{"@context":"https://schema.org","@type":"NGO","schema_version":"1.0","identity":{"name":"The Isabella McKenzie Morgan Charitable Trust","slug":"the-isabella-mckenzie-morgan-charitable-trust","charities_register_number":"CC30179","nzbn":null,"status":"deregistered","registration_date":"2008-06-30","deregistration_date":"2020-03-31","entity_type":null,"sector":"Environment","icnpo_group":"Environment","region":"Wellington","city":"Wellington","country":"NZ","financial_year_end":null,"ird_donee_status":false,"operates_overseas":null,"website":null,"purpose":"To distribute both the capital and income from the Trust Fund to such organisations as the Trustees may from time to time determine.The Trustees currently have a policy of giving priority to distributions to community groups and those supporting the elderly or youth at risk, together with animal welfare.","mission":"To distribute both the capital and income from the Trust Fund to such organisations as the Trustees may from time to time determine.The Trustees currently have a policy of giving priority to distributions to community groups and those supporting the elderly or youth at risk, together with animal welfare."},"rating":{"rated":false,"grade":null,"score":null,"status":"deregistered","reason":"No longer on the Charities Register.","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":"2019-03-31","total_revenue_nzd":124,"total_expenses_nzd":1230,"surplus_deficit_nzd":null,"total_assets_nzd":5843,"total_liabilities_nzd":null,"net_assets_nzd":null,"cash_reserves_nzd":5843,"government_grants_nzd":null,"donations_nzd":null,"staff_costs_nzd":null,"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=0de10b3b-4554-e911-953a-00155d6b7730&isPublic=true","consistency_warning":null},"financial_history":[{"year_ended":"2019-03-31","total_revenue_nzd":124,"total_expenses_nzd":1230,"surplus_deficit_nzd":null,"net_assets_nzd":null,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=0de10b3b-4554-e911-953a-00155d6b7730&isPublic=true"},{"year_ended":"2018-03-31","total_revenue_nzd":141,"total_expenses_nzd":230,"surplus_deficit_nzd":null,"net_assets_nzd":null,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=90b877cd-7b35-e811-8102-00155d6b7730&isPublic=true"},{"year_ended":"2017-03-31","total_revenue_nzd":275,"total_expenses_nzd":6744,"surplus_deficit_nzd":null,"net_assets_nzd":null,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=0817c31d-607d-e711-846c-00155d6b7730&isPublic=true"},{"year_ended":"2016-03-31","total_revenue_nzd":580,"total_expenses_nzd":7319,"surplus_deficit_nzd":null,"net_assets_nzd":null,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=fc8d13db-3e84-e611-a786-00155d0cccdc&isPublic=true"},{"year_ended":"2015-03-31","total_revenue_nzd":874,"total_expenses_nzd":4322,"surplus_deficit_nzd":-3448,"net_assets_nzd":20207,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=f8e6b9d5-427c-e511-b5f5-00155d0cccdc&isPublic=true"},{"year_ended":"2014-03-31","total_revenue_nzd":1974,"total_expenses_nzd":13166,"surplus_deficit_nzd":-11192,"net_assets_nzd":23656,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=afcaa8dd-e7c5-e311-8f2f-00155d0d1916&isPublic=true"},{"year_ended":"2013-03-31","total_revenue_nzd":2857,"total_expenses_nzd":3242,"surplus_deficit_nzd":-385,"net_assets_nzd":34847,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=4b96d821-abea-e211-afdf-00155d0d1916&isPublic=true"},{"year_ended":"2012-03-31","total_revenue_nzd":2989,"total_expenses_nzd":11580,"surplus_deficit_nzd":-8591,"net_assets_nzd":45233,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=106969f6-9607-e211-815f-00155d0d1916&isPublic=true"},{"year_ended":"2011-03-31","total_revenue_nzd":3543,"total_expenses_nzd":13084,"surplus_deficit_nzd":-9541,"net_assets_nzd":53824,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=3c1a1678-58b8-e111-910d-00155d0d1916&isPublic=true"},{"year_ended":"2010-03-31","total_revenue_nzd":7282,"total_expenses_nzd":15071,"surplus_deficit_nzd":-7789,"net_assets_nzd":63365,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=fa58db9f-47b8-e111-910d-00155d0d1916&isPublic=true"}],"group_consolidated":null,"governance":{"current_officers":2,"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/the-isabella-mckenzie-morgan-charitable-trust","markdown":"https://charitydata.co.nz/api/v1/charities/the-isabella-mckenzie-morgan-charitable-trust/markdown","summary_md":"https://charitydata.co.nz/api/v1/charities/the-isabella-mckenzie-morgan-charitable-trust/summary.md","methodology":"https://charitydata.co.nz/charity-insights/methodology","official_register":"https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC30179","website":null},"freshness":{"register_as_of":"2026-09-01","financials_updated":"2026-04-25","rating_computed":"2026-09-12","generated_at":"2026-09-15T02:31:22.164Z","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."}}