Claude McCarthy Trust is a Trust charity in the Health sector, based in Wellington, Wellington. CharityData rates this charity F (30/100). Annual revenue: $0.2M NZD. 1 red flag detected. Financial data as at January 2025.
Mission: The Charitable Trust was set up to pay an income in perpetuity for the purposes as outlined in the Will. The residue of the Estate is held upon trust to pay the income in perpetuity to Universities NZ for the purpose of funding scholarships / fellowships at University level to encourage research in literature, science or medicine.
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.2M | $0.1M | $5.5M |
| 2024 | $0.2M | $0.1M | $5.4M |
| 2023 | $0.2M | $0.2M | $5.2M |
| 2022 | $0.2M | $0.2M | $5.4M |
| 2021 | $0.2M | $0.2M | $5.3M |
| 2020 | $0.2M | $0.2M | $5.0M |
| 2019 | $0.2M | $0.2M | $4.5M |
| 2018 | $0.2M | $0.2M | $4.5M |
| 2017 | $0.2M | $0.1M | $4.2M |
| 2016 | $0.2M | $0.1M | - |
| Name | Role | Appointed |
|---|
Financial data as at January 2025. Sourced from Charities Services register.
$191.1K
$142.5K
$6.0M
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
This rating may reflect incomplete data
This charity's grade of Fis based on limited data from the NZ Charities Register, which does not provide detailed expense breakdowns. Without verified program vs admin spending, efficiency scoring is unavailable and the financial score relies on health metrics only. This charity's actual performance may differ from what the available data suggests.
The Charitable Trust was set up to pay an income in perpetuity for the purposes as outlined in the Will. The residue of the Estate is held upon trust to pay the income in perpetuity to Universities NZ for the purpose of funding scholarships / fellowships at University level to encourage research in literature, science or medicine.
Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Ranked against 148 peers · Health · $100K – $1M
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
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Claim This ProfileData sourced from Charities Services register and publicly available annual returns. Our datasets may not be complete. Automated analysis can produce errors. Scores are calculated using disclosed methodology and are analytical tools, not investment ratings or recommendations. If you believe any data on this page is incorrect, please contact us at hello@charitydata.co.nz. For informational purposes only. Not investment advice. Last updated: 22 April 2026.
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