Frances Muter Charitable TrustSocial Services Charity in Wellington

Frances Muter Charitable Trust is a Trust charity in the Social Services sector, based in Wellington, Wellington. This organisation also provides funding to other charities. CharityData rates this charity D+ (51.4/100). Annual revenue: $0.2M NZD. 1 red flag detected. Financial data as at March 2026.

Mission: To provide financial support to other charitable entities.

Registration Number
CC24766
Charity Type
Trust
Registration Date
2008-05-22
Status
Active
CharityData Rating
D+ (51.4/100)
Sector
Social Services
Location
Wellington, Wellington
Email
mical@treadwells.co.nz
Funder Status
Grant-making charity (charitable_trust)
Data as at
March 2026

Financial Summary

Total Revenue
$0.2M NZD
Total Expenses
$0.2M NZD
Total Assets
$4.8M NZD
Net Assets
$4.8M NZD
Reserve Months
357.2 months of operating expenses
Financial Year End
2026-03-31

Financial History

YearRevenueExpensesNet Assets
2026$0.2M$0.2M$4.8M
2025$0.2M$0.2M$4.8M
2024$0.2M$0.1M-
2023$0.1M$0.2M$4.7M
2022$0.1M$0.1M$4.8M
2021$0.3M$0.1M-
2020$0.1M$0.1M-
2019$0.1M$0.1M$4.5M
2018$0.3M$0.1M$4.5M
2017$0.2M$0.2M$4.4M

CharityData Rating

Overall Grade
D+
Overall Score
51.4/100
Financial Score
78.5
Governance Score
55
Transparency Score
65

Red Flags

  • 2 trustees of this charity also sit on multiple other charity boards — concentrated trustee bandwidth may warrant board-skill-mix review.

Board Members and Officers

Current Officers (3)

NameRoleAppointed
Mical TreadwellTrustee2008-05-23
Graeme HolmesTrustee2008-05-23
Richard GawithTrustee2008-05-23

Similar Charities in Social Services

FunderSocial ServicesTrustCharitable Trust

Frances Muter Charitable Trust

CC24766Wellington, WellingtonRegistered 22 May 2008
Data updated: 1 Sept 2026
Financials5mo agoRating11h ago

Financial data as at March 2026. Sourced from Charities Services register.

D+
51/100
Reduced by penalties
Financial
79
Governance
55
Transparency
65

Reasons to look carefully (1)

These structural observations are drawn from public data and are worth considering before a donation. They are not allegations of wrongdoing, and they don’t affect the charity’s letter grade.

  • No chair designated
    Board of 3 with no chair designated on the register

Each signal is a data-driven observation, not a judgement. They fire automatically from the figures filed with Charities Services. A charity can address any of these by filing fuller disclosure or updating its officer register. Methodology: /about/methodology/concern-signals.

Revenue

$232.8K

Expenses

$162.1K

Assets

$4.8M

Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.

1 red flag identified- Review the Rating tab for details

This rating may reflect incomplete data

This charity's grade of D+ is 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.

Endowment Foundation

Special Entity Type

This is an endowment foundation that holds investments and provides grants. High reserves are expected and appropriate - this is not an operating charity.

Rating Note: Endowment foundations are rated using specialized criteria that recognize high reserves as appropriate. Metrics like grant distribution rate and investment returns are prioritized over program spending ratios.

Funder Profile

Grantmaker

This organisation makes grants or donations to other charities and organisations.

Funding Sectors
General
Beneficiaries
General Public
Geographic Focus
Wellington

About

Mission

To provide financial support to other charitable entities.

Key Statistics

Annual Revenue
$232.8K
Total Expenses
$162.1K
Net Assets
$4.8M

Financial Trends

Financial Trends (18 Years)

Revenue Breakdown

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
0mo
Could operate 0 months with zero revenue
Critical
Fundraising Cost
-
No fundraising data
No data

Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology

Revenue Diversification

39
Score /100
Concentrated
HHI: 6,114
Investment Income73.6%
Other26.4%

HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.

Peer Comparison

Ranked against 118 peers · Social Services · $100K – $1M

Rating Score
51
#33/119
Revenue
$233K
#62/119
Reserve Months
357.2
#1/119
Surplus
$71K
#24/119
Staff Cost %
0%
#1/119

Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.

Rating History

D+
2026
Score: 51.4
Financial: 79 | Governance: 55 | Transparency: 65
Current
B-
2025
Score: 74.4
Financial: 79 | Governance: 65 | Transparency: 65

Rating

D+
Score: 51.4/100
Financial
78.5
Governance
55
Transparency
65
Why this grade: Financial 79 × 40% + Governance 55 × 60% = 64 → 51 after red-flag penalties → D+.
View Full Score Breakdown

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Contact Details

Address
Wellington, Wellington

Registration

Registration NumberCC24766
Entity TypeTrust
Registered22 May 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated4 Jan 1989
Registered office
Level 14 Forsyth Barr House, 45 Johnston Street, Wellington Central, Wellington

Sector & Activities

Primary Sector
Social Services

Data 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: 11 September 2026.