# The Phyllis Thomas and Roy Thomas Charitable Trust

**Charities Register number:** CC44339
**Status:** Registered
**Registered since:** 2010-06-07
**Sector:** Health
**ICNPO group:** Health
**Region:** Auckland
**IRD donee status:** yes — donations may qualify for a tax credit

## Purpose

To provide funds to The Cancer Society of New Zealand, Diabetes Auckland Inc, The National Heart Foundation of NZ, SPCA Auckland Inc and NZ Red Cross Inc.

## CharityData rating

- **Grade:** C (63.8 / 100)
- **Financial health:** 67.5/100
- **Governance:** 55/100
- **Transparency:** 65/100
- **Computed:** 2026-10-01 (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 2025-10-31)

- **Total revenue:** NZ$38k
- **Total expenses:** NZ$181k
- **Surplus / deficit:** NZ$-144k
- **Total assets:** NZ$6.45M
- **Total liabilities:** NZ$82k
- **Net assets:** NZ$6.36M
- **Cash reserves:** NZ$192k
- **Staff costs:** NZ$0
- **Volunteers:** 0
- **Source filing (PDF):** https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=2b5b5f89-e8b6-f011-bb4b-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 |
|---|---|---|---|---|
| 2025-10-31 | NZ$38k | NZ$181k | NZ$-144k | NZ$6.36M |
| 2024-10-31 | NZ$167k | NZ$167k | NZ$0 | NZ$6.03M |
| 2023-10-31 | NZ$161k | NZ$161k | not disclosed | NZ$5.30M |
| 2022-10-31 | NZ$160k | NZ$161k | not disclosed | NZ$5.33M |
| 2021-10-31 | NZ$133k | NZ$133k | not disclosed | NZ$5.47M |
| 2020-10-31 | NZ$120k | NZ$120k | not disclosed | NZ$5.11M |
| 2019-10-31 | NZ$161k | NZ$161k | not disclosed | NZ$5.10M |
| 2018-10-31 | NZ$154k | NZ$154k | not disclosed | NZ$4.53M |
| 2017-10-31 | NZ$151k | NZ$151k | not disclosed | NZ$4.56M |
| 2016-10-31 | NZ$185k | NZ$152k | not disclosed | NZ$4.16M |

## Governance

- **Officers on the register:** 1 current (2 including former)
- **Chair recorded:** no

Individual officers and trustees are not listed here. Their names are on the public Charities Register (https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC44339) and on the charity's profile page.

## Data freshness

- Register details: as of 2026-10-01
- Financials: last updated 2026-09-25
- Rating: computed 2026-10-01
- This document generated: 2026-10-02

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-phyllis-thomas-and-roy-thomas-charitable-trust
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/the-phyllis-thomas-and-roy-thomas-charitable-trust/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/the-phyllis-thomas-and-roy-thomas-charitable-trust/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC44339

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Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/the-phyllis-thomas-and-roy-thomas-charitable-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 2026-10-02T00:35:03.110Z.