Mary Atkin Trust — Community Development Charity in Warkworth

Mary Atkin Trust is a Charitable Trust charity in the Community Development sector, based in Warkworth, Warkworth. This organisation also provides funding to other charities. CharityData rates this charity C+ (69.7/100). Annual revenue: $0.2M NZD. Financial data as at March 2025.

Mission: Under the powers of the last will of Mary Atkin 1938 number 580/38 and the Scheme of Arrangement 2010 to provide benefit for missionaries on furlough or who may be aged or in bad health, by providing them with or contributing towards their residential accommodation or retirement home or rest home or hospital care and facilities, in such manner and on such terms as the Trustees shall think fit.

Registration Number
CC30572
Charity Type
Charitable Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
C+ (69.7/100)
Sector
Community Development
Location
Warkworth, Warkworth
Email
james@maryatkintrust.org
Funder Status
Grant-making charity (trust)
Data as at
March 2025

Beneficiaries: Older people, Religious groups, Other - All

Financial Summary

Total Revenue
$0.2M NZD
Total Expenses
$0.1M NZD
Total Assets
$7.9M NZD
Net Assets
$7.8M NZD
Reserve Months
532.3 months of operating expenses
Staff Count
1
Volunteers
0
Financial Year End
2025-03-31

Financial History

YearRevenueExpensesNet Assets
2025$0.2M$0.1M$7.8M
2024$0.2M$0.1M$7.8M
2023$0.1M$0.1M$7.5M
2022$0.2M$0.1M$7.6M
2021$0.2M$0.1M$6.3M
2020$0.2M$0.1M$6.2M
2019$0.2M$0.1M$6.1M
2018$0.2M$0.1M-
2017$0.1M$0.1M$4.5M
2016$0.1M$0.1M$4.3M

CharityData Rating

Overall Grade
C+
Overall Score
69.7/100
Financial Score
76
Governance Score
55
Transparency Score
65

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (3)

  • James Buttle — Trustee/administrator
  • Peter Buttle — Trustee
  • Andrew Buttle — Trustee

Similar Charities in Community Development

FunderCommunity DevelopmentCharitable TrustTrust

Mary Atkin Trust

CC30572Warkworth, WarkworthRegistered 30 Jun 2008
Data updated: 3 days ago
Financials31 Mar 2025Rating3d ago

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

C+
70/100
Financial
76
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 recorded on the register
    No chair or presiding role is recorded in the register for this board of 3. The Charities Register does not require one to be identified, so this is a gap in the public record rather than a finding about the board.

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

$183.7K

Expenses

$104.3K

Assets

$7.9M

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.

Funder Profile

Grantmaker

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

Funding Sectors
HealthCommunity Development
Beneficiaries
Elderly
Geographic Focus
Nationwide

About

Mission

Under the powers of the last will of Mary Atkin 1938 number 580/38 and the Scheme of Arrangement 2010 to provide benefit for missionaries on furlough or who may be aged or in bad health, by providing them with or contributing towards their residential accommodation or retirement home or rest home or hospital care and facilities, in such manner and on such terms as the Trustees shall think fit.

Who We Serve

Beneficiaries
Older peopleReligious groupsOther - All

Key Statistics

Annual Revenue
$183.7K
Total Expenses
$104.3K
Net Assets
$7.8M
Staff
1
employees
Volunteers
0

Financial Trends

Financial Trends (17 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
532.3mo
Could operate 532.3 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 147 peers · Community Development · $100K – $1M

Rating Score
70
#30/148
Revenue
$184K
#98/148
Reserve Months
532.3
#1/148
Surplus
$79K
#33/148
Staff Cost %
0%
#1/148

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

Rating

C+
Score: 69.7/100
Financial
76
Governance
55
Transparency
65
Why this grade: Financial 76 × 40% + Governance 55 × 60% = 63 → C+.
View Full Score Breakdown

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Contact Details

Address
Warkworth, Warkworth

Registration

Registration NumberCC30572
Entity TypeCharitable Trust
Registered30 Jun 2008
StatusRegistered

Sector & Activities

Primary Sector
Community Development
Activities
Makes grants / loans to individualsProvides buildings / facilities / open spaceOther - Acts an Umbrella body

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: 4 October 2026.