# The Lady Alport Barker Trust

**Charities Register number:** CC31392
**Status:** Registered
**Registered since:** 2008-06-30
**Sector:** Education
**ICNPO group:** Education and Research
**Region:** Auckland
**IRD donee status:** yes — donations may qualify for a tax credit

## Purpose

Makes distributions to Salvation Army Auckland, Cancer society, Heart Foundation and Barnado's.

## CharityData rating

- **Grade:** C+ (69.7 / 100)
- **Financial health:** 76/100
- **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 2025-03-31)

- **Total revenue:** NZ$222k
- **Total expenses:** NZ$156k
- **Surplus / deficit:** NZ$66k
- **Total assets:** NZ$6.41M
- **Total liabilities:** NZ$19k
- **Net assets:** NZ$6.39M
- **Cash reserves:** NZ$126k
- **Staff costs:** NZ$0
- **Volunteers:** 0
- **Source filing (PDF):** https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=4ecb62b1-c60e-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$222k | NZ$156k | NZ$66k | NZ$6.39M |
| 2024-03-31 | NZ$183k | NZ$216k | NZ$-33k | NZ$6.19M |
| 2023-03-31 | NZ$170k | NZ$131k | not disclosed | NZ$5.76M |
| 2022-03-31 | NZ$153k | NZ$122k | not disclosed | NZ$5.87M |
| 2021-03-31 | NZ$124k | NZ$178k | not disclosed | NZ$5.82M |
| 2020-03-31 | NZ$149k | NZ$182k | not disclosed | NZ$5.07M |
| 2019-03-31 | NZ$194k | NZ$202k | not disclosed | NZ$5.31M |
| 2018-03-31 | NZ$356k | NZ$172k | not disclosed | NZ$4.97M |
| 2017-03-31 | NZ$173k | NZ$208k | not disclosed | NZ$4.87M |
| 2016-03-31 | NZ$233k | NZ$341k | not disclosed | NZ$4.63M |

## Governance

- **Officers on the register:** 1 current (2 including former)
- **Chair recorded:** no
- **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=CC31392) and on the charity's profile page.

## Data freshness

- Register details: as of 2026-10-01
- Financials: last updated 2026-09-25
- Rating: computed 2026-09-26
- This document generated: 2026-10-01

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-lady-alport-barker-trust
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/the-lady-alport-barker-trust/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/the-lady-alport-barker-trust/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC31392

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Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/the-lady-alport-barker-trust. 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 2026-10-01T12:26:05.195Z.