Mokoia Masonic Perpetual TrustHealth Charity in Lower Hutt

Mokoia Masonic Perpetual Trust is a Trust charity in the Health sector, based in Lower Hutt, Lower Hutt. This organisation also provides funding to other charities. CharityData rates this charity B- (73.8/100). Annual revenue: $0.0M NZD. Financial data as at March 2026.

Mission: To assist college selected meritable first year tertiary health science students and related charities.

Registration Number
CC29704
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
B- (73.8/100)
Sector
Health
Location
Lower Hutt, Lower Hutt
Funder Status
Grant-making charity (trust)
Data as at
March 2026

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Reserve Months
1.1 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
73.8/100
Financial Score
77.5
Governance Score
65
Transparency Score
65

Board Members and Officers

Current Officers (7)

NameRoleAppointed
Nicholas BestTrustee2026-03-26
Peter WillisTrustee2026-03-26
Anthony HutchinsTrustee2026-03-26
Simon PotterTrustee2015-12-31
David EgleyTrustee2012-04-14
Leonard PeglerTrustee2009-09-23
Frederick FinleyTrustee2009-02-20

Former Officers (6)

  • Peter AlevizosTrustee (departed 2015-12-31)
  • Herbert McMorranTrustee (departed 2012-04-13)
  • John HarwoodTrustee (departed 2009-09-23)
  • Constaninos AliprantisTrustee (departed 2015-12-31)
  • Robert SmithTrustee (departed 2025-03-07)
  • Edward TroughtonTrustee/ Secretary (departed 2011-08-27)

Similar Charities in Health

FunderHealthTrustTrust

Mokoia Masonic Perpetual Trust

CC29704Lower Hutt, Lower HuttRegistered 30 Jun 2008
Data updated: 1 Sept 2026
Financials5mo agoRating14h ago

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

B-
74/100
Financial
78
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 7. 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

$31.5K

Expenses

$31.8K

Financial data from Charities Services annual return (FY2026). 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
Health
Beneficiaries
General Public
Geographic Focus
Wellington

About

Mission

To assist college selected meritable first year tertiary health science students and related charities.

Key Statistics

Annual Revenue
$31.5K
Total Expenses
$31.8K
Net Assets
-

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
1.1mo
Could operate 1.1 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 230 peers · Health · Under $100K

Rating Score
74
#9/231
Revenue
$31K
#87/231
Reserve Months
1.1
#1/231
Surplus
$-265
#141/231
Staff Cost %
0%
#1/231

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

Rating History

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

Rating

B-
Score: 73.8/100
Financial
77.5
Governance
65
Transparency
65
Why this grade: Financial 78 × 40% + Governance 65 × 60% = 70 → B-.
View Full Score Breakdown

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Contact Details

Address
Lower Hutt, Lower Hutt

Registration

Registration NumberCC29704
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated12 Jul 2005
Registered office
6 Barraud Street, Avalon, Lower Hutt

Sector & Activities

Primary Sector
Health

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: 12 September 2026.