Teviot Valley Education Trust — Education Charity in Auckland

Teviot Valley Education Trust 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 (79.5/100). Annual revenue: $0.0M NZD. Financial data as at December 2025.

Mission: To apply funds to New Zealand Residents who re or have been resident within the area to enable them to further the education of those persons either within New Zealand or elsewhere.

Registration Number
CC28788
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
B (79.5/100)
Sector
Education
Location
Auckland, Auckland
Funder Status
Grant-making charity (trust)
Data as at
December 2025

Beneficiaries: Children / young people, Other - All

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Total Assets
$0.1M NZD
Net Assets
$0.1M NZD
Reserve Months
13.8 months of operating expenses
Financial Year End
2025-12-31

Financial History

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

CharityData Rating

Overall Grade
B
Overall Score
79.5/100
Financial Score
90
Governance Score
55
Transparency Score
65

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (2)

  • Perpetual Trust Limited — Trustee
  • The New Zealand Guardian Trust Company Limited — Trustee (departed 2019-10-08)

Similar Charities in Education

FunderEducationTrustTrust

Teviot Valley Education Trust

CC28788Auckland, AucklandRegistered 30 Jun 2008
Data updated: 5 days ago
Financials9mo agoRating3d ago

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

B
80/100
Financial
90
Governance
55
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.

  • Small board structure
    1 current officer listed on the register — best-practice boards have 5+ members with separation of duties

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

$5.7K

Expenses

$12.4K

Assets

$85.7K

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
Education
Beneficiaries
General Public
Geographic Focus
Nationwide

About

Mission

To apply funds to New Zealand Residents who re or have been resident within the area to enable them to further the education of those persons either within New Zealand or elsewhere.

Who We Serve

Beneficiaries
Children / young peopleOther - All

Key Statistics

Annual Revenue
$5.7K
Total Expenses
$12.4K
Net Assets
$78.8K

Financial Trends

Financial Trends (18 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
13.8mo
Could operate 13.8 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

48
Score /100
Concentrated
HHI: 5,200
Investment Income60.0%
Donations40.0%

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

Peer Comparison

Ranked against 329 peers · Education · Under $100K

Rating Score
80
#9/330
Revenue
$6K
#242/330
Reserve Months
13.8
#1/330
Surplus
$-7K
#281/330
Staff Cost %
0%
#1/330

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

Rating History

B
2025
Score: 79.5
Financial: 90 | Governance: 55 | Transparency: 65
Current
B-
2024
Score: 71.4
Financial: 79 | Governance: 55 | Transparency: 65

Rating

B
Score: 79.5/100
Financial
90
Governance
55
Transparency
65
Why this grade: Financial 90 × 40% + Governance 55 × 60% = 69 → B.
View Full Score Breakdown

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Contact Details

Address
Auckland, Auckland

Registration

Registration NumberCC28788
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Sector & Activities

Primary Sector
Education
Activities
Makes grants / loans to individuals

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: 29 September 2026.