Margaret Beale Scholarship Trust — Education Charity in Auckland
Margaret Beale Scholarship 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 B (76.7/100). Annual revenue: $0.2M NZD. Financial data as at April 2026.
Mission: Makes scholarships to enable students whose parents or guardians could not otherwise afford the cost to attend or to continue attending St Cuthberts College.
- Registration Number
- CC26462
- Charity Type
- Trust
- Registration Date
- 2008-06-23
- Status
- Active
- CharityData Rating
- B (76.7/100)
- Sector
- Education
- Location
- Auckland, Auckland
- Funder Status
- Grant-making charity (endowment)
- Data as at
- April 2026
Beneficiaries: Children / young people
Financial Summary
- Total Revenue
- $0.2M NZD
- Total Expenses
- $0.5M NZD
- Total Assets
- $6.6M NZD
- Net Assets
- $6.5M NZD
- Reserve Months
- 1.0 months of operating expenses
- Financial Year End
- 2026-04-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2026 | $0.2M | $0.5M | $6.5M |
| 2025 | $0.2M | $0.3M | $5.3M |
| 2024 | $0.2M | $0.2M | $6.1M |
| 2023 | $0.2M | $0.2M | $5.9M |
| 2022 | $0.2M | $0.2M | $6.0M |
| 2021 | $0.1M | $0.2M | $6.1M |
| 2020 | $0.2M | $0.1M | $5.6M |
| 2019 | $0.2M | $0.1M | $5.7M |
| 2018 | $0.2M | $0.1M | $5.2M |
| 2017 | $0.2M | $0.1M | $5.0M |
CharityData Rating
- Overall Grade
- B
- Overall Score
- 76.7/100
- Financial Score
- 86
- Governance Score
- 55
- Transparency Score
- 65
Board Members and Officers
Current Officers (0)
| Name | Role | Appointed |
|---|
Former Officers (2)
- Perpetual Trust Limited — Officer
- The New Zealand Guardian Trust Company Limited — Trustee (departed 2019-10-08)
Similar Charities in Education
- The Hato Paora Trust Board — Education
- Otago Presbyterian Girls' College Board of Governors Incorporated — Education
- Hawksbury Community Living Trust — Education
- Far North Reap Society Incorporated — Education
- Victoria University of Wellington Students Association and Te Aka Tauira Incorporated — Education
Margaret Beale Scholarship Trust
Financial data as at April 2026. Sourced from Charities Services register.
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 structure1 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.
$198.8K
$503.5K
$6.6M
Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.
Grant-Making Trust
Special Entity TypeThis trust makes grants to other organizations. It does not deliver programs directly.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
About
Makes scholarships to enable students whose parents or guardians could not otherwise afford the cost to attend or to continue attending St Cuthberts College.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (18 Years)
Revenue Breakdown
Expense Breakdown
API DataBased on annual return data. Detailed program/admin breakdown not available.
Financial Health Dashboard
Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology
Revenue Diversification
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 132 peers · Education · $100K – $1M
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating History
Rating
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Registration
Sector & Activities
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: 29 September 2026.
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