St Margaret's College Foundation Trust — Education Charity in Christchurch

St Margaret's College Foundation Trust is a Trust charity in the Education sector, based in Christchurch, Christchurch. This organisation also provides funding to other charities. CharityData rates this charity B- (70.9/100). Annual revenue: $1.2M NZD. 1 red flag detected. Financial data as at December 2025.

Mission: The Foundation was set up to encourage the strong tradition of generosity to continue for the benefit of current and future students. The school recognises the need to build a solid financial base to ensure that the school continues to educate young women to live and lead.

Registration Number
CC42926
Charity Type
Trust
Registration Date
2009-11-24
Status
Active
CharityData Rating
B- (70.9/100)
Sector
Education
Location
Christchurch, Christchurch
Email
foundation@stmargarets.school.nz
Funder Status
Grant-making charity (foundation)
Data as at
December 2025

Beneficiaries: Children / young people, Family / whanau

Financial Summary

Total Revenue
$1.2M NZD
Total Expenses
$0.3M NZD
Total Assets
$3.1M NZD
Net Assets
$3.1M NZD
Reserve Months
23.7 months of operating expenses
Staff Count
1
Financial Year End
2025-12-31

Financial History

YearRevenueExpensesNet Assets
2025$1.2M$0.3M$3.1M
2024$0.4M$0.3M$2.2M
2023$0.6M$0.3M$2.1M
2022$0.5M$0.3M$1.8M
2021$0.9M$0.2M$1.6M
2020$0.8M$0.6M$0.8M
2019$0.7M$0.4M$0.7M
2018$0.9M$0.7M$0.4M
2017$0.4M$0.4M$0.2M
2016$0.4M$0.9M$0.2M

CharityData Rating

Overall Grade
B-
Overall Score
70.9/100
Financial Score
83.5
Governance Score
75
Transparency Score
65

Red Flags

  • 2 trustees of this charity also sit on multiple other charity boards — concentrated trustee bandwidth may warrant board-skill-mix review.

Board Members and Officers

Current Officers (8)

NameRoleAppointed
Arihia BennettTrustee2025-03-11
Olivia JarvisTrustee2025-03-11
Jeremy FloodTrustee2023-03-30
Ingrid TaylorChair2020-12-09
Cindy McEwanTrustee2019-02-19
Diana PatchettTrustee2018-06-19
Fionn MooreTrustee2018-06-19
Greg AndersonTrustee2015-10-21

Former Officers (27)

  • Martin Cudd — Trustee (departed 2026-07-29)
  • Victoria Murray-Orr — Trustee (departed 2021-06-11)
  • Nick Pfahlert — Trustee (departed 2024-09-10)
  • Charlotte Smith Smulders — Trustee (departed 2019-11-22)
  • Kerry Wells — Trustee (departed 2020-03-10)
  • Mark Cox — Trustee (departed 2021-02-23)
  • Jules Fulton — Trustee (departed 2017-12-31)
  • Annabel Shand — Trustee (departed 2020-06-01)
  • Suzanne Bell — Trustee (departed 2019-10-10)
  • Brett GAMBLE — Chair (departed 2017-12-31)
  • Lynette Archiblad — Trustee (departed 2016-12-01)
  • Philippa Mackay — Trustee (departed 2015-04-01)
  • Elizabeth de Lambert — Trustee (departed 2020-05-25)
  • Ann Marie Evernden — Trustee (departed 2016-12-01)
  • Priscilla Hegarty — Trustee (departed 2015-04-01)
  • Vaughan Brown — Trustee (departed 2015-04-01)
  • Janine Morrell-gunn — Trustee (departed 2018-03-31)
  • Richard South — Trustee (departed 2013-07-08)
  • Rosemary Crossland — Trustee (departed 2012-08-08)
  • Joanne Brady — Trustee (departed 2014-09-16)

Funding Sources

  • Pub Charity Limited — $6,189

Similar Charities in Education

FunderEducationTrustFoundation

St Margaret's College Foundation Trust

CC42926Christchurch, ChristchurchRegistered 24 Nov 2009
Data updated: 6 days ago
Financials9mo agoRating4d ago

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

B-
71/100
Financial
84
Governance
75
Transparency
65
Revenue

$1.2M

Expenses

$301.5K

Assets

$3.1M

Staff

1

Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.

1 red flag identified- Review the Rating tab for details

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
Education
Beneficiaries
Women
Geographic Focus
Canterbury

About

Mission

The Foundation was set up to encourage the strong tradition of generosity to continue for the benefit of current and future students. The school recognises the need to build a solid financial base to ensure that the school continues to educate young women to live and lead.

Who We Serve

Beneficiaries
Children / young peopleFamily / whanau

Key Statistics

Annual Revenue
$1.2M
Total Expenses
$301.5K
Net Assets
$3.1M
Staff
1
employees

Financial Trends

Financial Trends (16 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
23.7mo
Could operate 23.7 months with zero revenue
Healthy
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

14
Score /100
Highly Concentrated
HHI: 8,613
High Concentration: 93% of revenue from Donations
Donations92.5%
Investment Income7.5%

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

Peer Comparison

Ranked against 37 peers · Education · $1M – $10M

Rating Score
71
#17/38
Revenue
$1.2M
#33/38
Reserve Months
23.7
#1/38
Surplus
$864K
#3/38
Staff Cost %
12%
#38/38

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

Rating History

B-
2025
Score: 70.9
Financial: 84 | Governance: 75 | Transparency: 65
Current
D
2024
Score: 47.4
Financial: 69 | Governance: 65 | Transparency: 65

Rating

B-
Score: 70.9/100
Financial
83.5
Governance
75
Transparency
65
Why this grade: Financial 84 × 40% + Governance 75 × 60% = 78 → 71 after red-flag penalties → B-.
View Full Score Breakdown

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Latest Audit

FY2024
Clean
9 years of audit history

Contact Details

Address
Christchurch, Christchurch

Registration

Registration NumberCC42926
Entity TypeTrust
Registered24 Nov 2009
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated26 Nov 2009
Registered office
12 Winchester Street, Merivale, Christchurch

Sector & Activities

Primary Sector
Education
Activities
Makes grants / loans to individualsMakes grants to organisations (including schools or other charities)Provides buildings / facilities / open space

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: 30 September 2026.