Mossburn District Charitable Trust — Education Charity in Lumsden

Mossburn District Charitable Trust is a Charitable Trust charity in the Education sector, based in Lumsden, Lumsden. CharityData rates this charity B (76.8/100). Annual revenue: $0.0M NZD. Financial data as at June 2025.

Mission: Trust is committed to the betterment of the Mossburn and Districts community and towards improving education, development and the general well being of local citizens.

Registration Number
CC50505
Charity Type
Charitable Trust
Registration Date
2014-05-15
Status
Active
CharityData Rating
B (76.8/100)
Sector
Education
Location
Lumsden, Lumsden
Email
mossburndct@gmail.com
Data as at
June 2025

Beneficiaries: Other - All

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Reserve Months
234.0 months of operating expenses
Volunteers
0
Financial Year End
2025-06-30

Financial History

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

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 (8)

  • Nichola Duthie — Trustee
  • David Stalker — Chair
  • Robin Pears — Trustee (departed 2016-08-31)
  • Irene Taylor — Secretary
  • Elspeth Cleland — Treasurer
  • Michael Heenan — Trustee
  • John Turner — Chair (departed 2022-10-03)
  • James Guyton — Trustee

Similar Charities in Education

EducationCharitable Trust

Mossburn District Charitable Trust

CC50505Lumsden, LumsdenRegistered 15 May 2014
Data updated: 3 days ago
Financials30 Jun 2025Rating3d ago

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

B
77/100
Financial
78
Governance
75
Transparency
65
Revenue

$3.9K

Expenses

$3.3K

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.

About

Mission

Trust is committed to the betterment of the Mossburn and Districts community and towards improving education, development and the general well being of local citizens.

Who We Serve

Beneficiaries
Other - All

Key Statistics

Annual Revenue
$3.9K
Total Expenses
$3.3K
Net Assets
-
Volunteers
0

Financial Trends

Financial Trends (12 Years)

Revenue Breakdown

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
234mo
Could operate 234 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 289 peers · Education · Under $100K

Rating Score
77
#10/290
Revenue
$4K
#235/290
Reserve Months
234.0
#1/290
Surplus
$547
#152/290
Staff Cost %
0%
#1/290

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

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Latest Audit

FY2023
Clean
4 years of audit history

Contact Details

Address
Lumsden, Lumsden

Registration

Registration NumberCC50505
Entity TypeCharitable Trust
Registered15 May 2014
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated18 Sept 2013
Registered office
162 Mount Hamilton Road, RD 2, Lumsden

Sector & Activities

Primary Sector
Education
Activities
Makes grants / loans to individualsOther - Acts an Umbrella body

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.