The Prime Charitable Trust — Animal Welfare Charity in Auckland

The Prime Charitable Trust is a Charitable Trust charity in the Animal Welfare sector, based in Auckland, Auckland. This organisation also provides funding to other charities. CharityData rates this charity B- (70.3/100). Annual revenue: $0.0M NZD. Financial data as at March 2025.

Mission: This Trust was established by deed on 1st April 1992 by Terence Richard Selby Lowe. It is to be held in perpetuity, to pay the net annual income and capital for charitable purposes, at the Executive Trustees discretion. A wish is expressed that funds are applied to help those in need to overcome adversity and who may not be receiving assistance from other sources.

Registration Number
CC28714
Charity Type
Charitable Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
B- (70.3/100)
Sector
Animal Welfare
Location
Auckland, Auckland
Funder Status
Grant-making charity (charitable_trust)
Data as at
March 2025

Beneficiaries: General public, Other charities, Religious groups, Voluntary bodies other than charities, Other - All

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Total Assets
$0.2M NZD
Net Assets
$0.2M NZD
Reserve Months
11.9 months of operating expenses
Volunteers
0
Financial Year End
2025-03-31

Financial History

YearRevenueExpensesNet Assets
2025$0.0M$0.0M$0.2M
2024$0.0M$0.0M$0.3M
2023$0.0M$0.0M$0.2M
2022$0.0M$0.0M$0.2M
2021$0.0M$0.0M$0.2M
2020$0.0M$0.0M$0.1M
2019$0.0M$0.0M$0.2M
2018$0.0M$0.0M$0.2M
2017$0.0M$0.0M$0.2M
2016$0.0M$0.0M$0.2M

CharityData Rating

Overall Grade
B-
Overall Score
70.3/100
Financial Score
72.5
Governance Score
65
Transparency Score
65

Board Members and Officers

Current Officers (5)

NameRoleAppointed
Philippa JulianExecutive Trustee2022-09-30
Bridget KiddExecutive Trustee2022-09-30
Penelope TunnicliffeExecutive Trustee2022-09-30
Thomas LoweExecutive Trustee2008-06-30
Trustees Executors LimitedAdministrative Trustee1992-04-01

Former Officers (2)

  • Elizabeth Campion — Executive Trustee (departed 2019-05-06)
  • Terence Lowe — Executive Trustee (departed 2021-10-12)

Similar Charities in Animal Welfare

FunderAnimal WelfareCharitable TrustCharitable Trust

The Prime Charitable Trust

CC28714Auckland, AucklandRegistered 30 Jun 2008
Data updated: 3 days ago
Financials31 Mar 2025Rating4d ago

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

B-
70/100
Financial
73
Governance
65
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 5. 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

$861

Expenses

$7.1K

Assets

$176.6K

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
General
Beneficiaries
General Public
Geographic Focus
Auckland

About

Mission

This Trust was established by deed on 1st April 1992 by Terence Richard Selby Lowe. It is to be held in perpetuity, to pay the net annual income and capital for charitable purposes, at the Executive Trustees discretion. A wish is expressed that funds are applied to help those in need to overcome adversity and who may not be receiving assistance from other sources.

Who We Serve

Beneficiaries
General publicOther charitiesReligious groupsVoluntary bodies other than charitiesOther - All

Key Statistics

Annual Revenue
$861
Total Expenses
$7.1K
Net Assets
$176.6K
Volunteers
0

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
11.9mo
Could operate 11.9 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

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 235 peers · Animal Welfare · Under $100K

Rating Score
70
#42/236
Revenue
$861
#222/236
Reserve Months
11.9
#1/236
Surplus
$-6K
#205/236
Staff Cost %
0%
#1/236

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

Rating

B-
Score: 70.3/100
Financial
72.5
Governance
65
Transparency
65
Why this grade: Financial 73 × 40% + Governance 65 × 60% = 68 → B-.
View Full Score Breakdown

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Contact Details

Address
Auckland, Auckland

Registration

Registration NumberCC28714
Entity TypeCharitable Trust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated7 Apr 1993
Registered office
Prime House, 109-111 Molesworth Street, Thorndon, Wellington

Sector & Activities

Primary Sector
Animal Welfare
Activities
Makes grants / loans to individualsMakes grants to organisations (including schools or other charities)

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: 5 October 2026.