Estate of Robert Lennard MacGillivray — Religion Charity in Auckland

Estate of Robert Lennard MacGillivray is a Trust charity in the Religion 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: Makes grants to the Salvation Army, the New Zealand Crippled Children Society Inc, the Presbyterian Social Service Association Inc and the New Zealand Foundation for the Blind.

Registration Number
CC49032
Charity Type
Trust
Registration Date
2013-03-14
Status
Active
CharityData Rating
B- (70.8/100)
Sector
Religion
Location
Auckland, Auckland
Funder Status
Grant-making charity (other)
Data as at
July 2025

Beneficiaries: Other charities

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Total Assets
$0.6M NZD
Net Assets
$0.6M NZD
Reserve Months
18.7 months of operating expenses
Volunteers
0
Financial Year End
2025-07-31

Financial History

YearRevenueExpensesNet Assets
2025$0.0M$0.0M$0.6M
2024$0.0M$0.0M$0.5M
2023$0.0M$0.0M$0.5M
2022$0.0M$0.0M$0.5M
2021$0.0M$0.0M$0.5M
2020$0.0M$0.0M$0.5M
2019$0.0M$0.0M$0.5M
2018$0.0M$0.0M$0.5M
2017$0.0M$0.0M-
2016$0.0M$0.0M-

CharityData Rating

Overall Grade
B-
Overall Score
70.8/100
Financial Score
77.5
Governance Score
55
Transparency Score
65
Program Spending Ratio
0.5%

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (2)

  • Perpetual Trust Limited — Officer
  • The New Zealand Guardian Trust Company Limited — Trustee (departed 2019-10-08)

Similar Charities in Religion

FunderReligionTrustOther

Estate of Robert Lennard MacGillivray

CC49032Auckland, AucklandRegistered 14 Mar 2013
Data updated: 5 days ago
Financials31 Jul 2025Rating2d 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.

  • 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

$28.9K

Expenses

$26.2K

Assets

$591.4K

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
Social Services
Beneficiaries
ChildrenPeople with Disabilities
Geographic Focus
Nationwide

About

Mission

Makes grants to the Salvation Army, the New Zealand Crippled Children Society Inc, the Presbyterian Social Service Association Inc and the New Zealand Foundation for the Blind.

Who We Serve

Beneficiaries
Other charities

Key Statistics

Annual Revenue
$28.9K
Total Expenses
$26.2K
Net Assets
$555.0K
Volunteers
0

Financial Trends

Financial Trends (13 Years)

Revenue Breakdown

Expense Breakdown

Verified

Financial Health Dashboard

Cents to the Cause
53c
For every $1 spent, 53c reaches programs
Adequate
Sustainability
18.7mo
Could operate 18.7 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 261 peers · Religion · Under $100K

Rating Score
71
#13/262
Revenue
$29K
#134/262
Reserve Months
18.7
#1/262
Surplus
$3K
#97/262
Staff Cost %
0%
#1/262

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 NumberCC49032
Entity TypeTrust
Registered14 Mar 2013
StatusRegistered

Sector & Activities

Primary Sector
Religion
Activities
Makes grants to organisations (including schools or other charities)

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: 28 September 2026.