Monty Fairbrother Charitable TrustEducation Charity in Dannevirke

Monty Fairbrother Charitable Trust is a Trust charity in the Education sector, based in Dannevirke, Dannevirke. This organisation also provides funding to other charities. CharityData rates this charity B (76.7/100). Annual revenue: $0.2M NZD. Financial data as at March 2026.

Mission: - Promotion of training and education in the primary production and environmental fields (inter alia) - Support to training institutions offering agricultural education - Promotion of community facilities within the Tararua District - Support education and advancement of aged, indigent and disabled persons

Registration Number
CC28579
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
B (76.7/100)
Sector
Education
Location
Dannevirke, Dannevirke
Email
sarah@dorrington.co.nz
Funder Status
Grant-making charity (charitable_trust)
Data as at
March 2026

Financial Summary

Total Revenue
$0.2M NZD
Total Expenses
$0.6M NZD
Total Assets
$3.3M NZD
Net Assets
$3.3M NZD
Reserve Months
65.4 months of operating expenses
Financial Year End
2026-03-31

Financial History

YearRevenueExpensesNet Assets
2026$0.2M$0.6M$3.3M
2025$0.5M$0.2M-
2024$0.2M$0.2M$3.5M
2023$0.2M$0.1M$3.4M
2022$0.2M$0.3M$3.4M
2021$0.2M$0.3M$5.4M
2020$0.2M$0.2M$5.3M
2019$0.2M$0.1M$5.4M
2018$0.2M$0.1M$5.4M
2017$0.2M$0.2M$5.4M

CharityData Rating

Overall Grade
B
Overall Score
76.7/100
Financial Score
86
Governance Score
55
Transparency Score
65

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (3)

  • Sarah HealdTrustee
  • Nicola RobertsTrustee
  • Ernest BeardTrustee (departed 2015-11-16)

Similar Charities in Education

FunderEducationTrustCharitable Trust

Monty Fairbrother Charitable Trust

CC28579Dannevirke, DannevirkeRegistered 30 Jun 2008
Data updated: 1 Sept 2026
Financials5mo agoRatingyesterday

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

B
77/100
Financial
86
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.

  • Small board structure
    2 current officers listed on the register — best-practice boards have 5+ members with separation of duties

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

$218.1K

Expenses

$604.0K

Assets

$3.3M

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
EducationEnvironmentCommunity Development
Beneficiaries
ElderlyPeople with DisabilitiesGeneral Public
Geographic Focus
Nationwide

About

Mission

- Promotion of training and education in the primary production and environmental fields (inter alia) - Support to training institutions offering agricultural education - Promotion of community facilities within the Tararua District - Support education and advancement of aged, indigent and disabled persons

Key Statistics

Annual Revenue
$218.1K
Total Expenses
$604.0K
Net Assets
$3.3M

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
0mo
Could operate 0 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

44
Score /100
Concentrated
HHI: 5,592
Other67.2%
Investment Income32.8%

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

Peer Comparison

Ranked against 159 peers · Education · $100K – $1M

Rating Score
77
#10/160
Revenue
$218K
#109/160
Reserve Months
65.4
#1/160
Surplus
$-386K
#160/160
Staff Cost %
0%
#1/160

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

Rating History

B
2026
Score: 76.7
Financial: 86 | Governance: 55 | Transparency: 65
Current
B-
2025
Score: 72.5
Financial: 80 | Governance: 55 | Transparency: 65

Rating

B
Score: 76.7/100
Financial
86
Governance
55
Transparency
65
Why this grade: Financial 86 × 40% + Governance 55 × 60% = 67 → B.
View Full Score Breakdown

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Contact Details

Address
Dannevirke, Dannevirke

Registration

Registration NumberCC28579
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Sector & Activities

Primary Sector
Education

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.