The Scott Fund — Registered Charity in Havelock North

The Scott Fund is a Trust charity, based in Havelock North, Havelock North. This organisation also provides funding to other charities. Annual revenue: $0.1M NZD. Financial data as at March 2015.

Mission: The Trust seeks to really help disabled young people who meet the Trusts criteria. It aims to do this in the least bureaucratic way possible in the minimum time consistent with wise decision making. While Adhering to these principles the Trust must at all times be financially vigilant.

Registration Number
CC10488
Charity Type
Trust
Registration Date
2007-06-19
Status
Active
Location
Havelock North, Havelock North
Email
nichala.morrison@psec.org.nz
Funder Status
Grant-making charity (other)
Data as at
March 2015

Beneficiaries: Children / young people, People with disabilities, Other - All

Financial Summary

Total Revenue
$0.1M NZD
Total Expenses
$0.0M NZD
Total Assets
$1.4M NZD
Net Assets
$1.4M NZD
Reserve Months
0.0 months of operating expenses
Volunteers
1
Financial Year End
2015-03-31

Financial History

YearRevenueExpensesNet Assets
2015$0.1M$0.0M$1.4M
2014$0.1M$0.1M$1.4M
2013$0.1M$0.1M$1.4M
2012$0.1M$0.0M$1.3M
2011$0.1M$0.1M$1.3M
2010$0.1M$0.1M$1.3M
2009$0.1M$0.1M$1.3M
2008$0.0M$0.0M$0.0M

Board Members and Officers

Current Officers (8)

NameRoleAppointed
Elizabeth PienaarSecretary2022-09-23
John MedcalfTrustee2021-10-30
David McDonaldTrustee2016-03-30
Katharine RobertshawTrustee2014-12-04
Malcolm DixonTrustee2014-12-04
Patricia SankoTrustee2010-06-23
Jill DavidsonTrustee2008-06-09
Alison Lassie KerrTrustee2007-05-03

Former Officers (10)

  • Martin Redwood — Secretary (departed 2022-07-25)
  • Marie Burgess — Trustee (departed 2015-12-22)
  • Barbara Hodgson — Trustee (departed 2021-05-19)
  • David Barry — Trustee (departed 2022-09-23)
  • Frederik Ebbeling — Chair (departed 2009-12-22)
  • Ronald David Hall — Trustee (departed 2008-09-13)
  • David Davidson — Trustee (departed 2015-03-26)
  • Cyril Whitaker — Trustee (departed 2008-06-30)
  • Debra Willson — Trustee (departed 2014-09-25)
  • Karen Marie Fagan — Trustee (departed 2009-09-30)

Reporting Group Members

The Scott Fund files a consolidated Annual Return jointly with 4 sibling charities:

Similar Charities in Other

FunderOtherTrustOther

The Scott Fund

CC10488Havelock North, Havelock NorthRegistered 19 Jun 2007
Data updated: 6 days ago
Financials31 Mar 2015Rating3d ago

Financial data as at March 2015. Sourced from Charities Services register.

GM
Group member — Reporting-group member — see the parent charity's rating

This charity is a member of a Charities Services reporting group — its parent charity files one consolidated annual return covering the whole group. Because the member's individual return is empty by design (the financial data lives at the parent level), there's nothing on the member's own books for the standard scorecard to measure. The relevant rating, financial figures, and red flags are on the parent charity's profile — follow the link above to see them. The member is part of an ACTIVE filing group; this is not the same as "stale" or "dormant".

How ratings work →
Revenue

$79.3K

Expenses

$49.5K

Assets

$1.4M

Financial data from Charities Services annual return (FY2015). Ratings calculated using CharityData v3.1.1 methodology.

Part of a reporting group. The Scott Fund files its annual return under the consolidated return filed by Arohiwi Station Limited. The financial figures and rating shown for this charity reflect the parent's consolidated filing — see the parent's profile for the underlying disclosure.

Funder Profile

Grantmaker

This organisation makes grants or donations to other charities and organisations.

Funding Sectors
General
Beneficiaries
YouthPeople with Disabilities
Geographic Focus
Nationwide

About

Mission

The Trust seeks to really help disabled young people who meet the Trusts criteria. It aims to do this in the least bureaucratic way possible in the minimum time consistent with wise decision making. While Adhering to these principles the Trust must at all times be financially vigilant.

Who We Serve

Beneficiaries
Children / young peoplePeople with disabilitiesOther - All

Key Statistics

Annual Revenue
$79.3K
Total Expenses
$49.5K
Net Assets
$1.4M
Volunteers
1

Financial Trends

Financial Trends (8 Years)

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
10.5mo
Could operate 10.5 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 Other
Other100.0%

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

Peer Comparison

Ranked against 322 peers · Other · Under $100K

Rating Score
0
#74/323
Revenue
$79K
#23/323
Reserve Months
0.0
#1/323
Surplus
$30K
#15/323
Staff Cost %
0%
#1/323

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
0
Transparency
0
View Full Score Breakdown

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Contact Details

Address
Havelock North, Havelock North

Registration

Registration NumberCC10488
Entity TypeTrust
Registered19 Jun 2007
StatusRegistered

Sector & Activities

Primary Sector
Other
Activities
Makes grants / loans to individuals

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.

Reporting Group — Consolidated Annual Return

The Scott Fund is one of 5 charities in a Charities Services reporting group. Members file a single consolidated Annual Return together, so the financial figures on each member’s page reflect the combined group — not standalone operations.