The Jackson Family Foundation — Education Charity in Auckland
The Jackson Family Foundation is a Charitable Trust charity in the Education sector, based in Auckland, Auckland. This organisation also provides funding to other charities. CharityData rates this charity B (77.8/100). Annual revenue: $13.8M NZD. Financial data as at December 2025.
Mission: To utilise the income from the Trust's investments to make charitable donations and to support charitable causes on an enduring basis. The Trust supports charities that focus on healthcare, education, women's issues, culture & arts, the environment and relief from poverty. The Foundation supports charitable purposes worldwide with a particular focus on North America and the Bay Area in California. The Foundation mainly aims to benefit charities working in localised areas or on specific missions where the Foundation can see how the funds actively impact communities and create positive change.
- Registration Number
- CC48193
- Charity Type
- Charitable Trust
- Registration Date
- 2012-06-21
- Status
- Active
- CharityData Rating
- B (77.8/100)
- Sector
- Education
- Location
- Auckland, Auckland
- enquiry@jacksonrussell.co.nz
- Funder Status
- Grant-making charity (family_foundation)
- Data as at
- December 2025
Beneficiaries: Other charities
Financial Summary
- Total Revenue
- $13.8M NZD
- Total Expenses
- $1.2M NZD
- Total Assets
- $76.9M NZD
- Net Assets
- $76.8M NZD
- Reserve Months
- 0.4 months of operating expenses
- Financial Year End
- 2025-12-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $13.8M | $1.2M | $76.8M |
| 2024 | $7.9M | $1.1M | $66.5M |
| 2023 | - | $1.3M | $52.7M |
| 2022 | - | $8.6M | $53.1M |
| 2021 | - | $4.5M | $58.0M |
| 2020 | $7.5M | $0.9M | $58.7M |
| 2019 | $0.0M | $1.1M | $56.5M |
| 2018 | $0.0M | $1.3M | $55.5M |
| 2018 | $0.8M | $1.2M | $58.4M |
| 2017 | $4.1M | $1.2M | $60.7M |
CharityData Rating
- Overall Grade
- B
- Overall Score
- 77.8/100
- Financial Score
- 87.5
- Governance Score
- 55
- Transparency Score
- 65
Board Members and Officers
Current Officers (0)
| Name | Role | Appointed |
|---|
Former Officers (1)
- Fairwind Trustee Limited — Trustee
Similar Charities in Education
- South Pacific College Of Natural Medicine Inc — Education
- Christchurch Rudolf Steiner School Trust — Education
- Ashburton Kindergarten Association Incorporated — Education
- Sathya Sai Preschool Rongomai — Education
- Pukekohe Christian School Trust — Education
The Jackson Family Foundation
Financial data as at December 2025. 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 structure1 current officer listed on the register — best-practice boards have 5+ members with separation of duties
- Same audit firm for many yearsSame audit firm (William Buck) for 7 consecutive years — best practice rotates audit firms periodically to refresh independent oversight
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.
$13.8M
$1.2M
$76.9M
Financial data from Charities Services annual return (FY2025). 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.
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 utilise the income from the Trust's investments to make charitable donations and to support charitable causes on an enduring basis. The Trust supports charities that focus on healthcare, education, women's issues, culture & arts, the environment and relief from poverty. The Foundation supports charitable purposes worldwide with a particular focus on North America and the Bay Area in California. The Foundation mainly aims to benefit charities working in localised areas or on specific missions where the Foundation can see how the funds actively impact communities and create positive change.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (14 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 16 peers · Education · $10M – $50M
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating History
Rating
BIs this your charity?
Claim your profile to view analytics, submit corrections, and improve your rating.
Claim This ProfileLatest Audit
FY2025Contact Details
Registration
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: 3 October 2026.
Similar Charities in Education
Other Education charities ranked by overall score