South Island English Masonic District Charitable Trust — Registered Charity in Richmond
South Island English Masonic District Charitable Trust is a Trust charity, based in Richmond, Richmond. This organisation also provides funding to other charities. CharityData rates this charity B+ (82/100). Annual revenue: $0.1M NZD. Financial data as at December 2025.
Mission: Provide financial assistance to worthy causes within the South Island New Zealand
- Registration Number
- CC25891
- Charity Type
- Trust
- Registration Date
- 2008-06-15
- Status
- Active
- CharityData Rating
- B+ (82/100)
- Location
- Richmond, Richmond
- secretary@englishfreemasonsouth.nz
- Funder Status
- Grant-making charity (charitable_trust)
- Data as at
- December 2025
Beneficiaries: Children / young people, General public, Older people, Other charities, People with disabilities, Voluntary bodies other than charities, Other - All
Financial Summary
- Total Revenue
- $0.1M NZD
- Total Expenses
- $0.1M NZD
- Total Assets
- $1.3M NZD
- Net Assets
- $1.3M NZD
- Reserve Months
- 4.8 months of operating expenses
- Financial Year End
- 2025-12-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.1M | $0.1M | $1.3M |
| 2024 | $0.2M | $0.1M | $1.2M |
| 2023 | $0.1M | $0.1M | $1.1M |
| 2022 | $0.0M | $0.1M | $1.0M |
| 2021 | - | - | - |
| 2020 | $0.0M | $0.0M | - |
| 2019 | $0.0M | $0.0M | - |
| 2018 | $0.3M | $0.1M | - |
| 2017 | $0.0M | $0.0M | - |
| 2016 | $0.1M | $0.0M | $0.1M |
CharityData Rating
- Overall Grade
- B+
- Overall Score
- 82/100
- Financial Score
- 85
- Governance Score
- 75
- Transparency Score
- 65
Board Members and Officers
Current Officers (0)
| Name | Role | Appointed |
|---|
Former Officers (29)
- Joey Videl — Member (departed 2026-05-16)
- Paul Wigzell — Member (departed 2026-05-16)
- Nigel Howard — Member
- Raymond Moroney — Member
- Murray Tasker — Trustee/secretary (departed 2023-05-13)
- David Mackay — Member
- Peter Stenning — Member (departed 2022-05-14)
- Kevin Slee — Officer
- Andrew Donehue — Officer (departed 2023-05-13)
- Andrew Brown — Member (departed 2026-05-16)
- David Gregson — Member (departed 2021-05-14)
- Nigel Paterson — Member
- Jason Young — Executive Chairman / Trustee
- Kenneth Borland — Member (departed 2022-05-14)
- Jeffrey Grimmett — Trustee (departed 2020-05-08)
- Frans van Zoggel — Vice Chair
- Steven Kelsen — Trustee/treasurer
- John Soper — Chair
- John Woolcott — Deputy Chairman Trustee (departed 2017-05-12)
- Ian Allport — Chairman/trustee (departed 2015-05-16)
Similar Charities in Other
South Island English Masonic District Charitable Trust
Financial data as at December 2025. Sourced from Charities Services register.
$68.4K
$54.8K
$1.3M
Financial data from Charities Services annual return (FY2025). 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
Provide financial assistance to worthy causes within the South Island New Zealand
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 322 peers · Other · Under $100K
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
B+Is this your charity?
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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: 30 September 2026.
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