Grant and Marilyn Nelson Charitable Trust — Education Charity in Christchurch

Grant and Marilyn Nelson Charitable Trust is a Charitable Trust charity in the Education sector, based in Christchurch, Christchurch. This organisation also provides funding to other charities. CharityData rates this charity C (60.8/100). Annual revenue: $1.3M NZD. 1 red flag detected. Financial data as at March 2025.

Mission: Facilitate research and public education on the importance of good, transparent and accountable public decision-making that is not undermined by the activities of vested interests;Facilitate research and public education on the importance of affordable and efficient access to civil justice;Facilitate research and education of the public on important social and environmental issues where the interests of the community and future generations are not being adequately represented.

Registration Number
CC62173
Charity Type
Charitable Trust
Registration Date
2024-04-23
Status
Active
CharityData Rating
C (60.8/100)
Sector
Education
Location
Christchurch, Christchurch
Funder Status
Grant-making charity (charitable_trust)
Data as at
March 2025

Beneficiaries: General public

Financial Summary

Total Revenue
$1.3M NZD
Total Expenses
$0.1M NZD
Reserve Months
765.1 months of operating expenses
Volunteers
0
Financial Year End
2025-03-31

CharityData Rating

Overall Grade
C
Overall Score
60.8/100
Financial Score
77.5
Governance Score
55
Transparency Score
65

Red Flags

  • Revenue of $1.3M disclosed but no balance-sheet figures reported

Board Members and Officers

Current Officers (2)

NameRoleAppointed
Grant NelsonTrustee2023-11-20
Marilyn NelsonTrustee2023-11-15

Similar Charities in Education

FunderEducationCharitable TrustCharitable Trust

Grant and Marilyn Nelson Charitable Trust

CC62173Christchurch, ChristchurchRegistered 23 Apr 2024
Data updated: 3 days ago
Financials31 Mar 2025Rating3d ago

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

C
61/100
Financial
78
Governance
55
Transparency
65

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.

  • Small board structure
    2 current officers listed on the register — best-practice boards have 5+ members with separation of duties

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.

Revenue

$1.3M

Expenses

$80.1K

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

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
EducationEnvironmentSocial ServicesCommunity Development
Beneficiaries
General Public
Geographic Focus
Canterbury

About

Mission

Facilitate research and public education on the importance of good, transparent and accountable public decision-making that is not undermined by the activities of vested interests;Facilitate research and public education on the importance of affordable and efficient access to civil justice;Facilitate research and education of the public on important social and environmental issues where the interests of the community and future generations are not being adequately represented.

Who We Serve

Beneficiaries
General public

Key Statistics

Annual Revenue
$1.3M
Total Expenses
$80.1K
Net Assets
-
Volunteers
0

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
765.1mo
Could operate 765.1 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

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 62 peers · Education · $1M – $10M

Rating Score
61
#30/63
Revenue
$1.3M
#50/63
Reserve Months
765.1
#1/63
Surplus
$1.2M
#5/63
Staff Cost %
0%
#1/63

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

Rating

C
Score: 60.8/100
Financial
77.5
Governance
55
Transparency
65
Why this grade: Financial 78 × 40% + Governance 55 × 60% = 64 → 61 after red-flag penalties → C.
View Full Score Breakdown

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Contact Details

Address
Christchurch, Christchurch

Registration

Registration NumberCC62173
Entity TypeCharitable Trust
Registered23 Apr 2024
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated3 May 2024
Registered office
7 Cephas Close, Sockburn, Christchurch

Sector & Activities

Primary Sector
Education
Activities
Provides services (e.g. care / counselling)

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.