# Spencer Mason Trust Fund

**Charities Register number:** CC26317
**Status:** Registered
**Registered since:** 2008-06-22
**Sector:** Education
**ICNPO group:** Education and Research
**Region:** Auckland
**IRD donee status:** yes — donations may qualify for a tax credit

## Purpose

To apply funds to the charitable purpose set out in, and in accordance with, the founding documentation.

## CharityData rating

- **Grade:** B (77.3 / 100)
- **Financial health:** 82.5/100
- **Governance:** 65/100
- **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 2025-03-31)

- **Total revenue:** NZ$137k
- **Total expenses:** NZ$119k
- **Surplus / deficit:** NZ$18k
- **Total assets:** NZ$2.62M
- **Total liabilities:** NZ$16k
- **Net assets:** NZ$2.60M
- **Cash reserves:** NZ$185k
- **Donations:** NZ$1k
- **Staff costs:** NZ$0
- **Volunteers:** 0
- **Source filing (PDF):** https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=14cc900c-c70e-f011-bb41-0022480ffcd1&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 |
|---|---|---|---|---|
| 2025-03-31 | NZ$137k | NZ$119k | NZ$18k | NZ$2.60M |
| 2024-03-31 | NZ$69k | NZ$98k | NZ$-29k | NZ$2.61M |
| 2023-03-31 | NZ$68k | NZ$85k | not disclosed | NZ$2.53M |
| 2022-03-31 | NZ$119k | NZ$123k | not disclosed | NZ$2.58M |
| 2021-03-31 | NZ$60k | NZ$16k | not disclosed | NZ$2.57M |
| 2020-03-31 | NZ$69k | NZ$75k | not disclosed | NZ$2.09M |
| 2019-03-31 | NZ$78k | NZ$75k | not disclosed | NZ$2.09M |
| 2018-03-31 | NZ$66k | NZ$76k | not disclosed | NZ$1.89M |
| 2017-03-31 | NZ$137k | NZ$86k | not disclosed | not disclosed |
| 2016-03-31 | NZ$80k | NZ$74k | not disclosed | not disclosed |

## Governance

- **Officers on the register:** 5 current (15 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=CC26317) and on the charity's profile page.

## Data freshness

- Register details: as of 2026-10-01
- Financials: last updated 2026-09-25
- Rating: computed 2026-10-01
- This document generated: 2026-10-02

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/spencer-mason-trust-fund
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/spencer-mason-trust-fund/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/spencer-mason-trust-fund/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC26317

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Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/spencer-mason-trust-fund. 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 2026-10-02T07:24:15.702Z.