# Mount Wellington Charitable Trust

**Charities Register number:** CC30332
**Status:** Registered
**Registered since:** 2008-06-30
**Sector:** Community Development
**ICNPO group:** Development and Housing
**Region:** Auckland
**NZBN:** 9429042766025
**IRD donee status:** yes — donations may qualify for a tax credit

## Purpose

The purposes of Mt Wellington Charitable Trust are to: (a) relieve poverty (b) to advance education (c) to advance religion (d) to be beneficial to the community of Mt Wellington.

## CharityData rating

- **Grade:** B+ (82.3 / 100)
- **Financial health:** 94/100
- **Governance:** 55/100
- **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$1.10M
- **Total expenses:** NZ$831k
- **Surplus / deficit:** NZ$271k
- **Total assets:** NZ$7.12M
- **Total liabilities:** NZ$47k
- **Net assets:** NZ$7.07M
- **Cash reserves:** NZ$679k
- **Government grants:** NZ$0 (0.0% of revenue)
- **Donations:** NZ$588k
- **Staff costs:** NZ$29k
- **Paid staff:** 3
- **Reporting tier:** Tier2
- **Source filing (PDF):** https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=35a7a52d-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$1.10M | NZ$831k | NZ$271k | NZ$7.07M |
| 2025-03-31 | NZ$56k | NZ$52k | NZ$4k | NZ$6.80M |
| 2024-03-31 | NZ$20k | NZ$27k | NZ$-7k | NZ$6.79M |
| 2023-03-31 | NZ$9k | NZ$66k | not disclosed | NZ$6.80M |
| 2022-03-31 | NZ$4k | NZ$65k | not disclosed | NZ$6.86M |
| 2021-03-31 | NZ$141k | NZ$72k | not disclosed | NZ$6.92M |
| 2020-03-31 | NZ$203k | NZ$290k | not disclosed | NZ$6.85M |
| 2019-03-31 | NZ$485k | NZ$442k | not disclosed | NZ$6.94M |
| 2018-03-31 | NZ$244k | NZ$399k | not disclosed | NZ$6.90M |
| 2017-03-31 | NZ$507k | NZ$264k | not disclosed | NZ$7.05M |

## Governance

- **Officers on the register:** 4 current (27 including former)
- **Chair recorded:** no
- **Most recent audit opinion:** unqualified

Individual officers and trustees are not listed here. Their names are on the public Charities Register (https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC30332) and on the charity's profile page.

## Data freshness

- Register details: as of 2026-10-01
- Financials: last updated 2026-09-13
- 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/mount-wellington-charitable-trust
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/mount-wellington-charitable-trust/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/mount-wellington-charitable-trust/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC30332

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Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/mount-wellington-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 2026-10-04T19:27:12.703Z.