The Davey Bequest — Education Charity in Wellington

The Davey Bequest is a Trust charity in the Education sector, based in Wellington, Wellington. This organisation also provides funding to other charities. Annual revenue: $2.1M NZD. 1 red flag detected. Financial data as at September 2025.

Mission: The Trustee shall pay so much of the income arising annually, as the Trustee sees fit to the following: 1. The University of Waikato to enable the Music Department to award scholarships to student/s in performance and musical composition. A special emphasis is to be given to students who are recognised as having a very high musical talent and dedication. 2. The Waikato Society of Arts for their general charitable purposes.

Registration Number
CC62909
Charity Type
Trust
Registration Date
2024-11-28
Status
Active
Sector
Education
Location
Wellington, Wellington
Email
funding@publictrust.co.nz
Funder Status
Grant-making charity (endowment)
Data as at
September 2025

Beneficiaries: Children / young people, Other charities

Financial Summary

Total Revenue
$2.1M NZD
Total Expenses
$0.0M NZD
Reserve Months
0.0 months of operating expenses
Volunteers
0
Financial Year End
2025-09-02

Board Members and Officers

Current Officers (1)

NameRoleAppointed
Public TrustTrustee2024-10-23

Similar Charities in Education

FunderEducationTrustEndowment

The Davey Bequest

CC62909Wellington, WellingtonRegistered 28 Nov 2024
Data updated: 5 days ago
Financials2 Sept 2025Rating3d ago

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

NR
Not rated — Charity type not yet classified — grade withheld

Our scorecard uses a different template for different kinds of charity — an operating charity is measured differently from an endowment or a grant-making trust. This charity's type has not yet been classified, so a letter grade is withheld rather than assigned using a template chosen by default. That says nothing about the charity itself. Its filed figures are shown above, and it will be graded once its type is classified.

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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

$2.1M

Expenses

$10.5K

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

1 red flag identified- Review the Rating tab for details

Funder Profile

Grantmaker

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

Funding Sectors
EducationArts & Culture
Beneficiaries
General Public
Geographic Focus
Waikato

About

Mission

The Trustee shall pay so much of the income arising annually, as the Trustee sees fit to the following: 1. The University of Waikato to enable the Music Department to award scholarships to student/s in performance and musical composition. A special emphasis is to be given to students who are recognised as having a very high musical talent and dedication. 2. The Waikato Society of Arts for their general charitable purposes.

Who We Serve

Beneficiaries
Children / young peopleOther charities

Key Statistics

Annual Revenue
$2.1M
Total Expenses
$10.5K
Net Assets
-
Volunteers
0

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
0mo
Could operate 0 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

3
Score /100
Highly Concentrated
HHI: 9,704
High Concentration: 99% of revenue from Donations
Donations98.5%
Investment Income1.4%
Other0.1%

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

Peer Comparison

Ranked against 37 peers · Education · $1M – $10M

Rating Score
0
#24/38
Revenue
$2.1M
#21/38
Reserve Months
0.0
#1/38
Surplus
$2.1M
#2/38
Staff Cost %
0%
#1/38

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 NumberCC62909
Entity TypeTrust
Registered28 Nov 2024
StatusRegistered

Sector & Activities

Primary Sector
Education
Activities
Makes grants / loans to individuals

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: 29 September 2026.