Sursum FoundationEducation Charity in Auckland

Sursum Foundation is a Trust charity in the Education sector, based in Auckland, Auckland. This organisation also provides funding to other charities. CharityData rates this charity B+ (82.7/100). Annual revenue: $0.0M NZD. Financial data as at December 2024.

Mission: The Sursum Foundation was established for the purpose of advancement of education by charitable means by providing financial and other assistance for the benefit of the students and staff of Mount Roskill Grammar School, Auckland.

Registration Number
CC47123
Charity Type
Trust
Registration Date
2011-07-28
Status
Active
CharityData Rating
B+ (82.7/100)
Sector
Education
Location
Auckland, Auckland
Funder Status
Grant-making charity (foundation)
Data as at
December 2024

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Reserve Months
78.4 months of operating expenses
Volunteers
0
Financial Year End
2024-12-31

Financial History

YearRevenueExpensesNet Assets
2024$0.0M$0.0M-
2023$0.0M$0.0M$0.1M
2022$0.0M$0.0M-
2021$0.0M$0.0M-
2020$0.0M$0.0M-
2019$0.0M$0.0M-
2018$0.0M$0.0M-
2017$0.0M$0.0M-
2016$0.0M$0.0M-
2015$0.0M$0.0M$0.1M

CharityData Rating

Overall Grade
B+
Overall Score
82.7/100
Financial Score
86
Governance Score
75
Transparency Score
65

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (14)

  • Brenda McNaughtonTrustee
  • Peter PremaTrustee
  • Benjamin OgeTrustee
  • Nick TuialiiTrustee
  • Gary BevinTrustee (departed 2020-10-28)
  • Grant McNaughtonTrustee
  • Leilani ToiTrustee (departed 2016-12-31)
  • Roseanne HayTrustee
  • Khylee QuinceChair
  • Jonathan WillsTrustee (departed 2016-12-31)
  • Ramesh PandeyTrustee (departed 2016-12-31)
  • Glenn ColdhamTrustee
  • Rodney HansenTrustee (departed 2016-12-31)
  • Samuel McnaughtonTrustee (departed 2020-10-28)

Similar Charities in Education

FunderEducationTrustFoundation

Sursum Foundation

CC47123Auckland, AucklandRegistered 28 Jul 2011
Data updated: 1 Sept 2026
Financials31 Dec 2024Ratingyesterday

Financial data as at December 2024. Sourced from Charities Services register.

B+
83/100
Balance sheet from 2023 used (not reported this year)
Financial
86
Governance
75
Transparency
65
Revenue

$3.7K

Expenses

$19.5K

Financial data from Charities Services annual return (FY2024). 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
Education
Beneficiaries
General Public
Geographic Focus
Auckland

About

Mission

The Sursum Foundation was established for the purpose of advancement of education by charitable means by providing financial and other assistance for the benefit of the students and staff of Mount Roskill Grammar School, Auckland.

Key Statistics

Annual Revenue
$3.7K
Total Expenses
$19.5K
Net Assets
-
Volunteers
0

Financial Trends

Financial Trends (13 Years)

Revenue Breakdown

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
68.7mo
Could operate 68.7 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

5
Score /100
Highly Concentrated
HHI: 9,475
High Concentration: 97% of revenue from Investment Income
Investment Income97.3%
Other2.7%

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

Peer Comparison

Ranked against 353 peers · Education · Under $100K

Rating Score
83
#2/354
Revenue
$4K
#305/354
Reserve Months
78.4
#1/354
Surplus
$-16K
#326/354
Staff Cost %
0%
#1/354

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

Rating History

B+
2024
Score: 82.7
Financial: 86 | Governance: 75 | Transparency: 65
Current
NR
2022
Score: N/A
Financial: 0 | Governance: 0 | Transparency: 50

Rating

B+
Score: 82.7/100
Financial
86
Governance
75
Transparency
65
Why this grade: Financial 86 × 40% + Governance 75 × 60% = 79 → B+.
View Full Score Breakdown

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Contact Details

Address
Auckland, Auckland

Registration

Registration NumberCC47123
Entity TypeTrust
Registered28 Jul 2011
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated27 Apr 2011
Registered office
Frost Road, Mount Roskill, Auckland

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.