Yvonne A M Smith Charitable Trust is a Trust charity in the Advocacy sector, based in Auckland, Auckland. This organisation also provides funding to other charities. CharityData rates this charity B (79/100). Annual revenue: $0.2M NZD. Financial data as at March 2025.
Mission: Assist women working to complete Masters or Doctoral studies, with a focus on study in areas of Politics, Economics or Law
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.2M | $0.2M | - |
| 2024 | $0.0M | $0.1M | $3.6M |
| 2023 | $0.2M | $0.1M | - |
| 2022 | $0.0M | $0.2M | - |
| 2021 | $0.0M | $0.1M | - |
| 2020 | $0.0M | $0.1M | - |
| 2019 | $0.0M | $0.1M | - |
| 2018 | $0.0M | $0.1M | - |
| 2017 | $0.0M | $0.1M | - |
| 2016 | $0.1M | $0.1M | - |
| Name | Role | Appointed |
|---|---|---|
| Rebecca Bonnevie | Director of Trustee Company | 2024-10-17 |
| Catherine Fisher | Director of Trustee Company | 2024-10-17 |
| Barbara Cormack | Director of Trustee Company | 2022-05-13 |
| Yvonne A M Smith Charitable Trust Limited | Trustee | 2008-03-14 |
| William Duncan | Director of Trustee Company | 2007-05-18 |
Financial data as at March 2025. Sourced from Charities Services register.
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.
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.
$170.8K
$164.8K
3
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
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.
This organisation makes grants or donations to other charities and organisations.
Assist women working to complete Masters or Doctoral studies, with a focus on study in areas of Politics, Economics or Law
Based on annual return data. Detailed program/admin breakdown not available.
Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Ranked against 27 peers · Advocacy · $100K – $1M
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
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Claim This ProfileData 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 May 2026.
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