# Auckland Grammar School Foundation Trust

**Charities Register number:** CC27311
**Status:** Registered
**Registered since:** 2008-06-30
**Sector:** Education
**ICNPO group:** Education and Research
**Region:** Auckland
**NZBN:** 9429043084326
**IRD donee status:** yes — donations may qualify for a tax credit

## Purpose

The advancement of education by charitable means

## CharityData rating

- **Not rated** — This charity is not currently rated.
- **Status code:** `group_member`
- **Flags raised by the methodology:** none

Ratings are an analytical view computed from this charity's own filings to the Charities Register, using a published methodology: https://charitydata.co.nz/charity-insights/methodology. They are not advice and not a statement about any individual.

## Latest annual return (year ended 2019-06-30)

- **Total revenue:** NZ$3.53M
- **Total expenses:** NZ$1.22M
- **Surplus / deficit:** not disclosed
- **Total assets:** NZ$12.13M
- **Total liabilities:** NZ$237k
- **Net assets:** NZ$11.89M
- **Cash reserves:** NZ$1.04M
- **Donations:** NZ$1.88M
- **Volunteers:** 0
- **Financial report audited:** yes
- **Source filing (PDF):** https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=d1e63bd4-8b0d-e911-a81b-00155d6b7730&isPublic=true

All figures are as filed by the charity with Charities Services, in New Zealand dollars.

## Filing history

| Year ended | Revenue | Expenses | Surplus/deficit | Net assets |
|---|---|---|---|---|
| 2019-06-30 | NZ$3.53M | NZ$1.22M | not disclosed | NZ$11.89M |
| 2017-12-31 | NZ$1.65M | NZ$1.07M | not disclosed | NZ$9.59M |
| 2016-12-31 | NZ$1.62M | NZ$807k | not disclosed | NZ$8.82M |
| 2015-12-31 | NZ$607k | NZ$169k | NZ$438k | NZ$8.01M |
| 2014-12-31 | NZ$569k | NZ$165k | NZ$404k | NZ$6.89M |
| 2013-12-31 | NZ$425k | NZ$97k | NZ$328k | NZ$6.31M |
| 2012-12-31 | NZ$399k | NZ$103k | NZ$296k | NZ$5.74M |
| 2011-12-31 | NZ$351k | NZ$102k | NZ$249k | NZ$5.27M |
| 2010-12-31 | NZ$269k | NZ$49k | NZ$220k | NZ$3.51M |
| 2009-12-31 | NZ$272k | NZ$8k | NZ$264k | NZ$2.95M |

## Group consolidated filing

This charity is part of **Auckland Grammar School Headmaster's Council Combined Trusts**, which files a consolidated return. For the year ended 2025-06-30 the group reported revenue of NZ$7.25M and expenses of NZ$1.69M.

Where a member files an empty individual return, the group figures are where the activity sits.

## Governance

- **Officers on the register:** 12 current (17 including former)
- **Chair recorded:** no
- **Auditor:** RSM Hayes Audit
- **Most recent audit opinion:** unqualified

Individual officers and trustees are not listed here. Their names are on the public Charities Register (https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC27311) and on the charity's profile page.

## Data freshness

- Register details: as of 2026-10-01
- Financials: last updated 2026-04-25
- Rating: computed 2026-10-01
- This document generated: 2026-10-03

Figures are as filed. A charity that has filed since the dates above may have newer numbers on the Charities Register.

## More data

- Charity profile: https://charitydata.co.nz/charities/auckland-grammar-school-foundation-trust
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/auckland-grammar-school-foundation-trust/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/auckland-grammar-school-foundation-trust/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC27311

---

Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/auckland-grammar-school-foundation-trust. Primary source: Charities Services (Ngā Rātonga Kaupapa Atawhai), Department of Internal Affairs. Analytical scores are CharityData's own, computed under a published methodology, and are not advice. Generated 2026-10-03T16:09:03.091Z.