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
- 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
| Year | Revenue | Expenses | Net 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)
| Name | Role | Appointed |
|---|---|---|
| Aphra Green | Trustee | 2024-08-07 |
| Annette Dixon | Trustee | 2024-08-06 |
| Mereama Chase | Trustee | 2022-09-01 |
| Jocelyn Woodley | Trustee | 2019-11-01 |
| Roy Ferguson | Chair | 2015-02-01 |
| Simon Murdoch | Trustee | 2010-04-30 |
| Richard Faull | Trustee | 1995-12-08 |
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
- The Hato Paora Trust Board — Education
- Otago Presbyterian Girls' College Board of Governors Incorporated — Education
- Hawksbury Community Living Trust — Education
- Far North Reap Society Incorporated — Education
- Victoria University of Wellington Students Association and Te Aka Tauira Incorporated — Education
The Ian Axford (New Zealand) Fellowships In Public Policy Trust Incorporated
Financial data as at September 2025. Sourced from Charities Services register.
$122.1K
$93.4K
$670.8K
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
Grant-Making Trust
Special Entity TypeThis trust makes grants to other organizations. It does not deliver programs directly.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
About
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
Key Statistics
Financial Trends
Financial Trends (17 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 132 peers · Education · $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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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: 29 September 2026.
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