Woolf Fisher Trust — Education Charity in Auckland

Woolf Fisher Trust is a Trust charity in the Education sector, based in Auckland, Auckland. This organisation also provides funding to other charities. CharityData rates this charity C- (57.4/100). Annual revenue: $5.3M NZD. 1 red flag detected. Financial data as at March 2025.

Mission: The Woolf Fisher Trust promotes and rewards excellence in education in New Zealand and makes grants to individuals and organisations.

Registration Number
CC23579
Charity Type
Trust
Registration Date
2008-04-29
Status
Active
CharityData Rating
C- (57.4/100)
Sector
Education
Location
Auckland, Auckland
Email
woolffisher@gmail.com
Funder Status
Grant-making charity (trust)
Data as at
March 2025

Beneficiaries: Children / young people, People with disabilities, Voluntary bodies other than charities, Other - All

Financial Summary

Total Revenue
$5.3M NZD
Total Expenses
$4.3M NZD
Total Assets
$144.7M NZD
Net Assets
$139.9M NZD
Reserve Months
13.7 months of operating expenses
Staff Count
1
Volunteers
0
Financial Year End
2025-03-31

Financial History

YearRevenueExpensesNet Assets
2025$5.3M$4.3M$139.9M
2024$5.0M$3.5M$141.6M
2023$4.9M$2.9M$139.1M
2022$6.7M$1.9M$141.5M
2021$4.2M$1.6M$142.4M
2020$13.7M$1.5M$121.0M
2019$8.3M$1.7M$104.3M
2018$4.7M$1.7M$88.3M
2017$4.2M$4.1M$79.9M
2016$4.1M$2.5M$79.3M

CharityData Rating

Overall Grade
C-
Overall Score
57.4/100
Financial Score
78.5
Governance Score
75
Transparency Score
65

Red Flags

  • Average staff compensation of $160,000 per FTE, significantly above sector average of $75,000

Board Members and Officers

Current Officers (7)

NameRoleAppointed
Gavin LonerganTrustee2024-11-14
Derek McCormackTrustee and Secretary2023-03-09
Claudia ArieliTrustee2022-04-07
Deborah GeorgeTrustee2017-11-28
Mark RobinsonTrustee and Chair2015-05-18
Douglas ArmstrongTrustee2008-04-30
Noel RobinsonTrustee2008-04-30

Former Officers (5)

  • Stuart McCutcheon — Trustee and Secretary (departed 2023-01-06)
  • Peter Masfen — Trustee (departed 2024-04-01)
  • John Wigglesworth — Trustee (departed 2011-03-31)
  • Nigel Evans — Trustee (departed 2024-09-23)
  • David Graham — Trustee (departed 2017-08-02)

Similar Charities in Education

FunderEducationTrustTrust

Woolf Fisher Trust

CC23579Auckland, AucklandRegistered 29 Apr 2008
Data updated: 4 days ago
Financials31 Mar 2025Ratingyesterday

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

C-
57/100
Reduced by penalties
Financial
79
Governance
75
Transparency
65
Revenue

$5.3M

Expenses

$4.3M

Assets

$144.7M

Staff

1

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

Grant-Making Trust

Special Entity Type

This trust makes grants to other organizations. It does not deliver programs directly.

Funder Profile

Grantmaker

This organisation makes grants or donations to other charities and organisations.

Funding Sectors
Education
Beneficiaries
General Public
Geographic Focus
Nationwide

About

Mission

The Woolf Fisher Trust promotes and rewards excellence in education in New Zealand and makes grants to individuals and organisations.

Who We Serve

Beneficiaries
Children / young peoplePeople with disabilitiesVoluntary bodies other than charitiesOther - All

Key Statistics

Annual Revenue
$5.3M
Total Expenses
$4.3M
Net Assets
$139.9M
Staff
1
employees
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
13.7mo
Could operate 13.7 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 37 peers · Education · $1M – $10M

Rating Score
57
#24/38
Revenue
$5.3M
#7/38
Reserve Months
13.7
#1/38
Surplus
$1.0M
#3/38
Staff Cost %
4%
#38/38

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

Rating

C-
Score: 57.4/100
Financial
78.5
Governance
75
Transparency
65
Why this grade: Financial 79 × 40% + Governance 75 × 60% = 76 → 57 after red-flag penalties → C-.
View Full Score Breakdown

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Contact Details

Address
Auckland, Auckland

Registration

Registration NumberCC23579
Entity TypeTrust
Registered29 Apr 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated24 Sept 1980
Registered office
39 Mount Wellington Highway Auckland 1, Mount Wellington, Auckland

Sector & Activities

Primary Sector
Education
Activities
Makes grants / loans to individualsMakes grants to organisations (including schools or other charities)Sponsors / undertakes research

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: 27 September 2026.