Samuel Kirkpatrick (Estate) — Education Charity in Wellington

Samuel Kirkpatrick (Estate) is a Trust charity in the Education sector, based in Wellington, Wellington. This organisation also provides funding to other charities. Annual revenue: $0.1M NZD. Financial data as at January 2026.

Mission: The Charitable Trust was set up to pay an income in perpetuity for the purposes as outlined in the Will. The Kirkpatrick Masonic Trust Empowering Act 1998 updated the purpose so that the Board of Governors of Kirkpatrick House is to receive distributions of income from the Trust. The Board applies the income towards the education, accommodation, maintenance, advancement or benefit of any female, nominated by the Lodge or other Masonic body, who is in a position of need because of the death, illness or misfortune of either, or both of her parents.

Registration Number
CC32534
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
Sector
Education
Location
Wellington, Wellington
Funder Status
Grant-making charity (other)
Data as at
January 2026

Beneficiaries: Children / young people

Financial Summary

Total Revenue
$0.1M NZD
Total Expenses
$0.0M NZD
Reserve Months
0.0 months of operating expenses
Volunteers
0
Financial Year End
2026-01-31

Financial History

YearRevenueExpensesNet Assets
2026$0.1M$0.0M-
2025$0.1M$0.1M-
2024$0.1M$0.1M-
2023$0.1M$0.1M-
2022$0.1M$0.1M-
2021$0.1M$0.1M-
2020$0.0M$0.0M-
2019$0.1M$0.0M-
2018$0.0M$0.0M-
2017$0.1M$0.1M$1.8M

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (1)

  • Public Trust — Executor and Trustee

Similar Charities in Education

FunderEducationTrustOther

Samuel Kirkpatrick (Estate)

CC32534Wellington, WellingtonRegistered 30 Jun 2008
Data updated: 23 Sept 2026
Financials8mo agoRating4d ago

Financial data as at January 2026. Sourced from Charities Services register.

NR
Not rated — Volunteer / community organisation

Small volunteer-led organisations are not letter-graded: the standard financial template does not fit entities without paid staff, large revenue, or significant government funding. The charity's filed figures are shown above.

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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

$53.1K

Expenses

$44.8K

Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.

Funder Profile

Grantmaker

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

Funding Sectors
Education
Beneficiaries
Women
Geographic Focus
Wellington

About

Mission

The Charitable Trust was set up to pay an income in perpetuity for the purposes as outlined in the Will. The Kirkpatrick Masonic Trust Empowering Act 1998 updated the purpose so that the Board of Governors of Kirkpatrick House is to receive distributions of income from the Trust. The Board applies the income towards the education, accommodation, maintenance, advancement or benefit of any female, nominated by the Lodge or other Masonic body, who is in a position of need because of the death, illness or misfortune of either, or both of her parents.

Who We Serve

Beneficiaries
Children / young people

Key Statistics

Annual Revenue
$53.1K
Total Expenses
$44.8K
Net Assets
-
Volunteers
0

Financial Trends

Financial Trends (18 Years)

Revenue Breakdown

Expense Breakdown

Verified

Financial Health Dashboard

Cents to the Cause
80c
For every $1 spent, 80c reaches programs
Strong
Sustainability
2.7mo
Could operate 2.7 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

18
Score /100
Highly Concentrated
HHI: 8,184
High Concentration: 90% of revenue from Investment Income
Investment Income89.9%
Other10.1%

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
0
#60/330
Revenue
$53K
#60/330
Reserve Months
0.0
#1/330
Surplus
$8K
#61/330
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

Score: /100
Financial
0
Governance
10
Transparency
65
View Full Score Breakdown

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Contact Details

Address
Wellington, Wellington

Registration

Registration NumberCC32534
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Sector & Activities

Primary Sector
Education
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: 30 September 2026.