The Wellesley College Foundation — Education Charity in Lower Hutt
The Wellesley College Foundation is a Trust charity in the Education sector, based in Lower Hutt, Lower Hutt. This organisation also provides funding to other charities. CharityData rates this charity B- (71.5/100). Annual revenue: $6.0M NZD. Financial data as at December 2025.
The Wellesley College Foundation's finances are included in the consolidated accounts filed by The Wellington Diocesan School For Boys Trust Board (CC11255). The registrations report largely the same money — adding their revenue together counts it twice.
Mission: Advancement of religion and education
- Registration Number
- CC22015
- Charity Type
- Trust
- Registration Date
- 2008-03-19
- Status
- Active
- CharityData Rating
- B- (71.5/100)
- Sector
- Education
- Location
- Lower Hutt, Lower Hutt
- Funder Status
- Grant-making charity (foundation)
- Data as at
- December 2025
Beneficiaries: Children / young people, Other charities
Financial Summary
- Total Revenue
- $6.0M NZD
- Total Expenses
- $6.3M NZD
- Total Assets
- $12.1M NZD
- Net Assets
- $10.2M NZD
- Reserve Months
- 0.2 months of operating expenses
- Staff Count
- 2
- Financial Year End
- 2025-12-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $6.0M | $6.3M | $10.2M |
| 2024 | $5.9M | $6.1M | $10.4M |
| 2023 | $0.2M | $0.2M | $2.6M |
| 2022 | $0.4M | $0.2M | $2.4M |
| 2021 | $0.2M | $0.1M | $2.6M |
| 2020 | $0.2M | $0.2M | $2.6M |
| 2019 | $0.3M | $0.1M | $2.4M |
| 2018 | $0.3M | $0.2M | $2.0M |
| 2017 | $0.5M | $0.2M | $2.0M |
| 2016 | $0.2M | $0.1M | $1.6M |
CharityData Rating
- Overall Grade
- B-
- Overall Score
- 71.5/100
- Financial Score
- 70
- Governance Score
- 75
- Transparency Score
- 65
Board Members and Officers
Current Officers (5)
| Name | Role | Appointed |
|---|---|---|
| Rachel Taylor | Trustee | 2026-08-07 |
| Phillipa Hogg | Trustee | 2024-06-20 |
| Andrew Allan | Trustee | 2021-11-23 |
| Andrew Cathie | Trustee | 2021-11-23 |
| John Healy | Chair | 2019-03-12 |
Former Officers (7)
- Christopher Jackson — Trustee (departed 2021-11-09)
- Helen Clarke — Trustee (departed 2018-03-13)
- Matthew Mallett — Trustee (departed 2024-06-20)
- James Porteous — Trustee (departed 2022-05-24)
- Gregory Thomas — Trustee (departed 2018-11-06)
- Sarah Ottrey — Trustee (departed 2011-12-31)
- Charlotte Gendall — Trustee (departed 2010-06-30)
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 Wellesley College Foundation
Financial data as at December 2025. Sourced from Charities Services register.
$6.0M
$6.3M
$12.1M
2
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.
Relationship: consolidated_subsidiary
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
Advancement of religion and education
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 37 peers · Education · $1M – $10M
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
B-Is this your charity?
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Registration
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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