# The Lifewise Trust

**Charities Register number:** CC40248
**Status:** Registered
**Registered since:** 2009-05-20
**Sector:** Health
**ICNPO group:** Health
**Region:** Auckland
**NZBN:** 9429043095490
**IRD donee status:** yes — donations may qualify for a tax credit

## Purpose

To provide the following services: health and disability, family and children; crisis response and housing; early childhood education; community and neighbourhood development; housing Homeless adults and youth and; mental health and addiction

## CharityData rating

- **Grade:** F (34.6 / 100)
- **Financial health:** 31.6/100
- **Governance:** 75/100
- **Transparency:** 85/100
- **Computed:** 2026-09-26 (methodology 3.11)
- **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 2025-06-30)

- **Total revenue:** NZ$30.37M
- **Total expenses:** NZ$31.10M
- **Surplus / deficit:** NZ$-736k
- **Total assets:** NZ$16.51M
- **Total liabilities:** NZ$15.46M
- **Net assets:** NZ$1.04M
- **Cash reserves:** NZ$2.83M
- **Government grants:** NZ$0 (0.0% of revenue)
- **Donations:** NZ$242k
- **Staff costs:** NZ$23.57M
- **Paid staff:** 323
- **Volunteers:** 0
- **Source filing (PDF):** https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=96ae6497-4d56-f011-bb44-0022480ffcd1&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 |
|---|---|---|---|---|
| 2025-06-30 | NZ$30.37M | NZ$31.10M | NZ$-736k | NZ$1.04M |
| 2024-06-30 | NZ$31.93M | NZ$32.12M | NZ$-197k | NZ$1.78M |
| 2023-06-30 | NZ$30.17M | NZ$30.48M | not disclosed | NZ$1.98M |
| 2022-06-30 | NZ$25.05M | NZ$25.18M | not disclosed | NZ$2.28M |
| 2021-06-30 | NZ$22.73M | NZ$22.56M | not disclosed | NZ$2.41M |
| 2020-06-30 | NZ$19.38M | NZ$19.52M | not disclosed | NZ$2.26M |
| 2019-06-30 | NZ$17.87M | NZ$17.20M | not disclosed | NZ$2.45M |
| 2018-06-30 | NZ$15.93M | NZ$15.02M | not disclosed | NZ$1.72M |
| 2017-06-30 | NZ$12.89M | NZ$12.94M | not disclosed | NZ$715k |
| 2016-06-30 | NZ$11.68M | NZ$11.96M | not disclosed | NZ$764k |

## Governance

- **Officers on the register:** 7 current (36 including former)
- **Chair recorded:** yes
- **Paid executives disclosed:** 17
- **Executive remuneration bands:** under NZ$100k, NZ$500k+
- **Auditor:** Grant Thornton New Zealand Audit Limited
- **Most recent audit opinion:** unqualified
- **Going concern:** the most recent audit report includes a going-concern reference

Individual officers and trustees are not listed here. Their names are on the public Charities Register (https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC40248) and on the charity's profile page.

## Disclosed funders

- **Foundation North** (foundation) — NZ$573k, year ended 2022-03-31
- **Foundation North** (foundation) — NZ$250k, year ended 2025-03-31
- **Simplicity Foundation** (foundation) — NZ$70k, year ended 2022-03-31
- **Foundation North** (foundation) — NZ$7k, year ended 2021-03-31

## Service providers

- Grant Thornton — auditor

## Data freshness

- Register details: as of 2026-09-25
- Financials: last updated 2026-05-29
- 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-lifewise-trust
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/the-lifewise-trust/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/the-lifewise-trust/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC40248

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Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/the-lifewise-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 2026-10-01T06:02:34.960Z.