Freda McGuckin Charitable TrustRegistered Charity in Dunedin

Freda McGuckin Charitable Trust is a Trust charity, based in Dunedin, Dunedin. This organisation also provides funding to other charities. CharityData rates this charity D+ (50.8/100). Annual revenue: $0.0M NZD. 1 red flag detected. Financial data as at March 2026.

Mission: To assist the socially disadvantaged

Registration Number
CC30172
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
D+ (50.8/100)
Location
Dunedin, Dunedin
Email
mail@walegal.co.nz
Funder Status
Grant-making charity (charitable_trust)
Data as at
March 2026

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Reserve Months
746.8 months of operating expenses
Financial Year End
2026-03-31

Financial History

YearRevenueExpensesNet Assets
2026$0.0M$0.0M-
2025$0.0M$0.0M-
2024$0.0M$0.0M-
2023$0.0M$0.0M-
2022$0.0M$0.0M-
2021$0.0M$0.0M-
2020$0.0M$0.0M-
2019$0.0M$0.0M-
2018$0.2M$0.0M-
2017$0.0M$0.0M-

CharityData Rating

Overall Grade
D+
Overall Score
50.8/100
Financial Score
77.5
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 (2)

NameRoleAppointed
Lorna KennyTrustee2023-12-01
Geoffrey MirkinTrustee2000-11-30

Former Officers (1)

  • Jennifer GuthrieTrustee (departed 2025-11-14)

Similar Charities in Other

FunderOtherTrustCharitable Trust

Freda McGuckin Charitable Trust

CC30172Dunedin, DunedinRegistered 30 Jun 2008
Data updated: 1 Sept 2026
Financials5mo agoRating15h ago

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

D+
51/100
Reduced by penalties
Financial
78
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

$15.9K

Expenses

$7.1K

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
Social ServicesCommunity Development
Beneficiaries
Elderly
Geographic Focus
Otago

About

Mission

To assist the socially disadvantaged

Key Statistics

Annual Revenue
$15.9K
Total Expenses
$7.1K
Net Assets
-

Financial Trends

Financial Trends (18 Years)

Revenue Breakdown

Expense Breakdown

API Data

Based on annual return data. Detailed program/admin breakdown not available.

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
746.8mo
Could operate 746.8 months with zero revenue
Over-capitalized
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

0
Score /100
Highly Concentrated
HHI: 10,000
High Concentration: 100% of revenue from Investment Income
Investment Income100.0%

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

Peer Comparison

Ranked against 314 peers · Other · Under $100K

Rating Score
51
#74/315
Revenue
$16K
#151/315
Reserve Months
746.8
#1/315
Surplus
$9K
#63/315
Staff Cost %
0%
#1/315

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

Rating History

D+
2026
Score: 50.8
Financial: 78 | Governance: 55 | Transparency: 65
Current
B-
2025
Score: 73.8
Financial: 78 | Governance: 65 | Transparency: 65

Rating

D+
Score: 50.8/100
Financial
77.5
Governance
55
Transparency
65
Why this grade: Financial 78 × 40% + Governance 55 × 60% = 64 → 51 after red-flag penalties → D+.
View Full Score Breakdown

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Contact Details

Address
Dunedin, Dunedin

Registration

Registration NumberCC30172
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated19 Jun 2008
Registered office
169 Princes Street, Dunedin Central, Dunedin

Sector & Activities

Primary Sector
Other

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.