# Carl & Mary Leonard Charitable Trust

**Charities Register number:** CC52381
**Status:** Registered
**Registered since:** 2015-09-18
**Sector:** Education
**ICNPO group:** Education and Research
**Region:** Whangarei
**IRD donee status:** yes — donations may qualify for a tax credit

## Purpose

The general purpose of the Trust is to benefit the community through provision of financial assistance for the furthering of education (including skills, interests and leadership) through water-based activities in the Whangarei Electoral District, predominantly through the provision of scholarships to members of the sea scout movement.

## CharityData rating

- **Grade:** B- (70.8 / 100)
- **Financial health:** 77.5/100
- **Governance:** 55/100
- **Transparency:** 65/100
- **Computed:** 2026-10-01 (methodology 3.11)
- **Flags raised by the methodology:** none

Ratings are an analytical view computed from this charity's own filings to the Charities Register, using a published methodology: https://charitydata.co.nz/charity-insights/methodology. They are not advice and not a statement about any individual.

## Latest annual return (year ended 2025-03-31)

- **Total revenue:** NZ$11k
- **Total expenses:** NZ$10k
- **Surplus / deficit:** NZ$1k
- **Total assets:** not disclosed
- **Total liabilities:** not disclosed
- **Net assets:** not disclosed
- **Cash reserves:** NZ$234k
- **Staff costs:** NZ$0
- **Volunteers:** 0
- **Source filing (PDF):** https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=d75916d4-bf0e-f011-bb41-0022480ffcd1&isPublic=true

All figures are as filed by the charity with Charities Services, in New Zealand dollars.

## Filing history

| Year ended | Revenue | Expenses | Surplus/deficit | Net assets |
|---|---|---|---|---|
| 2025-03-31 | NZ$11k | NZ$10k | NZ$1k | not disclosed |
| 2024-03-31 | NZ$14k | NZ$9k | NZ$5k | not disclosed |
| 2023-03-31 | NZ$10k | NZ$9k | not disclosed | not disclosed |
| 2022-03-31 | NZ$11k | NZ$10k | not disclosed | not disclosed |
| 2021-03-31 | NZ$9k | NZ$7k | not disclosed | not disclosed |
| 2020-03-31 | NZ$10k | NZ$30k | not disclosed | not disclosed |
| 2019-03-31 | NZ$25k | NZ$7k | not disclosed | not disclosed |
| 2018-03-31 | NZ$10k | NZ$9k | not disclosed | not disclosed |
| 2017-03-31 | NZ$5k | NZ$4k | not disclosed | not disclosed |
| 2016-03-31 | NZ$6k | NZ$2k | not disclosed | not disclosed |

## Governance

- **Officers on the register:** 3 current (7 including former)
- **Chair recorded:** no

Individual officers and trustees are not listed here. Their names are on the public Charities Register (https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC52381) and on the charity's profile page.

## Data freshness

- Register details: as of 2026-10-01
- Financials: last updated 2026-09-25
- Rating: computed 2026-10-01
- This document generated: 2026-10-05

Figures are as filed. A charity that has filed since the dates above may have newer numbers on the Charities Register.

## More data

- Charity profile: https://charitydata.co.nz/charities/carl-mary-leonard-charitable-trust
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/carl-mary-leonard-charitable-trust/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/carl-mary-leonard-charitable-trust/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC52381

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Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/carl-mary-leonard-charitable-trust. Primary source: Charities Services (Ngā Rātonga Kaupapa Atawhai), Department of Internal Affairs. Analytical scores are CharityData's own, computed under a published methodology, and are not advice. Generated 2026-10-05T14:24:24.531Z.