Estate of William Georgetti — Education Charity in Wellington

Estate of William Georgetti is a Trust charity in the Education sector, based in Wellington, Wellington. This organisation also provides funding to other charities. CharityData rates this charity C+ (65.2/100). Annual revenue: $0.7M NZD. Financial data as at July 2025.

Mission: The purpose of the William Georgetti Scholarships is to encourage postgraduate study and research, in New Zealand or overseas in a field that, in the opinion of the Scholarship Board, is important to the social, cultural or economic development of New Zealand.

Registration Number
CC26961
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
C+ (65.2/100)
Sector
Education
Location
Wellington, Wellington
Email
Funding@publictrust.co.nz
Funder Status
Grant-making charity (other)
Data as at
July 2025

Beneficiaries: Other - All

Financial Summary

Total Revenue
$0.7M NZD
Total Expenses
$0.4M NZD
Total Assets
$23.2M NZD
Net Assets
$23.1M NZD
Reserve Months
4.1 months of operating expenses
Volunteers
0
Financial Year End
2025-07-31

Financial History

YearRevenueExpensesNet Assets
2025$0.7M$0.4M$23.1M
2024$0.7M$0.4M$22.7M
2023$0.7M$0.5M$22.3M
2022$0.6M$0.4M$18.9M
2021$0.7M$0.4M$18.8M
2020$0.5M$0.4M$18.7M
2019$0.6M$0.4M$11.8M
2018$0.5M$0.4M$11.7M
2017$0.6M$0.4M$10.0M
2016$0.4M$0.4M$9.9M

CharityData Rating

Overall Grade
C+
Overall Score
65.2/100
Financial Score
69.5
Governance Score
55
Transparency Score
65
Program Spending Ratio
0.8%

Board Members and Officers

Current Officers (1)

NameRoleAppointed
Public TrustTrustee1943-03-08

Similar Charities in Education

FunderEducationTrustOther

Estate of William Georgetti

CC26961Wellington, WellingtonRegistered 30 Jun 2008
Data updated: 6 days ago
Financials31 Jul 2025Rating3d ago

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

C+
65/100
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

$733.0K

Expenses

$423.3K

Assets

$23.2M

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
EducationSocial ServicesInternational Aid
Beneficiaries
General Public
Geographic Focus
Nationwide

About

Mission

The purpose of the William Georgetti Scholarships is to encourage postgraduate study and research, in New Zealand or overseas in a field that, in the opinion of the Scholarship Board, is important to the social, cultural or economic development of New Zealand.

Who We Serve

Beneficiaries
Other - All

Key Statistics

Annual Revenue
$733.0K
Total Expenses
$423.3K
Net Assets
$23.1M
Volunteers
0

Financial Trends

Financial Trends (16 Years)

Revenue Breakdown

Expense Breakdown

Verified

Financial Health Dashboard

Cents to the Cause
78c
For every $1 spent, 78c reaches programs
Strong
Sustainability
4.1mo
Could operate 4.1 months with zero revenue
Low reserves
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

41
Score /100
Concentrated
HHI: 5,857
Other70.7%
Investment Income29.3%

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

Peer Comparison

Ranked against 132 peers · Education · $100K – $1M

Rating Score
65
#34/133
Revenue
$733K
#13/133
Reserve Months
4.1
#1/133
Surplus
$310K
#7/133
Staff Cost %
0%
#1/133

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

Rating

C+
Score: 65.2/100
Financial
69.5
Governance
55
Transparency
65
Why this grade: Financial 70 × 40% + Governance 55 × 60% = 61 → C+.
View Full Score Breakdown

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Contact Details

Address
Wellington, Wellington

Registration

Registration NumberCC26961
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Sector & Activities

Primary Sector
Education
Activities
Makes grants / loans to individuals

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: 29 September 2026.