St Peters (Wellington) Endowment Fund Trust Board — Religion Charity in Wellington
St Peters (Wellington) Endowment Fund Trust Board is a Charitable Trust charity in the Religion sector, based in Wellington, Wellington. This organisation also provides funding to other charities. CharityData rates this charity B (79.2/100). Annual revenue: $0.2M NZD. Financial data as at December 2025.
Mission: The Endowment Fund exists to generate income from its investments out of which it makes grants and donations for the purposes of the Parish of St Peter's Wellington of a religious, charitable or educational nature.
- Registration Number
- CC30625
- Charity Type
- Charitable Trust
- Registration Date
- 2008-06-30
- Status
- Active
- CharityData Rating
- B (79.2/100)
- Sector
- Religion
- Location
- Wellington, Wellington
- dazzaplusthree@gmail.com
- Funder Status
- Grant-making charity (endowment)
- Data as at
- December 2025
Beneficiaries: Other charities, Religious groups
Financial Summary
- Total Revenue
- $0.2M NZD
- Total Expenses
- $0.3M NZD
- Total Assets
- $7.6M NZD
- Net Assets
- $7.6M NZD
- Reserve Months
- 5.2 months of operating expenses
- Financial Year End
- 2025-12-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.2M | $0.3M | $7.6M |
| 2024 | $0.2M | $0.3M | $7.4M |
| 2023 | $0.2M | $0.2M | $7.1M |
| 2022 | $0.2M | $0.2M | $5.6M |
| 2021 | $0.2M | $0.1M | $5.6M |
| 2020 | $0.1M | $0.1M | $5.6M |
| 2019 | $0.2M | $0.2M | $5.6M |
| 2018 | $0.2M | $0.2M | $5.6M |
| 2017 | $0.2M | $0.3M | $5.6M |
| 2016 | $3.2M | $0.4M | $5.6M |
CharityData Rating
- Overall Grade
- B
- Overall Score
- 79.2/100
- Financial Score
- 81
- Governance Score
- 75
- Transparency Score
- 65
Board Members and Officers
Current Officers (0)
| Name | Role | Appointed |
|---|
Former Officers (19)
- Christopher Gray — Trustee
- Michael Daymond-King — Trustee
- Kerry Waddell — Trustee
- Darryl Gardiner — Chair
- Jean Malcolm — Co-Vicar-(ex-Officio)
- Stephen King — Co-Vicar-(ex-Officio)
- Charles Waldegrave — Co-Vicar-(ex-Officio)
- Paul Selwyn-Smith — Trustee (departed 2022-12-15)
- Graham Atkinson — Trustee (departed 2024-10-17)
- Wayne Head — Trustee (departed 2023-01-09)
- Brian Dawson — Trustee (departed 2016-08-05)
- David Underwood — Trustee (departed 2019-10-08)
- Ross Tanner — Trustee (departed 2023-03-31)
- Jonathan Parker — Trustee (departed 2014-04-23)
- Christopher Highet — Trustee (departed 2015-03-31)
- Lisa Marie Richan — Trustee (departed 2015-04-27)
- Godfrey Nicholson — Trustee (departed 2011-09-30)
- Richard Norman — Trustee (departed 2023-01-09)
- Shane Jones — Trustee (departed 2014-04-23)
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St Peters (Wellington) Endowment Fund Trust Board
Financial data as at December 2025. Sourced from Charities Services register.
$243.8K
$344.4K
$7.6M
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
Endowment Foundation
Special Entity TypeThis 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
GrantmakerThis organisation makes grants or donations to other charities and organisations.
About
The Endowment Fund exists to generate income from its investments out of which it makes grants and donations for the purposes of the Parish of St Peter's Wellington of a religious, charitable or educational nature.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (18 Years)
Revenue Breakdown
Expense Breakdown
API DataBased on annual return data. Detailed program/admin breakdown not available.
Financial Health Dashboard
Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology
Revenue Diversification
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 181 peers · Religion · $100K – $1M
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating History
Rating
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Registration
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Sector & Activities
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: 1 October 2026.
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