The Morgan Foundation — Arts & Culture Charity in Wellington
The Morgan Foundation is a Trust charity in the Arts & Culture sector, based in Wellington, Wellington. This organisation also provides funding to other charities. CharityData rates this charity D+ (54.3/100). Annual revenue: $0.2M NZD. 1 red flag detected. Financial data as at March 2026.
Mission: The Morgan Foundation supports conservation, the arts and social investment.
- Registration Number
- CC11250
- Charity Type
- Trust
- Registration Date
- 2007-10-01
- Status
- Active
- CharityData Rating
- D+ (54.3/100)
- Sector
- Arts & Culture
- Location
- Wellington, Wellington
- Website
- www.morganfoundation.org.nz
- dlfclifford@gmail.com
- Funder Status
- Grant-making charity (foundation)
- Data as at
- March 2026
Financial Summary
- Total Revenue
- $0.2M NZD
- Total Expenses
- $0.6M NZD
- Total Assets
- $4.1M NZD
- Net Assets
- $4.1M NZD
- Reserve Months
- 78.6 months of operating expenses
- Staff Count
- 1
- Financial Year End
- 2026-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2026 | $0.2M | $0.6M | $4.1M |
| 2025 | $0.2M | $0.2M | $4.5M |
| 2024 | $0.1M | $0.5M | $4.5M |
| 2023 | $0.0M | $0.4M | $4.5M |
| 2022 | $0.0M | $0.5M | $4.9M |
| 2021 | $3.5M | $0.5M | $5.3M |
| 2020 | $0.0M | $0.5M | $2.0M |
| 2019 | $0.0M | $0.8M | $2.4M |
| 2018 | $0.3M | $0.9M | $3.0M |
| 2017 | $0.3M | $2.3M | $3.6M |
CharityData Rating
- Overall Grade
- D+
- Overall Score
- 54.3/100
- Financial Score
- 82.5
- Governance Score
- 55
- 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 (3)
| Name | Role | Appointed |
|---|---|---|
| Gareth Morgan | Trustee | 2018-12-19 |
| Jessica Morgan | Trustee | 2016-10-12 |
| Joanne Marie Morgan | Trustee | 2007-09-18 |
Former Officers (2)
- Gareth Huw Thomas Morgan — Trustee (departed 2016-10-12)
- Charles Andrea Purcell — Trustee (departed 2018-12-19)
Similar Charities in Arts & Culture
- Greenpeace Aotearoa Incorporated — Arts & Culture
- Southland Indoor Leisure Centre Charitable Trust — Arts & Culture
- Wanganui Amateur Musical and Dramatic Society Incorporated — Arts & Culture
- Manukau Golf Club Incorporated — Arts & Culture
- Tuapeka Aquatic Centre Incorporated — Arts & Culture
The Morgan Foundation
Financial data as at March 2026. 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.
$168.2K
$621.5K
$4.1M
1
Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.
This rating may reflect incomplete data
This charity's grade of D+ is based on limited data from the NZ Charities Register, which does not provide detailed expense breakdowns. Without verified program vs admin spending, efficiency scoring is unavailable and the financial score relies on health metrics only. This charity's actual performance may differ from what the available data suggests.
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.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
About
The Morgan Foundation supports conservation, the arts and social investment.
Key Statistics
Financial Trends
Financial Trends (18 Years)
Revenue Breakdown
Expense Breakdown
API DataBased on annual return data. Detailed program/admin breakdown not available.
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 116 peers · Arts & Culture · $100K – $1M
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
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: 14 September 2026.
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