Massey University Foundation — Education Charity in Palmerston North

Massey University Foundation is a Trust charity in the Education sector, based in Palmerston North, Palmerston North. This organisation also provides funding to other charities. CharityData rates this charity A (90.8/100). Annual revenue: $14.6M NZD. Financial data as at December 2025.

Mission: The Trust has been established to further the activities of the University to the extent that this is a charitable purpose under the laws from time to time applying in New Zealand. 5.2 Without limiting clause 5.1, the primary objectives of this Trust are: (a) to assist the University generally and in its educational and research objectives; (b) to provide assistance to students and staff of Massey University for their educational advancement; and (c) to achieve the objectives of any Designated Gift to the Trust.

Registration Number
CC27593
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
A (90.8/100)
Sector
Education
Location
Palmerston North, Palmerston North
Email
m.a.murdoch@massey.ac.nz
Funder Status
Grant-making charity (university_foundation)
Data as at
December 2025

Beneficiaries: Other - All

Financial Summary

Total Revenue
$14.6M NZD
Total Expenses
$5.6M NZD
Total Assets
$85.6M NZD
Net Assets
$84.7M NZD
Reserve Months
5.8 months of operating expenses
Staff Count
6
Financial Year End
2025-12-31

Financial History

YearRevenueExpensesNet Assets
2025$14.6M$5.6M$84.7M
2024$18.0M$4.3M$75.7M
2023$10.2M$4.5M$62.0M
2022$10.6M$10.4M$56.3M
2021$9.7M$8.2M$56.0M
2020$10.1M$2.9M$54.6M
2019$12.2M$3.1M$47.5M
2018$4.6M$3.7M$38.4M
2017$12.2M$1.7M$37.5M
2016$3.9M$3.5M$27.0M

CharityData Rating

Overall Grade
A
Overall Score
90.8/100
Financial Score
97.5
Governance Score
75
Transparency Score
65

Board Members and Officers

Current Officers (7)

NameRoleAppointed
Pierre VenterTrustee2026-02-02
Ross McEwanTrustee2024-05-17
Adam PerenTrustee2024-04-01
Shelley TurnerTrustee2021-11-25
Cyril McIlwraithTrustee2017-04-07
Dianne KiddTrustee2016-07-20
Bryan MogridgeTrustee/chairman2016-05-19

Former Officers (19)

  • Paul Bayly — Trustee (departed 2025-05-20)
  • Bernard Vanderkolk — Trustee (departed 2023-12-03)
  • Linda Jenkinson — Trustee (departed 2018-09-07)
  • Cathy Magiannis — Trustee (departed 2021-02-24)
  • Janette Thomas — Trustee (departed 2026-01-30)
  • Anthony Ryall — Trustee (departed 2019-04-30)
  • Russell Ballard — Trustee (departed 2023-02-25)
  • Nigel Gould — Trustee (departed 2015-09-10)
  • Philip Lough — Trustee (departed 2010-03-25)
  • John Harrison — Trustee (departed 2016-09-28)
  • Brian Ward — Trustee (departed 2016-09-28)
  • Andrea McIlroy — Trustee (departed 2011-02-07)
  • Steve Maharey — Trustee (departed 2016-12-31)
  • Colin Harvey — Trustee (departed 2015-06-03)
  • (Murray) John Luxton — Trsutee (departed 2014-12-08)
  • Susan Lane — Trustee (departed 2010-03-25)
  • James Scotland — Trustee (departed 2009-08-20)
  • Warren Larsen — Trustee (departed 2010-03-25)
  • Peter Hubscher — Trustee (departed 2008-11-26)

Funding Sources

  • New Zealand Community Trust — $77,246.32
  • New Zealand Community Trust — $11,998.34

Similar Charities in Education

FunderEducationTrustUniversity Foundation

Massey University Foundation

CC27593Palmerston North, Palmerston NorthRegistered 30 Jun 2008
Data updated: 5 days ago
Financials9mo agoRating3d ago

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

A
91/100
Financial
98
Governance
75
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.

  • Same audit firm for many years
    Same audit firm (Audit New Zealand) for 10 consecutive years — best practice rotates audit firms periodically to refresh independent oversight

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

$14.6M

Expenses

$5.6M

Assets

$85.6M

Staff

6

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
Education
Beneficiaries
General Public
Geographic Focus
Nationwide

About

Mission

The Trust has been established to further the activities of the University to the extent that this is a charitable purpose under the laws from time to time applying in New Zealand. 5.2 Without limiting clause 5.1, the primary objectives of this Trust are: (a) to assist the University generally and in its educational and research objectives; (b) to provide assistance to students and staff of Massey University for their educational advancement; and (c) to achieve the objectives of any Designated Gift to the Trust.

Who We Serve

Beneficiaries
Other - All

Key Statistics

Annual Revenue
$14.6M
Total Expenses
$5.6M
Net Assets
$84.7M
Staff
6
employees

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
5.8mo
Could operate 5.8 months with zero revenue
Low reserves
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

50
Score /100
Concentrated
HHI: 5,005
Investment Income54.0%
Donations45.7%
Government Grants0.3%

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

Peer Comparison

Ranked against 500 peers · Education (all sizes)

Rating Score
91
#7/501
Revenue
$14.6M
#1/501
Reserve Months
5.8
#1/501
Surplus
$9.0M
#1/501
Staff Cost %
0%
#1/501

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

Rating History

A
2025
Score: 90.8
Financial: 98 | Governance: 75 | Transparency: 65
Current
B+
2024
Score: 82.0
Financial: 85 | Governance: 75 | Transparency: 65

Rating

A
Score: 90.8/100
Financial
97.5
Governance
75
Transparency
65
Why this grade: Financial 98 × 40% + Governance 75 × 60% = 84 → A.
View Full Score Breakdown

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Contact Details

Address
Palmerston North, Palmerston North

Registration

Registration NumberCC27593
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated15 Dec 2006
Registered office
Old Registry Building Massey University Palmerston North, Palmerston North

Sector & Activities

Primary Sector
Education
Activities
Acts as an umbrella / resource bodyMakes grants to organisations (including schools or other charities)Provides advice / information / advocacyProvides other finance (e.g. investment funds)Sponsors / undertakes research

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.