Surrogate Grandparents New Zealand Charitable Trust — Health Charity in Whangaparaoa

Surrogate Grandparents New Zealand Charitable Trust is a Trust charity in the Health sector, based in Whangaparaoa, Whangaparaoa. This organisation also provides funding to other charities. Annual revenue: $0.1M NZD. Financial data as at March 2026.

Mission: *To reduce the issue of social isolation by connecting the elder community with local families/individuals that can provide support, education & companionship.*To promote, advance and enhance the education of the elder community, parents and their families through online and print resources, workshops, and events. *To promote and support the wellbeing and personal growth of the elderly and families/individuals who are both socially isolated by providing a stable family aspects to their lives.

Registration Number
CC54933
Charity Type
Trust
Registration Date
2017-08-19
Status
Active
Sector
Health
Location
Whangaparaoa, Whangaparaoa
Email
jo@grandfriends.nz
Funder Status
Grant-making charity (charitable_trust)
Data as at
March 2026

Financial Summary

Total Revenue
$0.1M NZD
Total Expenses
$0.1M NZD
Reserve Months
0.0 months of operating expenses
Staff Count
3
Financial Year End
2026-03-31

Financial History

YearRevenueExpensesNet Assets
2026$0.1M$0.1M-
2025$0.1M$0.1M-
2024$0.0M$0.0M-
2023$0.1M$0.1M$0.0M
2022$0.0M$0.0M$0.1M
2021$0.0M$0.0M$-0.0M
2020$0.0M$0.0M$0.0M
2019$0.0M$0.0M$0.0M
2018$0.0M$0.0M$-0.0M

Board Members and Officers

Current Officers (2)

NameRoleAppointed
Susan DoakTrustee2017-06-30
Joanne HayesSettlor/trustee2017-06-30

Former Officers (15)

  • Angela Penteado — Board Chair (departed 2024-10-03)
  • Stacey Rose — Trustee (departed 2024-10-03)
  • Becky Giblin — Trustee (departed 2024-10-03)
  • Priya Mistry — Trustee (departed 2024-10-03)
  • Lisa Kitchin — Board Trustee (departed 2023-03-31)
  • Sheryl Jensen — Trustee (departed 2024-09-30)
  • Becca Ma — Trustee (departed 2022-07-24)
  • Will Smith — Trustee (departed 2022-03-31)
  • Rebecca Woolfall — Trustee (departed 2021-02-10)
  • Paul Stuart — Trustee (departed 2023-03-31)
  • Timothy Diprose — Trustee (departed 2022-10-18)
  • Claire Haymon — Trustee (departed 2021-04-02)
  • Emma Biggam — Trustee (departed 2020-08-05)
  • Jayne Eddington — Trustee (departed 2018-08-17)
  • Carl Sunderland — Trustee (departed 2020-08-05)

Funding Sources

  • Pub Charity Limited — $2,400.9

Similar Charities in Health

FunderHealthTrustCharitable Trust

Surrogate Grandparents New Zealand Charitable Trust

CC54933Whangaparaoa, WhangaparaoaRegistered 19 Aug 2017
Data updated: 4 days ago
Financials6mo agoRating2d ago

Financial data as at March 2026. Sourced from Charities Services register.

NR
Not rated — Insufficient financial data

Key balance-sheet figures (net assets / total assets) were not reported in the most recent return, and no populated prior year is available within the two-year fallback window. A rating cannot be calculated without these figures.

How ratings work →

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.

  • Small board structure
    2 current officers listed on the register — best-practice boards have 5+ members with separation of duties
  • Government-funding concentration
    99% of latest-year revenue came from government grants — single-stream dependency

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

$96.2K

Expenses

$90.4K

Staff

3

Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.

Funder Profile

Grantmaker

This organisation makes grants or donations to other charities and organisations.

Funding Sectors
HealthEducationSocial ServicesCommunity Development
Beneficiaries
ElderlyGeneral Public
Geographic Focus
Nationwide

About

Mission

*To reduce the issue of social isolation by connecting the elder community with local families/individuals that can provide support, education & companionship.*To promote, advance and enhance the education of the elder community, parents and their families through online and print resources, workshops, and events. *To promote and support the wellbeing and personal growth of the elderly and families/individuals who are both socially isolated by providing a stable family aspects to their lives.

Key Statistics

Annual Revenue
$96.2K
Total Expenses
$90.4K
Net Assets
-
Staff
3
employees

Financial Trends

Financial Trends (9 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
8.6mo
Could operate 8.6 months with zero revenue
Healthy
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

2
Score /100
Highly Concentrated
HHI: 9,782
High Concentration: 99% of revenue from Government Grants
Government Grants98.9%
Trading / Services1.0%
Donations0.1%

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

Peer Comparison

Ranked against 265 peers · Health · Under $100K

Rating Score
0
#55/266
Revenue
$96K
#5/266
Reserve Months
0.0
#1/266
Surplus
$6K
#69/266
Staff Cost %
75%
#266/266

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

Rating History

NR
2026
Score: N/A
Financial: 0 | Governance: 10 | Transparency: 65
Current
NR
2025
Score: N/A
Financial: 0 | Governance: 10 | Transparency: 65

Rating

Score: /100
Financial
0
Governance
10
Transparency
65
View Full Score Breakdown

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Contact Details

Address
Whangaparaoa, Whangaparaoa

Registration

Registration NumberCC54933
Entity TypeTrust
Registered19 Aug 2017
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated18 Aug 2017
Registered office
33 Tates Court, Gulf Harbour, Whangaparaoa

Sector & Activities

Primary Sector
Health

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: 28 September 2026.