Milford Community Charitable Trust — Education Charity in Timaru

Milford Community Charitable Trust is a Charitable Trust charity in the Education sector, based in Timaru, Timaru. CharityData rates this charity B- (70.8/100). Annual revenue: $0.0M NZD. Financial data as at March 2026.

Mission: The Trustees hold the Trust Fund on trust to pay or apply so much of the capital and income of the Trust Fund as the Trustees think fit, exclusively for or towards and one or more purposes, which are charitable in accordance with the law of New Zealand, which purposes are declared to be the purposes of the Trust. Grants will be available for education, vocational training or personal development courses, with preference being given to education. To qualify applicants or their parents must have attended Milford School or be a resident of the Milford District.

Registration Number
CC24832
Charity Type
Charitable Trust
Registration Date
2008-05-25
Status
Active
CharityData Rating
B- (70.8/100)
Sector
Education
Location
Timaru, Timaru
Email
info@rsm.co.nz
Data as at
March 2026

Beneficiaries: Children / young people, Other - All

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Reserve Months
148.2 months of operating expenses
Financial Year End
2026-03-31

Financial History

YearRevenueExpensesNet Assets
2026$0.0M$0.0M-
2025$0.0M$0.0M-
2024$0.0M$0.0M-
2023$0.0M$0.0M-
2022$0.0M$0.0M-
2021$0.0M$0.0M-
2020$0.0M$0.0M-
2019$0.0M$0.0M-
2018$0.0M$0.0M-
2017$0.0M$0.0M-

CharityData Rating

Overall Grade
B-
Overall Score
70.8/100
Financial Score
77.5
Governance Score
55
Transparency Score
65

Board Members and Officers

Current Officers (3)

NameRoleAppointed
Susan GoodwinTrustee2009-12-11
Simon ConnollyTrustee2007-11-27
Murray TurleyTrustee2007-11-27

Former Officers (1)

  • George Brown — Trustee (departed 2009-12-11)

Similar Charities in Education

EducationCharitable Trust

Milford Community Charitable Trust

CC24832Timaru, TimaruRegistered 25 May 2008
Data updated: 2 days ago
Financials6mo agoRating2d ago

Financial data as at March 2026. Sourced from Charities Services register.

B-
71/100
Financial
78
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

$6.8K

Expenses

$11.7K

Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.

Grant-Making Trust

Special Entity Type

This trust makes grants to other organizations. It does not deliver programs directly.

About

Mission

The Trustees hold the Trust Fund on trust to pay or apply so much of the capital and income of the Trust Fund as the Trustees think fit, exclusively for or towards and one or more purposes, which are charitable in accordance with the law of New Zealand, which purposes are declared to be the purposes of the Trust. Grants will be available for education, vocational training or personal development courses, with preference being given to education. To qualify applicants or their parents must have attended Milford School or be a resident of the Milford District.

Who We Serve

Beneficiaries
Children / young peopleOther - All

Key Statistics

Annual Revenue
$6.8K
Total Expenses
$11.7K
Net Assets
-

Financial Trends

Financial Trends (18 Years)

Revenue Breakdown

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
148.2mo
Could operate 148.2 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

2
Score /100
Highly Concentrated
HHI: 9,763
High Concentration: 99% of revenue from Investment Income
Investment Income98.8%
Other1.2%

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

Peer Comparison

Ranked against 289 peers · Education · Under $100K

Rating Score
71
#23/290
Revenue
$7K
#211/290
Reserve Months
148.2
#1/290
Surplus
$-5K
#234/290
Staff Cost %
0%
#1/290

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

Rating History

B-
2026
Score: 70.8
Financial: 78 | Governance: 55 | Transparency: 65
Current
B-
2025
Score: 73.8
Financial: 78 | Governance: 65 | Transparency: 65

Rating

B-
Score: 70.8/100
Financial
77.5
Governance
55
Transparency
65
Why this grade: Financial 78 × 40% + Governance 55 × 60% = 64 → B-.
View Full Score Breakdown

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Contact Details

Address
Timaru, Timaru

Registration

Registration NumberCC24832
Entity TypeCharitable Trust
Registered25 May 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated4 Dec 2007
Registered office
17 Strathallan Street Timaru 7910, Timaru

Sector & Activities

Primary Sector
Education
Activities
Makes grants / loans to individualsOther - 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.