John Ilott Charitable Trust — Education Charity in Wellington

John Ilott Charitable Trust 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- (74.9/100). Annual revenue: $0.1M NZD. Financial data as at March 2025.

Mission: To deliver philanthropic help within New Zealand by means of financial grants to the extent of income a available from investments, specifically with the intention of supporting smaller and individual charitable organisations /groups meeting the following criteria: - Projects to help newly formed groups needing a little 'seed money' - Projects associated with better literacy and reading knowledge for children and adults - Projects to assist parents - Projects to assist with problems of babies and pre-school children - Projects to assist with problems of children and young people.

Registration Number
CC35519
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
B- (74.9/100)
Sector
Education
Location
Wellington, Wellington
Email
jict@rcw.org.nz
Funder Status
Grant-making charity (charitable_trust)
Data as at
March 2025

Beneficiaries: Animals, Children / young people, General public, Migrants / refugees, Older people, Other charities, People with disabilities, Voluntary bodies other than charities

Financial Summary

Total Revenue
$0.1M NZD
Total Expenses
$0.2M NZD
Total Assets
$4.1M NZD
Net Assets
$4.4M NZD
Reserve Months
0.1 months of operating expenses
Volunteers
0
Financial Year End
2025-03-31

Financial History

YearRevenueExpensesNet Assets
2025$0.1M$0.2M$4.4M
2024$0.1M$0.2M$4.1M
2023$0.1M$0.2M$3.9M
2022$0.1M$0.2M$4.1M
2021$0.2M$0.2M$4.2M
2020$0.2M$0.2M$3.8M
2019$0.4M$0.2M$3.9M
2018$0.2M$0.2M$3.7M
2017$0.2M$0.2M$3.7M
2016$0.2M$0.2M$3.6M

CharityData Rating

Overall Grade
B-
Overall Score
74.9/100
Financial Score
83.5
Governance Score
55
Transparency Score
65
Program Spending Ratio
1.0%

Board Members and Officers

Current Officers (3)

NameRoleAppointed
Neil MatsonTrustee2026-07-03
Suzanne SnivelyTrustee2025-07-01
Lynn MckenzieTrustee2024-07-01

Former Officers (19)

  • Roger Blakeley — Trustee (departed 2026-06-30)
  • Julie Haggie — Trustee (departed 2025-06-30)
  • Derek Gill — Trustee (departed 2024-06-30)
  • Joy Tracey — Trustee (departed 2023-06-30)
  • John McKinnon — Trustee (departed 2022-06-30)
  • Denise Church — Trustee (departed 2021-12-31)
  • Marion Cowden — Trustee (departed 2020-07-01)
  • Peter Lawson — Trustee (departed 2019-06-30)
  • Mark Wheeler — Trustee (departed 2018-07-01)
  • Kerry Prendergast — Trustee (departed 2017-06-30)
  • Lee Wilkinson — Trustee (departed 2016-06-30)
  • Tony Hassed — Trustee (departed 2015-06-30)
  • Hewitt Humphrey — Trustee (departed 2014-06-30)
  • James Austin — Trustee (departed 2013-07-31)
  • Colleen Singleton — Trustee (departed 2012-06-25)
  • Stephen Brown — Trustee (departed 2011-06-30)
  • Anthony Scott — Trustee (departed 2010-06-30)
  • Ulf Ackeus — Chair (departed 2009-07-01)
  • Denis Kirkcaldie — Trustee (departed 2008-07-01)

Similar Charities in Education

FunderEducationTrustCharitable Trust

John Ilott Charitable Trust

CC35519Wellington, WellingtonRegistered 30 Jun 2008
Data updated: 5 days ago
Financials31 Mar 2025Rating2d ago

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

B-
75/100
Financial
84
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.

  • No chair recorded on the register
    No chair or presiding role is recorded in the register for this board of 3. 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

$115.4K

Expenses

$182.4K

Assets

$4.1M

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
Education
Beneficiaries
ChildrenYouth
Geographic Focus
Nationwide

About

Mission

To deliver philanthropic help within New Zealand by means of financial grants to the extent of income a available from investments, specifically with the intention of supporting smaller and individual charitable organisations /groups meeting the following criteria: - Projects to help newly formed groups needing a little 'seed money' - Projects associated with better literacy and reading knowledge for children and adults - Projects to assist parents - Projects to assist with problems of babies and pre-school children - Projects to assist with problems of children and young people.

Who We Serve

Beneficiaries
AnimalsChildren / young peopleGeneral publicMigrants / refugeesOlder peopleOther charitiesPeople with disabilitiesVoluntary bodies other than charities

Key Statistics

Annual Revenue
$115.4K
Total Expenses
$182.4K
Net Assets
$4.4M
Volunteers
0

Financial Trends

Financial Trends (17 Years)

Revenue Breakdown

Expense Breakdown

Verified

Financial Health Dashboard

Cents to the Cause
96c
For every $1 spent, 96c reaches programs
Strong
Sustainability
0.1mo
Could operate 0.1 months with zero revenue
Critical
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%
Other0.1%

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

Peer Comparison

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

Rating Score
75
#16/133
Revenue
$115K
#123/133
Reserve Months
0.1
#1/133
Surplus
$-67K
#120/133
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

B-
Score: 74.9/100
Financial
83.5
Governance
55
Transparency
65
Why this grade: Financial 84 × 40% + Governance 55 × 60% = 66 → B-.
View Full Score Breakdown

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Contact Details

Address
Wellington, Wellington

Registration

Registration NumberCC35519
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated19 Dec 1990
Registered office
220 Tinakori Road, Thorndon, Wellington

Sector & Activities

Primary Sector
Education
Activities
Acts as an umbrella / resource bodyMakes 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: 28 September 2026.