Dilworth Trust Board
Simon Tran is the Chief Financial Officer at Dilworth Trust Board, where Simon leads the ICT and Finance functions. Simon is also a Director at Care Upfront, a Homecare Service provider, and Fenway Strategic Partners, providing independent advice to Boards and Executive Teams. With a background in finance and accounting, Simon has held various leadership roles in organizations such as Regional Facilities Auckland and New Zealand Health Group. Simon is a Chartered Accountant and holds a BCom degree from The University of Auckland. Simon has also been involved in community work, serving as a Board Member at Auckland Foundation.
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Dilworth Trust Board
The Dilworth Trust Board is one of New Zealand's largest charities and provides the funding to support Dilworth School. James Dilworth left an original endowment of more than £100,000 in land and funds in his 1894 will. Since then, the endowment has been invested wisely and grown into a diversified portfolio of investments. Dilworth Trust Board still invests mostly in property, especially commercial property close to the Auckland campuses. It also holds a number of other investments including shares, both in New Zealand and overseas. The Trust Board staff manages the property portfolio, while professional fund managers are engaged to manage the non-property investments. All revenue generated funds the operating costs of the school and any capital development. Additionally, about 5% of the annual operating expense of the school is covered by the government grant provided to all independent schools.