Laura Fergusson Trust Wellington Incorporated — Health Charity in Lower Hutt

Laura Fergusson Trust Wellington Incorporated is a Trust charity in the Health sector, based in Lower Hutt, Lower Hutt. CharityData rates this charity D+ (54.5/100). Annual revenue: $11.2M NZD. Financial data as at June 2025.

Mission: The primary activities of the Trust is the provision of services and facilities to meet the needs of the disabled community, their families and the funding bodies within the health and disability sector. In addition the Trust is also focused on providing expert rehabilitation services.

Registration Number
CC31977
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
D+ (54.5/100)
Sector
Health
Location
Lower Hutt, Lower Hutt
Email
accounts@lft.org.nz
Data as at
June 2025

Beneficiaries: People with disabilities

Financial Summary

Total Revenue
$11.2M NZD
Total Expenses
$10.6M NZD
Total Assets
$8.2M NZD
Net Assets
$6.7M NZD
Reserve Months
1.0 months of operating expenses
Staff Count
146
Volunteers
0
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$11.2M$10.6M$6.7M
2024$11.2M$10.1M$6.1M
2023$8.7M$8.6M$5.0M
2022$8.4M$8.4M$4.9M
2021$7.8M$7.4M$4.9M
2020$5.3M$5.3M$4.6M
2019$4.7M$4.2M$4.6M
2018$4.3M$4.1M$4.1M
2017$4.0M$3.9M$3.8M
2016$3.9M$3.8M$3.7M

CharityData Rating

Overall Grade
D+
Overall Score
54.5/100
Financial Score
50
Governance Score
65
Transparency Score
85

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (25)

  • Vanessa Balshaw — Trustee
  • Deborah Anselm — Trustee
  • Sophi Rose — Trustee (departed 2023-10-19)
  • John Emmerson — Trustee (departed 2026-02-19)
  • Michael Markham — Trustee
  • Helen Cruse — Trustee (departed 2021-11-04)
  • Fiona Ross — Trustee
  • Alison Molloy — Trustee (departed 2019-08-30)
  • ANGELA FOSTER — Trustee
  • Brian Walshe — Trustee (departed 2018-03-31)
  • Gregory Coyle — Trustee (departed 2018-03-31)
  • Philippa Williams — Trustee (departed 2012-02-29)
  • Virginia Grainer — Trustee (departed 2024-04-08)
  • Robert Handyside — Trustee (departed 2015-03-25)
  • Cameron Madgwick — Trustee
  • Brian Fisher — Trustee (departed 2008-12-20)
  • Charlotte Von Dadelszen — Trustee (departed 2015-10-07)
  • Sue Byers — Trustee (departed 2008-12-20)
  • Sue Thompson — Trustee (departed 2009-11-10)
  • Patrick Sheehan — Trustee (departed 2018-10-18)

Executive Compensation

NameRoleCompensationYear
Key Management Personnel (aggregate)Leadership team (CEO and General Managers)$726,624-
Key Management Personnel (aggregate)Leadership team (CEO and General Managers)$726,6242025
Deidre Hampton-EalesGeneral Manager$6,162-
Michael MarkhamTrustee$3,700-
Board/Trustees (unpaid)Trustees$02025
Board/Trustees (unpaid)Trustees$0-
Deidre Hampton-EalesGeneral Manager-2025
Michael MarkhamTrustee-2025
MK RaniaAuditor-2024
AJ SteelAuditor-2024

Funding Sources

  • The Lion Foundation — $10,000

Major Funders and Contracts (FY2025)

As disclosed in Laura Fergusson Trust Wellington Incorporated's annual report.

  • ACC — $5,784,055 (51.9% of revenue) — Residential and community support funding
  • Whaikaha / Ministry for Disabled Peoples — $3,709,695 (33.2% of revenue) — Residential and community support funding
  • Te Manatu Whakahiato Ora / Ministry of Social Development — $546,815 (4.9% of revenue) — Residential and community support funding

Service Providers

  • Moore Markhams
  • ASB Bank
  • ASB
  • Kendons Chartered Accountants
  • AMC Electrical
  • Toyota NZ
  • CSG
  • Flexi-Lease

Similar Charities in Health

HealthTrust

Laura Fergusson Trust Wellington Incorporated

CC31977Lower Hutt, Lower HuttRegistered 30 Jun 2008
Data updated: 3 days ago
Financials30 Jun 2025Rating2d ago

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

D+
55/100
Financial
50
Governance
65
Transparency
85

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 6. 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

$11.2M

Expenses

$10.6M

Assets

$8.2M

Staff

146

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

This rating may reflect incomplete data

This charity's grade of D+ is based on limited data from the NZ Charities Register, which does not provide detailed expense breakdowns. Without verified program vs admin spending, efficiency scoring is unavailable and the financial score relies on health metrics only. This charity's actual performance may differ from what the available data suggests.

About

Mission

The primary activities of the Trust is the provision of services and facilities to meet the needs of the disabled community, their families and the funding bodies within the health and disability sector. In addition the Trust is also focused on providing expert rehabilitation services.

Who We Serve

Beneficiaries
People with disabilities

Key Statistics

Annual Revenue
$11.2M
Total Expenses
$10.6M
Net Assets
$6.7M
Staff
146
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
1mo
Could operate 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

1
Score /100
Highly Concentrated
HHI: 9,920
High Concentration: 100% of revenue from Other
Other99.6%
Donations0.3%
Investment Income0.1%

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

Peer Comparison

Ranked against 10 peers · Health · $10M – $50M

Rating Score
55
#7/11
Revenue
$11.2M
#10/11
Reserve Months
1.0
#1/11
Surplus
$588K
#5/11
Staff Cost %
59%
#11/11

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

Rating

D+
Score: 54.5/100
Financial
50
Governance
65
Transparency
85
Why this grade: Financial 50 × 40% + Governance 65 × 60% = 59 → 55 after red-flag penalties → D+.
View Full Score Breakdown

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Contact Details

Address
Lower Hutt, Lower Hutt

Registration

Registration NumberCC31977
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated14 Sept 1972

Sector & Activities

Primary Sector
Health
Activities
Provides buildings / facilities / open spaceProvides human resources (e.g. staff / volunteers)Provides services (e.g. care / counselling)

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.