# The Chisholm Whitney Charitable Trust Board

**Charities Register number:** CC29900
**Status:** Registered
**Registered since:** 2008-06-30
**Sector:** Education
**ICNPO group:** Education and Research
**Region:** Auckland
**NZBN:** 9429043033522
**IRD donee status:** yes — donations may qualify for a tax credit

## Purpose

The board of trustees of the Chisholm Whitney Charitable Trust stand possessed of the trust fund upon the trusts and for the charitable purposes set out at clause 3 of a Deed of Trust dated 7 October 1992. The Trust provides funding to charities that are successful in their application for funding in the annual grant round under one (or more) of the following sectors: Arts and Culture, Conservation and Environment, Heritage, and Community (although grants in this sector are limited). Each year the Board approves grants for a number of projects carried out by the respective grantees, seeking to support self-sustaining and forward-thinking organisations.

## CharityData rating

- **Grade:** B- (73.2 / 100)
- **Financial health:** 81/100
- **Governance:** 55/100
- **Transparency:** 65/100
- **Computed:** 2026-09-12 (methodology 3.8)
- **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 2025-03-31)

- **Total revenue:** NZ$671k
- **Total expenses:** NZ$921k
- **Surplus / deficit:** NZ$-250k
- **Total assets:** NZ$23.58M
- **Total liabilities:** NZ$22k
- **Net assets:** NZ$23.56M
- **Staff costs:** NZ$0
- **Volunteers:** 0
- **Source filing (PDF):** https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=5255760f-c80e-f011-bb41-0022480ffcd1&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 |
|---|---|---|---|---|
| 2025-03-31 | NZ$671k | NZ$921k | NZ$-250k | NZ$23.56M |
| 2024-03-31 | NZ$1.00M | NZ$452k | NZ$552k | NZ$23.29M |
| 2023-03-31 | NZ$1.32M | NZ$742k | not disclosed | NZ$21.52M |
| 2022-03-31 | NZ$737k | NZ$547k | not disclosed | NZ$22.06M |
| 2021-03-31 | NZ$815k | NZ$593k | not disclosed | NZ$21.97M |
| 2020-03-31 | NZ$1.43M | NZ$833k | not disclosed | NZ$17.56M |
| 2019-03-31 | NZ$671k | NZ$716k | not disclosed | NZ$18.14M |
| 2018-03-31 | NZ$867k | NZ$453k | not disclosed | NZ$16.62M |
| 2017-03-31 | NZ$899k | NZ$506k | not disclosed | NZ$15.65M |
| 2016-03-31 | NZ$812k | NZ$428k | not disclosed | NZ$14.67M |

## Governance

- **Officers on the register:** 4 current (7 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=CC29900) and on the charity's profile page.

## Data freshness

- Register details: as of 2026-09-12
- Financials: last updated 2026-05-29
- Rating: computed 2026-09-12
- This document generated: 2026-09-12

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/the-chisholm-whitney-charitable-trust-board
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/the-chisholm-whitney-charitable-trust-board/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/the-chisholm-whitney-charitable-trust-board/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC29900

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Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/the-chisholm-whitney-charitable-trust-board. 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 2026-09-12T17:26:30.602Z.