The Mac and Tui Chapman Charitable Trust — Animal Welfare Charity in Auckland

The Mac and Tui Chapman Charitable Trust is a Trust charity in the Animal Welfare sector, based in Auckland, Auckland. This organisation also provides funding to other charities. CharityData rates this charity B- (72.2/100). Annual revenue: $0.1M NZD. Financial data as at March 2025.

Mission: This Trust was established by deed on 7th October 1993 by McLeod Palm Chapman and Tui June Chapman. It is to be held in perpetuity and pay the net annual income, at the Trustee's discretion, to the 7 named beneficiaries. The last three charities were added by the Settlors as per a Deed of Appointment of Additional Beneficiaries dated 3rd April 2001. This was provided for in Clause 1.1 (v) of the Trust Deed. A Deed of Variation, dated 30th August 2016, was executed by the Trustee to provide for annual income capitalisation, of between 10% and 50%, for a period no longer than 80 years from the date of the trust deed.

Registration Number
CC11392
Charity Type
Trust
Registration Date
2007-10-17
Status
Active
CharityData Rating
B- (72.2/100)
Sector
Animal Welfare
Location
Auckland, Auckland
Funder Status
Grant-making charity (charitable_trust)
Data as at
March 2025

Beneficiaries: Other charities

Financial Summary

Total Revenue
$0.1M NZD
Total Expenses
$0.1M NZD
Total Assets
$2.5M NZD
Net Assets
$2.5M NZD
Reserve Months
10.0 months of operating expenses
Volunteers
0
Financial Year End
2025-03-31

Financial History

YearRevenueExpensesNet Assets
2025$0.1M$0.1M$2.5M
2024$0.1M$0.1M$2.3M
2023$0.1M$0.2M$2.2M
2022$0.1M$0.1M$2.3M
2021$0.5M$0.1M$2.3M
2020$0.1M$0.3M$1.9M
2019$0.1M$0.0M$2.0M
2018$0.2M$0.0M$2.0M
2017$0.1M$0.0M$1.9M
2016$0.0M$0.0M$1.8M

CharityData Rating

Overall Grade
B-
Overall Score
72.2/100
Financial Score
79.5
Governance Score
55
Transparency Score
65
Program Spending Ratio
0.7%

Board Members and Officers

Current Officers (1)

NameRoleAppointed
Trustees Executors LtdTrustee2007-03-08

Similar Charities in Animal Welfare

FunderAnimal WelfareTrustCharitable Trust

The Mac and Tui Chapman Charitable Trust

CC11392Auckland, AucklandRegistered 17 Oct 2007
Data updated: 23 Sept 2026
Financials31 Mar 2025Rating4d ago

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

B-
72/100
Financial
80
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

$112.7K

Expenses

$84.0K

Assets

$2.5M

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
General
Beneficiaries
General Public
Geographic Focus
Auckland

About

Mission

This Trust was established by deed on 7th October 1993 by McLeod Palm Chapman and Tui June Chapman. It is to be held in perpetuity and pay the net annual income, at the Trustee's discretion, to the 7 named beneficiaries. The last three charities were added by the Settlors as per a Deed of Appointment of Additional Beneficiaries dated 3rd April 2001. This was provided for in Clause 1.1 (v) of the Trust Deed. A Deed of Variation, dated 30th August 2016, was executed by the Trustee to provide for annual income capitalisation, of between 10% and 50%, for a period no longer than 80 years from the date of the trust deed.

Who We Serve

Beneficiaries
Other charities

Key Statistics

Annual Revenue
$112.7K
Total Expenses
$84.0K
Net Assets
$2.5M
Volunteers
0

Financial Trends

Financial Trends (17 Years)

Revenue Breakdown

Expense Breakdown

Verified

Financial Health Dashboard

Cents to the Cause
72c
For every $1 spent, 72c reaches programs
Adequate
Sustainability
10mo
Could operate 10 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 32 peers · Animal Welfare · $100K – $1M

Rating Score
72
#6/33
Revenue
$113K
#29/33
Reserve Months
10.0
#1/33
Surplus
$29K
#16/33
Staff Cost %
0%
#1/33

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

Rating

B-
Score: 72.2/100
Financial
79.5
Governance
55
Transparency
65
Why this grade: Financial 80 × 40% + Governance 55 × 60% = 65 → B-.
View Full Score Breakdown

Is this your charity?

Claim your profile to view analytics, submit corrections, and improve your rating.

Claim This Profile

Contact Details

Address
Auckland, Auckland

Registration

Registration NumberCC11392
Entity TypeTrust
Registered17 Oct 2007
StatusRegistered

Sector & Activities

Primary Sector
Animal Welfare
Activities
Makes grants to organisations (including schools or other charities)Other - Acts an Umbrella body

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.