Geoffrey And Nell Erne Adams Charitable Trust BoardSocial Services Charity in Auckland

Geoffrey And Nell Erne Adams Charitable Trust Board is a Trust charity in the Social Services sector, based in Auckland, Auckland. This organisation also provides funding to other charities. CharityData rates this charity B (76.8/100). Annual revenue: $0.2M NZD. Financial data as at March 2026.

Mission: To assist & foster Masonic and general charities in NZ. To assist the Elderly and Disabled. To assist young people in their studies.

Registration Number
CC39572
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
B (76.8/100)
Sector
Social Services
Location
Auckland, Auckland
Email
bill@photosigns.co.nz
Funder Status
Grant-making charity (charitable_trust)
Data as at
March 2026

Financial Summary

Total Revenue
$0.2M NZD
Total Expenses
$0.2M NZD
Total Assets
$3.0M NZD
Net Assets
$3.0M NZD
Reserve Months
227.1 months of operating expenses
Financial Year End
2026-03-31

Financial History

YearRevenueExpensesNet Assets
2026$0.2M$0.2M$3.0M
2025$0.2M$0.2M-
2024$0.2M$0.1M$2.9M
2023$0.1M$0.1M$2.8M
2022$0.1M$0.1M$2.8M
2021$0.2M$0.1M$2.7M
2020$0.2M$0.1M-
2019$0.1M$0.0M$2.5M
2018$0.1M$0.1M$2.4M
2017$0.1M$0.2M$2.6M

CharityData Rating

Overall Grade
B
Overall Score
76.8/100
Financial Score
77.5
Governance Score
75
Transparency Score
65

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (15)

  • Andrew Wood JPTrustee
  • Terry DeucharTrustee Property Manager
  • Gordon McMahonTrustee
  • William MathesonSecretary/treasurer
  • Tony GrahamTrustee
  • Peter StevensDeputy Chair Trustee
  • Donald TilsleyTrustee (departed 2023-04-12)
  • Ernest HeafieldTrustee (departed 2016-04-19)
  • John AldcroftTrustee (departed 2016-04-19)
  • Robert RussellChair
  • Angus GrahamTrustee (departed 2016-04-19)
  • Bryan CollingsTrustee
  • Carrick BrownTrustee (departed 2022-05-01)
  • Henry McCutcheonTrustee (departed 2022-10-04)
  • Charles MacLeodTrustee

Similar Charities in Social Services

FunderSocial ServicesTrustCharitable Trust

Geoffrey And Nell Erne Adams Charitable Trust Board

CC39572Auckland, AucklandRegistered 30 Jun 2008
Data updated: 3 days ago
Financials5mo agoRating4d ago

Financial data as at March 2026. Sourced from Charities Services register.

B
77/100
Financial
78
Governance
75
Transparency
65
Revenue

$215.9K

Expenses

$156.8K

Assets

$3.0M

Financial data from Charities Services annual return (FY2026). 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
Community Development
Beneficiaries
YouthElderlyPeople with Disabilities
Geographic Focus
Auckland

About

Mission

To assist & foster Masonic and general charities in NZ. To assist the Elderly and Disabled. To assist young people in their studies.

Key Statistics

Annual Revenue
$215.9K
Total Expenses
$156.8K
Net Assets
$3.0M

Financial Trends

Financial Trends (18 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
0mo
Could operate 0 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

27
Score /100
Highly Concentrated
HHI: 7,339
High Concentration: 84% of revenue from Other
Other84.2%
Investment Income15.8%

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

Peer Comparison

Ranked against 141 peers · Social Services · $100K – $1M

Rating Score
77
#8/142
Revenue
$216K
#79/142
Reserve Months
227.1
#1/142
Surplus
$59K
#32/142
Staff Cost %
0%
#1/142

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

Rating History

B
2026
Score: 76.8
Financial: 78 | Governance: 75 | Transparency: 65
Current
C-
2025
Score: 56.8
Financial: 78 | Governance: 75 | Transparency: 65

Rating

B
Score: 76.8/100
Financial
77.5
Governance
75
Transparency
65
Why this grade: Financial 78 × 40% + Governance 75 × 60% = 76 → B.
View Full Score Breakdown

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Contact Details

Address
Auckland, Auckland

Registration

Registration NumberCC39572
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated25 Jan 1994
Registered office
59 Grey Street, Onehunga, Auckland

Sector & Activities

Primary Sector
Social Services

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: 16 September 2026.