# The Monckton Charitable Trust

**Charities Register number:** CC24870
**Status:** Registered
**Registered since:** 2009-12-23
**Sector:** Community Development
**ICNPO group:** Development and Housing
**Region:** Hamilton
**NZBN:** 9429042784586
**IRD donee status:** yes — donations may qualify for a tax credit

## Purpose

The purpose of the Monckton Charitable Trust it to make appropriate and long-lasting contributions to the communities of the Waikato and Bay of Plenty Region by passing on a portion of the profits made from their property portfolio.

## CharityData rating

- **Grade:** D (47.3 / 100)
- **Financial health:** 72.5/100
- **Governance:** 55/100
- **Transparency:** 65/100
- **Computed:** 2026-10-01 (methodology 3.11)
- **Flags raised by the methodology:** 1
  - staff costs above the methodology threshold

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$3.51M
- **Total expenses:** NZ$2.55M
- **Surplus / deficit:** NZ$958k
- **Total assets:** NZ$31.84M
- **Total liabilities:** NZ$10.84M
- **Net assets:** NZ$21.00M
- **Cash reserves:** NZ$1.64M
- **Government grants:** NZ$0 (0.0% of revenue)
- **Staff costs:** NZ$966k
- **Paid staff:** 5
- **Volunteers:** 0
- **Source filing (PDF):** https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=ba63d7b9-c30e-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$3.51M | NZ$2.55M | NZ$958k | NZ$21.00M |
| 2024-03-31 | NZ$4.34M | NZ$2.49M | NZ$1.85M | NZ$18.86M |
| 2023-03-31 | NZ$3.16M | NZ$2.35M | NZ$810k | NZ$16.98M |
| 2022-03-31 | NZ$3.12M | NZ$2.15M | not disclosed | NZ$16.18M |
| 2021-03-31 | NZ$3.09M | NZ$2.05M | not disclosed | NZ$15.23M |
| 2020-03-31 | NZ$3.08M | NZ$1.86M | not disclosed | NZ$14.08M |
| 2019-03-31 | NZ$3.01M | NZ$2.10M | not disclosed | NZ$12.99M |
| 2018-03-31 | NZ$2.70M | NZ$1.62M | not disclosed | NZ$12.99M |
| 2017-03-31 | NZ$2.24M | NZ$2.11M | not disclosed | NZ$11.69M |
| 2016-03-31 | NZ$2.46M | NZ$1.25M | not disclosed | NZ$12.31M |

## Governance

- **Officers on the register:** 3 current (7 including former)
- **Chair recorded:** no
- **Auditor:** WILLIAM BUCK
- **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=CC24870) and on the charity's profile page.

## Service providers

- William Buck — auditor

## Data freshness

- Register details: as of 2026-10-01
- Financials: last updated 2026-05-29
- 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/the-monckton-charitable-trust
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/the-monckton-charitable-trust/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/the-monckton-charitable-trust/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC24870

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Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/the-monckton-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 2026-10-02T04:45:32.984Z.