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It is to be held in perpetuity and to pay the net annual income to the named charities."},"rating":{"rated":true,"grade":"C+","score":66.2,"score_scale":"0-100","financial_score":71,"governance_score":55,"transparency_score":65,"computed_date":"2026-09-26","methodology_version":"3.11","methodology_url":"https://charitydata.co.nz/charity-insights/methodology"},"red_flags":{"count":0,"types":[],"descriptions":[],"note":"Flags describe metrics that fall outside published methodology thresholds for this charity’s size and type. They are analytical observations about filed data, not findings of wrongdoing."},"financials_latest":{"year_ended":"2024-12-31","total_revenue_nzd":53936,"total_expenses_nzd":18142,"surplus_deficit_nzd":35794,"total_assets_nzd":863150,"total_liabilities_nzd":null,"net_assets_nzd":808207,"cash_reserves_nzd":52103,"government_grants_nzd":null,"donations_nzd":null,"staff_costs_nzd":0,"paid_staff":null,"volunteers":0,"reporting_tier":null,"financial_report_audited":null,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=68bc33e8-07c8-ef11-bb3d-0022480ffcd1&isPublic=true","consistency_warning":null},"financial_history":[{"year_ended":"2024-12-31","total_revenue_nzd":53936,"total_expenses_nzd":18142,"surplus_deficit_nzd":35794,"net_assets_nzd":808207,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=68bc33e8-07c8-ef11-bb3d-0022480ffcd1&isPublic=true"},{"year_ended":"2023-12-31","total_revenue_nzd":61268,"total_expenses_nzd":21432,"surplus_deficit_nzd":null,"net_assets_nzd":767664,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=2f1ca6ba-6ba8-ee11-bb2a-000d3acc4199&isPublic=true"},{"year_ended":"2022-12-31","total_revenue_nzd":19023,"total_expenses_nzd":108091,"surplus_deficit_nzd":null,"net_assets_nzd":727829,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=73806baa-9a89-ed11-bb1b-000d3acc4199&isPublic=true"},{"year_ended":"2021-12-31","total_revenue_nzd":34727,"total_expenses_nzd":14208,"surplus_deficit_nzd":null,"net_assets_nzd":816897,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=7dc32819-c96a-ec11-bb0e-0022480ffcd1&isPublic=true"},{"year_ended":"2020-12-31","total_revenue_nzd":40718,"total_expenses_nzd":24426,"surplus_deficit_nzd":null,"net_assets_nzd":796378,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=ba84108a-f74b-eb11-b43a-00155d6b7730&isPublic=true"},{"year_ended":"2019-12-31","total_revenue_nzd":90148,"total_expenses_nzd":23230,"surplus_deficit_nzd":null,"net_assets_nzd":780086,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=dde434b9-5c2c-ea11-ba6c-00155d6b7730&isPublic=true"},{"year_ended":"2018-12-31","total_revenue_nzd":20522,"total_expenses_nzd":43953,"surplus_deficit_nzd":null,"net_assets_nzd":713168,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=5aa7b079-8b0d-e911-a81b-00155d6b7730&isPublic=true"},{"year_ended":"2017-12-31","total_revenue_nzd":162527,"total_expenses_nzd":18642,"surplus_deficit_nzd":null,"net_assets_nzd":820599,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=31d8f9e8-d3f4-e711-9ac3-00155d6b7730&isPublic=true"},{"year_ended":"2016-12-31","total_revenue_nzd":26057,"total_expenses_nzd":16899,"surplus_deficit_nzd":null,"net_assets_nzd":676714,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=8f5bc0a3-6bf9-e611-8178-00155de3e60a&isPublic=true"},{"year_ended":"2015-12-31","total_revenue_nzd":19613,"total_expenses_nzd":20259,"surplus_deficit_nzd":-646,"net_assets_nzd":654770,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=95a99d62-60c9-e511-a78b-00155d0cccdc&isPublic=true"}],"group_consolidated":null,"governance":{"current_officers":1,"total_officers_recorded":1,"chair_recorded":false,"paid_executives_disclosed":0,"executive_remuneration_bands":[],"auditor_firm":null,"latest_audit_opinion":null,"going_concern_referenced":false,"individuals_named":false,"individuals_note":"Officer and trustee names are deliberately omitted from this machine-readable view. They are public on the Charities Register and on the charity profile page."},"funders":{"named":[],"unnamed_count":0,"unnamed_note":"Funding sources that may be individuals, or whose type is unclassified, are counted but not named."},"service_providers":[],"links":{"profile":"https://charitydata.co.nz/charities/estate-phyllis-doreen-kerr","markdown":"https://charitydata.co.nz/api/v1/charities/estate-phyllis-doreen-kerr/markdown","summary_md":"https://charitydata.co.nz/api/v1/charities/estate-phyllis-doreen-kerr/summary.md","methodology":"https://charitydata.co.nz/charity-insights/methodology","official_register":"https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC10207","website":null},"freshness":{"register_as_of":"2026-09-23","financials_updated":"2026-09-25","rating_computed":"2026-09-26","generated_at":"2026-09-29T04:35:41.245Z","note":"Figures are as filed. A charity that has filed since the dates above may have newer numbers on the Charities Register."},"attribution":{"publisher":"CharityData NZ","publisher_url":"https://charitydata.co.nz","primary_source":"Charities Services (Ngā Rātonga Kaupapa Atawhai), Department of Internal Affairs","licence":"CC BY 4.0 with attribution to CharityData NZ and Charities Services","disclaimer":"Analytical scores are CharityData’s own, computed under a published methodology from the charity’s own filings. They are not financial, legal or donation advice."}}