{"@context":"https://schema.org","@type":"NGO","schema_version":"1.0","identity":{"name":"M I Turnbull Educational and Charitable Trust","slug":"m-i-turnbull-educational-and-charitable-trust","charities_register_number":"CC53751","nzbn":null,"status":"registered","registration_date":"2016-09-23","deregistration_date":null,"entity_type":"endowment_foundation","sector":"Education","icnpo_group":"Education and Research","region":"Auckland","city":"Auckland","country":"NZ","financial_year_end":null,"ird_donee_status":true,"operates_overseas":null,"website":null,"purpose":"Income from the Trust fund is to be used as an academic scholarship for the top performing boy and girl at Otaki College on the Kapiti Coast. The Settlor wishes to ensure the funds are used for academic purposes and not sports scholarships/purposes. Should Otaki College no longer exist, the Trust will continue with the main focus to provide academic scholarships to any school the Trust sees fit within Otaki or Kapiti District.","mission":"Income from the Trust fund is to be used as an academic scholarship for the top performing boy and girl at Otaki College on the Kapiti Coast. The Settlor wishes to ensure the funds are used for academic purposes and not sports scholarships/purposes. Should Otaki College no longer exist, the Trust will continue with the main focus to provide academic scholarships to any school the Trust sees fit within Otaki or Kapiti District."},"rating":{"rated":true,"grade":"C+","score":69.7,"score_scale":"0-100","financial_score":76,"governance_score":55,"transparency_score":65,"computed_date":"2026-10-01","methodology_version":"3.11","methodology_url":"https://charitydata.co.nz/charity-insights/methodology"},"red_flags":{"count":0,"types":[],"descriptions":[],"note":"Flags describe metrics that fall outside published methodology thresholds for this charity’s size and type. They are analytical observations about filed data, not findings of wrongdoing."},"financials_latest":{"year_ended":"2026-03-31","total_revenue_nzd":27763,"total_expenses_nzd":29314,"surplus_deficit_nzd":-1551,"total_assets_nzd":848940,"total_liabilities_nzd":941,"net_assets_nzd":847999,"cash_reserves_nzd":32287,"government_grants_nzd":null,"donations_nzd":0,"staff_costs_nzd":0,"paid_staff":null,"volunteers":null,"reporting_tier":"Tier3","financial_report_audited":null,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=bcb68b02-912d-f111-bb51-000d3acc4199&isPublic=true","consistency_warning":null},"financial_history":[{"year_ended":"2026-03-31","total_revenue_nzd":27763,"total_expenses_nzd":29314,"surplus_deficit_nzd":-1551,"net_assets_nzd":847999,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=bcb68b02-912d-f111-bb51-000d3acc4199&isPublic=true"},{"year_ended":"2025-03-31","total_revenue_nzd":28717,"total_expenses_nzd":27926,"surplus_deficit_nzd":791,"net_assets_nzd":801571,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=5470a943-bf0e-f011-bb41-0022480ffcd1&isPublic=true"},{"year_ended":"2024-03-31","total_revenue_nzd":23136,"total_expenses_nzd":25048,"surplus_deficit_nzd":-1912,"net_assets_nzd":789537,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=5ac7512d-edef-ee11-bb2f-0022480ffcd1&isPublic=true"},{"year_ended":"2023-03-31","total_revenue_nzd":23965,"total_expenses_nzd":23383,"surplus_deficit_nzd":null,"net_assets_nzd":733506,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=8c4da596-52d0-ed11-bb1e-000d3acc4199&isPublic=true"},{"year_ended":"2022-03-31","total_revenue_nzd":19794,"total_expenses_nzd":23843,"surplus_deficit_nzd":null,"net_assets_nzd":754501,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=bb2c255b-81b1-ec11-bb11-0022480ffcd1&isPublic=true"},{"year_ended":"2021-03-31","total_revenue_nzd":16038,"total_expenses_nzd":17216,"surplus_deficit_nzd":null,"net_assets_nzd":755552,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=fec442b3-af92-eb11-b43a-00155d6b7730&isPublic=true"},{"year_ended":"2020-03-31","total_revenue_nzd":19292,"total_expenses_nzd":16978,"surplus_deficit_nzd":null,"net_assets_nzd":659910,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=9cdae70c-de73-ea11-ba6c-00155d6b7730&isPublic=true"},{"year_ended":"2019-03-31","total_revenue_nzd":25248,"total_expenses_nzd":18125,"surplus_deficit_nzd":null,"net_assets_nzd":693061,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=366ea465-4354-e911-953a-00155d6b7730&isPublic=true"},{"year_ended":"2018-03-31","total_revenue_nzd":23807,"total_expenses_nzd":16470,"surplus_deficit_nzd":null,"net_assets_nzd":647029,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=a6dc794e-7a35-e811-8102-00155d6b7730&isPublic=true"},{"year_ended":"2017-03-31","total_revenue_nzd":8628,"total_expenses_nzd":4982,"surplus_deficit_nzd":null,"net_assets_nzd":null,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=54e2bc33-f6f4-e711-9ac3-00155d6b7730&isPublic=true"}],"group_consolidated":null,"governance":{"current_officers":1,"total_officers_recorded":1,"chair_recorded":false,"paid_executives_disclosed":0,"executive_remuneration_bands":[],"auditor_firm":null,"latest_audit_opinion":null,"going_concern_referenced":false,"individuals_named":false,"individuals_note":"Officer and trustee names are deliberately omitted from this machine-readable view. They are public on the Charities Register and on the charity profile page."},"funders":{"named":[],"unnamed_count":0,"unnamed_note":"Funding sources that may be individuals, or whose type is unclassified, are counted but not named."},"service_providers":[],"links":{"profile":"https://charitydata.co.nz/charities/m-i-turnbull-educational-and-charitable-trust","markdown":"https://charitydata.co.nz/api/v1/charities/m-i-turnbull-educational-and-charitable-trust/markdown","summary_md":"https://charitydata.co.nz/api/v1/charities/m-i-turnbull-educational-and-charitable-trust/summary.md","methodology":"https://charitydata.co.nz/charity-insights/methodology","official_register":"https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC53751","website":null},"freshness":{"register_as_of":"2026-10-01","financials_updated":"2026-09-25","rating_computed":"2026-10-01","generated_at":"2026-10-02T15:00:18.330Z","note":"Figures are as filed. A charity that has filed since the dates above may have newer numbers on the Charities Register."},"attribution":{"publisher":"CharityData NZ","publisher_url":"https://charitydata.co.nz","primary_source":"Charities Services (Ngā Rātonga Kaupapa Atawhai), Department of Internal Affairs","licence":"CC BY 4.0 with attribution to CharityData NZ and Charities Services","disclaimer":"Analytical scores are CharityData’s own, computed under a published methodology from the charity’s own filings. They are not financial, legal or donation advice."}}