South Wellington Family and Community Trust — Health Charity in Wellington

South Wellington Family and Community Trust is a Trust charity in the Health sector, based in Wellington, Wellington. This organisation also provides funding to other charities. Annual revenue: $0.0M NZD. Financial data as at December 2025.

Mission: Educational services and training programmes for caregivers and their children; Support for activities including training programmes and workshops, health and recreational pursuits, particularly for but not limited to people in the Southern Wellington region Provision of support for community service workers to enable them to deliver services to people in need Promote a healthy family and community lifestyle, Provides support and assistance activities consistent with these charitable purposes.

Registration Number
CC62315
Charity Type
Trust
Registration Date
2024-05-24
Status
Active
Sector
Health
Location
Wellington, Wellington
Email
studmanc@icloud.com
Funder Status
Grant-making charity (community_trust)
Data as at
December 2025

Beneficiaries: Children / young people, Family / whanau, General public, Older people

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Total Assets
$0.0M NZD
Net Assets
$0.0M NZD
Reserve Months
0.0 months of operating expenses
Staff Count
4
Financial Year End
2025-12-31

Financial History

YearRevenueExpensesNet Assets
2025$0.0M$0.0M$0.0M
2024$0.0M$0.0M-

Board Members and Officers

Current Officers (5)

NameRoleAppointed
Michael WilcoxTreasurer2024-08-11
Kylie GeorgeSecretary2024-08-11
Irene StudmanMember2024-05-15
Carolyn HawkesMember2024-05-15
Clifford StudmanPresident2024-05-15

Funding Sources

  • Pelorus Trust — $4,200

Similar Charities in Health

FunderHealthTrustCommunity Trust

South Wellington Family and Community Trust

CC62315Wellington, WellingtonRegistered 24 May 2024
Data updated: 3 days ago
Financials9mo agoRating4d ago

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

NR
Not rated — Summary-form filing — not enough detail to grade

Charities Services Tier 3 reporting allows charities under $2M revenue to file a simple-format annual return rather than audited financial statements. The return reports totals but not the program/administration split or the line-item detail our template needs. No red flags were detected in what was filed, and revenue is below the $2M Tier 2 boundary where audited accounts become mandatory. A letter grade is withheld rather than assigning one that would be driven by the template-fit, not the charity's operations. The charity's filed figures are shown above, and any structural concerns a donor would want to look at are surfaced separately. (v3.3 — aligned with Charities Services tier boundary; matches Charity Navigator and CharityWatch US practice.)

How ratings work →
Revenue

$20.7K

Expenses

$12.8K

Assets

$18.5K

Staff

4

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

Funder Profile

Grantmaker

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

Funding Sectors
HealthEducationSocial ServicesArts & CultureSports & RecreationCommunity Development
Beneficiaries
ChildrenGeneral Public
Geographic Focus
Wellington

About

Mission

Educational services and training programmes for caregivers and their children; Support for activities including training programmes and workshops, health and recreational pursuits, particularly for but not limited to people in the Southern Wellington region Provision of support for community service workers to enable them to deliver services to people in need Promote a healthy family and community lifestyle, Provides support and assistance activities consistent with these charitable purposes.

Who We Serve

Beneficiaries
Children / young peopleFamily / whanauGeneral publicOlder people

Key Statistics

Annual Revenue
$20.7K
Total Expenses
$12.8K
Net Assets
$10.2K
Staff
4
employees

Financial Trends

Financial Trends (2 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
17.3mo
Could operate 17.3 months with zero revenue
Healthy
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

38
Score /100
Concentrated
HHI: 6,181
Other76.0%
Trading / Services19.7%
Donations4.1%
Investment Income0.3%

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

Peer Comparison

Ranked against 265 peers · Health · Under $100K

Rating Score
0
#55/266
Revenue
$21K
#128/266
Reserve Months
0.0
#1/266
Surplus
$8K
#61/266
Staff Cost %
49%
#266/266

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

Rating History

NR
2025
Score: N/A
Financial: 0 | Governance: 30 | Transparency: 65
Current
NR
2024
Score: N/A
Financial: 0 | Governance: 20 | Transparency: 65

Rating

Score: /100
Financial
0
Governance
30
Transparency
65
View Full Score Breakdown

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Contact Details

Address
Wellington, Wellington

Registration

Registration NumberCC62315
Entity TypeTrust
Registered24 May 2024
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated23 May 2024
Registered office
311 The Parade, Island Bay, Wellington

Sector & Activities

Primary Sector
Health
Activities
Acts as an umbrella / resource bodyProvides 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: 30 September 2026.