Lambton Quay Educational Trust — Religion Charity in Wellington

Lambton Quay Educational Trust is a Trust charity in the Religion sector, based in Wellington, Wellington. This organisation also provides funding to other charities. CharityData rates this charity B- (74.9/100). Annual revenue: $1.2M NZD. Financial data as at March 2025.

Mission: This Trust is for the advancement of the education of boys and girls who are pupils at Roman Catholic primary and secondary schools (including co-educational schools) within the Archdiocese of Wellington and the maintenance and support of these schools. The trustee should if possible distribute part or all of the net income each year to Roman Catholic primary and secondary schools throughout the Diocese of Wellington.

Registration Number
CC31091
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
B- (74.9/100)
Sector
Religion
Location
Wellington, Wellington
Funder Status
Grant-making charity (trust)
Data as at
March 2025

Beneficiaries: Children / young people

Financial Summary

Total Revenue
$1.2M NZD
Total Expenses
$0.5M NZD
Total Assets
$10.7M NZD
Net Assets
$10.7M NZD
Reserve Months
125.6 months of operating expenses
Volunteers
0
Financial Year End
2025-03-31

Financial History

YearRevenueExpensesNet Assets
2025$1.2M$0.5M$10.7M
2024$0.5M$0.2M$10.0M
2023$0.3M$0.1M$9.8M
2022$0.4M$0.0M$9.6M
2021$0.3M$0.0M$9.2M
2020$0.3M$1.4M$8.9M
2019$2.0M$0.0M$9.9M
2018$0.5M$1.0M$8.0M
2017$0.4M$0.0M$8.5M
2016$0.5M$0.0M$7.6M

CharityData Rating

Overall Grade
B-
Overall Score
74.9/100
Financial Score
83.5
Governance Score
55
Transparency Score
65

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (6)

  • Reuben Norris — General Manager
  • Roshan Abeyesundere — Director Finance
  • The Roman Catholic Archbishop of the Archdiocese o — Corporation Sole
  • Jeremy Morley — Director Finance (departed 2023-01-27)
  • John Prendergast — General Manager (departed 2023-07-07)
  • John Dew — Trustee (departed 2023-05-05)

Similar Charities in Religion

FunderReligionTrustTrust

Lambton Quay Educational Trust

CC31091Wellington, WellingtonRegistered 30 Jun 2008
Data updated: 6 days ago
Financials31 Mar 2025Rating3d 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

$1.2M

Expenses

$523.2K

Assets

$10.7M

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
EducationArts & Culture
Beneficiaries
Women
Geographic Focus
WellingtonNationwide

About

Mission

This Trust is for the advancement of the education of boys and girls who are pupils at Roman Catholic primary and secondary schools (including co-educational schools) within the Archdiocese of Wellington and the maintenance and support of these schools. The trustee should if possible distribute part or all of the net income each year to Roman Catholic primary and secondary schools throughout the Diocese of Wellington.

Who We Serve

Beneficiaries
Children / young people

Key Statistics

Annual Revenue
$1.2M
Total Expenses
$523.2K
Net Assets
$10.7M
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
125.6mo
Could operate 125.6 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

33
Score /100
Concentrated
HHI: 6,741
Other79.5%
Investment Income20.5%

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

Peer Comparison

Ranked against 34 peers · Religion · $1M – $10M

Rating Score
75
#9/35
Revenue
$1.2M
#29/35
Reserve Months
125.6
#1/35
Surplus
$695K
#14/35
Staff Cost %
0%
#1/35

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 NumberCC31091
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Sector & Activities

Primary Sector
Religion
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: 29 September 2026.