Diocesan School Heritage Foundation — Education Charity in Auckland
Diocesan School Heritage Foundation is a Trust charity in the Education sector, based in Auckland, Auckland. This organisation also provides funding to other charities. CharityData rates this charity A (90.8/100). Annual revenue: $2.0M NZD. Financial data as at December 2025.
Mission: Provides financial and other assistance for the benefit of Diocesan School for Girls
- Registration Number
- CC26996
- Charity Type
- Trust
- Registration Date
- 2008-06-30
- Status
- Active
- CharityData Rating
- A (90.8/100)
- Sector
- Education
- Location
- Auckland, Auckland
- heritagefoundation@diocesan.school.nz
- Funder Status
- Grant-making charity (foundation)
- Data as at
- December 2025
Beneficiaries: Children / young people, Other charities
Financial Summary
- Total Revenue
- $2.0M NZD
- Total Expenses
- $0.8M NZD
- Total Assets
- $9.7M NZD
- Net Assets
- $9.7M NZD
- Reserve Months
- 6.3 months of operating expenses
- Financial Year End
- 2025-12-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $2.0M | $0.8M | $9.7M |
| 2024 | $1.6M | $0.5M | $8.6M |
| 2023 | $1.3M | $0.4M | $7.5M |
| 2022 | $0.6M | $1.0M | $6.5M |
| 2021 | $1.0M | $0.9M | $6.9M |
| 2020 | $1.8M | $2.8M | $6.8M |
| 2019 | $2.2M | $2.2M | $7.8M |
| 2018 | $2.0M | $1.5M | $7.8M |
| 2017 | $2.2M | $1.7M | $7.8M |
| 2016 | $1.9M | $1.2M | $7.2M |
CharityData Rating
- Overall Grade
- A
- Overall Score
- 90.8/100
- Financial Score
- 97.5
- Governance Score
- 75
- Transparency Score
- 65
Board Members and Officers
Current Officers (2)
| Name | Role | Appointed |
|---|---|---|
| Sandra Hastie | Trustee | 2026-04-20 |
| Pieter Venter | Trustee | 2026-02-18 |
Former Officers (33)
- Carlie Eve — Trustee
- Chung (Terence) Ng — Trustee
- Jennifer Spillane — Trustee
- Michael Bayley — Trustee
- Rebecca Cottrell — Trustee
- Simon Plowman — Trustee
- David Edward James Gibson — Chair (departed 2021-05-25)
- David Gibson — Chair (departed 2021-05-25)
- Scott Carter — Trustee (departed 2020-09-04)
- Chengyi (Chris) Yao — Trustee (departed 2020-09-04)
- Sarah Giltrap — Trustee (departed 2020-09-03)
- Peter Green — Trustee (departed 2020-10-31)
- Glenn Joblin — Trustee (departed 2023-02-23)
- Jane Williams — Trustee (departed 2020-10-30)
- David Ballantyne — Trustee (departed 2017-06-08)
- Warren Couillault — Trustee (departed 2018-02-22)
- Angela Anderson — Trustee (departed 2018-12-11)
- Melinda Levene — Trustee (departed 2018-12-11)
- Heather Mcrae — Trustee (departed 2026-04-20)
- Jane Latimer — Trustee (departed 2012-11-22)
Funding Sources
- Buchanan Charitable Foundation — $236,443
- Buchanan Charitable Foundation — $218,047.83
- Buchanan Charitable Foundation — $179,500
Similar Charities in Education
- The Hato Paora Trust Board — Education
- Otago Presbyterian Girls' College Board of Governors Incorporated — Education
- Hawksbury Community Living Trust — Education
- Far North Reap Society Incorporated — Education
- Victoria University of Wellington Students Association and Te Aka Tauira Incorporated — Education
Diocesan School Heritage Foundation
Financial data as at December 2025. Sourced from Charities Services register.
$2.0M
$839.7K
$9.7M
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.
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
GrantmakerThis organisation makes grants or donations to other charities and organisations.
Funded By
Registered charities that have funded this organisation.
About
Provides financial and other assistance for the benefit of Diocesan School for Girls
Who We Serve
Key Statistics
Financial Trends
Financial Trends (18 Years)
Revenue Breakdown
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 37 peers · Education · $1M – $10M
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
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Registration
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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. Last updated: 28 September 2026.
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