182
Surplus
$398K
#7/182
Staff Cost %
0%
#1/182

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

Rating History

C+
2026
Score: 65.5
Financial: 70 | Governance: 55 | Transparency: 65
Current
NR
2024
Score: N/A
Financial: 65 | Governance: 50 | Transparency: 50

Rating

C+
Score: 65.5/100
Financial
70
Governance
55
Transparency
65
Why this grade: Financial 70 × 40% + Governance 55 × 60% = 61 → C+.
View Full Score Breakdown

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Contact Details

Address
Auckland, Auckland

Registration

Registration NumberCC63662
Entity TypeCharitable Trust
Registered21 Feb 2025
StatusRegistered

Sector & Activities

Primary Sector
Religion
Activities
Provides buildings / facilities / open spaceProvides religious services / 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: 3 October 2026.