# Margaret Beale Scholarship Trust

**Charities Register number:** CC26462
**Status:** Registered
**Registered since:** 2008-06-23
**Sector:** Education
**ICNPO group:** Education and Research
**Region:** Auckland
**IRD donee status:** yes — donations may qualify for a tax credit

## Purpose

Makes scholarships to enable students whose parents or guardians could not otherwise afford the cost to attend or to continue attending St Cuthberts College.

## CharityData rating

- **Grade:** B (76.7 / 100)
- **Financial health:** 86/100
- **Governance:** 55/100
- **Transparency:** 65/100
- **Computed:** 2026-09-26 (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 2026-04-30)

- **Total revenue:** NZ$199k
- **Total expenses:** NZ$504k
- **Surplus / deficit:** NZ$-305k
- **Total assets:** NZ$6.60M
- **Total liabilities:** NZ$109k
- **Net assets:** NZ$6.49M
- **Cash reserves:** NZ$41k
- **Donations:** NZ$0
- **Staff costs:** NZ$0
- **Reporting tier:** Tier3
- **Source filing (PDF):** https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=b462310b-2c45-f111-bb52-0022480ffcd1&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 |
|---|---|---|---|---|
| 2026-04-30 | NZ$199k | NZ$504k | NZ$-305k | NZ$6.49M |
| 2025-04-30 | NZ$207k | NZ$258k | NZ$-51k | NZ$5.33M |
| 2024-04-30 | NZ$176k | NZ$237k | NZ$-61k | NZ$6.09M |
| 2023-04-30 | NZ$178k | NZ$194k | not disclosed | NZ$5.93M |
| 2022-04-30 | NZ$162k | NZ$187k | not disclosed | NZ$5.97M |
| 2021-04-30 | NZ$131k | NZ$166k | not disclosed | NZ$6.14M |
| 2020-04-30 | NZ$175k | NZ$148k | not disclosed | NZ$5.55M |
| 2019-04-30 | NZ$177k | NZ$85k | not disclosed | NZ$5.66M |
| 2018-04-30 | NZ$171k | NZ$72k | not disclosed | NZ$5.17M |
| 2017-04-30 | NZ$162k | NZ$70k | not disclosed | NZ$4.97M |

## Governance

- **Officers on the register:** 1 current (2 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=CC26462) and on the charity's profile page.

## Data freshness

- Register details: as of 2026-09-24
- Financials: last updated 2026-09-25
- Rating: computed 2026-09-26
- This document generated: 2026-09-29

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/margaret-beale-scholarship-trust
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/margaret-beale-scholarship-trust/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/margaret-beale-scholarship-trust/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC26462

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Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/margaret-beale-scholarship-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 2026-09-29T18:39:48.705Z.