# Estate of Ernest Hyam Davis

**Charities Register number:** CC37538
**Status:** Registered
**Registered since:** 2008-06-30
**Sector:** Other
**Region:** Auckland
**IRD donee status:** yes — donations may qualify for a tax credit

## Purpose

To apply funds to institutions which assist in care for the sick, aged or poor people in the Auckland district and its surrounding suburbs.

## CharityData rating

- **Grade:** B- (71.4 / 100)
- **Financial health:** 78.5/100
- **Governance:** 55/100
- **Transparency:** 65/100
- **Computed:** 2026-09-26 (methodology 3.11)
- **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 2025-06-30)

- **Total revenue:** NZ$684k
- **Total expenses:** NZ$820k
- **Surplus / deficit:** NZ$-135k
- **Total assets:** NZ$20.51M
- **Total liabilities:** NZ$28k
- **Net assets:** NZ$20.48M
- **Cash reserves:** NZ$542k
- **Donations:** NZ$5k
- **Staff costs:** NZ$0
- **Volunteers:** 0
- **Source filing (PDF):** https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=464b1e4b-4b56-f011-bb44-0022480ffcd1&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 |
|---|---|---|---|---|
| 2025-06-30 | NZ$684k | NZ$820k | NZ$-135k | NZ$20.48M |
| 2024-06-30 | NZ$635k | NZ$821k | NZ$-186k | NZ$19.40M |
| 2023-06-30 | NZ$610k | NZ$528k | not disclosed | NZ$18.63M |
| 2022-06-30 | NZ$557k | NZ$475k | not disclosed | NZ$17.63M |
| 2021-06-30 | NZ$494k | NZ$185k | not disclosed | NZ$19.14M |
| 2020-06-30 | NZ$560k | NZ$645k | not disclosed | NZ$17.22M |
| 2019-06-30 | NZ$595k | NZ$1.30M | not disclosed | NZ$17.56M |
| 2018-06-30 | NZ$551k | NZ$636k | not disclosed | NZ$17.55M |
| 2017-06-30 | NZ$570k | NZ$662k | not disclosed | NZ$16.31M |
| 2016-06-30 | NZ$634k | NZ$563k | not disclosed | NZ$15.82M |

## Governance

- **Officers on the register:** 1 current (2 including former)
- **Chair recorded:** no
- **Auditor:** Crowe New Zealand Audit Partnership
- **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=CC37538) and on the charity's profile page.

## Data freshness

- Register details: as of 2026-09-23
- Financials: last updated 2026-09-25
- Rating: computed 2026-09-26
- This document generated: 2026-09-29

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/estate-of-ernest-hyam-davis
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/estate-of-ernest-hyam-davis/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/estate-of-ernest-hyam-davis/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC37538

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Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/estate-of-ernest-hyam-davis. 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 2026-09-29T01:34:01.572Z.