The Mount Cargill Trust — Community Development Charity in Dunedin
The Mount Cargill Trust is a Charitable Trust charity in the Community Development sector, based in Dunedin, Dunedin. CharityData rates this charity A (92.5/100). Annual revenue: $5.7M NZD. Financial data as at June 2025.
Mission: Residential Care & Support to children, young people, adults with intellectual, learning disability and/or autistic spectrum diagnosis
- Registration Number
- CC25084
- Charity Type
- Charitable Trust
- Registration Date
- 2008-05-29
- Status
- Active
- CharityData Rating
- A (92.5/100)
- Sector
- Community Development
- Location
- Dunedin, Dunedin
- lizzie@mtcargilltrust.org.nz
- Data as at
- June 2025
Beneficiaries: Children / young people
Financial Summary
- Total Revenue
- $5.7M NZD
- Total Expenses
- $5.2M NZD
- Total Assets
- $11.4M NZD
- Net Assets
- $5.6M NZD
- Reserve Months
- 5.0 months of operating expenses
- Staff Count
- 51
- Volunteers
- 0
- Financial Year End
- 2025-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $5.7M | $5.2M | $5.6M |
| 2024 | $5.1M | $5.0M | $5.1M |
| 2023 | $5.5M | $5.2M | $5.0M |
| 2022 | $5.4M | $4.9M | $4.6M |
| 2021 | $4.8M | $4.2M | $4.2M |
| 2020 | $4.2M | $3.8M | $3.6M |
| 2019 | $3.8M | $3.5M | $3.2M |
| 2018 | $3.5M | $3.3M | $2.9M |
| 2017 | $3.4M | $2.9M | $2.7M |
| 2016 | $3.3M | $2.9M | $2.2M |
CharityData Rating
- Overall Grade
- A
- Overall Score
- 92.5/100
- Financial Score
- 100
- Governance Score
- 75
- Transparency Score
- 65
Board Members and Officers
Current Officers (5)
| Name | Role | Appointed |
|---|---|---|
| Maree Shea | Trustee | 2023-06-27 |
| Pauline Anderson | Chair | 2023-01-31 |
| Warren Smith | Trustee | 2017-02-28 |
| Alexander Chung | Trustee | 2011-08-18 |
| Suzanne Bain | Trustee | 2010-08-18 |
Former Officers (8)
- Pauline Latta — Trustee (departed 2023-01-31)
- Patrina Virtue — Trustee (departed 2017-02-28)
- Jennifer Duncan — Trustee (departed 2010-10-14)
- Petrina Virtue — Trustee (departed 2017-03-31)
- Brian Williscroft — Trustee (departed 2014-05-30)
- Craig Paddon — Trustee (departed 2023-04-03)
- Glenys Barnett — Trustee (departed 2013-06-24)
- John Kelly — Trustee (departed 2011-03-09)
Similar Charities in Community Development
- The Pacific Island Business Development Trust — Community Development
- MPHS Community Trust — Community Development
- Ngati Kahungunu Iwi Incorporated — Community Development
- Home in Place (New Zealand) Limited — Community Development
- The Nelson Tasman Housing Trust — Community Development
The Mount Cargill Trust
Financial data as at June 2025. Sourced from Charities Services register.
$5.7M
$5.2M
$11.4M
51
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
About
Residential Care & Support to children, young people, adults with intellectual, learning disability and/or autistic spectrum diagnosis
Who We Serve
Key Statistics
Financial Trends
Financial Trends (18 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 · Community Development · $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 History
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: 3 October 2026.
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