Dilworth Trust — Education Charity in Auckland
Dilworth Trust is a Charitable Trust charity in the Education sector, based in Auckland, Auckland. CharityData rates this charity C- (58.5/100). Annual revenue: $67.3M NZD. 1 red flag detected. Financial data as at December 2025.
Dilworth Trust is part of the same organisation as The Dilworth Foundation (CC53690). Each registration files its own accounts.
Mission: The Dilworth Trust Board was established under the will of James Dilworth who died on 23 December 1894. Under the terms of the Will the Trustees are directed to maintain and educate boys from families of good character in "straitened circumstances" to enable them to become "good and useful members of society".
- Registration Number
- CC32171
- Charity Type
- Charitable Trust
- Registration Date
- 2008-06-30
- Status
- Active
- CharityData Rating
- C- (58.5/100)
- Sector
- Education
- Location
- Auckland, Auckland
- Data as at
- December 2025
Beneficiaries: Children / young people, Other - All
Financial Summary
- Total Revenue
- $67.3M NZD
- Total Expenses
- $68.8M NZD
- Total Assets
- $1044.7M NZD
- Net Assets
- $989.8M NZD
- Reserve Months
- 1.1 months of operating expenses
- Staff Count
- 215
- Financial Year End
- 2025-12-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $67.3M | $68.8M | $989.8M |
| 2024 | $53.0M | $104.0M | $991.3M |
| 2024 | $59.2M | $144.0M | $1042.3M |
| 2023 | $42.0M | $105.4M | $1127.1M |
| 2022 | $260.9M | $86.5M | $1190.4M |
| 2021 | $95.8M | $37.0M | $1016.1M |
| 2020 | $84.6M | $35.5M | $957.3M |
| 2019 | $87.0M | $29.8M | $908.2M |
| 2018 | $112.8M | $33.0M | $851.0M |
| 2017 | $94.3M | $28.6M | $771.2M |
CharityData Rating
- Overall Grade
- C-
- Overall Score
- 58.5/100
- Financial Score
- 70
- Governance Score
- 65
- Transparency Score
- 85
Red Flags
- 3 trustees of this charity also sit on multiple other charity boards — concentrated trustee bandwidth may warrant board-skill-mix review.
Board Members and Officers
Current Officers (1)
| Name | Role | Appointed |
|---|---|---|
| Matanuku Mahuika | Trustee | 2026-03-01 |
Former Officers (16)
- Ngaire Ashmore — Trustee
- Aaron Hockly-Holdich — Trustee
- John Morris — Trustee (departed 2026-10-26)
- Leopino Foliaki — Trustee
- Frances Valintine — Trustee (departed 2022-02-28)
- Jonathan Mason — Trustee
- Peter Alexander — Trustee
- Simon Curran — Trustee (departed 2023-03-31)
- Aaron Snodgrass — Trustee (departed 2025-04-30)
- George France — Trustee (departed 2016-10-01)
- Hugh Fletcher — Trustee (departed 2019-07-31)
- Jonathan Wain — Trustee (departed 2018-04-28)
- Peter Hunter — Trustee (departed 2013-04-30)
- John Potter — Trustee (departed 2008-06-30)
- Brian Maltby — Trustee (departed 2021-12-27)
- Derek Firth — Trustee (departed 2015-02-23)
Disclosed Pay and Fees
| Name | Role | Role type | Compensation | Year |
|---|---|---|---|---|
| Key Management Personnel (aggregate) | Senior Management Group | Group total | $2,566,000 | 2024 |
| Key Management Personnel (aggregate) | Senior Management Group | Group total | $2,566,000 | 2024 |
| Key Management Personnel (aggregate) | Senior Management Group | Group total | $2,566,000 | - |
| Board/Trustees (aggregate) | Trustee | Group total | $534,000 | - |
| Board/Trustees (aggregate) | Trustee | Group total | $534,000 | 2024 |
| Board/Trustees (aggregate) | Trustee | Group total | $534,000 | 2024 |
| Emma Zigan | Director of Advancement | Board or trustee role | - | 2023 |
| Aaron P Snodgrass | Chairman | Board or trustee role | - | 2021 |
| Dan Reddiex | Headmaster | Role not classified | - | 2024 |
| Ewen McLeod | Chief Executive Officer | Executive role | - | 2021 |
| Ant Strachan | Athlete Development Programme Lead | Role not classified | - | 2023 |
| Aaron Peter Snodgrass | Trustee | Board or trustee role | - | 2024 |
| Peter John Alexander | Trustee | Board or trustee role | - | 2024 |
| Dan Reddiex | Headmaster | Role not classified | - | 2024 |
| Leo Foliaki | Trustee | Board or trustee role | - | 2024 |
| Peter Alexander | Deputy Chairman | Board or trustee role | - | 2024 |
| Ewen Macpherson | Chief Executive Officer | Executive role | - | 2021 |
| Jonathan Mason | Trustee | Board or trustee role | - | 2022 |
| Jonathan Mason | Trustee | Board or trustee role | - | 2021 |
| Headmaster | Headmaster | Role not classified | - | 2022 |
| Brian Maltby | Trustee | Board or trustee role | - | 2021 |
| Peter Alexander | Trustee | Board or trustee role | - | 2021 |
| Leopino Sosefo Foliaki | Trustee | Board or trustee role | - | 2024 |
| Jonathan Parker Mason | Trustee | Board or trustee role | - | 2024 |
| Aaron Snodgrass | Chairman | Board or trustee role | - | 2024 |
| Peter Alexander | Trustee | Board or trustee role | - | 2022 |
| Frances Valintine | Trustee | Board or trustee role | - | 2021 |
| Chief Financial Officer | Chief Financial Officer | Executive role | - | 2022 |
| Ewen Anderson | Chief Executive Officer | Executive role | - | 2024 |
| Simon Curran | Trustee | Board or trustee role | - | 2021 |
| Chief Executive Officer | Chief Executive Officer | Executive role | - | 2022 |
| Acting General Manager Property | Acting General Manager Property | Executive role | - | 2022 |
| Neil Ritchie | Alumni Officer | Role not classified | - | 2023 |
| John Morris | Trustee | Board or trustee role | - | 2024 |
| Jonathan Mason | Trustee | Board or trustee role | - | 2024 |
| John Morris | Trustee, Chair of Education Committee | Board or trustee role | - | 2024 |
| Simon Curran | Trustee | Board or trustee role | - | 2022 |
| Dan Reddiex | Headmaster | Role not classified | - | 2021 |
Major Funders and Contracts (FY2024)
As disclosed in Dilworth Trust's annual report.
- Dilworth School operations — Primary education and residential provision
Service Providers
- KPMG
- BDO Auckland
- PwC
- Industrial and Commercial Bank of China (New Zealand) Limited (ICBC)
- Industrial and Commercial Bank of China (New Zealand) Limited
- Strategic Pay
Similar Charities in Education
- South Pacific College Of Natural Medicine Inc — Education
- Crossways Community Creche Incorporated — Education
- Christchurch Rudolf Steiner School Trust — Education
- Sathya Sai Preschool Rongomai — Education
- Ashburton Kindergarten Association Incorporated — Education
Dilworth Trust
Financial data as at December 2025. Sourced from Charities Services register.
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 recorded on the registerNo chair or presiding role is recorded in the register for this board of 6. The Charities Register does not require one to be identified, so this is a gap in the public record rather than a finding about the board.
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.
$67.3M
$68.8M
$1.0B
215
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
Endowment Foundation
Special Entity TypeThis is an endowment foundation that holds investments and provides grants. High reserves are expected and appropriate - this is not an operating charity.
Relationship: related_entity
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.
About
The Dilworth Trust Board was established under the will of James Dilworth who died on 23 December 1894. Under the terms of the Will the Trustees are directed to maintain and educate boys from families of good character in "straitened circumstances" to enable them to become "good and useful members of society".
Who We Serve
Key Statistics
Financial Trends
Financial Trends (18 Years)
Revenue Breakdown
Expense Breakdown
API DataBased on annual return data. Detailed program/admin breakdown not available.
Financial Health Dashboard
Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology
Revenue Diversification
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 500 peers · Education (all sizes)
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating History
Rating
C-Is this your charity?
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Sector & Activities
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.
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