McRae Trust — Education Charity in Wairoa

McRae Trust is a Trust charity in the Education sector, based in Wairoa, Wairoa. CharityData rates this charity B- (71.5/100). Annual revenue: $0.4M NZD. Financial data as at June 2025.

Mission: McRae Trust provides promotion of public interest and education in and development of ornamental and other trees and shrubs of all kinds. To manage, develop and administer the land as a model to demonstrate the farm to the general public

Registration Number
CC36448
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
B- (71.5/100)
Sector
Education
Location
Wairoa, Wairoa
Website
http://www.mcraetrust.co.nz/
Email
mail@tarrantcotter.co.nz
Data as at
June 2025

Beneficiaries: Other - All

Financial Summary

Total Revenue
$0.4M NZD
Total Expenses
$0.4M NZD
Total Assets
$7.6M NZD
Net Assets
$7.3M NZD
Reserve Months
4.2 months of operating expenses
Staff Count
3
Volunteers
0
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$0.4M$0.4M$7.3M
2024$0.3M$0.3M$8.0M
2023$0.5M$0.5M$9.4M
2022$0.4M$0.4M$9.3M
2021$0.3M$0.4M$5.3M
2020$0.4M$0.3M$5.4M
2019$0.3M$0.3M$5.5M
2018$0.3M$0.3M$3.9M
2017$0.3M$0.3M$3.8M
2016$0.4M$0.3M$3.7M

CharityData Rating

Overall Grade
B-
Overall Score
71.5/100
Financial Score
70
Governance Score
75
Transparency Score
65

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (13)

  • Merryn Maxwell — Trustee
  • Perpetual Trust Limited — Trustee
  • Aaron Hing — Guardian Trust Representative (departed 2019-05-06)
  • Dan Haliday — Pukeiti Rhododendron Trust Representative
  • Peter Manson — Chairman/trustee
  • Dennis Munro — Trustee (departed 2021-11-30)
  • Gordon Bailey — Pukeiti Rhododendron Trust Representative (departed 2017-07-01)
  • Stephen Dinsdale — Guardian Trust Representative (departed 2017-07-01)
  • Nigel Tomalin — Trustee
  • John Ross — Trustee
  • Gillian Mangin — Trustee (departed 2021-10-13)
  • McRae Trust — Trustee (departed 2019-05-06)
  • The New Zealand Guardian Trust Company Limited — Trustee (departed 2022-06-30)

Similar Charities in Education

McRae Trust logo
EducationTrust

McRae Trust

CC36448Wairoa, WairoaRegistered 30 Jun 2008
Data updated: 5 days ago
Financials30 Jun 2025Rating3d ago

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

B-
72/100
Financial
70
Governance
75
Transparency
65
Revenue

$430.6K

Expenses

$425.4K

Assets

$7.6M

Staff

3

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

McRae Trust provides promotion of public interest and education in and development of ornamental and other trees and shrubs of all kinds. To manage, develop and administer the land as a model to demonstrate the farm to the general public

Who We Serve

Beneficiaries
Other - All

Key Statistics

Annual Revenue
$430.6K
Total Expenses
$425.4K
Net Assets
$7.3M
Staff
3
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
4.2mo
Could operate 4.2 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

1
Score /100
Highly Concentrated
HHI: 9,881
High Concentration: 99% of revenue from Other
Other99.4%
Investment Income0.6%

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

Peer Comparison

Ranked against 132 peers · Education · $100K – $1M

Rating Score
72
#25/133
Revenue
$431K
#41/133
Reserve Months
4.2
#1/133
Surplus
$5K
#87/133
Staff Cost %
22%
#133/133

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

Rating

B-
Score: 71.5/100
Financial
70
Governance
75
Transparency
65
Why this grade: Financial 70 × 40% + Governance 75 × 60% = 73 → 72 after red-flag penalties → B-.
View Full Score Breakdown

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Contact Details

Registration

Registration NumberCC36448
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Sector & Activities

Primary Sector
Education
Activities
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: 29 September 2026.