# North Covenant Investments Limited

**Charities Register number:** CC39699
**Status:** Registered
**Registered since:** 2009-04-30
**Sector:** Other
**Region:** Auckland
**NZBN:** 9429032419023
**IRD donee status:** yes — donations may qualify for a tax credit

## Purpose

Investing for Charitable Owners

## CharityData rating

- **Grade:** C+ (65.5 / 100)
- **Financial health:** 70/100
- **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$335k
- **Total expenses:** NZ$782k
- **Surplus / deficit:** NZ$-447k
- **Total assets:** NZ$29.61M
- **Total liabilities:** NZ$11.51M
- **Net assets:** NZ$18.11M
- **Cash reserves:** NZ$132k
- **Staff costs:** NZ$0
- **Volunteers:** 0
- **Source filing (PDF):** https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=8e159f2f-abaa-ef11-bb3a-000d3acc4199&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$335k | NZ$782k | NZ$-447k | NZ$18.11M |
| 2024-03-31 | NZ$556k | NZ$640k | NZ$-85k | NZ$155 |
| 2023-03-31 | NZ$780k | NZ$679k | not disclosed | NZ$5.84M |
| 2022-03-31 | NZ$664k | NZ$598k | not disclosed | NZ$5.88M |
| 2021-03-31 | NZ$669k | NZ$551k | not disclosed | NZ$5.84M |
| 2020-03-31 | NZ$639k | NZ$561k | not disclosed | NZ$2.82M |
| 2019-03-31 | NZ$559k | NZ$503k | not disclosed | NZ$2.75M |
| 2018-03-31 | NZ$549k | NZ$525k | not disclosed | NZ$2.69M |
| 2017-03-31 | NZ$549k | NZ$517k | not disclosed | NZ$2.67M |
| 2016-03-31 | NZ$530k | NZ$541k | not disclosed | NZ$407k |

## Governance

- **Officers on the register:** 4 current (16 including former)
- **Chair recorded:** no
- **Auditor:** BVO 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=CC39699) 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: 2026-09-30

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/north-covenant-investments-limited
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/north-covenant-investments-limited/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/north-covenant-investments-limited/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC39699

---

Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/north-covenant-investments-limited. 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 2026-09-30T06:07:23.696Z.