Thomas George Macarthy Trust — Education Charity in Wellington

Thomas George Macarthy Trust is a Trust charity in the Education sector, based in Wellington, Wellington. This organisation also provides funding to other charities. CharityData rates this charity B+ (81.3/100). Annual revenue: $12.4M NZD. Financial data as at February 2026.

Mission: Pay and apply the annual rents and income of the Trust fund for such charitable and educational purposes or institutions in the Provincial District of Wellington in such manner and in such shares as the Board of Governors shall from time to time by resolution direct or appoint.

Registration Number
CC23966
Charity Type
Trust
Registration Date
2008-05-05
Status
Active
CharityData Rating
B+ (81.3/100)
Sector
Education
Location
Wellington, Wellington
Email
funding@publictrust.co.nz
Funder Status
Grant-making charity (trust)
Data as at
February 2026

Beneficiaries: Children / young people, General public, Migrants / refugees, Older people, Other charities, People with disabilities

Financial Summary

Total Revenue
$12.4M NZD
Total Expenses
$5.8M NZD
Total Assets
$117.5M NZD
Net Assets
$117.4M NZD
Reserve Months
1.3 months of operating expenses
Financial Year End
2026-02-28

Financial History

YearRevenueExpensesNet Assets
2026$12.4M$5.8M$117.4M
2025$7.5M$0.1M$86.3M
2024$0.0M$0.0M$80.9M
2023$0.0M$8.7M$84.5M
2022$2.8M$0.0M$88.2M
2021$0.9M$0.0M$87.2M
2020$0.9M$0.1M$81.9M
2019$0.9M$0.4M$77.2M
2018$2.0M$0.4M$76.1M
2017$0.9M$0.0M$72.3M

CharityData Rating

Overall Grade
B+
Overall Score
81.3/100
Financial Score
92.5
Governance Score
55
Transparency Score
65

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (2)

  • Board of Governors of the Thomas George Macarthy T — Board of Governors
  • Public Trust — Trustee

Similar Charities in Education

FunderEducationTrustTrust

Thomas George Macarthy Trust

CC23966Wellington, WellingtonRegistered 5 May 2008
Data updated: 3 days ago
Financials7mo agoRating2d ago

Financial data as at February 2026. Sourced from Charities Services register.

B+
81/100
Financial
93
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
    2 current officers 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

$12.4M

Expenses

$5.8M

Assets

$117.5M

Financial data from Charities Services annual return (FY2026). 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
Education
Beneficiaries
General Public
Geographic Focus
Wellington

About

Mission

Pay and apply the annual rents and income of the Trust fund for such charitable and educational purposes or institutions in the Provincial District of Wellington in such manner and in such shares as the Board of Governors shall from time to time by resolution direct or appoint.

Who We Serve

Beneficiaries
Children / young peopleGeneral publicMigrants / refugeesOlder peopleOther charitiesPeople with disabilities

Key Statistics

Annual Revenue
$12.4M
Total Expenses
$5.8M
Net Assets
$117.4M

Financial Trends

Financial Trends (18 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
1.3mo
Could operate 1.3 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

20
Score /100
Highly Concentrated
HHI: 8,038
High Concentration: 89% of revenue from Investment Income
Investment Income89.0%
Other10.8%
Donations0.2%

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
81
#23/501
Revenue
$12.4M
#2/501
Reserve Months
1.3
#1/501
Surplus
$6.6M
#1/501
Staff Cost %
0%
#1/501

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

Rating History

B+
2026
Score: 81.3
Financial: 93 | Governance: 55 | Transparency: 65
Current
B-
2025
Score: 70.8
Financial: 78 | Governance: 55 | Transparency: 65

Rating

B+
Score: 81.3/100
Financial
92.5
Governance
55
Transparency
65
Why this grade: Financial 93 × 40% + Governance 55 × 60% = 70 → B+.
View Full Score Breakdown

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Contact Details

Address
Wellington, Wellington

Registration

Registration NumberCC23966
Entity TypeTrust
Registered5 May 2008
StatusRegistered

Sector & Activities

Primary Sector
Education
Activities
Makes grants to organisations (including schools or other charities)

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: 28 September 2026.