Douglas Goodfellow Charitable Trust — Health Charity in Auckland

Douglas Goodfellow Charitable Trust is a Trust charity in the Health sector, based in Auckland, Auckland. This organisation also provides funding to other charities. CharityData rates this charity B- (72.7/100). Annual revenue: $3.8M NZD. Financial data as at March 2025.

Mission: To provide assistance to individuals or charities supporting healthcare and medical research, education, and other community projects

Registration Number
CC36644
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
B- (72.7/100)
Sector
Health
Location
Auckland, Auckland
Funder Status
Grant-making charity (charitable_trust)
Data as at
March 2025

Beneficiaries: Other charities, Other - All

Financial Summary

Total Revenue
$3.8M NZD
Total Expenses
$3.0M NZD
Total Assets
$153.0M NZD
Net Assets
$139.9M NZD
Reserve Months
1.9 months of operating expenses
Staff Count
2
Volunteers
0
Financial Year End
2025-03-31

Financial History

YearRevenueExpensesNet Assets
2025$3.8M$3.0M$139.9M
2024$3.5M$2.0M$136.4M
2023$19.6M$20.7M$123.1M
2022$2.0M$4.1M$124.2M
2021$1.5M$3.2M$106.3M
2020$4.6M$2.1M$91.3M
2019$2.0M$2.3M$91.5M
2018$13.4M$1.9M$98.0M
2017$29.5M$1.2M$98.5M
2016$1.6M$1.4M$60.1M

CharityData Rating

Overall Grade
B-
Overall Score
72.7/100
Financial Score
76
Governance Score
65
Transparency Score
65

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (8)

  • David Lewis — Member of Trust Board
  • PETER GOODFELLOW — Member of Trust Board
  • Margaret Goodfellow — Member of Trust Board
  • Edgar Preston — Trustee (departed 2025-05-31)
  • Paul Keeling — Member of Trust Board
  • Philip Ahern — Member of Trust Board
  • Cazna (2904) Ltd — Trustee (departed 2024-12-17)
  • The New Zealand Guardian Trust Company Limited — Trustee (departed 2013-03-28)

Similar Charities in Health

FunderHealthTrustCharitable Trust

Douglas Goodfellow Charitable Trust

CC36644Auckland, AucklandRegistered 30 Jun 2008
Data updated: 4 days ago
Financials31 Mar 2025Ratingyesterday

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

B-
73/100
Financial
76
Governance
65
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 recorded on the register
    No chair or presiding role is recorded in the register for this board of 5. 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.

Revenue

$3.8M

Expenses

$3.0M

Assets

$153.0M

Staff

2

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
HealthEducationCommunity Development
Beneficiaries
General Public
Geographic Focus
Auckland

About

Mission

To provide assistance to individuals or charities supporting healthcare and medical research, education, and other community projects

Who We Serve

Beneficiaries
Other charitiesOther - All

Key Statistics

Annual Revenue
$3.8M
Total Expenses
$3.0M
Net Assets
$139.9M
Staff
2
employees
Volunteers
0

Financial Trends

Financial Trends (15 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
1.9mo
Could operate 1.9 months with zero revenue
Critical
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

22
Score /100
Highly Concentrated
HHI: 7,843
High Concentration: 88% of revenue from Investment Income
Investment Income87.7%
Other12.3%

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

Peer Comparison

Ranked against 67 peers · Health · $1M – $10M

Rating Score
73
#20/68
Revenue
$3.8M
#18/68
Reserve Months
1.9
#1/68
Surplus
$806K
#18/68
Staff Cost %
0%
#1/68

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

Rating

B-
Score: 72.7/100
Financial
76
Governance
65
Transparency
65
Why this grade: Financial 76 × 40% + Governance 65 × 60% = 69 → B-.
View Full Score Breakdown

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Contact Details

Address
Auckland, Auckland

Registration

Registration NumberCC36644
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Sector & Activities

Primary Sector
Health
Activities
Makes grants / loans to individualsMakes grants to organisations (including schools or other charities)

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: 27 September 2026.