The Sir George Elliot Charitable Trust — Education Charity in Auckland
The Sir George Elliot Charitable Trust is a Charitable Trust charity in the Education sector, based in Auckland, Auckland. This organisation also provides funding to other charities. CharityData rates this charity B+ (80.3/100). Annual revenue: $0.8M NZD. Financial data as at March 2026.
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
- Charitable Trust
- Registration Date
- 2008-02-18
- Status
- Active
- CharityData Rating
- B+ (80.3/100)
- 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 2026
Beneficiaries: Children / young people, General public, Older people
Financial Summary
- Total Revenue
- $0.8M NZD
- Total Expenses
- $0.5M NZD
- Total Assets
- $6.6M NZD
- Net Assets
- $6.6M NZD
- Reserve Months
- 3.5 months of operating expenses
- Financial Year End
- 2026-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2026 | $0.8M | $0.5M | $6.6M |
| 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 |
CharityData Rating
- Overall Grade
- B+
- Overall Score
- 80.3/100
- Financial Score
- 82.5
- Governance Score
- 75
- Transparency Score
- 65
- Program Spending Ratio
- 0.5%
Board Members and Officers
Current Officers (7)
| Name | Role | Appointed |
|---|---|---|
| Lewis Grant | Trustee | 2023-04-01 |
| Bronwyn Heath | Trustee | 2020-03-06 |
| Margaret Eaton | Trustee | 2019-10-17 |
| Hamish McCarroll | Trustee | 2016-12-09 |
| Stephen Corbett | Trustee | 2010-02-12 |
| William Cavin | Trustee | 2008-07-25 |
| Geoffrey Denis Clews | Chair | 2008-02-19 |
Former Officers (7)
- Lynette Adams — Trustee (departed 2023-09-05)
- Neha Patel — Trustee (departed 2020-03-06)
- John Robert Archibald — Trustee (departed 2008-04-11)
- Richard Ian Barker — Trustee (departed 2021-03-11)
- Linda Fox — Trustee (departed 2018-04-27)
- Owen Erle Hoskin — Trustee (departed 2008-07-25)
- Stuart Alan Middleton — Trustee (departed 2022-12-31)
Similar Charities in Education
- South Pacific College Of Natural Medicine Inc — Education
- Crossways Community Creche Incorporated — Education
- Christchurch Rudolf Steiner School Trust — Education
- Sathya Sai Preschool Rongomai — Education
- Ashburton Kindergarten Association Incorporated — Education
The Sir George Elliot Charitable Trust
Financial data as at March 2026. Sourced from Charities Services register.
$764.2K
$501.0K
$6.6M
Financial data from Charities Services annual return (FY2026). 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.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
About
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.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (16 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 152 peers · Education · $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
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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.
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