The Discalced Carmelite Nuns (Auckland) Charitable TrustReligion Charity in Auckland

The Discalced Carmelite Nuns (Auckland) Charitable Trust is a Trust charity in the Religion sector, based in Auckland, Auckland. This organisation also provides funding to other charities. Annual revenue: $0.4M NZD. Financial data as at December 2025.

Mission: The Discalced Carmelite Nuns are an entity whose main purpose is worship and to provide others with a variety of spiritual benefits by: *providing space and opportunity for worship and prayer; *consoling, guiding and praying for those troubled and in need by letter, phone, email and visits; *groups etc using our chapel and facilities for services, baptism, funerals and other celebrations; *providing opportunities for private retreats or time out and initiating people into the Christian life.

Registration Number
CC59558
Charity Type
Trust
Registration Date
2021-10-21
Status
Active
Sector
Religion
Location
Auckland, Auckland
Website
http://www.carmelites.org.nz
Email
carmelakbursar@gmail.com
Funder Status
Grant-making charity (charitable_trust)
Data as at
December 2025

Financial Summary

Total Revenue
$0.4M NZD
Total Expenses
$0.5M NZD
Total Assets
$14.5M NZD
Net Assets
$14.5M NZD
Reserve Months
0.0 months of operating expenses
Financial Year End
2025-12-31

Financial History

YearRevenueExpensesNet Assets
2025$0.4M$0.5M$14.5M
2024$0.4M$0.5M$21.7M
2023$0.3M$0.5M$21.8M
2022$0.3M$0.4M$22.0M

Board Members and Officers

Current Officers (4)

NameRoleAppointed
Susana AleTrustee2023-06-19
Antonina BernardPrioress2023-05-11
Nive Laga'aiaTrustee2021-08-04
Merlyn CalvertTrustee2021-08-04

Former Officers (2)

  • Marcienne ForsmanTrustee (departed 2023-05-11)
  • Margaret WilliamsTrustee (departed 2023-06-19)

Similar Charities in Religion

The Discalced Carmelite Nuns (Auckland) Charitable Trust logo
FunderReligionTrustCharitable Trust

The Discalced Carmelite Nuns (Auckland) Charitable Trust

CC59558Auckland, AucklandRegistered 21 Oct 2021
Data updated: 1 Sept 2026
Financials8mo agoRatingyesterday

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

NR
Not ratedSummary-form filing — not enough detail to grade

Charities Services Tier 3 reporting allows charities under $2M revenue to file a simple-format annual return rather than audited financial statements. The return reports totals but not the program/administration split or the line-item detail our template needs. No red flags were detected in what was filed, and revenue is below the $2M Tier 2 boundary where audited accounts become mandatory. A letter grade is withheld rather than assigning one that would be driven by the template-fit, not the charity's operations. The charity's filed figures are shown above, and any structural concerns a donor would want to look at are surfaced separately. (v3.3 — aligned with Charities Services tier boundary; matches Charity Navigator and CharityWatch US practice.)

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.

  • No chair recorded on the register
    Board of 4 with no chair designated on the register
  • Reserves high for operating size
    Reserves cover ~365 months of expenses on $367K revenue — very high for an operating charity this size

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

$366.7K

Expenses

$476.3K

Assets

$14.5M

Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.

Funder Profile

Grantmaker

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

Funding Sectors
Religion
Beneficiaries
General Public
Geographic Focus
Auckland

About

Mission

The Discalced Carmelite Nuns are an entity whose main purpose is worship and to provide others with a variety of spiritual benefits by: *providing space and opportunity for worship and prayer; *consoling, guiding and praying for those troubled and in need by letter, phone, email and visits; *groups etc using our chapel and facilities for services, baptism, funerals and other celebrations; *providing opportunities for private retreats or time out and initiating people into the Christian life.

Key Statistics

Annual Revenue
$366.7K
Total Expenses
$476.3K
Net Assets
$14.5M

Financial Trends

Financial Trends (4 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

55
Score /100
Concentrated
HHI: 4,514
Donations54.5%
Other38.7%
Investment Income6.8%

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

Peer Comparison

Ranked against 253 peers · Religion · $100K – $1M

Rating Score
0
#37/254
Revenue
$367K
#90/254
Reserve Months
0.0
#1/254
Surplus
$-110K
#246/254
Staff Cost %
0%
#1/254

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

Rating History

NR
2025
Score: N/A
Financial: 0 | Governance: 10 | Transparency: 65
Current
NR
2024
Score: N/A
Financial: 0 | Governance: 20 | Transparency: 65

Rating

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

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Contact Details

Registration

Registration NumberCC59558
Entity TypeTrust
Registered21 Oct 2021
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated7 Dec 2021
Registered office
636 Mount Albert Road, Royal Oak, Auckland

Sector & Activities

Primary Sector
Religion

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: 12 September 2026.