The Jubilee Trust — Social Services Charity in Auckland
The Jubilee Trust is a Trust charity in the Social Services sector, based in Auckland, Auckland. This organisation also provides funding to other charities. CharityData rates this charity F (30/100). Annual revenue: $1.1M NZD. 1 red flag detected. Financial data as at December 2024.
Mission: To financially support organisations actively serving the needs of physically disabled people in the Northland, Auckland and Eastern Bay of Plenty regions
- Registration Number
- CC24951
- Charity Type
- Trust
- Registration Date
- 2008-05-26
- Status
- Active
- CharityData Rating
- F (30/100)
- Sector
- Social Services
- Location
- Auckland, Auckland
- Website
- www.jubileetrust.nz
- admin@jubileetrust.nz
- Funder Status
- Grant-making charity (trust)
- Data as at
- December 2024
Financial Summary
- Total Revenue
- $1.1M NZD
- Total Expenses
- $1.2M NZD
- Total Assets
- $39.4M NZD
- Net Assets
- $39.4M NZD
- Reserve Months
- 385.0 months of operating expenses
- Volunteers
- 0
- Financial Year End
- 2024-12-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2024 | $1.1M | $1.2M | $39.4M |
| 2023 | $1.1M | $1.1M | $34.3M |
| 2022 | $1.3M | $1.1M | $30.3M |
| 2021 | $0.9M | $1.1M | $43.0M |
| 2020 | $0.8M | $0.9M | $39.7M |
| 2019 | $1.3M | $1.1M | $36.8M |
| 2018 | $1.2M | $1.1M | $31.9M |
| 2017 | $1.2M | $0.8M | $31.8M |
| 2016 | $1.2M | $0.9M | $27.8M |
| 2015 | $1.2M | $1.0M | $25.7M |
CharityData Rating
- Overall Grade
- F
- Overall Score
- 30/100
- Financial Score
- 50
- Governance Score
- 50
- Transparency Score
- 50
Red Flags
- Holding 385.0 months of expenses in reserves ($39.4M) — above the 18-month threshold
Board Members and Officers
Current Officers (0)
| Name | Role | Appointed |
|---|
Former Officers (19)
- Laura Lane — Trustee
- Deborah Yates — Trustee
- Jenna Van sambeek — Trustee
- Bettena Syme — Trustee (departed 2025-04-30)
- Dairne Kirton — Trustee
- Nicholas Francis — Trustee (departed 2024-08-08)
- David Rees — Trustee (departed 2025-08-20)
- Auriole Ruka — Trustee (departed 2017-08-29)
- Barbel Winter — Trustee (departed 2011-03-21)
- Nigel Fletcher — Trustee
- Earl White — Trustee
- Michael Dineen — Trustee
- Christine Potts — Trustee (departed 2008-09-08)
- Anthony Gardner — Trustee (departed 2021-06-28)
- Jonathan Milne — Trustee (departed 2022-06-02)
- Murray Willis — Trustee (departed 2023-05-31)
- Robert Moody — Trustee (departed 2018-10-30)
- John Steer — Trustee (departed 2016-04-28)
- Richard Yates — Trustee (departed 2016-04-28)
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The Jubilee Trust
CC24951Auckland, AucklandRegistered 26 May 2008
Data updated: Today
Financials31 Dec 2024Rating13h ago
Financial data as at December 2024. Sourced from Charities Services register.
F
30/100
Reduced by penalties
Financial
50
Governance
50
Transparency
50
Revenue
$1.1M
Expenses
$1.2M
Assets
$39.4M
Financial data from Charities Services annual return (FY2024). 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
General
Beneficiaries
People with Disabilities
Geographic Focus
AucklandBay of PlentyNorthland
About
Mission
To financially support organisations actively serving the needs of physically disabled people in the Northland, Auckland and Eastern Bay of Plenty regions
Key Statistics
Annual Revenue
$1.1M
Total Expenses
$1.2M
Net Assets
$39.4M
Volunteers
0
Financial Trends
Financial Trends (15 Years)
Revenue Breakdown
Expense Breakdown
API DataBased 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
14.2mo
Could operate 14.2 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
45
Score /100
Concentrated
HHI: 5,450
Investment Income65.0%
Other35.0%
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 64 peers · Social Services · $1M – $10M
Rating Score
30
Revenue
$1.1M
Reserve Months
385.0
Surplus
$-143K
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.
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Claim This ProfileContact Details
Registration
Registration NumberCC24951
Entity TypeTrust
Registered26 May 2008
StatusRegistered
Sector & Activities
Primary Sector
Social ServicesData 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.
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