Samuel Marsden Collegiate School Trust Board — Education Charity in Wellington

Samuel Marsden Collegiate School Trust Board is a Trust charity in the Education sector, based in Wellington, Wellington. CharityData rates this charity A (92.5/100). Annual revenue: $11.8M NZD. Financial data as at December 2025.

Mission: To provide an academic and scholastic education for its pupils

Registration Number
CC30115
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
A (92.5/100)
Sector
Education
Location
Wellington, Wellington
Email
christine.allen@marsden.school.nz
Data as at
December 2025

Beneficiaries: Children / young people

Financial Summary

Total Revenue
$11.8M NZD
Total Expenses
$12.8M NZD
Total Assets
$21.1M NZD
Net Assets
$14.7M NZD
Reserve Months
0.8 months of operating expenses
Staff Count
83
Financial Year End
2025-12-31

Financial History

YearRevenueExpensesNet Assets
2025$11.8M$12.8M$14.7M
2024$11.6M$12.1M$15.7M
2023$10.9M$11.5M$16.3M
2022$10.4M$10.7M$16.9M
2021$10.2M$10.3M$17.1M
2020$10.6M$10.7M$17.3M
2019$13.6M$13.8M$17.3M
2018$12.6M$13.3M$18.7M
2017$11.7M$11.9M$19.3M
2016$11.2M$11.7M$19.6M

CharityData Rating

Overall Grade
A
Overall Score
92.5/100
Financial Score
100
Governance Score
75
Transparency Score
85

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (27)

  • Jonathan Scragg — Trustee
  • Juliet Dobson — Trustee
  • Pamela McConchie — Trustee
  • Arnold Young — Trustee
  • Cheryl Middelkoop — Trustee (departed 2021-12-31)
  • Susan Elliott — Chair (departed 2021-12-31)
  • Todd Stevens — Trustee
  • Mandy Britnell — Trustee (departed 2022-12-31)
  • Jo Wills — Chair
  • Moira Segal — Trustee (departed 2013-11-25)
  • Graeme Wong — Trustee (departed 2025-06-23)
  • John Wild — Trustee (departed 2022-12-31)
  • Catherine Savage — Trustee (departed 2020-12-31)
  • Prudence Cooke - Willis — Trustee (departed 2015-07-01)
  • William Giesbers — Trustee (departed 2014-02-19)
  • Warren Allen — Trustee (departed 2012-11-26)
  • Daniel Stevenson — Trustee (departed 2008-08-27)
  • Beverley Bennett — Trustee (departed 2008-12-01)
  • Thomas Brown — Trustee (departed 2011-11-27)
  • Guilford Montgomerie Davidson — Trustee (departed 2011-11-27)

Executive Compensation

NameRoleCompensationYear
Key Management Personnel (aggregate)Senior Management Team$911,576-
Key Management Personnel (aggregate)Senior Management Team$911,5762023
Key Management Personnel (aggregate)Senior Management Team$911,5762024
David MatherTrustee-2018
Michael FaheyTrustee-2018
Suzanne DonaldsonTrustee-2018
Not namedTrustee-2023
Merike DillonTrustee-2018
Catherine MaherTrustee-2018
Fiona MackyTrustee-2018
Craig RauretiTrustee-2018
Nichola GrantTrustee-2018
Alison GscipioneChair-2018
Jenny FaulknerTrustee-2018

Funding Sources

  • New Zealand Community Trust — $19,378.85

Major Funders and Contracts (FY2023)

As disclosed in Samuel Marsden Collegiate School Trust Board's annual report.

  • ANZ Bank — Interest-only loan facility

Service Providers

  • Crowe
  • ANZ Bank

Similar Charities in Education

EducationTrust

Samuel Marsden Collegiate School Trust Board

CC30115Wellington, WellingtonRegistered 30 Jun 2008
Data updated: 2 days ago
Financials9mo agoRating2d ago

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

A
93/100
Financial
100
Governance
75
Transparency
85
Revenue

$11.8M

Expenses

$12.8M

Assets

$21.1M

Staff

83

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

About

Mission

To provide an academic and scholastic education for its pupils

Who We Serve

Beneficiaries
Children / young people

Key Statistics

Annual Revenue
$11.8M
Total Expenses
$12.8M
Net Assets
$14.7M
Staff
83
employees

Financial Trends

Financial Trends (18 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
0.8mo
Could operate 0.8 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

8
Score /100
Highly Concentrated
HHI: 9,159
High Concentration: 96% of revenue from Other
Other95.6%
Donations4.4%

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

Peer Comparison

Ranked against 500 peers · Education (all sizes)

Rating Score
93
#1/501
Revenue
$11.8M
#2/501
Reserve Months
0.8
#1/501
Surplus
$-1.0M
#499/501
Staff Cost %
64%
#501/501

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

Rating History

A
2025
Score: 92.5
Financial: 100 | Governance: 75 | Transparency: 85
Current
B-
2024
Score: 72.5
Financial: 100 | Governance: 75 | Transparency: 65

Rating

A
Score: 92.5/100
Financial
100
Governance
75
Transparency
85
Why this grade: Financial 100 × 40% + Governance 75 × 60% = 85 → A.
View Full Score Breakdown

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Contact Details

Address
Wellington, Wellington

Registration

Registration NumberCC30115
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated27 Aug 1920
Registered office
Marsden Avenue, Karori, Wellington

Sector & Activities

Primary Sector
Education
Activities
Other - Acts an Umbrella body

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.