The Lawrance And Stephanie Russell Charitable TrustHealth Charity in Auckland

The Lawrance And Stephanie Russell 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 B (76/100). Annual revenue: $0.0M NZD. Financial data as at March 2025.

Mission: To utilise trust funds (income and capital) as the trustees may decide for any of the following purposes (a) for the support of programmes within the NZ school cirriculum which help young people build self-esteem and withstand peer pressure (b), for the support of schools throughout NZ in providing better facilities and equipment for pupils, (c) for the support of those persons and bodies whose aims are directed at providing educational drug programmes or programmes designed to assist in lowering the incidence of violence in the community, (d) for the support of school principals in providing funds for the needs of pupils from impoverished families, (e) for such educational charitable purposes in NZ as the trustees may decide, (f) for the promotion of research into fields of medical science and of medical research throughout NZ, and (g) such other charitable purposes as the Trustees may decide.

Registration Number
CC29811
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
B (76/100)
Sector
Health
Location
Auckland, Auckland
Email
louise@cglord.co.nz
Funder Status
Grant-making charity (charitable_trust)
Data as at
March 2025

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Reserve Months
5692.4 months of operating expenses
Financial Year End
2025-03-31

Financial History

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

CharityData Rating

Overall Grade
B
Overall Score
76/100
Financial Score
85
Governance Score
55
Transparency Score
65

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (4)

  • Catherine WaughTrustee
  • Stephanie RussellTrustee
  • Barrie CampbellTrustee
  • Ross CraigTrustee (departed 2014-05-05)

Similar Charities in Health

FunderHealthTrustCharitable Trust

The Lawrance And Stephanie Russell Charitable Trust

CC29811Auckland, AucklandRegistered 30 Jun 2008
Data updated: 1 Sept 2026
Financials31 Mar 2025Ratingyesterday

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

B
76/100
Balance sheet from 2024 used (not reported this year)
Financial
85
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.

  • No chair recorded on the register
    No chair or presiding role is recorded in the register for this board of 3. The Charities Register does not require one to be identified, so this is a gap in the public record rather than a finding about the board.

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

$2.7K

Expenses

$46

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
HealthEducationCommunity Development
Beneficiaries
YouthGeneral Public
Geographic Focus
Nationwide

About

Mission

To utilise trust funds (income and capital) as the trustees may decide for any of the following purposes (a) for the support of programmes within the NZ school cirriculum which help young people build self-esteem and withstand peer pressure (b), for the support of schools throughout NZ in providing better facilities and equipment for pupils, (c) for the support of those persons and bodies whose aims are directed at providing educational drug programmes or programmes designed to assist in lowering the incidence of violence in the community, (d) for the support of school principals in providing funds for the needs of pupils from impoverished families, (e) for such educational charitable purposes in NZ as the trustees may decide, (f) for the promotion of research into fields of medical science and of medical research throughout NZ, and (g) such other charitable purposes as the Trustees may decide.

Key Statistics

Annual Revenue
$2.7K
Total Expenses
$46
Net Assets
-

Financial Trends

Financial Trends (17 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
6387.9mo
Could operate 6387.9 months with zero revenue
Over-capitalized
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

0
Score /100
Highly Concentrated
HHI: 10,000
High Concentration: 100% of revenue from Investment Income
Investment Income100.0%

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

Peer Comparison

Ranked against 232 peers · Health · Under $100K

Rating Score
76
#8/233
Revenue
$3K
#191/233
Reserve Months
5692.4
#1/233
Surplus
$3K
#85/233
Staff Cost %
0%
#1/233

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

Rating History

B
2025
Score: 76.0
Financial: 85 | Governance: 55 | Transparency: 65
Current
NR
2023
Score: N/A
Financial: 0 | Governance: 10 | Transparency: 65

Rating

B
Score: 76/100
Financial
85
Governance
55
Transparency
65
Why this grade: Financial 85 × 40% + Governance 55 × 60% = 67 → B.
View Full Score Breakdown

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Contact Details

Address
Auckland, Auckland

Registration

Registration NumberCC29811
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Sector & Activities

Primary Sector
Health

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: 13 September 2026.