The Ian Axford (New Zealand) Fellowships In Public Policy Trust Incorporated — Education Charity in Wellington

The Ian Axford (New Zealand) Fellowships In Public Policy Trust Incorporated is a Trust charity in the Education sector, based in Wellington, Wellington. This organisation also provides funding to other charities. CharityData rates this charity A- (85.5/100). Annual revenue: $0.1M NZD. Financial data as at September 2025.

Mission: The objects for which the Trust is established are: (a) to further the links between New Zealand and the United States of America by enabling Americans of high intellectual ability and leadership potential to come to New Zealand to gain experience and build contacts in the field of public policy development; (b) to further the development of knowledge, skills and experience in the area of public policy in both these countries; '(c) to further the development of a network of public policy expertise in both these countries; '(d) to encourage and promote education and research in New Zealand on public policy issues and '(e) generally to do such things as are considered conducive to the attainment of the above objects.

Registration Number
CC36721
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
A- (85.5/100)
Sector
Education
Location
Wellington, Wellington
Email
info@fulbright.org.nz
Funder Status
Grant-making charity (trust)
Data as at
September 2025

Beneficiaries: General public

Financial Summary

Total Revenue
$0.1M NZD
Total Expenses
$0.1M NZD
Total Assets
$0.7M NZD
Net Assets
$0.6M NZD
Reserve Months
19.2 months of operating expenses
Financial Year End
2025-09-30

Financial History

YearRevenueExpensesNet Assets
2025$0.1M$0.1M$0.6M
2024$0.1M$0.1M$0.6M
2023$0.1M$0.2M$0.5M
2022$0.1M$0.0M$0.6M
2021$0.1M$0.0M$0.5M
2020$0.1M$0.0M$0.5M
2019$0.1M$0.1M$0.4M
2018$0.3M$0.2M$0.3M
2017$0.1M$0.2M$0.2M
2016$0.1M$0.2M$0.2M

CharityData Rating

Overall Grade
A-
Overall Score
85.5/100
Financial Score
90
Governance Score
75
Transparency Score
65

Board Members and Officers

Current Officers (7)

NameRoleAppointed
Aphra GreenTrustee2024-08-07
Annette DixonTrustee2024-08-06
Mereama ChaseTrustee2022-09-01
Jocelyn WoodleyTrustee2019-11-01
Roy FergusonChair2015-02-01
Simon MurdochTrustee2010-04-30
Richard FaullTrustee1995-12-08

Former Officers (19)

  • Pattrick Smellie — Trustee (departed 2024-08-06)
  • Richard Kay — Trustee (departed 2020-01-01)
  • GIROL KARACAOGLU — Trustee (departed 2022-09-30)
  • Ross Tanner — Trustee (departed 2022-09-30)
  • Roger Sowry — Trustee (departed 2025-05-05)
  • Felecity Buchanan — Trustee (departed 2018-04-30)
  • Jane Coombs — Trustee (departed 2015-01-01)
  • Karen Poutasi — Trustee (departed 2017-03-13)
  • Nigel Moore — Trustee (departed 2013-02-27)
  • Helene Quilter — Trustee (departed 2022-09-30)
  • David Taylor — Trustee (departed 2010-04-30)
  • Iain Rennie — Trustee (departed 2008-07-23)
  • Carl Worker — Trustee (departed 2008-07-23)
  • Phillip Lewin — Trustee (departed 2008-08-12)
  • Mele Wendt — Trustee (departed 2013-08-21)
  • Doug Kidd — Trustee (departed 2018-06-28)
  • Andrew Kibblewhite — Trustee (departed 2009-12-31)
  • Jim Bolger — Trustee (departed 2015-01-01)
  • Paul Reeves — Trustee (departed 2011-08-14)

Similar Charities in Education

FunderEducationTrustTrust

The Ian Axford (New Zealand) Fellowships In Public Policy Trust Incorporated

CC36721Wellington, WellingtonRegistered 30 Jun 2008
Data updated: 6 days ago
Financials30 Sept 2025Rating3d ago

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

A-
86/100
Financial
90
Governance
75
Transparency
65
Revenue

$122.1K

Expenses

$93.4K

Assets

$670.8K

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

Grant-Making Trust

Special Entity Type

This trust makes grants to other organizations. It does not deliver programs directly.

Funder Profile

Grantmaker

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

Funding Sectors
Education
Beneficiaries
People with Disabilities
Geographic Focus
Nationwide

About

Mission

The objects for which the Trust is established are: (a) to further the links between New Zealand and the United States of America by enabling Americans of high intellectual ability and leadership potential to come to New Zealand to gain experience and build contacts in the field of public policy development; (b) to further the development of knowledge, skills and experience in the area of public policy in both these countries; '(c) to further the development of a network of public policy expertise in both these countries; '(d) to encourage and promote education and research in New Zealand on public policy issues and '(e) generally to do such things as are considered conducive to the attainment of the above objects.

Who We Serve

Beneficiaries
General public

Key Statistics

Annual Revenue
$122.1K
Total Expenses
$93.4K
Net Assets
$591.7K

Financial Trends

Financial Trends (17 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
19.2mo
Could operate 19.2 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

35
Score /100
Concentrated
HHI: 6,546
Other77.8%
Investment Income22.2%

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

Peer Comparison

Ranked against 132 peers · Education · $100K – $1M

Rating Score
86
#4/133
Revenue
$122K
#120/133
Reserve Months
19.2
#1/133
Surplus
$29K
#63/133
Staff Cost %
0%
#1/133

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

Rating History

A-
2025
Score: 85.5
Financial: 90 | Governance: 75 | Transparency: 65
Current
C-
2024
Score: 56.8
Financial: 78 | Governance: 75 | Transparency: 65

Rating

A-
Score: 85.5/100
Financial
90
Governance
75
Transparency
65
Why this grade: Financial 90 × 40% + Governance 75 × 60% = 81 → A-.
View Full Score Breakdown

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Contact Details

Address
Wellington, Wellington

Registration

Registration NumberCC36721
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated22 Aug 1996
Registered office
Level 4, Norseman House, 120 Featherston Street, Wellington Central, Wellington

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.