Patrick and Margery Urquhart Charitable Trust — Religion Charity in Wellington
Patrick and Margery Urquhart Charitable Trust is a Trust charity in the Religion sector, based in Wellington, Wellington. This organisation also provides funding to other charities. CharityData rates this charity C (60.8/100). Annual revenue: $3.5M NZD. 1 red flag detected. Financial data as at June 2026.
Mission: Income to be paid toward charitable purposes as the Trustee sees fit. Preference to be given to Starship Fn; Blind Low Vision; Red Cross Auckland; Cancer Society Auckland; CCS Auckland; Salvation Army; Sisters of Mercy Auckland & Heart Foundation.
- Registration Number
- CC63965
- Charity Type
- Trust
- Registration Date
- 2025-11-21
- Status
- Active
- CharityData Rating
- C (60.8/100)
- Sector
- Religion
- Location
- Wellington, Wellington
- funding@publictrust.co.nz
- Funder Status
- Grant-making charity (charitable_trust)
- Data as at
- June 2026
Beneficiaries: General public, Other charities
Financial Summary
- Total Revenue
- $3.5M NZD
- Total Expenses
- $0.0M NZD
- Reserve Months
- 375.3 months of operating expenses
- Financial Year End
- 2026-06-23
CharityData Rating
- Overall Grade
- C
- Overall Score
- 60.8/100
- Financial Score
- 77.5
- Governance Score
- 55
- Transparency Score
- 65
Red Flags
- Revenue of $3.5M disclosed but no balance-sheet figures reported
Board Members and Officers
Current Officers (1)
| Name | Role | Appointed |
|---|---|---|
| Public Trust | Trustee | 2025-07-30 |
Similar Charities in Religion
Patrick and Margery Urquhart Charitable Trust
Financial data as at June 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.
$3.5M
$994
Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.
Endowment Foundation
Special Entity TypeThis 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
GrantmakerThis organisation makes grants or donations to other charities and organisations.
About
Income to be paid toward charitable purposes as the Trustee sees fit. Preference to be given to Starship Fn; Blind Low Vision; Red Cross Auckland; Cancer Society Auckland; CCS Auckland; Salvation Army; Sisters of Mercy Auckland & Heart Foundation.
Who We Serve
Key Statistics
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 34 peers · Religion · $1M – $10M
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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