The Jocelyn Grattan Charitable Trust — Health Charity in Auckland
The Jocelyn Grattan Charitable Trust is a Trust charity in the Health sector, based in Auckland, Auckland. This organisation also provides funding to other charities. CharityData rates this charity F (30/100). Annual revenue: $0.1M NZD. 1 red flag detected. Financial data as at March 2025.
Mission: To provide grants to organisations to assist movements, groups and organisations which are endeavouring to aid poets, authors and publishers, promote activities designed to support wildlife and provide a bird hospital and sanctuary for birds, make gifts in for or towards the advancement of education and skills of young cricketers, and support such other charitable purposes in New Zealand as the trustees shall, from time to time, determine.
- Registration Number
- CC47657
- Charity Type
- Trust
- Registration Date
- 2012-05-13
- Status
- Active
- CharityData Rating
- F (30/100)
- Sector
- Health
- Location
- Auckland, Auckland
- Website
- https://www.lockhartlegal.co.nz/
- mason@lockhartlegal.co.nz
- Funder Status
- Grant-making charity (charitable_trust)
- Data as at
- March 2025
Financial Summary
- Total Revenue
- $0.1M NZD
- Total Expenses
- $0.1M NZD
- Total Assets
- $5.4M NZD
- Net Assets
- $5.4M NZD
- Reserve Months
- 506.4 months of operating expenses
- Volunteers
- 0
- Financial Year End
- 2025-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.1M | $0.1M | $5.4M |
| 2024 | $0.1M | $0.2M | $5.4M |
| 2023 | $0.1M | $0.1M | $5.4M |
| 2022 | $0.1M | $0.1M | $5.5M |
| 2021 | $0.1M | $0.1M | $5.5M |
| 2020 | $0.1M | $0.2M | $5.3M |
| 2019 | $0.1M | $0.3M | $5.4M |
| 2018 | $0.1M | $0.1M | - |
| 2017 | $0.1M | $0.1M | $3.5M |
| 2016 | $0.1M | $0.1M | $3.5M |
CharityData Rating
- Overall Grade
- F
- Overall Score
- 30/100
- Financial Score
- 50
- Governance Score
- 50
- Transparency Score
- 50
Red Flags
- Holding 506.4 months of expenses in reserves ($5.4M) — above the 18-month threshold
Board Members and Officers
Current Officers (0)
| Name | Role | Appointed |
|---|
Former Officers (5)
- Mason Lockhart — Trustee
- Sharon Legge-Murray — Trustee
- Peter Kite — Trustee (departed 2022-06-17)
- David Short — Trustee (departed 2018-01-11)
- Margaret Legge — Trustee (departed 2018-01-11)
Similar Charities in Health
The Jocelyn Grattan Charitable Trust
CC47657Auckland, AucklandRegistered 13 May 2012
Data updated: Today
Financials31 Mar 2025Rating15h ago
Financial data as at March 2025. Sourced from Charities Services register.
F
30/100
Reduced by penalties
Financial
50
Governance
50
Transparency
50
Revenue
$103.7K
Expenses
$128.8K
Assets
$5.4M
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
1 red flag identified- Review the Rating tab for details
This rating may reflect incomplete data
This charity's grade of Fis based on limited data from the NZ Charities Register, which does not provide detailed expense breakdowns. Without verified program vs admin spending, efficiency scoring is unavailable and the financial score relies on health metrics only. This charity's actual performance may differ from what the available data suggests.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
Funding Sectors
HealthEducationEnvironmentSports & RecreationAnimal Welfare
Beneficiaries
General Public
Geographic Focus
Nationwide
About
Mission
To provide grants to organisations to assist movements, groups and organisations which are endeavouring to aid poets, authors and publishers, promote activities designed to support wildlife and provide a bird hospital and sanctuary for birds, make gifts in for or towards the advancement of education and skills of young cricketers, and support such other charitable purposes in New Zealand as the trustees shall, from time to time, determine.
Key Statistics
Annual Revenue
$103.7K
Total Expenses
$128.8K
Net Assets
$5.4M
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
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
42
Score /100
Concentrated
HHI: 5,792
Other69.9%
Investment Income30.1%
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 148 peers · Health · $100K – $1M
Rating Score
30
Revenue
$104K
Reserve Months
506.4
Surplus
$-25K
Staff Cost %
0%
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating History
F
2025
Score: 30.0
Financial: 50 | Governance: 50 | Transparency: 50
CurrentC-
2024
Score: 56.0
Financial: 65 | Governance: 50 | Transparency: 50
Is this your charity?
Claim your profile to view analytics, submit corrections, and improve your rating.
Claim This ProfileContact Details
Registration
Registration NumberCC47657
Entity TypeTrust
Registered13 May 2012
StatusRegistered
Sector & Activities
Primary Sector
HealthData 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: 22 April 2026.
Similar Charities in Health
Other Health charities ranked by overall score