The Herbert Teagle Masonic Perpetual Trust — Education Charity in Wellington

The Herbert Teagle Masonic Perpetual Trust is a Charitable Trust charity in the Education sector, based in Wellington, Wellington. This organisation also provides funding to other charities. CharityData rates this charity B- (73.8/100). Annual revenue: $0.0M NZD. Financial data as at June 2026.

Mission: To render assistance to the needy- to assist research for the relief assistance or alleviation of medical or bodily needs of mankind. to provide sponsorship to assist young people of school age that will enable them to participate in life skills and character development education and training activities.Where personal or family circumstances so warrant to provide sponsorship assistance to young persons from school leaving age through to 25 years inclusive to enable them to participate in personal development educational and training activities

Registration Number
CC30694
Charity Type
Charitable Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
B- (73.8/100)
Sector
Education
Location
Wellington, Wellington
Email
agcuthbert@xtra.co.nz
Funder Status
Grant-making charity (trust)
Data as at
June 2026

Beneficiaries: Children / young people, General public, Older people, Other charities, People with disabilities, Voluntary bodies other than charities, Other - All

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Reserve Months
1463.3 months of operating expenses
Financial Year End
2026-06-30

Financial History

YearRevenueExpensesNet Assets
2026$0.0M$0.0M-
2025$0.0M$0.0M-
2024$0.0M$0.0M-
2023$0.0M--
2022$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-

CharityData Rating

Overall Grade
B-
Overall Score
73.8/100
Financial Score
77.5
Governance Score
65
Transparency Score
65

Board Members and Officers

Current Officers (1)

NameRoleAppointed
William ShuggTrustee2026-02-04

Former Officers (11)

  • Clint Cooper — Trustee
  • Graeme Powell — Trustee
  • Barry Ludlow — Trustee (departed 2024-10-29)
  • Graham Redman — Trustee
  • Graham Nootebos — Trustee (departed 2010-05-20)
  • Ronald Stewart — Trustee (departed 2024-09-29)
  • Stanley Ting — Trustee (departed 2009-08-20)
  • Donald Hazlewood — Trustee (departed 2024-09-29)
  • Robert Gibbison — Trustee (departed 2016-09-15)
  • Alan Cuthbert — Trustee
  • Kenneth Burt — Trustee

Similar Charities in Education

FunderEducationCharitable TrustTrust

The Herbert Teagle Masonic Perpetual Trust

CC30694Wellington, WellingtonRegistered 30 Jun 2008
Data updated: 2 days ago
Financials3mo agoRating2d ago

Financial data as at June 2026. Sourced from Charities Services register.

B-
74/100
Financial
78
Governance
65
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 6. 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

$9.1K

Expenses

$1.3K

Financial data from Charities Services annual return (FY2026). 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
HealthEducationSocial ServicesArts & Culture
Beneficiaries
Youth
Geographic Focus
Wellington

About

Mission

To render assistance to the needy- to assist research for the relief assistance or alleviation of medical or bodily needs of mankind. to provide sponsorship to assist young people of school age that will enable them to participate in life skills and character development education and training activities.Where personal or family circumstances so warrant to provide sponsorship assistance to young persons from school leaving age through to 25 years inclusive to enable them to participate in personal development educational and training activities

Who We Serve

Beneficiaries
Children / young peopleGeneral publicOlder peopleOther charitiesPeople with disabilitiesVoluntary bodies other than charitiesOther - All

Key Statistics

Annual Revenue
$9.1K
Total Expenses
$1.3K
Net Assets
-

Financial Trends

Financial Trends (18 Years)

Revenue Breakdown

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
1463.3mo
Could operate 1463.3 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

22
Score /100
Highly Concentrated
HHI: 7,849
High Concentration: 88% of revenue from Investment Income
Investment Income87.9%
Other11.0%
Donations1.1%

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
74
#17/290
Revenue
$9K
#191/290
Reserve Months
1463.3
#1/290
Surplus
$8K
#61/290
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 History

B-
2026
Score: 73.8
Financial: 78 | Governance: 65 | Transparency: 65
Current
B-
2025
Score: 73.8
Financial: 78 | Governance: 65 | Transparency: 65

Rating

B-
Score: 73.8/100
Financial
77.5
Governance
65
Transparency
65
Why this grade: Financial 78 × 40% + Governance 65 × 60% = 70 → B-.
View Full Score Breakdown

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Latest Audit

FY2022
Clean
3 years of audit history

Contact Details

Address
Wellington, Wellington

Registration

Registration NumberCC30694
Entity TypeCharitable Trust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated21 May 2008
Registered office
1 Seatoun Heights Road, Miramar, Wellington

Sector & Activities

Primary Sector
Education
Activities
Makes grants / loans to individualsMakes grants to organisations (including schools or other charities)Sponsors / undertakes research

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: 3 October 2026.