The Fletcher Trust — Education Charity in Auckland
The Fletcher Trust is a Charitable Trust charity in the Education sector, based in Auckland, Auckland. This organisation also provides funding to other charities. CharityData rates this charity B (78.5/100). Annual revenue: $2.4M NZD. Financial data as at June 2025.
Mission: The Fletcher Trust '(Trust') has three principal objects - Philanthropy, Art Collection and Archive. The philanthropic mission of the Trust is a focus on supporting new initiatives in education that have the potential to positively impact on large numbers of young New Zealanders. The Trust's purpose with its Art Collection, comprising a significant number of NZ artworks, is to maintain, enhance and promote what represents a unique record of the history of NZ art. The Trust's purpose with its Archive is to maintain and continue to provide public access to records of an extensive number of businesses and enterprises across all sectors and which provide a unique social and commercial history of NZ from the mid-nineteenth century to the present day.
- Registration Number
- CC10657
- Charity Type
- Charitable Trust
- Registration Date
- 2007-07-18
- Status
- Active
- CharityData Rating
- B (78.5/100)
- Sector
- Education
- Location
- Auckland, Auckland
- angus.fletcher@fletchertrust.co.nz
- Funder Status
- Grant-making charity (trust)
- Data as at
- June 2025
Beneficiaries: Children / young people, General public, Voluntary bodies other than charities, Other - All
Financial Summary
- Total Revenue
- $2.4M NZD
- Total Expenses
- $1.0M NZD
- Total Assets
- $40.3M NZD
- Net Assets
- $40.3M NZD
- Reserve Months
- 28.5 months of operating expenses
- Staff Count
- 4
- Volunteers
- 0
- Financial Year End
- 2025-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $2.4M | $1.0M | $40.3M |
| 2024 | $1.2M | $1.2M | $38.1M |
| 2023 | $1.5M | $1.0M | $37.3M |
| 2022 | $1.1M | $1.0M | $36.1M |
| 2021 | $0.8M | $1.0M | $35.6M |
| 2020 | $0.7M | $1.0M | $32.9M |
| 2019 | $0.7M | $1.0M | $32.5M |
| 2018 | $1.0M | $0.9M | $31.8M |
| 2017 | $0.9M | $0.9M | $30.9M |
| 2016 | $0.8M | $0.9M | $30.5M |
CharityData Rating
- Overall Grade
- B
- Overall Score
- 78.5/100
- Financial Score
- 80
- Governance Score
- 75
- Transparency Score
- 65
Board Members and Officers
Current Officers (6)
| Name | Role | Appointed |
|---|---|---|
| James Muir Cameron Fletcher Chairman Trustee N/A | Trustee | - |
| Nina Hood | Trustee | 2025-12-15 |
| Hugh Fletcher | Trustee | 2012-03-26 |
| David Sixton | Trustee | 2011-08-15 |
| Angus Fletcher | Chair | 2007-05-01 |
| James Fletcher | Trustee | 2007-05-01 |
Former Officers (3)
- John Hood — Trustee (departed 2024-07-09)
- Gary Key — Trustee (departed 2011-12-31)
- Mark Binns — Trustee (departed 2011-12-31)
Similar Charities in Education
- South Pacific College Of Natural Medicine Inc — Education
- Crossways Community Creche Incorporated — Education
- Christchurch Rudolf Steiner School Trust — Education
- Sathya Sai Preschool Rongomai — Education
- Ashburton Kindergarten Association Incorporated — Education
The Fletcher Trust
Financial data as at June 2025. Sourced from Charities Services register.
$2.4M
$984.8K
$40.3M
4
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
Endowment Foundation
Special Entity TypeThis 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
GrantmakerThis organisation makes grants or donations to other charities and organisations.
About
The Fletcher Trust '(Trust') has three principal objects - Philanthropy, Art Collection and Archive. The philanthropic mission of the Trust is a focus on supporting new initiatives in education that have the potential to positively impact on large numbers of young New Zealanders. The Trust's purpose with its Art Collection, comprising a significant number of NZ artworks, is to maintain, enhance and promote what represents a unique record of the history of NZ art. The Trust's purpose with its Archive is to maintain and continue to provide public access to records of an extensive number of businesses and enterprises across all sectors and which provide a unique social and commercial history of NZ from the mid-nineteenth century to the present day.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (18 Years)
Revenue Breakdown
Financial Health Dashboard
Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology
Revenue Diversification
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 49 peers · Education · $1M – $10M
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating
BIs this your charity?
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FY2025Contact Details
Registration
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Sector & Activities
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.
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