Multiple Sclerosis Auckland Trust — Social Services Charity in Auckland

Multiple Sclerosis Auckland Trust is a Trust charity in the Social Services sector, based in Auckland, Auckland. This organisation also provides funding to other charities. CharityData rates this charity B- (73.6/100). Annual revenue: $0.3M NZD. Financial data as at December 2025.

Multiple Sclerosis Auckland Trust is part of the same organisation as Multiple Sclerosis Auckland Incorporated (CC10863). Each registration files its own accounts.

Mission: To manage the long term investment funds of Multiple Sclerosis Auckland Incorporated held on an intergenerational basis and from the income on these funds to provide a regular and consistent source of support for the Society.

Registration Number
CC43945
Charity Type
Trust
Registration Date
2010-04-05
Status
Active
CharityData Rating
B- (73.6/100)
Sector
Social Services
Location
Auckland, Auckland
Email
pmwood.ca@gmail.com
Funder Status
Grant-making charity (trust)
Data as at
December 2025

Beneficiaries: Family / whanau, Older people, Other charities, People with disabilities

Financial Summary

Total Revenue
$0.3M NZD
Total Expenses
$0.0M NZD
Total Assets
$3.6M NZD
Net Assets
$3.6M NZD
Reserve Months
1.2 months of operating expenses
Financial Year End
2025-12-31

Financial History

YearRevenueExpensesNet Assets
2025$0.3M$0.0M$3.6M
2024$0.4M$0.2M$3.3M
2023-$0.1M$3.2M
2022$0.1M$0.5M$3.1M
2021$0.2M$0.1M$3.0M
2020$0.2M$0.1M$2.6M
2019$0.2M$0.0M$1.4M
2018$0.0M$0.0M$1.0M
2017$0.3M$0.0M$1.0M
2016$0.1M$0.1M$0.8M

CharityData Rating

Overall Grade
B-
Overall Score
73.6/100
Financial Score
81.5
Governance Score
55
Transparency Score
65

Board Members and Officers

Current Officers (3)

NameRoleAppointed
Kevin MillerTrustee2026-05-20
Serica CookeTrustee2026-05-20
Caroline McNeillTreasurer2026-05-20

Former Officers (7)

  • Stana Pezic — Trustee (departed 2025-03-09)
  • Janet Hollway — Trustee (departed 2026-05-20)
  • Judith Herbert — Trustee (departed 2025-07-10)
  • Peter Wood — Trustee (departed 2026-05-20)
  • Graham Wear — Trustee (departed 2018-06-28)
  • John Watts — Trustee (departed 2011-03-31)
  • Neil Woodhams — Trustee (departed 2026-05-20)

Similar Charities in Social Services

FunderSocial ServicesTrustTrust

Multiple Sclerosis Auckland Trust

CC43945Auckland, AucklandRegistered 5 Apr 2010
Data updated: 3 days ago
Financials9mo agoRating2d ago

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

B-
74/100
Financial
82
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.

  • No chair recorded on the register
    No chair or presiding role is recorded in the register for this board of 3. 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.

Revenue

$258.2K

Expenses

$17.3K

Assets

$3.6M

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.

Relationship: related_entity

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
Auckland

About

Mission

To manage the long term investment funds of Multiple Sclerosis Auckland Incorporated held on an intergenerational basis and from the income on these funds to provide a regular and consistent source of support for the Society.

Who We Serve

Beneficiaries
Family / whanauOlder peopleOther charitiesPeople with disabilities

Key Statistics

Annual Revenue
$258.2K
Total Expenses
$17.3K
Net Assets
$3.6M

Financial Trends

Financial Trends (16 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
1.2mo
Could operate 1.2 months with zero revenue
Critical
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 140 peers · Social Services · $100K – $1M

Rating Score
74
#19/141
Revenue
$258K
#70/141
Reserve Months
1.2
#1/141
Surplus
$241K
#16/141
Staff Cost %
0%
#1/141

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

Rating History

B-
2025
Score: 73.6
Financial: 82 | Governance: 55 | Transparency: 65
Current
C
2024
Score: 64.8
Financial: 98 | Governance: 55 | Transparency: 65

Rating

B-
Score: 73.6/100
Financial
81.5
Governance
55
Transparency
65
Why this grade: Financial 82 × 40% + Governance 55 × 60% = 66 → B-.
View Full Score Breakdown

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Contact Details

Address
Auckland, Auckland

Registration

Registration NumberCC43945
Entity TypeTrust
Registered5 Apr 2010
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated27 Apr 2010
Registered office
5 The Strand, Takapuna, Auckland

Sector & Activities

Primary Sector
Social Services
Activities
Provides advice / information / advocacyProvides other finance (e.g. investment funds)

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.