{"@context":"https://schema.org","@type":"NGO","schema_version":"1.0","identity":{"name":"Montgomery Foundation","slug":"montgomery-foundation","charities_register_number":"CC64096","nzbn":null,"status":"registered","registration_date":"2025-12-19","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":"The Montgomery Foundation is committed to providing financial support to charitable causes where other sources of funding may be insufficient. The Trust prioritises initiatives that assist in the provision of specialist medical care, the relief of poverty, the advancement of education, and other purposes beneficial to the community throughout New Zealand.","mission":"The Montgomery Foundation is committed to providing financial support to charitable causes where other sources of funding may be insufficient. The Trust prioritises initiatives that assist in the provision of specialist medical care, the relief of poverty, the advancement of education, and other purposes beneficial to the community throughout New Zealand."},"rating":{"rated":true,"grade":"C+","score":65.5,"score_scale":"0-100","financial_score":70,"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":3914373,"total_expenses_nzd":4346,"surplus_deficit_nzd":3910027,"total_assets_nzd":4910037,"total_liabilities_nzd":1000000,"net_assets_nzd":3910037,"cash_reserves_nzd":1230858,"government_grants_nzd":null,"donations_nzd":3912804,"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=6eb68b02-912d-f111-bb51-000d3acc4199&isPublic=true","consistency_warning":null},"financial_history":[{"year_ended":"2026-03-31","total_revenue_nzd":3914373,"total_expenses_nzd":4346,"surplus_deficit_nzd":3910027,"net_assets_nzd":3910037,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=6eb68b02-912d-f111-bb51-000d3acc4199&isPublic=true"}],"group_consolidated":null,"governance":{"current_officers":3,"total_officers_recorded":3,"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/montgomery-foundation","markdown":"https://charitydata.co.nz/api/v1/charities/montgomery-foundation/markdown","summary_md":"https://charitydata.co.nz/api/v1/charities/montgomery-foundation/summary.md","methodology":"https://charitydata.co.nz/charity-insights/methodology","official_register":"https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC64096","website":null},"freshness":{"register_as_of":"2026-10-01","financials_updated":"2026-09-27","rating_computed":"2026-10-01","generated_at":"2026-10-04T03:23:55.072Z","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."}}