R & AJ Francis 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 F (37/100). Annual revenue: $0.1M NZD. 1 red flag detected. Financial data as at March 2025.
Mission: Advance charitable causes of the National Heart Foundation of New Zealand (Auckland branch) and The Neurological Foundation of New Zealand (Auckland branch) by making grants to them of the net income generated by investments in the trust
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.1M | $0.1M | $3.1M |
| 2024 | $0.1M | $0.2M | $3.0M |
| 2023 | $0.1M | $0.1M | $2.8M |
| 2022 | $0.1M | $0.1M | $2.9M |
| 2021 | $0.1M | $0.1M | $2.9M |
| 2020 | $0.1M | $0.0M | $2.6M |
| 2019 | $0.0M | $0.0M | $2.6M |
Financial data as at March 2025. Sourced from Charities Services register.
$92.6K
$128.9K
$3.0M
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
This rating may reflect incomplete data
This charity's grade of Fis based on limited data from the NZ Charities Register, which does not provide detailed expense breakdowns. Without verified program vs admin spending, efficiency scoring is unavailable and the financial score relies on health metrics only. This charity's actual performance may differ from what the available data suggests.
This organisation makes grants or donations to other charities and organisations.
Advance charitable causes of the National Heart Foundation of New Zealand (Auckland branch) and The Neurological Foundation of New Zealand (Auckland branch) by making grants to them of the net income generated by investments in the trust
Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Ranked against 286 peers · Health · Under $100K
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
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Claim This ProfileData 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: 23 April 2026.
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