Motu Research and Education Foundation — Education Charity in Wellington

Motu Research and Education Foundation is a Charitable Trust charity in the Education sector, based in Wellington, Wellington. CharityData rates this charity B+ (82.5/100). Annual revenue: $0.2M NZD. Financial data as at June 2025.

Mission: The Motu Research and Education Foundation was established in 2006, with the aim of building capability of economic research and public decision-making. We build capability in the public sector by funding and promoting research into public policy issues affecting New Zealand without advocating an ideological or political position. Specifically, we provide: Funding for Internships, Funding for Māori scholarships, Funding for visiting academics to present in New Zealand, and Seed funding to explore new areas of economic and policy research. The Motu Foundation is not an operational entity. We don’t carry out our own research, so in pursuing these objectives, the Foundation co-operates with a range of people and organisations, particularly Motu Research. The Motu Foundation is governed by a Board of Trustees, which consists of some of New Zealand’s most distinguished business people and academics.

Registration Number
CC10530
Charity Type
Charitable Trust
Registration Date
2007-07-01
Status
Active
CharityData Rating
B+ (82.5/100)
Sector
Education
Location
Wellington, Wellington
Email
info@motu.org.nz
Data as at
June 2025

Beneficiaries: General public

Financial Summary

Total Revenue
$0.2M NZD
Total Expenses
$0.1M NZD
Total Assets
$1.0M NZD
Net Assets
$0.9M NZD
Reserve Months
15.8 months of operating expenses
Volunteers
0
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$0.2M$0.1M$0.9M
2024$0.1M$0.1M$0.8M
2023$0.1M$0.1M$0.7M
2022$0.0M$0.1M$0.7M
2021$0.1M$0.1M$0.7M
2020$0.1M$0.1M$0.7M
2019$0.1M$0.1M$0.7M
2018$0.1M$0.1M$0.7M
2017$0.1M$0.1M$0.7M
2016$0.1M$0.1M$0.6M

CharityData Rating

Overall Grade
B+
Overall Score
82.5/100
Financial Score
90
Governance Score
65
Transparency Score
65

Board Members and Officers

Current Officers (7)

NameRoleAppointed
Rohan BiggsTrustee2026-03-19
Steven FyfeTrustee2026-03-19
Richard MayTrustee2024-03-21
Timothy ClarkeTrustee2020-03-26
Christopher McDermottTrustee2019-03-04
Pamela BonneyTrustee2018-08-07
Duncan SmallTrustee2017-08-09

Former Officers (16)

  • Susan Haines — Trustee (departed 2018-12-31)
  • Bruce Wills — Trustee (departed 2022-03-24)
  • Michael Potts — Trustee (departed 2023-09-22)
  • Joanne Wills — Trustee (departed 2025-08-21)
  • Colin James — Trustee (departed 2016-08-03)
  • Adam Jaffe — Director (departed 2017-12-31)
  • Kerry Prendergast — Trustee (departed 2017-10-26)
  • John Hay — Trustee (departed 2018-03-23)
  • John Roberts — Trustee (departed 2019-03-28)
  • Howard Fancy — Trustee (departed 2012-11-30)
  • Neil Green — Trustee (departed 2015-07-21)
  • Stephen Charles Thompson — Trustee (departed 2008-11-07)
  • Dr Keith Sharman Turner — Trustee (departed 2010-03-31)
  • Susan Kerr — Trustee (departed 2009-05-31)
  • Dr Roderick Marshall Carr — Trustee (departed 2011-06-30)
  • Colin Charles James — Trustee (departed 2011-06-30)

Similar Charities in Education

EducationCharitable Trust

Motu Research and Education Foundation

CC10530Wellington, WellingtonRegistered 1 Jul 2007
Data updated: Today
Financials30 Jun 2025Rating17h ago

Financial data as at June 2025. Sourced from Charities Services register.

B+
83/100
Financial
90
Governance
65
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.

  • No chair recorded on the register
    No chair or presiding role is recorded in the register for this board of 7. 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

$194.9K

Expenses

$114.5K

Assets

$973.0K

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.

About

Mission

The Motu Research and Education Foundation was established in 2006, with the aim of building capability of economic research and public decision-making. We build capability in the public sector by funding and promoting research into public policy issues affecting New Zealand without advocating an ideological or political position. Specifically, we provide: Funding for Internships, Funding for Māori scholarships, Funding for visiting academics to present in New Zealand, and Seed funding to explore new areas of economic and policy research. The Motu Foundation is not an operational entity. We don’t carry out our own research, so in pursuing these objectives, the Foundation co-operates with a range of people and organisations, particularly Motu Research. The Motu Foundation is governed by a Board of Trustees, which consists of some of New Zealand’s most distinguished business people and academics.

Who We Serve

Beneficiaries
General public

Key Statistics

Annual Revenue
$194.9K
Total Expenses
$114.5K
Net Assets
$889.6K
Volunteers
0

Financial Trends

Financial Trends (18 Years)

Revenue Breakdown

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
15.8mo
Could operate 15.8 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

38
Score /100
Concentrated
HHI: 6,191
Donations74.4%
Investment Income25.6%

HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.

Peer Comparison

Ranked against 130 peers · Education · $100K – $1M

Rating Score
83
#7/131
Revenue
$195K
#92/131
Reserve Months
15.8
#1/131
Surplus
$80K
#39/131
Staff Cost %
0%
#1/131

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

Rating

B+
Score: 82.5/100
Financial
90
Governance
65
Transparency
65
Why this grade: Financial 90 × 40% + Governance 65 × 60% = 75 → B+.
View Full Score Breakdown

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Latest Audit

FY2025
Clean
9 years of audit history

Contact Details

Address
Wellington, Wellington

Registration

Registration NumberCC10530
Entity TypeCharitable Trust
Registered1 Jul 2007
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated8 Sept 2006
Registered office
Level 1, 97 Cuba St, Te Aro, Wellington

Sector & Activities

Primary Sector
Education
Activities
Makes grants to organisations (including schools or other charities)Provides advice / information / advocacySponsors / undertakes research

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.