The Moray Foundation Trust — Social Services Charity in Dunedin
The Moray Foundation Trust is a Charitable Trust charity in the Social Services sector, based in Dunedin, Dunedin. CharityData rates this charity B (76.8/100). Annual revenue: $0.0M NZD. Financial data as at June 2025.
Mission: The aim of the fund is to try to create better living standards for those trapped in the cycle of poverty. To try to provide a way forward for families and individuals through micro credit with on-going support and financial advice through Budget Advisory Services. As a result of this help, people are able to resume living within their incomes. To clear their high cost indebtedness - to break the debt cycle; and to access financial support for important living necessities that will not accrue unnecessary high interest debt.
- Registration Number
- CC10188
- Charity Type
- Charitable Trust
- Registration Date
- 2007-04-18
- Status
- Active
- CharityData Rating
- B (76.8/100)
- Sector
- Social Services
- Location
- Dunedin, Dunedin
- loans@morayfoundationtrust.org.nz
- Data as at
- June 2025
Beneficiaries: General public
Financial Summary
- Total Revenue
- $0.0M NZD
- Total Expenses
- $0.0M NZD
- Total Assets
- $0.3M NZD
- Net Assets
- $0.3M NZD
- Reserve Months
- 164.7 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 | $0.2M |
| 2022 | $0.0M | $0.0M | $0.2M |
| 2021 | $0.0M | $0.0M | - |
| 2020 | $0.0M | $0.0M | $0.2M |
| 2019 | $0.0M | $0.0M | $0.3M |
| 2018 | $0.0M | $0.0M | $-1.0M |
| 2017 | $0.0M | $0.0M | $0.3M |
| 2016 | $0.0M | $0.0M | $0.3M |
CharityData Rating
- Overall Grade
- B
- Overall Score
- 76.8/100
- Financial Score
- 77.5
- Governance Score
- 75
- Transparency Score
- 65
Board Members and Officers
Current Officers (6)
| Name | Role | Appointed |
|---|---|---|
| Jollene Warrington | Trustee | 2025-04-10 |
| Laura Ramsay | Trustee | 2024-08-15 |
| Cushla Phillips | Trustee | 2020-12-17 |
| Robert Thomson | Trustee | 2017-01-01 |
| Michael Ferrari | Trustee | 2016-04-11 |
| Judy Marsh | Chair | 2007-02-23 |
Former Officers (12)
- Andrea Knight — Trustee (departed 2023-12-31)
- Andrew Henderson — Trustee (departed 2020-12-17)
- James Lovelock — Trustee (departed 2019-10-07)
- Christopher Watkins — Trustee (departed 2017-06-30)
- Philippa Robertson — Trustee (departed 2022-08-31)
- Ruth Houghton — Trustee (departed 2016-07-11)
- Allan Andrew Paulin — Trustee (departed 2017-10-31)
- Norman Thompson — Chairman of the Board (departed 2016-07-11)
- Bruce D Smaill — Manageing Trustee (departed 2015-03-31)
- Norma Shirley Jones — Deputy Chairman of the Trust Board (departed 2013-02-28)
- Arthur Gordon Parry — Trustee (departed 2015-03-31)
- Michael W Devereux — Trustee (departed 2010-10-18)
Funding Sources
- The Lion Foundation — $6,000
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- Anglican Family Care Centre Incorporated — Social Services
The Moray Foundation Trust
Financial data as at June 2025. Sourced from Charities Services register.
$19.6K
$17.6K
$267.2K
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
The aim of the fund is to try to create better living standards for those trapped in the cycle of poverty. To try to provide a way forward for families and individuals through micro credit with on-going support and financial advice through Budget Advisory Services. As a result of this help, people are able to resume living within their incomes. To clear their high cost indebtedness - to break the debt cycle; and to access financial support for important living necessities that will not accrue unnecessary high interest debt.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (19 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 276 peers · Social Services · 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
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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: 4 October 2026.
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