The Napier District Masonic Trust — Education Charity in Napier

The Napier District Masonic Trust is a Trust charity in the Education sector, based in Napier, Napier. Annual revenue: $12.7M NZD. Financial data as at June 2025.

Mission: To benefit the community through it's charitable work in Hawkes Bay and Wairoa. Providing a range of elder care services and educational grants.

Registration Number
CC25906
Charity Type
Trust
Registration Date
2008-06-15
Status
Active
Sector
Education
Location
Napier, Napier
Website
www.ndmt.co.nz
Email
ceo@ndmt.co.nz
Data as at
June 2025

Beneficiaries: Children / young people, Older people, Voluntary bodies other than charities

Financial Summary

Total Revenue
$12.7M NZD
Total Expenses
$14.4M NZD
Total Assets
$103.0M NZD
Net Assets
$61.2M NZD
Reserve Months
0.0 months of operating expenses
Staff Count
158
Volunteers
0
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$12.7M$14.4M$61.2M
2024$12.6M$13.7M$58.9M
2023$11.0M$12.5M$54.2M
2022$10.8M$11.7M$52.8M
2021$10.8M$11.3M$47.7M
2020$9.2M$10.0M$37.4M
2019$8.7M$9.0M$35.4M
2018$8.0M$8.3M$32.9M
2017$7.5M$7.7M$28.7M
2016$7.5M$7.5M$26.6M

Board Members and Officers

Current Officers (7)

NameRoleAppointed
Andrew NeilsonTrustee2025-11-14
Phillipa BlakeyTrustee2025-11-14
Matthew Rea-RankinTrustee2025-11-14
Carolyn CooperTrustee2025-11-14
Delano WhyteTrustee2022-05-13
Mark DickersonTrustee2015-04-02
Laureen SutherlandTrustee2009-04-03

Former Officers (25)

  • Terence Wellington — Trustee (departed 2025-03-07)
  • James Heron — Trustee (departed 2025-11-13)
  • Richard Millea — Trustee (departed 2022-04-07)
  • John Hart — Trustee (departed 2024-11-08)
  • Michael Smith — Trustee (departed 2022-09-09)
  • David Henderson — Trustee (departed 2024-11-08)
  • William Reese — Trustee (departed 2025-11-13)
  • Graeme Hughes — Trustee (departed 2019-12-06)
  • Martin Doole — Trustee (departed 2024-05-10)
  • Pene Johnstone — Trustee (departed 2025-11-13)
  • Bernard Kent — Trustee (departed 2020-02-28)
  • Gary Vincent — Trustee (departed 2019-07-12)
  • John Tindall — Trustee (departed 2015-12-03)
  • Donald McLeod — Trustee (departed 2017-12-01)
  • Owen Brown — Trustee (departed 2015-12-03)
  • Ian Bain — Trustee (departed 2018-11-08)
  • Albert Lock — Trustee (departed 2020-12-04)
  • Robin Prichard — Trustee (departed 2017-10-06)
  • Donald Smith — Trustee (departed 2015-05-22)
  • Peter Dawe — Trustee (departed 2016-10-07)

Service Providers

  • BDO

Similar Charities in Education

The Napier District Masonic Trust logo
EducationTrust

The Napier District Masonic Trust

CC25906Napier, NapierRegistered 15 Jun 2008
Data updated: 6 days ago
Financials30 Jun 2025Rating4d ago

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

NR
Not rated — Charity type not yet classified — grade withheld

Our scorecard uses a different template for different kinds of charity — an operating charity is measured differently from an endowment or a grant-making trust. This charity's type has not yet been classified, so a letter grade is withheld rather than assigned using a template chosen by default. That says nothing about the charity itself. Its filed figures are shown above, and it will be graded once its type is classified.

How ratings work →

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

$12.7M

Expenses

$14.4M

Assets

$103.0M

Staff

158

Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.

About

Mission

To benefit the community through it's charitable work in Hawkes Bay and Wairoa. Providing a range of elder care services and educational grants.

Who We Serve

Beneficiaries
Children / young peopleOlder peopleVoluntary bodies other than charities

Key Statistics

Annual Revenue
$12.7M
Total Expenses
$14.4M
Net Assets
$61.2M
Staff
158
employees
Volunteers
0

Financial Trends

Financial Trends (17 Years)

Revenue Breakdown

Expense Breakdown

API Data

Based on annual return data. Detailed program/admin breakdown not available.

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
0.9mo
Could operate 0.9 months with zero revenue
Critical
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

1
Score /100
Highly Concentrated
HHI: 9,920
High Concentration: 100% of revenue from Other
Other99.6%
Investment Income0.4%

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

Peer Comparison

Ranked against 500 peers · Education (all sizes)

Rating Score
0
#121/501
Revenue
$12.7M
#2/501
Reserve Months
0.0
#1/501
Surplus
$-1.7M
#499/501
Staff Cost %
60%
#501/501

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

Rating

Score: /100
Financial
0
Governance
20
Transparency
65
View Full Score Breakdown

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Contact Details

Address
Napier, Napier

Registration

Registration NumberCC25906
Entity TypeTrust
Registered15 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated18 Jul 1961
Registered office
15 Devonshire Place, Taradale, Napier

Sector & Activities

Primary Sector
Education
Activities
Makes grants / loans to individualsMakes grants to organisations (including schools or other charities)Provides services (e.g. care / counselling)

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.