The Monckton Charitable Trust — Registered Charity in Hamilton
The Monckton Charitable Trust is a Trust charity, based in Hamilton, Hamilton. This organisation also provides funding to other charities. CharityData rates this charity D (47.3/100). Annual revenue: $3.5M NZD. 1 red flag detected. Financial data as at March 2025.
Mission: The purpose of the Monckton Charitable Trust it to make appropriate and long-lasting contributions to the communities of the Waikato and Bay of Plenty Region by passing on a portion of the profits made from their property portfolio.
- Registration Number
- CC24870
- Charity Type
- Trust
- Registration Date
- 2009-12-23
- Status
- Active
- CharityData Rating
- D (47.3/100)
- Location
- Hamilton, Hamilton
- admin@hmtmct.co.nz
- Funder Status
- Grant-making charity (charitable_trust)
- Data as at
- March 2025
Beneficiaries: Children / young people, General public, Other charities
Financial Summary
- Total Revenue
- $3.5M NZD
- Total Expenses
- $2.6M NZD
- Total Assets
- $31.8M NZD
- Net Assets
- $21.0M NZD
- Reserve Months
- 7.7 months of operating expenses
- Staff Count
- 5
- Volunteers
- 0
- Financial Year End
- 2025-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $3.5M | $2.6M | $21.0M |
| 2024 | $4.3M | $2.5M | $18.9M |
| 2023 | $3.2M | $2.3M | $17.0M |
| 2022 | $3.1M | $2.1M | $16.2M |
| 2021 | $3.1M | $2.1M | $15.2M |
| 2020 | $3.1M | $1.9M | $14.1M |
| 2019 | $3.0M | $2.1M | $13.0M |
| 2018 | $2.7M | $1.6M | $13.0M |
| 2017 | $2.2M | $2.1M | $11.7M |
| 2016 | $2.5M | $1.2M | $12.3M |
CharityData Rating
- Overall Grade
- D
- Overall Score
- 47.3/100
- Financial Score
- 72.5
- Governance Score
- 55
- Transparency Score
- 65
Red Flags
- Average staff compensation of $193,255 per FTE, significantly above sector average of $75,000
Board Members and Officers
Current Officers (0)
| Name | Role | Appointed |
|---|
Former Officers (7)
- BRONWYN MAIN — Trustee
- John Wiltshire — Trustee (departed 2024-05-03)
- Murray Falloon — Trustee (departed 2024-05-03)
- William Paterson — Trustee (departed 2011-09-20)
- Elizabeth Monckton — Trustee (departed 2024-03-31)
- Roger Monckton — Trustee
- Hugh Monckton — Trustee
Service Providers
- William Buck
Similar Charities in Other
The Monckton Charitable Trust
Financial data as at March 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 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.
$3.5M
$2.6M
$31.8M
5
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
This rating may reflect incomplete data
This charity's grade of D is based on limited data from the NZ Charities Register, which does not provide detailed expense breakdowns. Without verified program vs admin spending, efficiency scoring is unavailable and the financial score relies on health metrics only. This charity's actual performance may differ from what the available data suggests.
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
The purpose of the Monckton Charitable Trust it to make appropriate and long-lasting contributions to the communities of the Waikato and Bay of Plenty Region by passing on a portion of the profits made from their property portfolio.
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 52 peers · Other · $1M – $10M
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating
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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: 1 October 2026.
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