Estate of Alfred William Parsons — Education Charity in Wellington

Estate of Alfred William Parsons 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 C+ (65.5/100). Annual revenue: $0.9M NZD. Financial data as at June 2025.

Mission: The Estate of Alfred William Parsons operates a Sheep and Beef Cattle farming operation for the financial assistance of charitable purposes, organisations and societies in the area of the Waipukurau District Council east of SH2 and the Makarakeke Stream, excluding Waipawa township.

Registration Number
CC24222
Charity Type
Charitable Trust
Registration Date
2008-05-11
Status
Active
CharityData Rating
C+ (65.5/100)
Sector
Education
Location
Wellington, Wellington
Funder Status
Grant-making charity (other)
Data as at
June 2025

Beneficiaries: Other charities

Financial Summary

Total Revenue
$0.9M NZD
Total Expenses
$0.5M NZD
Total Assets
$8.0M NZD
Net Assets
$5.6M NZD
Reserve Months
8.2 months of operating expenses
Staff Count
2
Volunteers
0
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$0.9M$0.5M$5.6M
2024$0.7M$1.1M$5.2M
2023$0.7M$0.9M$5.6M
2022$1.0M$0.9M$5.8M
2021$0.7M$0.7M$5.6M
2020$0.7M$1.2M$5.7M
2019$0.9M$0.7M$6.1M
2018$0.8M$0.7M$5.9M
2017$0.8M$0.5M$5.7M
2016$1.1M$0.7M$5.5M

CharityData Rating

Overall Grade
C+
Overall Score
65.5/100
Financial Score
70
Governance Score
55
Transparency Score
65

Board Members and Officers

Current Officers (1)

NameRoleAppointed
Public TrustTrustee1953-07-28

Similar Charities in Education

FunderEducationCharitable TrustOther

Estate of Alfred William Parsons

CC24222Wellington, WellingtonRegistered 11 May 2008
Data updated: Today
Financials30 Jun 2025Rating14h ago

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

C+
66/100
Financial
70
Governance
55
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.

  • Small board structure
    1 current officer listed on the register — best-practice boards have 5+ members with separation of duties

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

$905.0K

Expenses

$548.0K

Assets

$8.0M

Staff

2

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
General
Beneficiaries
General Public
Geographic Focus
Wellington

About

Mission

The Estate of Alfred William Parsons operates a Sheep and Beef Cattle farming operation for the financial assistance of charitable purposes, organisations and societies in the area of the Waipukurau District Council east of SH2 and the Makarakeke Stream, excluding Waipawa township.

Who We Serve

Beneficiaries
Other charities

Key Statistics

Annual Revenue
$905.0K
Total Expenses
$548.0K
Net Assets
$5.6M
Staff
2
employees
Volunteers
0

Financial Trends

Financial Trends (17 Years)

Revenue Breakdown

Expense Breakdown

API Data

Based on annual return data. Detailed program/admin breakdown not available.

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
8.2mo
Could operate 8.2 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

1
Score /100
Highly Concentrated
HHI: 9,920
High Concentration: 100% of revenue from Other
Other99.6%
Investment Income0.4%

HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.

Peer Comparison

Ranked against 130 peers · Education · $100K – $1M

Rating Score
66
#33/131
Revenue
$905K
#10/131
Reserve Months
8.2
#1/131
Surplus
$357K
#7/131
Staff Cost %
52%
#131/131

Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.

Rating

C+
Score: 65.5/100
Financial
70
Governance
55
Transparency
65
Why this grade: Financial 70 × 40% + Governance 55 × 60% = 61 → C+.
View Full Score Breakdown

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Latest Audit

FY2025
Clean
Auditor
BDO
10 years of audit history

Contact Details

Address
Wellington, Wellington

Registration

Registration NumberCC24222
Entity TypeCharitable Trust
Registered11 May 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeTrust
Incorporated23 Jan 2023

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.