Maurice Carter Charitable Trust — Social Services Charity in Christchurch

Maurice Carter Charitable Trust is a Charitable Trust charity in the Social Services sector, based in Christchurch, Christchurch. This organisation also provides funding to other charities. CharityData rates this charity A- (87.8/100). Annual revenue: $1.0M NZD. Financial data as at March 2025.

Mission: (a) to relieve poverty, and (b) to advance education, and (c) to advance religion, and (d) other purposes beneficial to the community not falling within any of the above categories

Registration Number
CC23129
Charity Type
Charitable Trust
Registration Date
2008-04-17
Status
Active
CharityData Rating
A- (87.8/100)
Sector
Social Services
Location
Christchurch, Christchurch
Email
mike@cartergroup.co.nz
Funder Status
Grant-making charity (charitable_trust)
Data as at
March 2025

Beneficiaries: Children / young people, General public, Migrants / refugees, Older people, Other charities, People with disabilities, Religious groups, Voluntary bodies other than charities, Other - All

Financial Summary

Total Revenue
$1.0M NZD
Total Expenses
$1.1M NZD
Total Assets
$11.0M NZD
Net Assets
$11.0M NZD
Reserve Months
0.3 months of operating expenses
Volunteers
0
Financial Year End
2025-03-31

Financial History

YearRevenueExpensesNet Assets
2025$1.0M$1.1M$11.0M
2024$1.2M$0.9M$11.1M
2023$0.7M$1.2M$10.8M
2022$0.7M$1.7M$11.4M
2021$2.4M$1.1M$12.4M
2020$0.8M$2.0M$11.1M
2019$1.3M$0.7M$12.3M
2018$0.4M$0.5M$11.7M
2017$2.3M$0.5M$11.9M
2016$0.8M$0.3M$10.1M

CharityData Rating

Overall Grade
A-
Overall Score
87.8/100
Financial Score
97.5
Governance Score
65
Transparency Score
65

Board Members and Officers

Current Officers (1)

NameRoleAppointed
Phil MaugerTrustee2022-10-08

Former Officers (9)

  • Michael Gielen — Trustee
  • Bishop Paul Martin SM — Trustee (departed 2022-07-01)
  • Lianne Dalziel — Trustee (departed 2022-10-05)
  • Tony Carter — Trustee
  • Carol Doocey — Trustee
  • Philip Carter — Trustee
  • David Carter — Trustee
  • Barry Jones — Trustee (departed 2016-02-13)
  • Garry Moore — Trustee (departed 2009-03-31)

Similar Charities in Social Services

FunderSocial ServicesCharitable TrustCharitable Trust

Maurice Carter Charitable Trust

CC23129Christchurch, ChristchurchRegistered 17 Apr 2008
Data updated: Yesterday
Financials31 Mar 2025Rating2d ago

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

A-
88/100
Financial
98
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.

  • No chair recorded on the register
    No chair or presiding role is recorded in the register for this board of 6. 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

$1.0M

Expenses

$1.1M

Assets

$11.0M

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
EducationSocial ServicesCommunity Development
Beneficiaries
General Public
Geographic Focus
Canterbury

About

Mission

(a) to relieve poverty, and (b) to advance education, and (c) to advance religion, and (d) other purposes beneficial to the community not falling within any of the above categories

Who We Serve

Beneficiaries
Children / young peopleGeneral publicMigrants / refugeesOlder peopleOther charitiesPeople with disabilitiesReligious groupsVoluntary bodies other than charitiesOther - All

Key Statistics

Annual Revenue
$1.0M
Total Expenses
$1.1M
Net Assets
$11.0M
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
0.3mo
Could operate 0.3 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

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 59 peers · Social Services · $1M – $10M

Rating Score
88
#13/60
Revenue
$1.0M
#57/60
Reserve Months
0.3
#1/60
Surplus
$-116K
#54/60
Staff Cost %
0%
#1/60

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

Rating

A-
Score: 87.8/100
Financial
97.5
Governance
65
Transparency
65
Why this grade: Financial 98 × 40% + Governance 65 × 60% = 78 → A-.
View Full Score Breakdown

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Latest Audit

FY2024
Clean
9 years of audit history

Contact Details

Address
Christchurch, Christchurch

Registration

Registration NumberCC23129
Entity TypeCharitable Trust
Registered17 Apr 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated22 May 1969

Sector & Activities

Primary Sector
Social Services
Activities
Makes grants / loans to individualsMakes grants to organisations (including schools or other charities)Other - 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: 3 October 2026.