# Simplicity Foundation

**Charities Register number:** CC53522
**Status:** Registered
**Registered since:** 2016-06-02
**Sector:** Community Development
**ICNPO group:** Philanthropic Intermediaries and Voluntarism Promotion
**Region:** Wellington
**NZBN:** 9429043293506
**IRD donee status:** yes — donations may qualify for a tax credit

## Purpose

The Simplicity Foundation is established to receive profits from the manager of a Kiwisaver scheme and Investment funds, and distribute those profits to charitable purposes in New Zealand.

## CharityData rating

- **Not rated** — The charity type has not been classified yet, so no scoring template applies and the grade is withheld.
- **Status code:** `unclassified`
- **Flags raised by the methodology:** 1
  - trustees holding many concurrent board roles

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 2026-03-31)

- **Total revenue:** NZ$21.05M
- **Total expenses:** NZ$20.85M
- **Surplus / deficit:** NZ$205k
- **Total assets:** NZ$6.07M
- **Total liabilities:** NZ$2.57M
- **Net assets:** NZ$3.49M
- **Cash reserves:** NZ$3.52M
- **Government grants:** NZ$20.89M (99.2% of revenue)
- **Donations:** NZ$0
- **Staff costs:** NZ$6.53M
- **Paid staff:** 1
- **Reporting tier:** Tier2
- **Source filing (PDF):** https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=bffe7f0e-912d-f111-bb51-000d3acc4199&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 |
|---|---|---|---|---|
| 2026-03-31 | NZ$21.05M | NZ$20.85M | NZ$205k | NZ$3.49M |
| 2025-03-31 | NZ$17.37M | NZ$17.05M | NZ$328k | NZ$3.29M |
| 2024-03-31 | NZ$14.53M | NZ$13.63M | NZ$899k | NZ$3.59M |
| 2023-03-31 | NZ$12.87M | NZ$11.76M | not disclosed | NZ$2.32M |
| 2022-03-31 | NZ$11.85M | NZ$9.83M | not disclosed | NZ$1.52M |
| 2021-03-31 | NZ$7.09M | NZ$6.42M | not disclosed | NZ$65k |
| 2020-03-31 | NZ$543k | NZ$505k | not disclosed | NZ$57k |
| 2019-03-31 | NZ$262k | NZ$306k | not disclosed | NZ$18k |
| 2018-03-31 | NZ$113k | NZ$62k | not disclosed | not disclosed |
| 2017-03-31 | NZ$15k | NZ$3k | not disclosed | not disclosed |

## Governance

- **Officers on the register:** 8 current (16 including former)
- **Chair recorded:** no
- **Paid executives disclosed:** 2
- **Executive remuneration bands:** NZ$500k+
- **Auditor:** Grant Thornton
- **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=CC53522) and on the charity's profile page.

## Service providers

- Grant Thornton — auditor

## Data freshness

- Register details: as of 2026-09-24
- Financials: last updated 2026-09-27
- Rating: computed 2026-09-26
- This document generated: 2026-09-27

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/simplicity-foundation
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/simplicity-foundation/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/simplicity-foundation/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC53522

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Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/simplicity-foundation. 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 2026-09-27T16:15:06.672Z.