Sir Woolf Fisher Charitable Trust — Community Development Charity in Auckland

Sir Woolf Fisher Charitable Trust is a Charitable Trust charity in the Community Development sector, based in Auckland, Auckland. CharityData rates this charity B (76.8/100). Annual revenue: $0.6M NZD. Financial data as at March 2025.

Mission: Makes donations and initiatives that, in the opinion of the trustees, Sir Woolf Fisher would have been happy to support.

Registration Number
CC26721
Charity Type
Charitable Trust
Registration Date
2008-06-26
Status
Active
CharityData Rating
B (76.8/100)
Sector
Community Development
Location
Auckland, Auckland
Email
woolffisher@gmail.com
Data as at
March 2025

Beneficiaries: Children / young people, Other charities

Financial Summary

Total Revenue
$0.6M NZD
Total Expenses
$0.0M NZD
Total Assets
$9.4M NZD
Net Assets
$9.4M NZD
Reserve Months
48000.0 months of operating expenses
Volunteers
0
Financial Year End
2025-03-31

Financial History

YearRevenueExpensesNet Assets
2025$0.6M$0.0M$9.4M
2024$0.6M$0.0M$8.8M
2023$0.5M-$8.3M
2022$0.5M$0.0M$7.7M
2021$0.5M$0.6M$7.2M
2020$13.9M$31.2M$7.3M
2019$1.5M$1.4M$38.5M
2018$1.7M$0.9M$31.1M
2017$2.1M$1.0M$28.4M
2016$1.5M$1.1M$29.2M

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 (7)

NameRoleAppointed
Gavin LonerganTrustee2024-11-13
Derek McCormackTrustee and Secretary2023-03-09
Claudia ArieliTrustee2022-04-07
Deborah GeorgeTrustee2017-11-28
Mark RobinsonChair2015-05-18
Douglas ArmstrongTrustee2013-12-18
Noel Stuart RobinsonTrustee2008-06-27

Former Officers (8)

  • Stuart McCutcheon — Trustee and Secretary (departed 2023-01-06)
  • Nigel Evans — Trustee (departed 2024-09-16)
  • David Graham — Trustee (departed 2017-08-02)
  • Peter Masfen — Trustee (departed 2024-04-09)
  • Frederick Nelson Watson — N/a (departed 2013-12-18)
  • Graeme Louis Collinson — N/a (departed 2013-12-18)
  • Anthony John James Agar — N/a (departed 2013-12-18)
  • Joyce Fisher — N/a (departed 2009-07-27)

Similar Charities in Community Development

Community DevelopmentCharitable Trust

Sir Woolf Fisher Charitable Trust

CC26721Auckland, AucklandRegistered 26 Jun 2008
Data updated: 3 days ago
Financials31 Mar 2025Rating3d ago

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

B
77/100
Financial
78
Governance
75
Transparency
65
Revenue

$577.0K

Expenses

$1

Assets

$9.4M

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.

About

Mission

Makes donations and initiatives that, in the opinion of the trustees, Sir Woolf Fisher would have been happy to support.

Who We Serve

Beneficiaries
Children / young peopleOther charities

Key Statistics

Annual Revenue
$577.0K
Total Expenses
$1
Net Assets
$9.4M
Volunteers
0

Financial Trends

Financial Trends (17 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
48000mo
Could operate 48000 months with zero revenue
Over-capitalized
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 Other
Other100.0%

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

Peer Comparison

Ranked against 147 peers · Community Development · $100K – $1M

Rating Score
77
#15/148
Revenue
$577K
#23/148
Reserve Months
48000.0
#1/148
Surplus
$577K
#4/148
Staff Cost %
0%
#1/148

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

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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Latest Audit

FY2022
Clean
7 years of audit history

Contact Details

Address
Auckland, Auckland

Registration

Registration NumberCC26721
Entity TypeCharitable Trust
Registered26 Jun 2008
StatusRegistered

Sector & Activities

Primary Sector
Community Development
Activities
Other - Acts an Umbrella body

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: 4 October 2026.