The Unions Aotearoa International Development Trust — Education Charity in Wellington

The Unions Aotearoa International Development Trust 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 (91/100). Annual revenue: $3.1M NZD. Financial data as at March 2026.

Mission: The advancement of education and relief of poverty.

Registration Number
CC40251
Charity Type
Trust
Registration Date
2009-04-23
Status
Active
CharityData Rating
A (91/100)
Sector
Education
Location
Wellington, Wellington
Email
admin@unionaid.org.nz
Funder Status
Grant-making charity (trust)
Data as at
March 2026

Beneficiaries: Children / young people, Older people, Voluntary bodies other than charities, Other - All

Financial Summary

Total Revenue
$3.1M NZD
Total Expenses
$3.0M NZD
Total Assets
$2.1M NZD
Net Assets
$0.6M NZD
Reserve Months
3.0 months of operating expenses
Staff Count
12
Financial Year End
2026-03-31

Financial History

YearRevenueExpensesNet Assets
2026$3.1M$3.0M$0.6M
2025$2.9M$2.9M$0.5M
2024$2.5M$2.3M$0.5M
2023$1.3M$1.3M$0.3M
2022$0.8M$0.8M$0.3M
2021$1.0M$1.0M$0.3M
2020$1.9M$1.9M$0.2M
2019$1.5M$1.5M$0.2M
2018$0.9M$0.8M$0.2M
2017$0.4M$0.5M$0.2M

CharityData Rating

Overall Grade
A
Overall Score
91/100
Financial Score
97.9
Governance Score
75
Transparency Score
65

Board Members and Officers

Current Officers (6)

NameRoleAppointed
James RitchieTrustee and Chair of the Board of Trustees2025-03-31
Aubrey WilkinsonTrustee2024-04-01
Liam RutherfordTrustee2023-10-03
Robert ReidTrustee2021-01-20
Melissa Ansell-BridgesTrustee2020-03-13
Barbara WilliamsTrustee2019-02-01

Former Officers (9)

  • Laila Harre — Trustee (departed 2026-01-11)
  • Patricia Webster — Trustee (departed 2023-07-19)
  • Jacqueline Parisi — Trustee (departed 2018-05-03)
  • Samuel Huggard — Trustee (departed 2020-07-01)
  • Nanette Cormack — Trustee (departed 2025-03-31)
  • Mary-Jane Rivers — Trustee (departed 2022-11-01)
  • James Wilson — Trustee (departed 2026-09-24)
  • Peter Conway — Trustee (departed 2015-06-09)
  • Helen Kelly — Trustee (departed 2015-03-10)

Similar Charities in Education

FunderEducationTrustTrust

The Unions Aotearoa International Development Trust

CC40251Wellington, WellingtonRegistered 23 Apr 2009
Data updated: 4 days ago
Financials6mo agoRating4d ago

Financial data as at March 2026. Sourced from Charities Services register.

A
91/100
Financial
98
Governance
75
Transparency
65

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.

  • Government-funding concentration
    90% of latest-year revenue came from government grants — single-stream dependency

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

$3.1M

Expenses

$3.0M

Assets

$2.1M

Staff

12

Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.

Funder Profile

Grantmaker

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

Funding Sectors
EducationSocial Services
Beneficiaries
General Public
Geographic Focus
Wellington

About

Mission

The advancement of education and relief of poverty.

Who We Serve

Beneficiaries
Children / young peopleOlder peopleVoluntary bodies other than charitiesOther - All

Key Statistics

Annual Revenue
$3.1M
Total Expenses
$3.0M
Net Assets
$621.2K
Staff
12
employees

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
3mo
Could operate 3 months with zero revenue
Low reserves
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

19
Score /100
Highly Concentrated
HHI: 8,135
High Concentration: 90% of revenue from Government Grants
Government Grants89.7%
Donations9.4%
Investment Income0.9%

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
91
#6/38
Revenue
$3.1M
#12/38
Reserve Months
3.0
#1/38
Surplus
$123K
#18/38
Staff Cost %
29%
#38/38

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

Rating History

A
2026
Score: 91.0
Financial: 98 | Governance: 75 | Transparency: 65
Current
NR
2025
Score: N/A
Financial: 0 | Governance: 30 | Transparency: 65

Rating

A
Score: 91/100
Financial
97.9
Governance
75
Transparency
65
Why this grade: Financial 98 × 40% + Governance 75 × 60% = 84 → A.
View Full Score Breakdown

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Latest Audit

FY2025
Clean
10 years of audit history

Contact Details

Address
Wellington, Wellington

Registration

Registration NumberCC40251
Entity TypeTrust
Registered23 Apr 2009
StatusRegistered

Sector & Activities

Primary Sector
Education
Activities
Acts as an umbrella / resource bodyMakes grants to organisations (including schools or other charities)Provides advice / information / advocacy

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.