The Wellington Diocesan School For Boys Trust Board — Education Charity in Lower Hutt
The Wellington Diocesan School For Boys Trust Board is a Trust charity in the Education sector, based in Lower Hutt, Lower Hutt. Annual revenue: $6.0M NZD. Financial data as at December 2025.
The Wellington Diocesan School For Boys Trust Board files consolidated accounts that include The Wellesley College Foundation (CC22015). Its revenue is largely the same money those registrations report, not additional income.
Mission: Education
- Registration Number
- CC11255
- Charity Type
- Trust
- Registration Date
- 2007-10-02
- Status
- Active
- Sector
- Education
- Location
- Lower Hutt, Lower Hutt
- office@wellesley.school.nz
- Data as at
- December 2025
Beneficiaries: Children / young people, General public
Financial Summary
- Total Revenue
- $6.0M NZD
- Total Expenses
- $6.3M NZD
- Total Assets
- $12.1M NZD
- Net Assets
- $10.2M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 37
- 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 | $6.0M | $6.0M | $7.8M |
| 2022 | $5.7M | $5.7M | $7.9M |
| 2021 | $5.1M | $5.3M | $7.9M |
| 2020 | $5.3M | $5.5M | $8.1M |
| 2019 | $5.6M | $5.5M | $8.4M |
| 2018 | $5.5M | $5.5M | $8.3M |
| 2017 | $5.9M | $5.7M | $8.3M |
| 2016 | $5.6M | $5.4M | $8.1M |
Board Members and Officers
Current Officers (8)
| Name | Role | Appointed |
|---|---|---|
| Nicola Swan | Trustee | 2026-06-16 |
| Peter Lischner | Trustee | 2026-06-16 |
| Sarah Bartlett | Trustee | 2024-05-19 |
| Cormac Denton | Trustee | 2024-05-19 |
| Andrew Allan | Trustee | 2024-05-19 |
| Liang Zhong | Trustee | 2024-02-20 |
| Catherine Levermore | Trustee | 2021-06-01 |
| John Healy | Trustee | 2019-06-26 |
Former Officers (38)
- David Healy — Trustee (departed 2026-04-28)
- Rhona Aylward — Trustee (departed 2026-04-24)
- David Coull — Trustee (departed 2025-11-18)
- Andrew Holden — Trustee (departed 2025-11-18)
- Owen Gibson — Trustee (departed 2024-12-13)
- Phillipa Hogg — Trustee (departed 2024-03-26)
- Peter Dowell — Trustee (departed 2023-11-21)
- Richard Blundell — Trustee (departed 2021-03-14)
- David Chinn — Trustee (departed 2023-11-21)
- John Hughes — Trustee (departed 2022-03-29)
- Ruth Treacy — Trustee (departed 2020-11-30)
- James Coleman — Trustee (departed 2018-09-17)
- Megan Richards — Trustee (departed 2017-10-30)
- Matthew Allen — Trustee (departed 2019-08-19)
- Sharyn Mitchell — Trustee (departed 2021-04-26)
- Jeffrey Healey — Trustee (departed 2021-03-23)
- Jason Green — Trustee (departed 2019-01-01)
- Christopher Jackson — Trustee (departed 2018-10-15)
- Eleanor Sanderson — Trustee (departed 2016-09-19)
- Geof Shirtcliffe — Trustee (departed 2019-11-19)
Service Providers
- BDO
Similar Charities in Education
- The Hato Paora Trust Board — Education
- Otago Presbyterian Girls' College Board of Governors Incorporated — Education
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- Far North Reap Society Incorporated — Education
- Victoria University of Wellington Students Association and Te Aka Tauira Incorporated — Education
The Wellington Diocesan School For Boys Trust Board
Financial data as at December 2025. Sourced from Charities Services register.
This entity is registered as a charity but functions as a property, trading, or investment vehicle held by a service-delivering parent (a church, school, hospital, professional association, or similar). Its purpose is to hold or trade assets on the parent's behalf — not to deliver programs to public beneficiaries on its own books. The standard charity rating template (program-vs-administration split, reserve-months, fundraising efficiency) doesn't apply at the subsidiary level — those signals are meaningful at the parent level. A letter grade is withheld here rather than producing a misleading F driven by template-fit. Look up the parent charity by name for its rating.
How ratings work →Reasons to look carefully (2)
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.
- No chair recorded on the registerNo chair or presiding role is recorded in the register for this board of 8. The Charities Register does not require one to be identified, so this is a gap in the public record rather than a finding about the board.
- Same audit firm for many yearsSame audit firm (BDO) for 7 consecutive years — best practice rotates audit firms periodically to refresh independent oversight
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.
$6.0M
$6.3M
$12.1M
37
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
Subsidiary
Special Entity TypeThis organization is a subsidiary or branch of a parent charity.
Relationship: consolidating_parent
About
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
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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: 28 September 2026.
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