The Sir Michael Jones FoundationHealth Charity in Auckland

The Sir Michael Jones Foundation 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- (70.8/100). Annual revenue: $0.0M NZD. Financial data as at July 2025.

Mission: The Foundation will focus on assisting, developing and supporting disadvantaged youth and families, in all aspects of their lives, including advancing all areas of their wellbeing. The Foundation will develop and deliver innovative and relevant education programmes designed specifically to support youth that traditionally disengage from formal education from primary through to tertiary/vocational levels, including mentoring and support programmes to support students to stay engaged in education

Registration Number
CC59142
Charity Type
Trust
Registration Date
2021-04-01
Status
Active
CharityData Rating
B- (70.8/100)
Sector
Health
Location
Auckland, Auckland
Email
maliena@villagetrust.co.nz
Funder Status
Grant-making charity (foundation)
Data as at
July 2025

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.1M NZD
Reserve Months
128.0 months of operating expenses
Volunteers
0
Financial Year End
2025-07-31

Financial History

YearRevenueExpensesNet Assets
2025$0.0M$0.1M-
2024$0.0M$0.0M-
2023$0.0M$0.3M$0.7M
2022$1.4M$0.5M$1.0M
2021$0.0M$0.0M-

CharityData Rating

Overall Grade
B-
Overall Score
70.8/100
Financial Score
77.5
Governance Score
55
Transparency Score
65

Board Members and Officers

Current Officers (3)

NameRoleAppointed
Michael JonesTrustee2020-02-13
Maliena JonesTrustee2020-02-13
Hamish CrooksTrustee2020-02-13

Similar Charities in Health

FunderHealthTrustFoundation

The Sir Michael Jones Foundation

CC59142Auckland, AucklandRegistered 1 Apr 2021
Data updated: 1 Sept 2026
Financials31 Jul 2025Rating10h ago

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

B-
71/100
Financial
78
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 designated
    Board of 3 with no chair designated on the register

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

$40.5K

Expenses

$63.0K

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
YouthElderly
Geographic Focus
Auckland

About

Mission

The Foundation will focus on assisting, developing and supporting disadvantaged youth and families, in all aspects of their lives, including advancing all areas of their wellbeing. The Foundation will develop and deliver innovative and relevant education programmes designed specifically to support youth that traditionally disengage from formal education from primary through to tertiary/vocational levels, including mentoring and support programmes to support students to stay engaged in education

Key Statistics

Annual Revenue
$40.5K
Total Expenses
$63.0K
Net Assets
-
Volunteers
0

Financial Trends

Financial Trends (5 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
128mo
Could operate 128 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

37
Score /100
Concentrated
HHI: 6,280
Investment Income75.3%
Donations24.7%

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

Peer Comparison

Ranked against 239 peers · Health · Under $100K

Rating Score
71
#26/240
Revenue
$40K
#71/240
Reserve Months
128.0
#1/240
Surplus
$-23K
#223/240
Staff Cost %
0%
#1/240

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

Rating

B-
Score: 70.8/100
Financial
77.5
Governance
55
Transparency
65
Why this grade: Financial 78 × 40% + Governance 55 × 60% = 64 → B-.
View Full Score Breakdown

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Contact Details

Address
Auckland, Auckland

Registration

Registration NumberCC59142
Entity TypeTrust
Registered1 Apr 2021
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated19 Mar 2020
Registered office
3127 Great North Road, New Lynn, Auckland

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: 11 September 2026.