The Margaret Templeton Educational Trust — Education Charity in Dunedin
The Margaret Templeton Educational Trust is a Trust charity in the Education sector, based in Dunedin, Dunedin. This organisation also provides funding to other charities. Annual revenue: $0.1M NZD. Financial data as at March 2026.
Mission: To provide a fund which will assist students ordinarily resident in the Wakatipu basin to obtain an education at a tertiary institution in New Zealand, in cases where such persons would be unable to or would find it difficult to obtain such a tertiary education due to circumstances beyond their control.
- Registration Number
- CC25474
- Charity Type
- Trust
- Registration Date
- 2008-06-08
- Status
- Active
- Sector
- Education
- Location
- Dunedin, Dunedin
- jenny.fitzgerald@andersonlloyd.co.nz
- Funder Status
- Grant-making charity (trust)
- Data as at
- March 2026
Financial Summary
- Total Revenue
- $0.1M NZD
- Total Expenses
- $0.1M NZD
- Reserve Months
- 0.0 months of operating expenses
- Financial Year End
- 2026-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2026 | $0.1M | $0.1M | - |
| 2025 | $0.1M | $0.1M | - |
| 2024 | $0.1M | $0.1M | - |
| 2023 | $0.1M | $0.1M | - |
| 2022 | $0.1M | $0.1M | - |
| 2021 | $0.1M | $0.1M | $1.9M |
| 2020 | $0.1M | $0.1M | - |
| 2019 | $0.1M | $0.1M | - |
| 2018 | $0.1M | $0.1M | - |
| 2017 | $0.1M | $0.1M | - |
Board Members and Officers
Current Officers (4)
| Name | Role | Appointed |
|---|---|---|
| Pauline Lawrence | Trustee | 2020-04-01 |
| Greg Thomson | Trustee | 2011-04-01 |
| Kerry O'Donnell | Trustee | 2011-04-01 |
| Walter Rutherford | Trustee | 1995-09-13 |
Former Officers (3)
- Kirsty Sharpe — Trustee (departed 2021-04-01)
- Brian Clayton — Trustee (departed 2020-04-01)
- Elizabeth Clarkson — Trustee (departed 2011-03-31)
Similar Charities in Education
- St Andrew's Presbyterian College Board Of Governors Incorporated — Education
- Selwyn House School Trust Board — Education
- Wesley College Trust Board — Education
- Orana Wildlife Trust — Education
- Sathya Sai Preschool Rongomai — Education
The Margaret Templeton Educational Trust
Financial data as at March 2026. Sourced from Charities Services register.
Small volunteer-led organisations are not letter-graded: the standard financial template does not fit entities without paid staff, large revenue, or significant government funding. The charity's filed figures are shown above.
How ratings work →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 registerNo chair or presiding role is recorded in the register for this board of 4. 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.
$86.0K
$91.6K
Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
About
To provide a fund which will assist students ordinarily resident in the Wakatipu basin to obtain an education at a tertiary institution in New Zealand, in cases where such persons would be unable to or would find it difficult to obtain such a tertiary education due to circumstances beyond their control.
Key Statistics
Financial Trends
Financial Trends (18 Years)
Revenue Breakdown
Financial Health Dashboard
Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology
Revenue Diversification
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 353 peers · Education · Under $100K
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating History
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Sector & Activities
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: 13 September 2026.
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