Westland Masonic Charitable Trust — Registered Charity in Westport

Westland Masonic Charitable Trust is a Trust charity, based in Westport, Westport. This organisation also provides funding to other charities. CharityData rates this charity B (76.8/100). Annual revenue: $0.0M NZD. Financial data as at September 2025.

Mission: To distribute interest from investments to non profit organisations seeking assistance.

Registration Number
CC27371
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
B (76.8/100)
Location
Westport, Westport
Funder Status
Grant-making charity (charitable_trust)
Data as at
September 2025

Beneficiaries: People with disabilities, Voluntary bodies other than charities

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Reserve Months
58.5 months of operating expenses
Volunteers
0
Financial Year End
2025-09-30

Financial History

YearRevenueExpensesNet Assets
2025$0.0M$0.0M-
2024$0.0M$0.0M-
2023$0.0M$0.0M-
2022$0.0M--
2021$0.0M$0.0M-
2020$0.0M$0.0M$0.2M
2019$0.0M$0.0M-
2018$0.0M$0.0M$0.2M
2017$0.0M$0.0M$0.2M
2016$0.0M$0.0M$0.2M

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 (0)

NameRoleAppointed

Former Officers (19)

  • Stephen Brooks — Trustee/chairman
  • Kevin Jackson — Trustee/treasurer
  • Richard Scadden — Trustee (departed 2024-09-30)
  • Norman Young — Ex Officio Trustee
  • Gary James — Trustee
  • Richard Scaden — Trustee (departed 2016-10-18)
  • Graeme Knudsen — Trustee (departed 2021-09-01)
  • Leslie Clarke — Trustee
  • Alan Robertson — Trustee (departed 2013-10-21)
  • Ian Musgrove — Trustee (departed 2010-11-20)
  • Richard Williams — Trustee (departed 2019-05-01)
  • Harvey Sara — Trustee/secretary
  • Roy Nixon — Trustee (departed 2011-09-30)
  • Jim Clark — Trustee (departed 2017-11-13)
  • Gordon Stephen — Trustee (departed 2013-10-21)
  • James Kelly — Trustee (departed 2008-09-30)
  • James Colenso — Trustee
  • Gareth Rees — Trustee (departed 2008-09-30)
  • William Cain — Trustee (departed 2014-10-21)

Similar Charities in Other

FunderOtherTrustCharitable Trust

Westland Masonic Charitable Trust

CC27371Westport, WestportRegistered 30 Jun 2008
Data updated: 6 days ago
Financials30 Sept 2025Rating3d ago

Financial data as at September 2025. Sourced from Charities Services register.

B
77/100
Financial
78
Governance
75
Transparency
65
Revenue

$10.8K

Expenses

$4.3K

Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.

Endowment Foundation

Special Entity Type

This 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

Grantmaker

This organisation makes grants or donations to other charities and organisations.

Funding Sectors
General
Beneficiaries
General Public
Geographic Focus
Nationwide

About

Mission

To distribute interest from investments to non profit organisations seeking assistance.

Who We Serve

Beneficiaries
People with disabilitiesVoluntary bodies other than charities

Key Statistics

Annual Revenue
$10.8K
Total Expenses
$4.3K
Net Assets
-
Volunteers
0

Financial Trends

Financial Trends (18 Years)

Revenue Breakdown

Expense Breakdown

API Data

Based 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
58.5mo
Could operate 58.5 months with zero revenue
Over-capitalized
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

1
Score /100
Highly Concentrated
HHI: 9,940
High Concentration: 100% of revenue from Investment Income
Investment Income99.7%
Trading / Services0.3%

HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.

Peer Comparison

Ranked against 322 peers · Other · Under $100K

Rating Score
77
#10/323
Revenue
$11K
#181/323
Reserve Months
58.5
#1/323
Surplus
$7K
#77/323
Staff Cost %
0%
#1/323

Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.

Rating

B
Score: 76.8/100
Financial
77.5
Governance
75
Transparency
65
Why this grade: Financial 78 × 40% + Governance 75 × 60% = 76 → B.
View Full Score Breakdown

Is this your charity?

Claim your profile to view analytics, submit corrections, and improve your rating.

Claim This Profile

Contact Details

Address
Westport, Westport

Registration

Registration NumberCC27371
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Sector & Activities

Primary Sector
Other
Activities
Makes grants / loans to individualsMakes grants to organisations (including schools or other charities)

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.