{"@context":"https://schema.org","@type":"NGO","schema_version":"1.0","identity":{"name":"Margaret Russell Charitable Trust","slug":"margaret-russell-charitable-trust","charities_register_number":"CC31026","nzbn":null,"status":"registered","registration_date":"2008-06-30","deregistration_date":null,"entity_type":"endowment_foundation","sector":"Health","icnpo_group":"Health","region":"Auckland","city":"Auckland","country":"NZ","financial_year_end":null,"ird_donee_status":true,"operates_overseas":null,"website":null,"purpose":"Discretionary trust for applying funds to the charitable purpose set out in, and in accordance with, the founding documentation and the Charities Act 2005. The settlor signed a memorandum of wishes specifying three particular charities: Cancer Society of NZ Auckland Division, Royal NZ SPCA and Age Concern Foundation, Auckland.","mission":"Discretionary trust for applying funds to the charitable purpose set out in, and in accordance with, the founding documentation and the Charities Act 2005. The settlor signed a memorandum of wishes specifying three particular charities: Cancer Society of NZ Auckland Division, Royal NZ SPCA and Age Concern Foundation, Auckland."},"rating":{"rated":true,"grade":"C+","score":66.2,"score_scale":"0-100","financial_score":71,"governance_score":55,"transparency_score":65,"computed_date":"2026-09-26","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":"2025-07-31","total_revenue_nzd":71745,"total_expenses_nzd":60604,"surplus_deficit_nzd":11141,"total_assets_nzd":2522936,"total_liabilities_nzd":4282,"net_assets_nzd":2518654,"cash_reserves_nzd":49340,"government_grants_nzd":null,"donations_nzd":null,"staff_costs_nzd":0,"paid_staff":null,"volunteers":0,"reporting_tier":null,"financial_report_audited":null,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=35c12644-a56e-f011-bb45-0022480ffcd1&isPublic=true","consistency_warning":null},"financial_history":[{"year_ended":"2025-07-31","total_revenue_nzd":71745,"total_expenses_nzd":60604,"surplus_deficit_nzd":11141,"net_assets_nzd":2518654,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=35c12644-a56e-f011-bb45-0022480ffcd1&isPublic=true"},{"year_ended":"2024-07-31","total_revenue_nzd":75152,"total_expenses_nzd":66167,"surplus_deficit_nzd":8985,"net_assets_nzd":2343893,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=8e3ccbd1-d34f-ef11-bb35-000d3acc4199&isPublic=true"},{"year_ended":"2023-07-31","total_revenue_nzd":60208,"total_expenses_nzd":60463,"surplus_deficit_nzd":null,"net_assets_nzd":2203681,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=e4fd1214-3930-ee11-bb23-000d3acc4199&isPublic=true"},{"year_ended":"2022-07-31","total_revenue_nzd":61558,"total_expenses_nzd":62702,"surplus_deficit_nzd":null,"net_assets_nzd":2153145,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=03e01720-6811-ed11-bb16-0022480ffcd1&isPublic=true"},{"year_ended":"2021-07-31","total_revenue_nzd":49588,"total_expenses_nzd":70924,"surplus_deficit_nzd":null,"net_assets_nzd":2252022,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=6f846892-96f2-eb11-8abd-00155d6b775e&isPublic=true"},{"year_ended":"2020-07-31","total_revenue_nzd":55213,"total_expenses_nzd":27614,"surplus_deficit_nzd":null,"net_assets_nzd":2099416,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=bbd617b4-c4d3-ea11-9981-00155d6b7730&isPublic=true"},{"year_ended":"2019-07-31","total_revenue_nzd":63653,"total_expenses_nzd":86807,"surplus_deficit_nzd":null,"net_assets_nzd":2083686,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=b487e91a-2ab4-e911-9ba0-00155d6b7730&isPublic=true"},{"year_ended":"2018-07-31","total_revenue_nzd":61856,"total_expenses_nzd":101897,"surplus_deficit_nzd":null,"net_assets_nzd":1984744,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=2e0e6d8a-5895-e811-891e-00155d6b7730&isPublic=true"},{"year_ended":"2017-07-31","total_revenue_nzd":63102,"total_expenses_nzd":25095,"surplus_deficit_nzd":null,"net_assets_nzd":1854729,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=4cc57e61-3ae4-e711-a67f-00155d6b7730&isPublic=true"},{"year_ended":"2016-07-31","total_revenue_nzd":111860,"total_expenses_nzd":62901,"surplus_deficit_nzd":null,"net_assets_nzd":null,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=73016546-9ef1-e611-8178-00155de3e60a&isPublic=true"}],"group_consolidated":null,"governance":{"current_officers":1,"total_officers_recorded":2,"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/margaret-russell-charitable-trust","markdown":"https://charitydata.co.nz/api/v1/charities/margaret-russell-charitable-trust/markdown","summary_md":"https://charitydata.co.nz/api/v1/charities/margaret-russell-charitable-trust/summary.md","methodology":"https://charitydata.co.nz/charity-insights/methodology","official_register":"https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC31026","website":null},"freshness":{"register_as_of":"2026-09-23","financials_updated":"2026-09-25","rating_computed":"2026-09-26","generated_at":"2026-09-30T01:06:38.317Z","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."}}