The Potter Masonic Trust — Health Charity in Wellington
The Potter Masonic Trust is a Trust charity in the Health sector, based in Wellington, Wellington. This organisation also provides funding to other charities. CharityData rates this charity B- (73.8/100). Annual revenue: $2.7M NZD. Financial data as at June 2025.
Mission: The Potter Masonic Trust (“the Trust”) was established to provide for any charitable purpose or purposes promoting the education, health, welfare, wellbeing, recreation and benefit of any child or children residing or located within the northern half of New Zealand.
- Registration Number
- CC27423
- Charity Type
- Trust
- Registration Date
- 2008-06-30
- Status
- Active
- CharityData Rating
- B- (73.8/100)
- Sector
- Health
- Location
- Wellington, Wellington
- accounts@freemasonsnz.org
- Funder Status
- Grant-making charity (trust)
- Data as at
- June 2025
Beneficiaries: Children / young people
Financial Summary
- Total Revenue
- $2.7M NZD
- Total Expenses
- $0.3M NZD
- Total Assets
- $39.6M NZD
- Net Assets
- $39.6M NZD
- Reserve Months
- 1525.2 months of operating expenses
- Staff Count
- 0
- Volunteers
- 0
- Financial Year End
- 2025-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $2.7M | $0.3M | $39.6M |
| 2024 | $3.9M | $0.4M | $36.4M |
| 2023 | $2.6M | $0.4M | $29.0M |
| 2022 | $5.4M | $1.8M | $11.9M |
| 2021 | $0.3M | $0.2M | $12.5M |
| 2020 | $0.3M | $0.1M | $1.9M |
| 2019 | $0.3M | $0.1M | $2.5M |
| 2018 | $0.3M | $0.1M | $2.3M |
| 2017 | $0.8M | $0.1M | $12.6M |
| 2016 | $0.3M | $0.1M | $2.0M |
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 (7)
| Name | Role | Appointed |
|---|---|---|
| Anthony Fallon | Trustee | 2025-12-31 |
| Leon Grandy | Trustee | 2025-10-25 |
| Michael Turner | Trustee | 2025-10-25 |
| Warwick Bell | Trustee | 2024-11-09 |
| Mark Bunting | Trustee | 2024-11-09 |
| Graham Wrigley | Trustee | 2022-11-12 |
| Neville Patrick | Trustee | 2020-11-28 |
Former Officers (17)
- David Piper — Trustee (departed 2025-10-25)
- Paul Chappel — Trustee (departed 2025-10-25)
- Donald Seath — Trustee (departed 2025-12-31)
- Patrick Cooney — Trustee (departed 2022-11-12)
- Edwin Eeles — Trustee (departed 2024-11-09)
- Stephen Salmon — Trustee (departed 2024-11-09)
- Selwyn Cooper — Trustee (departed 2022-08-29)
- Michael Scott — Trustee (departed 2022-08-30)
- Donald McLaggan — Trustee (departed 2016-06-21)
- Leslie Green — Trustee (departed 2022-11-12)
- Mark Winger — Trustee (departed 2013-11-15)
- David Mace — Trustee (departed 2013-11-15)
- John Litton — Trustee (departed 2013-11-14)
- Robert Hogg — Trustee (departed 2010-11-30)
- John Pope — Trustee (departed 2013-11-14)
- Raymond Duncan — Trustee (departed 2013-11-14)
- Joseph McManemin — Trustee (departed 2009-04-15)
Service Providers
- Grant Thornton
Similar Charities in Health
- Age Concern Canterbury Incorporated — Health
- Ronald McDonald House Charities New Zealand Trust — Health
- Bidwill Trust Hospital — Health
- Te Poho o Rawiri Marae — Health
- ANZUP Cancer Trials Group Limited — Health
The Potter Masonic Trust
Financial data as at June 2025. Sourced from Charities Services register.
Reasons to look carefully (2)
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 7. 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.
- Same audit firm for many yearsSame audit firm (Grant Thornton) for 5 consecutive years — best practice rotates audit firms periodically to refresh independent oversight
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.
$2.7M
$311.3K
$39.6M
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
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 Potter Masonic Trust (“the Trust”) was established to provide for any charitable purpose or purposes promoting the education, health, welfare, wellbeing, recreation and benefit of any child or children residing or located within the northern half of New Zealand.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (17 Years)
Revenue Breakdown
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 67 peers · Health · $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
B-Is this your charity?
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FY2025Contact Details
Registration
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: 30 September 2026.
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