The Merton Trust — Education Charity in Auckland
The Merton Trust is a Trust charity in the Education sector, based in Auckland, Auckland. CharityData rates this charity B- (71.4/100). Annual revenue: $0.0M NZD. Financial data as at June 2025.
Mission: Grants for the promotion, learning encouragement of classical music in the district of Papakura
- Registration Number
- CC36471
- Charity Type
- Trust
- Registration Date
- 2008-06-30
- Status
- Active
- CharityData Rating
- B- (71.4/100)
- Sector
- Education
- Location
- Auckland, Auckland
- Data as at
- June 2025
Beneficiaries: Other charities, Other - All
Financial Summary
- Total Revenue
- $0.0M NZD
- Total Expenses
- $0.0M NZD
- Total Assets
- $0.3M NZD
- Net Assets
- $0.3M NZD
- Reserve Months
- 3.9 months of operating expenses
- Volunteers
- 0
- Financial Year End
- 2025-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.0M | $0.0M | $0.3M |
| 2024 | $0.0M | $0.0M | $0.3M |
| 2023 | $0.0M | $0.0M | $0.3M |
| 2022 | $0.0M | $0.0M | $0.3M |
| 2021 | $0.0M | $0.0M | $0.3M |
| 2020 | $0.0M | $0.0M | $0.3M |
| 2019 | $0.0M | $0.0M | $0.3M |
| 2018 | $0.0M | $0.0M | $0.3M |
| 2017 | $0.0M | $0.0M | $0.3M |
| 2016 | $0.0M | $0.0M | - |
CharityData Rating
- Overall Grade
- B-
- Overall Score
- 71.4/100
- Financial Score
- 78.5
- Governance Score
- 55
- Transparency Score
- 65
- Program Spending Ratio
- 0.5%
Board Members and Officers
Current Officers (0)
| Name | Role | Appointed |
|---|
Former Officers (8)
- Perpetual Trust Ltd — Trustee
- Felicity Auva'a — Trustee
- Allan Bradley — Trustee
- Susan Blakely — Trustee (departed 2023-06-30)
- Graham Purdy — Trustee (departed 2016-10-01)
- The New Zealand Guardian Trust — Trustee (departed 2016-11-09)
- The Merton Trust — Trustee (departed 2016-11-09)
- The New Zealand Guardian Trust Company Limited — Trustee (departed 2019-09-30)
Similar Charities in Education
- The Hato Paora Trust Board — Education
- Otago Presbyterian Girls' College Board of Governors Incorporated — Education
- Hawksbury Community Living Trust — Education
- Far North Reap Society Incorporated — Education
- Victoria University of Wellington Students Association and Te Aka Tauira Incorporated — Education
The Merton Trust
Financial data as at June 2025. Sourced from Charities Services register.
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 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.
$10.2K
$26.8K
$339.9K
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
Endowment Foundation
Special Entity TypeThis 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.
About
Grants for the promotion, learning encouragement of classical music in the district of Papakura
Who We Serve
Key Statistics
Financial Trends
Financial Trends (17 Years)
Revenue Breakdown
Expense Breakdown
VerifiedFinancial 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 329 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
B-Is this your charity?
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Registration
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: 29 September 2026.
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