E M Burgess Estate — Registered Charity in Whanganui

E M Burgess Estate is a Trust charity, based in Whanganui, Whanganui. Annual revenue: $0.0M NZD. Financial data as at March 2026.

Mission: To hold the residuary estate of Eleanor Mary Burgess upon Trust to apply the income and at the unfettered discretion of the Trustees the capital of the residuary estate for the development, maintenance and enhancement of any reserves or gardens available for the use of the citizens of the City of Wanganui and neighbouring area of the City. But not to expend any portion of the Estate whether Capital or Income towards the erection of halls or monuments.

Registration Number
CC24397
Charity Type
Trust
Registration Date
2008-05-14
Status
Active
Location
Whanganui, Whanganui
Email
glenn@sthl.co.nz
Data as at
March 2026

Beneficiaries: Animals, Children / young people, General public, Voluntary bodies other than charities

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Reserve Months
0.0 months of operating expenses
Financial Year End
2026-03-31

Financial History

YearRevenueExpensesNet Assets
2026$0.0M$0.0M-
2025$0.0M$0.2M-
2024$0.0M$0.0M-
2023$0.0M$0.0M-
2022$0.0M$0.0M-
2021$0.0M$0.0M-
2020$0.0M$0.0M$1.4M
2019$0.0M$0.0M-
2018$0.0M$0.2M-
2017$0.0M$0.1M$1.5M

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (7)

  • Lynn Gray — Trustee
  • Glenn Spooner — Trustee
  • Janice Young — Trustee
  • Colin Whitlock — Trustee (departed 2019-01-24)
  • John Wilson — Trustee (departed 2023-10-05)
  • Jeannie Warnock — Trustee (departed 2016-03-01)
  • Gordon Swan — Trustee (departed 2016-03-01)

Similar Charities in Other

OtherTrust

E M Burgess Estate

CC24397Whanganui, WhanganuiRegistered 14 May 2008
Data updated: 6 days ago
Financials6mo agoRating5d ago

Financial data as at March 2026. Sourced from Charities Services register.

NR
Not rated — Volunteer / community organisation

Small volunteer-led organisations are not letter-graded: the standard financial template does not fit entities without paid staff, large revenue, or significant government funding. The charity's filed figures are shown above.

How ratings work →

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

$15.6K

Expenses

$32.6K

Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.

About

Mission

To hold the residuary estate of Eleanor Mary Burgess upon Trust to apply the income and at the unfettered discretion of the Trustees the capital of the residuary estate for the development, maintenance and enhancement of any reserves or gardens available for the use of the citizens of the City of Wanganui and neighbouring area of the City. But not to expend any portion of the Estate whether Capital or Income towards the erection of halls or monuments.

Who We Serve

Beneficiaries
AnimalsChildren / young peopleGeneral publicVoluntary bodies other than charities

Key Statistics

Annual Revenue
$15.6K
Total Expenses
$32.6K
Net Assets
-

Financial Trends

Financial Trends (18 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
436.3mo
Could operate 436.3 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 322 peers · Other · Under $100K

Rating Score
0
#74/323
Revenue
$16K
#152/323
Reserve Months
0.0
#1/323
Surplus
$-17K
#288/323
Staff Cost %
0%
#1/323

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

Rating History

NR
2026
Score: N/A
Financial: 0 | Governance: 10 | Transparency: 65
Current
NR
2025
Score: N/A
Financial: 0 | Governance: 10 | Transparency: 65

Rating

Score: /100
Financial
0
Governance
10
Transparency
65
View Full Score Breakdown

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Contact Details

Address
Whanganui, Whanganui

Registration

Registration NumberCC24397
Entity TypeTrust
Registered14 May 2008
StatusRegistered

Sector & Activities

Primary Sector
Other
Activities
Other - Acts an Umbrella body

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: 1 October 2026.