{"@context":"https://schema.org","@type":"NGO","schema_version":"1.0","identity":{"name":"The Frank & Margaret Whiteley Charitable Trust","slug":"the-frank-margaret-whiteley-charitable-trust","charities_register_number":"CC45100","nzbn":null,"status":"registered","registration_date":"2010-09-05","deregistration_date":null,"entity_type":"endowment_foundation","sector":"Animal Welfare","icnpo_group":null,"region":"Auckland","city":"Auckland","country":"NZ","financial_year_end":null,"ird_donee_status":true,"operates_overseas":null,"website":null,"purpose":"This trust was established by Margaret Whitely under a deed dated 5th July 2010. It is to be held in perpetuity with annual income applied to the objects of the deed.","mission":"This trust was established by Margaret Whitely under a deed dated 5th July 2010. It is to be held in perpetuity with annual income applied to the objects of the deed."},"rating":{"rated":true,"grade":"C+","score":69,"score_scale":"0-100","financial_score":75,"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":"2024-12-31","total_revenue_nzd":33207,"total_expenses_nzd":25487,"surplus_deficit_nzd":7720,"total_assets_nzd":794671,"total_liabilities_nzd":null,"net_assets_nzd":766225,"cash_reserves_nzd":14,"government_grants_nzd":null,"donations_nzd":null,"staff_costs_nzd":0,"paid_staff":null,"volunteers":0,"reporting_tier":"Tier3","financial_report_audited":null,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=a5172283-06c8-ef11-bb3d-0022480ffcd1&isPublic=true","consistency_warning":null},"financial_history":[{"year_ended":"2024-12-31","total_revenue_nzd":33207,"total_expenses_nzd":25487,"surplus_deficit_nzd":7720,"net_assets_nzd":766225,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=a5172283-06c8-ef11-bb3d-0022480ffcd1&isPublic=true"},{"year_ended":"2023-12-31","total_revenue_nzd":77709,"total_expenses_nzd":26363,"surplus_deficit_nzd":null,"net_assets_nzd":724715,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=fb771a3d-6ba8-ee11-bb2a-000d3acc4199&isPublic=true"},{"year_ended":"2022-12-31","total_revenue_nzd":25414,"total_expenses_nzd":119289,"surplus_deficit_nzd":null,"net_assets_nzd":673369,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=eb41f202-9a89-ed11-bb1b-000d3acc4199&isPublic=true"},{"year_ended":"2021-12-31","total_revenue_nzd":58599,"total_expenses_nzd":16540,"surplus_deficit_nzd":null,"net_assets_nzd":767244,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=b6519aad-c86a-ec11-bb0e-0022480ffcd1&isPublic=true"},{"year_ended":"2020-12-31","total_revenue_nzd":64327,"total_expenses_nzd":21270,"surplus_deficit_nzd":null,"net_assets_nzd":725185,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=7da5c905-f74b-eb11-b43a-00155d6b7730&isPublic=true"},{"year_ended":"2019-12-31","total_revenue_nzd":104916,"total_expenses_nzd":30792,"surplus_deficit_nzd":null,"net_assets_nzd":681894,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=5378b035-5c2c-ea11-ba6c-00155d6b7730&isPublic=true"},{"year_ended":"2018-12-31","total_revenue_nzd":20194,"total_expenses_nzd":51776,"surplus_deficit_nzd":null,"net_assets_nzd":604895,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=f1229adc-8a0d-e911-a81b-00155d6b7730&isPublic=true"},{"year_ended":"2017-12-31","total_revenue_nzd":68725,"total_expenses_nzd":25631,"surplus_deficit_nzd":null,"net_assets_nzd":636477,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=6d12563c-eef4-e711-9ac3-00155d6b7730&isPublic=true"},{"year_ended":"2016-12-31","total_revenue_nzd":22463,"total_expenses_nzd":27073,"surplus_deficit_nzd":null,"net_assets_nzd":593383,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=405cdfb6-4c1a-e711-9f7e-00155de3e60a&isPublic=true"},{"year_ended":"2015-12-31","total_revenue_nzd":25392,"total_expenses_nzd":15845,"surplus_deficit_nzd":9547,"net_assets_nzd":582907,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=707adb40-66d0-e511-bc1a-00155d0cccdc&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/the-frank-margaret-whiteley-charitable-trust","markdown":"https://charitydata.co.nz/api/v1/charities/the-frank-margaret-whiteley-charitable-trust/markdown","summary_md":"https://charitydata.co.nz/api/v1/charities/the-frank-margaret-whiteley-charitable-trust/summary.md","methodology":"https://charitydata.co.nz/charity-insights/methodology","official_register":"https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC45100","website":null},"freshness":{"register_as_of":"2026-09-23","financials_updated":"2026-09-25","rating_computed":"2026-09-26","generated_at":"2026-09-30T12:03:07.943Z","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."}}