Fulbright New Zealand Trust (Incorporated) — Education Charity in Wellington

Fulbright New Zealand Trust (Incorporated) is a Trust charity in the Education sector, based in Wellington, Wellington. This organisation also provides funding to other charities. CharityData rates this charity B- (73.8/100). Annual revenue: $0.1M NZD. Financial data as at September 2025.

Mission: To support the New Zealand Fulbright Programme by making grants to the New Zealand United States Educational Foundation (NZUSEF) in order to increase the number or value of Fulbright Awards in any given year.

Registration Number
CC25714
Charity Type
Trust
Registration Date
2008-06-10
Status
Active
CharityData Rating
B- (73.8/100)
Sector
Education
Location
Wellington, Wellington
Website
http://www.fulbright.org.nz
Email
info@fulbright.org.nz
Funder Status
Grant-making charity (trust)
Data as at
September 2025

Beneficiaries: Children / young people, General public, Other - All

Financial Summary

Total Revenue
$0.1M NZD
Total Expenses
$0.0M NZD
Total Assets
$1.6M NZD
Net Assets
$1.6M NZD
Reserve Months
29145.9 months of operating expenses
Financial Year End
2025-09-30

Financial History

YearRevenueExpensesNet Assets
2025$0.1M$0.0M$1.6M
2024$0.2M$0.0M$1.5M
2023$0.1M$0.0M$1.3M
2022$0.0M$0.0M$1.3M
2021$0.0M$0.0M$1.3M
2020$0.0M$0.0M$1.2M
2019$0.1M$0.0M$1.2M
2018$0.0M$0.0M$1.2M
2017$0.0M$0.0M$1.1M
2016$0.0M$0.0M$1.1M

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 (5)

NameRoleAppointed
Jennifer CurtinTrustee2023-11-30
Alastair BisleyTrustee2023-11-30
Christina RiesselmanTrustee2022-11-30
Rangi MatamuaTrustee2021-12-01
Jocelyn WoodleyTrustee2021-06-25

Former Officers (43)

  • Sarah Nelson — Trustee (departed 2024-07-01)
  • Leslie Goodman — Trustee (departed 2023-06-30)
  • Katelyn Choe — Trustee (departed 2021-08-31)
  • Anne Noble — Trustee (departed 2022-12-01)
  • Wendy Larner — Trustee (departed 2023-07-31)
  • Dolores Prin — Trustee (departed 2020-03-26)
  • Emily Fabling — Trustee (departed 2021-07-09)
  • Jan Dawson — Trustee (departed 2018-11-01)
  • Helen Robinson — Trustee (departed 2018-11-01)
  • Harold Josephson — Trustee (departed 2020-03-11)
  • Melanie Higgins — Trustee (departed 2019-07-31)
  • Richard Kay — Trustee (departed 2019-09-26)
  • Felicity Buchanan — Trustee (departed 2015-12-02)
  • Candy Green — Trustee (departed 2017-03-01)
  • Robert Tate — Trustee (departed 2017-09-30)
  • Julie Genter — Trustee (departed 2018-01-30)
  • Jane Coombs — Trustee (departed 2014-12-03)
  • Marie Damour — Trustee (departed 2014-12-03)
  • Anne Jackson — Trustee (departed 2017-06-30)
  • Manulani Meyer — Trustee (departed 2014-12-03)

Similar Charities in Education

Fulbright New Zealand Trust (Incorporated) logo
FunderEducationTrustTrust

Fulbright New Zealand Trust (Incorporated)

CC25714Wellington, WellingtonRegistered 10 Jun 2008
Data updated: 6 days ago
Financials30 Sept 2025Rating4d ago

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

B-
74/100
Financial
78
Governance
65
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.

  • No chair recorded on the register
    No chair or presiding role is recorded in the register for this board of 5. 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.

Revenue

$68.5K

Expenses

$51

Assets

$1.6M

Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.

Grant-Making Trust

Special Entity Type

This trust makes grants to other organizations. It does not deliver programs directly.

Funder Profile

Grantmaker

This organisation makes grants or donations to other charities and organisations.

Funding Sectors
Education
Beneficiaries
General Public
Geographic Focus
Nationwide

About

Mission

To support the New Zealand Fulbright Programme by making grants to the New Zealand United States Educational Foundation (NZUSEF) in order to increase the number or value of Fulbright Awards in any given year.

Who We Serve

Beneficiaries
Children / young peopleGeneral publicOther - All

Key Statistics

Annual Revenue
$68.5K
Total Expenses
$51
Net Assets
$1.6M

Financial Trends

Financial Trends (17 Years)

Revenue Breakdown

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
29145.9mo
Could operate 29145.9 months with zero revenue
Over-capitalized
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

0
Score /100
Highly Concentrated
HHI: 9,980
High Concentration: 100% of revenue from Investment Income
Investment Income99.9%
Donations0.1%

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

Peer Comparison

Ranked against 329 peers · Education · Under $100K

Rating Score
74
#16/330
Revenue
$68K
#39/330
Reserve Months
29145.9
#1/330
Surplus
$68K
#3/330
Staff Cost %
0%
#1/330

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

Rating History

B-
2025
Score: 73.8
Financial: 78 | Governance: 65 | Transparency: 65
Current
B-
2024
Score: 73.8
Financial: 78 | Governance: 65 | Transparency: 65

Rating

B-
Score: 73.8/100
Financial
77.5
Governance
65
Transparency
65
Why this grade: Financial 78 × 40% + Governance 65 × 60% = 70 → B-.
View Full Score Breakdown

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Latest Audit

FY2024
Clean
9 years of audit history

Contact Details

Address
Wellington, Wellington

Registration

Registration NumberCC25714
Entity TypeTrust
Registered10 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated19 Oct 2000
Registered office
Lev 8, 120 Featherston Street, Wellington Central, Wellington

Sector & Activities

Primary Sector
Education
Activities
Makes grants / loans to individualsMakes 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: 30 September 2026.