James P G FoundationEducation Charity in Queenstown

James P G Foundation is a Trust charity in the Education sector, based in Queenstown, Queenstown. This organisation also provides funding to other charities. CharityData rates this charity B (75.5/100). Annual revenue: $0.3M NZD. Financial data as at March 2025.

Mission: First object: by providing scholarships, bursaries and awards to the youth of New Zealand for the purpose of advancing their education. Second object: to provide financial, material, moral or other support to the Youth of New Zealand with the goal of establishing long term positive change in their personal and professional lives, and to encourage them to realise their full potential. Incidental matters: all things incidental to the charitable purposes described.

Registration Number
CC57124
Charity Type
Trust
Registration Date
2019-11-01
Status
Active
CharityData Rating
B (75.5/100)
Sector
Education
Location
Queenstown, Queenstown
Email
ceo@flynz.co.nz
Funder Status
Grant-making charity (foundation)
Data as at
March 2025

Financial Summary

Total Revenue
$0.3M NZD
Total Expenses
$0.0M NZD
Total Assets
$0.9M NZD
Net Assets
$0.9M NZD
Reserve Months
352.2 months of operating expenses
Volunteers
0
Financial Year End
2025-03-31

Financial History

YearRevenueExpensesNet Assets
2025$0.3M$0.0M$0.9M
2024$0.1M$0.0M$0.6M
2023$0.0M$0.0M$0.5M
2022$0.3M$0.0M$0.5M
2021$0.1M$0.0M$0.2M
2020$0.0M$0.0M$0.1M

CharityData Rating

Overall Grade
B
Overall Score
75.5/100
Financial Score
80
Governance Score
65
Transparency Score
65
Program Spending Ratio
0.9%

Board Members and Officers

Current Officers (5)

NameRoleAppointed
Louisa PattersonTrustee2017-10-10
Graeme ToddTrustee2017-10-10
Sarah PranicTrustee2017-10-10
Edward DaviesTrustee2017-10-10
Samuel GardnerTrustee2017-10-10

Similar Charities in Education

FunderEducationTrustFoundation

James P G Foundation

CC57124Queenstown, QueenstownRegistered 1 Nov 2019
Data updated: 1 Sept 2026
Financials31 Mar 2025Ratingyesterday

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

B
76/100
Financial
80
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

$294.3K

Expenses

$30.0K

Assets

$881.3K

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
EducationCommunity Development
Beneficiaries
Youth
Geographic Focus
Nationwide

About

Mission

First object: by providing scholarships, bursaries and awards to the youth of New Zealand for the purpose of advancing their education. Second object: to provide financial, material, moral or other support to the Youth of New Zealand with the goal of establishing long term positive change in their personal and professional lives, and to encourage them to realise their full potential. Incidental matters: all things incidental to the charitable purposes described.

Key Statistics

Annual Revenue
$294.3K
Total Expenses
$30.0K
Net Assets
$880.8K
Volunteers
0

Financial Trends

Financial Trends (6 Years)

Revenue Breakdown

Expense Breakdown

Verified

Financial Health Dashboard

Cents to the Cause
94c
For every $1 spent, 94c 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

7
Score /100
Highly Concentrated
HHI: 9,306
High Concentration: 96% of revenue from Donations
Donations96.4%
Investment Income3.6%

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

Peer Comparison

Ranked against 108 peers · Education · $100K – $1M

Rating Score
76
#8/109
Revenue
$294K
#37/109
Reserve Months
352.2
#1/109
Surplus
$264K
#6/109
Staff Cost %
0%
#1/109

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

Rating

B
Score: 75.5/100
Financial
80
Governance
65
Transparency
65
Why this grade: Financial 80 × 40% + Governance 65 × 60% = 71 → B.
View Full Score Breakdown

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Contact Details

Address
Queenstown, Queenstown

Registration

Registration NumberCC57124
Entity TypeTrust
Registered1 Nov 2019
StatusRegistered

Sector & Activities

Primary Sector
Education

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: 13 September 2026.