The Beechgrove Charitable Trust — Religion Charity in Richmond

The Beechgrove Charitable Trust is a Charitable Trust charity in the Religion sector, based in Richmond, Richmond. This organisation also provides funding to other charities. CharityData rates this charity B+ (80.1/100). Annual revenue: $0.1M NZD. Financial data as at March 2025.

Mission: To devote or apply both capital and income of the Trust Fund to or for any charitable purpose in New Zealand which are from time to time selected by the Trustees and are valid charitable purposes. Without limiting this in anyway such purposes may also include the upholding, maintaining and propagating of the Christian faith in New Zealand. The Trust may also devote or apply both capital and income of the trust fund to a separate fund to further charitable purposes outside New Zealand including to uphold, maintain and propagate the Christian faith in other countries other than New Zealand. This may also include the financial support and assistance of Christian missionaries and their families living in countries outside New Zealand.

Registration Number
CC40520
Charity Type
Charitable Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
B+ (80.1/100)
Sector
Religion
Location
Richmond, Richmond
Email
cbsutton@netz.nz
Funder Status
Grant-making charity (charitable_trust)
Data as at
March 2025

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

Financial Summary

Total Revenue
$0.1M NZD
Total Expenses
$0.0M NZD
Reserve Months
540.3 months of operating expenses
Volunteers
0
Financial Year End
2025-03-31

Financial History

YearRevenueExpensesNet Assets
2025$0.1M$0.0M-
2024$0.1M$0.1M$1.8M
2023$0.1M$0.1M$1.8M
2022$0.1M$0.1M$1.7M
2021$0.1M$0.1M$1.7M
2020$0.2M$0.1M$1.6M
2019$0.2M$0.1M$2.1M
2018$0.1M$0.1M$2.0M
2017$0.1M$0.1M-
2016$0.1M$0.1M$2.0M

CharityData Rating

Overall Grade
B+
Overall Score
80.1/100
Financial Score
86.5
Governance Score
65
Transparency Score
65

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (5)

  • Colin Sutton — Trustee
  • Adrienne Sutton — Trustee
  • Darren Sutton — Trustee
  • Melanie Milson — Trustee
  • Harley Sutton — Trustee

Similar Charities in Religion

FunderReligionCharitable TrustCharitable Trust

The Beechgrove Charitable Trust

CC40520Richmond, RichmondRegistered 30 Jun 2008
Data updated: 2 days ago
Financials31 Mar 2025Rating3d ago

Financial data as at March 2025. Sourced from Charities Services register.

B+
80/100
Balance sheet from 2024 used (not reported this year)
Financial
87
Governance
65
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 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.

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

$131.1K

Expenses

$41.2K

Financial data from Charities Services annual return (FY2025). 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
Religion
Beneficiaries
General Public
Geographic Focus
Nationwide

About

Mission

To devote or apply both capital and income of the Trust Fund to or for any charitable purpose in New Zealand which are from time to time selected by the Trustees and are valid charitable purposes. Without limiting this in anyway such purposes may also include the upholding, maintaining and propagating of the Christian faith in New Zealand. The Trust may also devote or apply both capital and income of the trust fund to a separate fund to further charitable purposes outside New Zealand including to uphold, maintain and propagate the Christian faith in other countries other than New Zealand. This may also include the financial support and assistance of Christian missionaries and their families living in countries outside New Zealand.

Who We Serve

Beneficiaries
Children / young peopleOther charitiesReligious groups

Key Statistics

Annual Revenue
$131.1K
Total Expenses
$41.2K
Net Assets
-
Volunteers
0

Financial Trends

Financial Trends (17 Years)

Revenue Breakdown

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
17.1mo
Could operate 17.1 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

0
Score /100
Highly Concentrated
HHI: 10,000
High Concentration: 100% of revenue from Investment Income
Investment Income100.0%

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
80
#7/182
Revenue
$131K
#152/182
Reserve Months
540.3
#1/182
Surplus
$90K
#36/182
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

B+
Score: 80.1/100
Financial
86.5
Governance
65
Transparency
65
Why this grade: Financial 87 × 40% + Governance 65 × 60% = 74 → B+.
View Full Score Breakdown

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Contact Details

Address
Richmond, Richmond

Registration

Registration NumberCC40520
Entity TypeCharitable Trust
Registered30 Jun 2008
StatusRegistered

Sector & Activities

Primary Sector
Religion
Activities
Makes grants / loans to individualsMakes grants to organisations (including schools or other charities)Provides religious services / activitiesProvides services (e.g. care / counselling)

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.