Montfort Trimble Foundation — Education Charity in Masterton
Montfort Trimble Foundation is a Trust charity in the Education sector, based in Masterton, Masterton. This organisation also provides funding to other charities. CharityData rates this charity C+ (68.5/100). Annual revenue: $0.1M NZD. Financial data as at June 2025.
Mission: Montfort Trimble Foundation is an independant organisation dedicated to the growing of trees for the educational, environmental and aesthetic benefit of the public.
- Registration Number
- CC37208
- Charity Type
- Trust
- Registration Date
- 2008-06-30
- Status
- Active
- CharityData Rating
- C+ (68.5/100)
- Sector
- Education
- Location
- Masterton, Masterton
- trimblefinance1@gmail.com
- Funder Status
- Grant-making charity (foundation)
- Data as at
- June 2025
Beneficiaries: General public, Other - All
Financial Summary
- Total Revenue
- $0.1M NZD
- Total Expenses
- $0.2M NZD
- Total Assets
- $3.6M NZD
- Net Assets
- $3.6M NZD
- Reserve Months
- 5.4 months of operating expenses
- Financial Year End
- 2025-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.1M | $0.2M | $3.6M |
| 2024 | $0.1M | $0.2M | $3.7M |
| 2023 | $0.1M | $0.1M | $3.8M |
| 2022 | $0.1M | $0.1M | $0.3M |
| 2021 | $0.0M | $0.1M | $3.8M |
| 2020 | $0.6M | $0.1M | $3.8M |
| 2019 | $0.1M | $0.1M | $3.3M |
| 2018 | $0.4M | $0.1M | $3.7M |
| 2017 | $0.3M | $0.2M | $3.4M |
| 2016 | $0.3M | $0.1M | $3.3M |
CharityData Rating
- Overall Grade
- C+
- Overall Score
- 68.5/100
- Financial Score
- 70
- Governance Score
- 65
- Transparency Score
- 65
Board Members and Officers
Current Officers (7)
| Name | Role | Appointed |
|---|---|---|
| Harriet Palmer | Trustee | 2024-01-11 |
| Grant Perry | Elected Board Member | 2022-11-19 |
| Gill Murray | Appointed Member | 2022-04-01 |
| Jason Christensen | Elected Member | 2019-10-24 |
| Dave Cameron | Trustee | 2018-06-13 |
| Robin Dunlop | Appointed Member | 2014-01-01 |
| Stan Braaksma | Elected Member | 2013-10-01 |
Former Officers (10)
- Kirsty McCarthy — Appointed Member (departed 2023-08-16)
- Rob Cameron — Elected Member (departed 2022-11-19)
- Kevin Fearon — Elected Member (departed 2018-06-30)
- Michael Wyeth — Elected Member (departed 2019-09-26)
- Elizabeth Waddington — Elected Member (departed 2013-09-30)
- Andrew Pottinger — Appointed Member (departed 2018-05-31)
- Steven Blakemore — Appointed Member (departed 2013-09-30)
- Roddy McKenzie — Elected Member (departed 2021-01-12)
- Judith Callaghan — Elected Member (departed 2013-09-30)
- Ian Campbell — Elected Member (departed 2016-05-31)
Funding Sources
- Trust House Foundation — $20,000
Similar Charities in Education
- The Hato Paora Trust Board — Education
- Otago Presbyterian Girls' College Board of Governors Incorporated — Education
- Hawksbury Community Living Trust — Education
- Far North Reap Society Incorporated — Education
- Victoria University of Wellington Students Association and Te Aka Tauira Incorporated — Education
Montfort Trimble Foundation
Financial data as at June 2025. 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 7. 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.
$66.6K
$161.2K
$3.6M
Financial data from Charities Services annual return (FY2025). 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
Montfort Trimble Foundation is an independant organisation dedicated to the growing of trees for the educational, environmental and aesthetic benefit of the public.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (17 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 329 peers · Education · Under $100K
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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Registration
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: 28 September 2026.
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