The Sir George Elliot Charitable Trust — Education Charity in Auckland
The Sir George Elliot Charitable Trust is a Trust charity in the Education sector, based in Auckland, Auckland. This organisation also provides funding to other charities. CharityData rates this charity F (34.5/100). Annual revenue: $0.7M NZD. 1 red flag detected. Financial data as at March 2025.
Mission: The Sir George Elliot Charitable Trust's principal purpose is to award three tertiary scholarships per year to young scholars leaving secondary school who have overcome great adversity, and who will go on to contribute to the well-being of the community in a wide range of spheres. Additionally, over the years, the trust has also supported many different community initiatives and projects, including the development of local hospices, provision of facilities for the care of the elderly and community facilities such as halls and large theatre complexes and other charitable causes. The trust remains committed to education in a way which balances that with community objectives.
- Registration Number
- CC21250
- Charity Type
- Trust
- Registration Date
- 2008-02-18
- Status
- Active
- CharityData Rating
- F (34.5/100)
- Sector
- Education
- Location
- Auckland, Auckland
- Website
- http://www.elliottrust.org.nz/
- kate.webster@martellimckegg.co.nz
- Funder Status
- Grant-making charity (endowment)
- Data as at
- March 2025
Financial Summary
- Total Revenue
- $0.7M NZD
- Total Expenses
- $0.5M NZD
- Total Assets
- $6.3M NZD
- Net Assets
- $6.3M NZD
- Reserve Months
- 150.5 months of operating expenses
- Volunteers
- 0
- Financial Year End
- 2025-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.7M | $0.5M | $6.3M |
| 2024 | $0.8M | $0.1M | $6.1M |
| 2023 | $0.2M | $0.5M | $5.4M |
| 2022 | $0.4M | $0.4M | $5.8M |
| 2021 | $1.1M | $0.2M | $5.9M |
| 2020 | $0.7M | $1.1M | $5.0M |
| 2019 | $0.4M | $0.2M | $5.4M |
| 2018 | $0.3M | $0.2M | $5.2M |
| 2017 | $0.4M | $0.2M | $5.1M |
| 2016 | $0.3M | $0.2M | $4.9M |
CharityData Rating
- Overall Grade
- F
- Overall Score
- 34.5/100
- Financial Score
- 50
- Governance Score
- 65
- Transparency Score
- 65
Red Flags
- Holding 150.5 months of expenses in reserves ($6.3M) — above the 18-month threshold
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- Smart Waikato Trust — Education
- Internet New Zealand Incorporated — Education
- Trees For Survival Charitable Trust — Education
- Sir Edmund Hillary Outdoors Education Trust — Education
- Tauranga Regional Free Kindergarten Association Incorporated — Education
The Sir George Elliot Charitable Trust
CC21250Auckland, AucklandRegistered 18 Feb 2008
Data updated: Today
Financials31 Mar 2025Rating15h ago
Financial data as at March 2025. Sourced from Charities Services register.
F
35/100
Reduced by penalties
Financial
50
Governance
65
Transparency
65
Revenue
$737.4K
Expenses
$502.2K
Assets
$6.3M
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
This rating may reflect incomplete data
This charity's grade of Fis 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.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
Funding Sectors
HealthEducationArts & CultureCommunity Development
Beneficiaries
ElderlyGeneral Public
Geographic Focus
Auckland
About
Mission
The Sir George Elliot Charitable Trust's principal purpose is to award three tertiary scholarships per year to young scholars leaving secondary school who have overcome great adversity, and who will go on to contribute to the well-being of the community in a wide range of spheres. Additionally, over the years, the trust has also supported many different community initiatives and projects, including the development of local hospices, provision of facilities for the care of the elderly and community facilities such as halls and large theatre complexes and other charitable causes. The trust remains committed to education in a way which balances that with community objectives.
Key Statistics
Annual Revenue
$737.4K
Total Expenses
$502.2K
Net Assets
$6.3M
Volunteers
0
Financial Trends
Financial Trends (15 Years)
Revenue Breakdown
Expense Breakdown
API DataBased 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
0mo
Could operate 0 months with zero revenue
Critical
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
0
Score /100
Highly Concentrated
HHI: 10,000
High Concentration: 100% of revenue from Investment Income
Investment Income100.0%
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 119 peers · Education · $100K – $1M
Rating Score
35
Revenue
$737K
Reserve Months
150.5
Surplus
$235K
Staff Cost %
0%
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
F
2025
Score: 34.5
Financial: 50 | Governance: 65 | Transparency: 65
CurrentC-
2024
Score: 56.0
Financial: 65 | Governance: 50 | Transparency: 50
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Claim This ProfileContact Details
Registration
Registration NumberCC21250
Entity TypeTrust
Registered18 Feb 2008
StatusRegistered
Sector & Activities
Primary Sector
EducationData 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: 22 April 2026.
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