# Jim & Mary Carney Charitable Trust

**Charities Register number:** CC21098
**Status:** Registered
**Registered since:** 2008-02-12
**Sector:** Health
**ICNPO group:** Health
**Region:** Whangarei
**IRD donee status:** yes — donations may qualify for a tax credit

## Purpose

The objects and purposes of the Jim & Mary Carney Charitable Trust are to benefit in such manner as the Trustees see fit: • Medical research in New Zealand • Environmental research in New Zealand • Charitable works in New Zealand

## CharityData rating

- **Grade:** B+ (82.5 / 100)
- **Financial health:** 90/100
- **Governance:** 65/100
- **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 2026-03-31)

- **Total revenue:** NZ$503k
- **Total expenses:** NZ$1k
- **Surplus / deficit:** NZ$502k
- **Total assets:** NZ$6.53M
- **Total liabilities:** NZ$1.09M
- **Net assets:** NZ$5.44M
- **Cash reserves:** NZ$5k
- **Donations:** NZ$0
- **Staff costs:** NZ$0
- **Reporting tier:** Tier3
- **Source filing (PDF):** https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=da28866f-922d-f111-bb51-000d3acc4199&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 |
|---|---|---|---|---|
| 2026-03-31 | NZ$503k | NZ$1k | NZ$502k | NZ$5.44M |
| 2025-03-31 | NZ$413k | NZ$100k | NZ$313k | NZ$4.94M |
| 2024-03-31 | NZ$343k | NZ$100k | NZ$243k | NZ$4.63M |
| 2023-03-31 | NZ$434k | NZ$100k | not disclosed | NZ$4.39M |
| 2022-03-31 | NZ$368k | NZ$100k | not disclosed | NZ$4.05M |
| 2021-03-31 | NZ$258k | NZ$116k | not disclosed | NZ$3.79M |
| 2020-03-31 | NZ$399k | NZ$100k | not disclosed | NZ$3.64M |
| 2019-03-31 | NZ$352k | NZ$100k | not disclosed | NZ$3.34M |
| 2018-03-31 | NZ$326k | NZ$100k | not disclosed | NZ$3.09M |
| 2017-03-31 | NZ$367k | NZ$51 | not disclosed | NZ$2.86M |

## Governance

- **Officers on the register:** 5 current (10 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=CC21098) and on the charity's profile page.

## Data freshness

- Register details: as of 2026-10-01
- Financials: last updated 2026-10-04
- Rating: computed 2026-10-01
- This document generated: 2026-10-04

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/jim-mary-carney-charitable-trust
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/jim-mary-carney-charitable-trust/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/jim-mary-carney-charitable-trust/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC21098

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Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/jim-mary-carney-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 2026-10-04T22:15:58.962Z.