The Marlborough College Charitable Foundation — Education Charity in Blenheim

The Marlborough College Charitable Foundation is a Charitable Trust charity in the Education sector, based in Blenheim, Blenheim. This organisation also provides funding to other charities. CharityData rates this charity B+ (82.5/100). Annual revenue: $0.1M NZD. Financial data as at March 2025.

Mission: To ensure a secure financial future for Marlborough Boys College; to promote communication with the College community; to focus the College as a source of excellence within the community; to administer philanthropic activities at the College, and to preserve the history of the College.

Registration Number
CC45970
Charity Type
Charitable Trust
Registration Date
2011-01-05
Status
Active
CharityData Rating
B+ (82.5/100)
Sector
Education
Location
Blenheim, Blenheim
Email
tony@wallacediack.co.nz
Funder Status
Grant-making charity (foundation)
Data as at
March 2025

Beneficiaries: Children / young people

Financial Summary

Total Revenue
$0.1M NZD
Total Expenses
$0.1M NZD
Total Assets
$1.0M NZD
Net Assets
$1.0M NZD
Reserve Months
10.3 months of operating expenses
Financial Year End
2025-03-31

Financial History

YearRevenueExpensesNet Assets
2025$0.1M$0.1M$1.0M
2024$0.1M$0.0M$1.0M
2023$0.0M$0.1M$1.0M
2022$1.0M$0.1M$1.0M
2021$0.0M$0.0M$0.1M
2020$0.0M$0.1M$0.1M
2019$0.0M$0.0M$0.1M
2018$0.0M$0.0M$0.2M
2017$0.1M$0.0M$0.2M
2016$0.0M$0.0M$0.2M

CharityData Rating

Overall Grade
B+
Overall Score
82.5/100
Financial Score
90
Governance Score
65
Transparency Score
65

Board Members and Officers

Current Officers (1)

NameRoleAppointed
Jarrod DunnTrustee2025-01-01

Former Officers (14)

  • John Kendal — Trustee
  • Dennis Robinson — Trustee (departed 2013-11-14)
  • Ross Anderson — Trustee
  • Leon MacDonald — Trustee (departed 2013-11-14)
  • Richard Olliver — Trustee
  • Duncan McFarlane — Trustee
  • Anthony de Reeper — Trustee (departed 2016-04-01)
  • Phillip Robinson — Trustee (departed 2021-01-01)
  • Wayne Hegarty — Trustee (departed 2021-01-01)
  • Robin Sutherland — Trustee (departed 2013-11-05)
  • Stephen Doecke — Trustee (departed 2011-04-07)
  • Lawrance Saunders — Trustee (departed 2013-09-09)
  • John Davis — Trustee (departed 2011-04-07)
  • Domenico Romano — Trustee

Similar Charities in Education

FunderEducationCharitable TrustFoundation

The Marlborough College Charitable Foundation

CC45970Blenheim, BlenheimRegistered 5 Jan 2011
Data updated: Today
Financials31 Mar 2025Rating21h ago

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

B+
83/100
Financial
90
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 5. 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

$59.9K

Expenses

$85.1K

Assets

$1.0M

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.

Funder Profile

Grantmaker

This organisation makes grants or donations to other charities and organisations.

Funding Sectors
Community Development
Beneficiaries
General Public
Geographic Focus
Marlborough

About

Mission

To ensure a secure financial future for Marlborough Boys College; to promote communication with the College community; to focus the College as a source of excellence within the community; to administer philanthropic activities at the College, and to preserve the history of the College.

Who We Serve

Beneficiaries
Children / young people

Key Statistics

Annual Revenue
$59.9K
Total Expenses
$85.1K
Net Assets
$1.0M

Financial Trends

Financial Trends (14 Years)

Revenue Breakdown

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
10.3mo
Could operate 10.3 months with zero revenue
Healthy
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

14
Score /100
Highly Concentrated
HHI: 8,647
High Concentration: 93% of revenue from Investment Income
Investment Income92.7%
Donations7.3%

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
83
#2/290
Revenue
$60K
#30/290
Reserve Months
10.3
#1/290
Surplus
$-25K
#272/290
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+
2025
Score: 82.5
Financial: 90 | Governance: 65 | Transparency: 65
Current
D+
2024
Score: 54.4
Financial: 79 | Governance: 65 | Transparency: 65

Rating

B+
Score: 82.5/100
Financial
90
Governance
65
Transparency
65
Why this grade: Financial 90 × 40% + Governance 65 × 60% = 75 → B+.
View Full Score Breakdown

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Latest Audit

FY2019
Clean
4 years of audit history

Contact Details

Address
Blenheim, Blenheim

Registration

Registration NumberCC45970
Entity TypeCharitable Trust
Registered5 Jan 2011
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated23 Nov 2010
Registered office
1 Hutcheson Street, Mayfield, Blenheim

Sector & Activities

Primary Sector
Education
Activities
Makes grants to organisations (including schools or other charities)

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: 1 October 2026.