A C E Shacklock Charitable TrustRegistered Charity in Dunedin

A C E Shacklock Charitable Trust is a Trust charity, based in Dunedin, Dunedin. This organisation also provides funding to other charities. CharityData rates this charity B- (71.4/100). Annual revenue: $0.4M NZD. Financial data as at March 2025.

Mission: To assist other charitable entities

Registration Number
CC37119
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
B- (71.4/100)
Location
Dunedin, Dunedin
Email
mail@wrlawyers.co.nz
Funder Status
Grant-making charity (charitable_trust)
Data as at
March 2025

Financial Summary

Total Revenue
$0.4M NZD
Total Expenses
$0.1M NZD
Reserve Months
354.8 months of operating expenses
Volunteers
0
Financial Year End
2025-03-31

Financial History

YearRevenueExpensesNet Assets
2025$0.4M$0.1M-
2024$0.1M$0.1M$2.5M
2023$0.1M$0.1M$2.6M
2022$0.1M$0.1M$2.6M
2021$0.1M$0.1M$2.9M
2020$0.1M$0.1M$2.6M
2019$0.1M$0.1M$2.2M
2018$0.1M$0.1M$1.9M
2017$0.1M$0.0M$1.8M
2016$0.1M$0.1M$1.7M

CharityData Rating

Overall Grade
B-
Overall Score
71.4/100
Financial Score
78.5
Governance Score
55
Transparency Score
65

Similar Charities in Other

FunderOtherTrustCharitable Trust

A C E Shacklock Charitable Trust

CC37119Dunedin, DunedinRegistered 30 Jun 2008
Data updated: 1 Sept 2026
Financials31 Mar 2025Rating11h ago

Financial data as at March 2025. Sourced from Charities Services register.

B-
71/100
Balance sheet from 2024 used (not reported this year)
Financial
79
Governance
55
Transparency
65

Reasons to look carefully (1)

These structural observations are drawn from public data and are worth considering before a donation. They are not allegations of wrongdoing, and they don’t affect the charity’s letter grade.

  • No chair designated
    Board of 4 with no chair designated on the register

Each signal is a data-driven observation, not a judgement. They fire automatically from the figures filed with Charities Services. A charity can address any of these by filing fuller disclosure or updating its officer register. Methodology: /about/methodology/concern-signals.

Revenue

$391.1K

Expenses

$84.9K

Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.

Endowment Foundation

Special Entity Type

This is an endowment foundation that holds investments and provides grants. High reserves are expected and appropriate - this is not an operating charity.

Rating Note: Endowment foundations are rated using specialized criteria that recognize high reserves as appropriate. Metrics like grant distribution rate and investment returns are prioritized over program spending ratios.

Funder Profile

Grantmaker

This organisation makes grants or donations to other charities and organisations.

Funding Sectors
General
Beneficiaries
General Public
Geographic Focus
Otago

About

Mission

To assist other charitable entities

Key Statistics

Annual Revenue
$391.1K
Total Expenses
$84.9K
Net Assets
-
Volunteers
0

Financial Trends

Financial Trends (17 Years)

Revenue Breakdown

Expense Breakdown

API Data

Based on annual return data. Detailed program/admin breakdown not available.

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
397.5mo
Could operate 397.5 months with zero revenue
Over-capitalized
Fundraising Cost
-
No fundraising data
No data

Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology

Revenue Diversification

35
Score /100
Concentrated
HHI: 6,546
Other77.8%
Investment Income22.2%

HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.

Peer Comparison

Ranked against 128 peers · Other · $100K – $1M

Rating Score
71
#18/129
Revenue
$391K
#58/129
Reserve Months
354.8
#1/129
Surplus
$306K
#15/129
Staff Cost %
0%
#1/129

Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.

Rating

B-
Score: 71.4/100
Financial
78.5
Governance
55
Transparency
65
Why this grade: Financial 79 × 40% + Governance 55 × 60% = 64 → B-.
View Full Score Breakdown

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Contact Details

Address
Dunedin, Dunedin

Registration

Registration NumberCC37119
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Sector & Activities

Primary Sector
Other

Data sourced from Charities Services register and publicly available annual returns. Our datasets may not be complete. Automated analysis can produce errors. Scores are calculated using disclosed methodology and are analytical tools, not investment ratings or recommendations. If you believe any data on this page is incorrect, please contact us at hello@charitydata.co.nz. For informational purposes only. Not investment advice. Last updated: 11 September 2026.