Hamilton Boys' High Foundation Trust — Education Charity in Hamilton East

Hamilton Boys' High Foundation Trust is a Trust charity in the Education sector, based in Hamilton East, Hamilton East. This organisation also provides funding to other charities. CharityData rates this charity B (77.3/100). Annual revenue: $0.2M NZD. Financial data as at January 2024.

Mission: To support HBHS by creating an endowment fund the earnings from which will provide additional funding in support of the school.

Registration Number
CC48581
Charity Type
Trust
Registration Date
2012-12-06
Status
Active
CharityData Rating
B (77.3/100)
Sector
Education
Location
Hamilton East, Hamilton East
Email
foundation@hbhs.school.nz
Funder Status
Grant-making charity (endowment)
Data as at
January 2024

Beneficiaries: Children / young people

Financial Summary

Total Revenue
$0.2M NZD
Total Expenses
$0.2M NZD
Total Assets
$0.6M NZD
Net Assets
$0.6M NZD
Reserve Months
3.7 months of operating expenses
Staff Count
1
Volunteers
0
Financial Year End
2024-01-31

Financial History

YearRevenueExpensesNet Assets
2024$0.2M$0.2M$0.6M
2023$0.2M$0.1M-
2022$0.1M$0.1M-
2021$0.1M$0.1M$0.0M
2020$0.1M$0.1M-
2019$0.1M$0.1M$0.3M
2018$0.1M$0.0M$0.0M
2017$0.1M$0.0M-
2016$0.1M$0.0M-
2015$0.0M$0.0M$0.1M

CharityData Rating

Overall Grade
B
Overall Score
77.3/100
Financial Score
82.5
Governance Score
65
Transparency Score
65

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (25)

  • Jonathan Cameron — Trustee
  • Benjamin Duncan — Trustee
  • David Kneebone — Trustee
  • Thomas Corkill — Trustee
  • Christopher Musgrave — Trustee (departed 2024-03-08)
  • Adam Burn — Trustee
  • Gareth Nuzum — Trustee
  • Seamus Marten — Trustee (departed 2025-06-30)
  • David Williams — Trustee (departed 2020-12-01)
  • Oliver Wilding — Trustee (departed 2019-05-14)
  • Mark Hornabrook — Trustee (departed 2023-02-13)
  • Andrew Miller — Trustee (departed 2022-11-09)
  • Trent Finlay — Trustee (departed 2020-05-19)
  • Christopher Steenstra — Trustee (departed 2021-11-29)
  • Neil Shaw — Trustee (departed 2023-02-13)
  • Ian Musson — Trustee (departed 2016-05-10)
  • David Braithewaite — Chair (departed 2015-04-27)
  • Mike Pohio — Trustee (departed 2017-03-31)
  • Dr David Kerr — Trustee (departed 2021-07-05)
  • Paul Street — Officer (departed 2018-06-24)

Similar Charities in Education

FunderEducationTrustEndowment

Hamilton Boys' High Foundation Trust

CC48581Hamilton East, Hamilton EastRegistered 6 Dec 2012
Data updated: 6 days ago
Financials31 Jan 2024Rating3d ago

Financial data as at January 2024. Sourced from Charities Services register.

B
77/100
Financial
83
Governance
65
Transparency
65

Reasons to look carefully (2)

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 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.
  • Current annual return overdue
    The newest annual return we hold is 32 months old — a more recent return may already be on the Charities Services 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

$216.3K

Expenses

$175.6K

Assets

$569.8K

Staff

1

Financial data from Charities Services annual return (FY2024). 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
Education
Beneficiaries
General Public
Geographic Focus
Waikato

About

Mission

To support HBHS by creating an endowment fund the earnings from which will provide additional funding in support of the school.

Who We Serve

Beneficiaries
Children / young people

Key Statistics

Annual Revenue
$216.3K
Total Expenses
$175.6K
Net Assets
$563.4K
Staff
1
employees
Volunteers
0

Financial Trends

Financial Trends (12 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
3.7mo
Could operate 3.7 months with zero revenue
Low reserves
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

49
Score /100
Concentrated
HHI: 5,123
Other64.3%
Donations31.1%
Investment Income4.6%

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

Peer Comparison

Ranked against 132 peers · Education · $100K – $1M

Rating Score
77
#11/133
Revenue
$216K
#77/133
Reserve Months
3.7
#1/133
Surplus
$41K
#53/133
Staff Cost %
0%
#1/133

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

Rating

B
Score: 77.3/100
Financial
82.5
Governance
65
Transparency
65
Why this grade: Financial 83 × 40% + Governance 65 × 60% = 72 → B.
View Full Score Breakdown

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Contact Details

Address
Hamilton East, Hamilton East

Registration

Registration NumberCC48581
Entity TypeTrust
Registered6 Dec 2012
StatusRegistered

Sector & Activities

Primary Sector
Education
Activities
Makes 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: 29 September 2026.