Estate Martha Elizabeth Jones — Animal Welfare Charity in Auckland

Estate Martha Elizabeth Jones 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 C+ (69.7/100). Annual revenue: $0.0M NZD. Financial data as at March 2026.

Mission: The late Martha Elizabeth Jones died on 31st July 1989 leaving a share of the residue of her Estate to be held in perpetuity and to divide the income equally between the objects of her will; with a request each object applies the funds within the Ashburton region.

Registration Number
CC10208
Charity Type
Charitable Trust
Registration Date
2007-04-23
Status
Active
CharityData Rating
C+ (69.7/100)
Sector
Animal Welfare
Location
Auckland, Auckland
Funder Status
Grant-making charity (other)
Data as at
March 2026

Beneficiaries: Other 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
10.5 months of operating expenses
Financial Year End
2026-03-31

Financial History

YearRevenueExpensesNet Assets
2026$0.0M$0.0M$0.2M
2025$0.0M$0.0M$0.2M
2024$0.0M$0.0M$0.2M
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$0.2M
2019$0.0M$0.0M$0.2M
2018$0.0M$0.0M$0.2M
2017$0.0M$0.0M$0.2M

CharityData Rating

Overall Grade
C+
Overall Score
69.7/100
Financial Score
76
Governance Score
55
Transparency Score
65

Board Members and Officers

Current Officers (1)

NameRoleAppointed
Trustees Executors LtdTrustee2007-03-13

Similar Charities in Animal Welfare

FunderAnimal WelfareCharitable TrustOther

Estate Martha Elizabeth Jones

CC10208Auckland, AucklandRegistered 23 Apr 2007
Data updated: Today
Financials6mo agoRating21h ago

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

C+
70/100
Financial
76
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.

  • Small board structure
    1 current officer listed on the register — best-practice boards have 5+ members with separation of duties

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

$4.2K

Expenses

$4.8K

Assets

$187.1K

Financial data from Charities Services annual return (FY2026). 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
Arts & Culture
Beneficiaries
General Public
Geographic Focus
Auckland

About

Mission

The late Martha Elizabeth Jones died on 31st July 1989 leaving a share of the residue of her Estate to be held in perpetuity and to divide the income equally between the objects of her will; with a request each object applies the funds within the Ashburton region.

Who We Serve

Beneficiaries
Other charitiesOther - All

Key Statistics

Annual Revenue
$4.2K
Total Expenses
$4.8K
Net Assets
$184.4K

Financial Trends

Financial Trends (19 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
10.5mo
Could operate 10.5 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
#43/236
Revenue
$4K
#197/236
Reserve Months
10.5
#1/236
Surplus
$-637
#139/236
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 History

C+
2026
Score: 69.7
Financial: 76 | Governance: 55 | Transparency: 65
Current
C+
2025
Score: 69.7
Financial: 76 | Governance: 55 | Transparency: 65

Rating

C+
Score: 69.7/100
Financial
76
Governance
55
Transparency
65
Why this grade: Financial 76 × 40% + Governance 55 × 60% = 63 → C+.
View Full Score Breakdown

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Contact Details

Address
Auckland, Auckland

Registration

Registration NumberCC10208
Entity TypeCharitable Trust
Registered23 Apr 2007
StatusRegistered

Sector & Activities

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