Shanks Charitable TrustRegistered Charity in Dunedin

Shanks Charitable Trust is a Trust charity, based in Dunedin, Dunedin. This organisation also provides funding to other charities. CharityData rates this charity B (76.2/100). Annual revenue: $0.0M NZD. Financial data as at March 2025.

Mission: The Shanks Charitable Trust was established to provide funds for charitable purposes.

Registration Number
CC52430
Charity Type
Trust
Registration Date
2015-10-09
Status
Active
CharityData Rating
B (76.2/100)
Location
Dunedin, Dunedin
Funder Status
Grant-making charity (charitable_trust)
Data as at
March 2025

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.1M NZD
Total Assets
$1.3M NZD
Net Assets
$1.3M NZD
Reserve Months
0.0 months of operating expenses
Volunteers
0
Financial Year End
2025-03-31

Financial History

YearRevenueExpensesNet Assets
2025$0.0M$0.1M$1.3M
2024$0.3M$0.0M$1.0M
2023$0.0M$0.0M$1.1M
2022$0.1M$0.0M$1.1M
2021$0.0M$0.0M-
2020$0.1M$0.1M$1.0M
2019$0.0M$0.0M$1.0M
2018$0.1M$0.1M$1.0M
2017$0.0M$0.0M-
2016$0.0M$0.0M-

CharityData Rating

Overall Grade
B
Overall Score
76.2/100
Financial Score
81
Governance Score
65
Transparency Score
65

Board Members and Officers

Current Officers (5)

NameRoleAppointed
Maxine ShanksTrustee2016-03-11
Nicola ShanksTrustee2016-03-11
Derek ShanksTrustee2016-03-08
Alison ShanksTrustee2016-02-03
Daphne ShanksTrustee2015-07-08

Former Officers (1)

  • Roy ShanksTrustee (departed 2015-12-10)

Similar Charities in Other

FunderOtherTrustCharitable Trust

Shanks Charitable Trust

CC52430Dunedin, DunedinRegistered 9 Oct 2015
Data updated: 1 Sept 2026
Financials31 Mar 2025Ratingyesterday

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

B
76/100
Financial
81
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 designated
    Board of 10 with no chair designated on the 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

$42.0K

Expenses

$54.9K

Assets

$1.3M

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
General
Beneficiaries
General Public
Geographic Focus
Otago

About

Mission

The Shanks Charitable Trust was established to provide funds for charitable purposes.

Key Statistics

Annual Revenue
$42.0K
Total Expenses
$54.9K
Net Assets
$1.3M
Volunteers
0

Financial Trends

Financial Trends (10 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

0
Score /100
Highly Concentrated
HHI: 10,000
High Concentration: 100% of revenue from Investment Income
Investment Income100.0%

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

Peer Comparison

Ranked against 306 peers · Other · Under $100K

Rating Score
76
#3/307
Revenue
$42K
#70/307
Reserve Months
0.0
#1/307
Surplus
$-13K
#272/307
Staff Cost %
0%
#1/307

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

Rating

B
Score: 76.2/100
Financial
81
Governance
65
Transparency
65
Why this grade: Financial 81 × 40% + Governance 65 × 60% = 71 → B.
View Full Score Breakdown

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Contact Details

Address
Dunedin, Dunedin

Registration

Registration NumberCC52430
Entity TypeTrust
Registered9 Oct 2015
StatusRegistered

Sector & Activities

Primary Sector
Other

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: 11 September 2026.