Mackelvie Trust Board — Arts & Culture Charity in Auckland

Mackelvie Trust Board is a Trust charity in the Arts & Culture sector, based in Auckland, Auckland. CharityData rates this charity C+ (68.5/100). Annual revenue: $0.0M NZD. Financial data as at December 2025.

Mission: Maintenance of art and collectables collection for the benefit of the citizens of Auckland

Registration Number
CC44769
Charity Type
Trust
Registration Date
2010-06-17
Status
Active
CharityData Rating
C+ (68.5/100)
Sector
Arts & Culture
Location
Auckland, Auckland
Email
andrew.js@xtra.co.nz
Data as at
December 2025

Beneficiaries: General public

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Total Assets
$1.1M NZD
Net Assets
$1.1M NZD
Reserve Months
21.5 months of operating expenses
Staff Count
1
Financial Year End
2025-12-31

Financial History

YearRevenueExpensesNet Assets
2025$0.0M$0.0M$1.1M
2024$0.0M$0.0M-
2023$0.0M$0.0M$0.7M
2022$0.0M$0.0M-
2021$0.1M$0.0M-
2020$0.0M$0.0M-
2019$0.1M$0.0M-
2018$0.0M$0.0M-
2017$0.0M$0.0M-
2016$0.0M$0.0M-

CharityData Rating

Overall Grade
C+
Overall Score
68.5/100
Financial Score
70
Governance Score
65
Transparency Score
65

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (3)

  • Andrew Smith — Chair
  • John Wigglesworth — Chair (departed 2012-06-30)
  • Ian Russell — Secretary (departed 2025-03-31)

Similar Charities in Arts & Culture

Arts & CultureTrust

Mackelvie Trust Board

CC44769Auckland, AucklandRegistered 17 Jun 2010
Data updated: 3 days ago
Financials9mo agoRating3d ago

Financial data as at December 2025. Sourced from Charities Services register.

C+
69/100
Financial
70
Governance
65
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.

  • Small board structure
    1 current officer listed on the register — best-practice boards have 5+ members with separation of duties

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

$30.3K

Expenses

$19.2K

Assets

$1.1M

Staff

1

Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.

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.

About

Mission

Maintenance of art and collectables collection for the benefit of the citizens of Auckland

Who We Serve

Beneficiaries
General public

Key Statistics

Annual Revenue
$30.3K
Total Expenses
$19.2K
Net Assets
$1.1M
Staff
1
employees

Financial Trends

Financial Trends (16 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
21.5mo
Could operate 21.5 months with zero revenue
Healthy
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

41
Score /100
Concentrated
HHI: 5,862
Investment Income71.1%
Donations28.4%
Trading / Services0.6%

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

Peer Comparison

Ranked against 360 peers · Arts & Culture · Under $100K

Rating Score
69
#46/361
Revenue
$30K
#132/361
Reserve Months
21.5
#1/361
Surplus
$11K
#59/361
Staff Cost %
73%
#361/361

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

Rating History

C+
2025
Score: 68.5
Financial: 70 | Governance: 65 | Transparency: 65
Current
NR
2024
Score: N/A
Financial: 0 | Governance: 20 | Transparency: 65

Rating

C+
Score: 68.5/100
Financial
70
Governance
65
Transparency
65
Why this grade: Financial 70 × 40% + Governance 65 × 60% = 67 → C+.
View Full Score Breakdown

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Contact Details

Address
Auckland, Auckland

Registration

Registration NumberCC44769
Entity TypeTrust
Registered17 Jun 2010
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated3 Mar 1913
Registered office
8th Floor, Asb Building Corner Queen Streets & Wellesley Streets Auckland, Auckland

Sector & Activities

Primary Sector
Arts & Culture
Activities
Makes grants to organisations (including schools or other charities)Provides other finance (e.g. investment funds)

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: 29 September 2026.