Waterlea Park Charitable Trust 2020 — Education Charity in Blenheim
Waterlea Park Charitable Trust 2020 is a Trust charity in the Education sector, based in Blenheim, Blenheim. CharityData rates this charity C+ (68.5/100). Annual revenue: $0.3M NZD. Financial data as at July 2024.
Mission: To carry out every charitable purpose in Marlborough whether relating to the relief of poverty, the advancement of education, or any other purpose beneficial to the community, and specifically, at the discretion of the Board, may include: (a) Provision of recreational facilities, and (b) Running of recreational programmes, AND any one or more of those purposes may be carried out independently of others of those purposes.
- Registration Number
- CC58253
- Charity Type
- Trust
- Registration Date
- 2020-05-09
- Status
- Active
- CharityData Rating
- C+ (68.5/100)
- Sector
- Education
- Location
- Blenheim, Blenheim
- waterlearaceway@xtra.co.nz
- Data as at
- July 2024
Beneficiaries: General public
Financial Summary
- Total Revenue
- $0.3M NZD
- Total Expenses
- $0.2M NZD
- Total Assets
- $6.6M NZD
- Net Assets
- $5.7M NZD
- Reserve Months
- 3.9 months of operating expenses
- Volunteers
- 1
- Financial Year End
- 2024-07-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2024 | $0.3M | $0.2M | $5.7M |
| 2023 | $0.1M | $0.1M | $5.6M |
| 2022 | $0.1M | $0.1M | $0.0M |
| 2021 | $0.1M | $0.1M | $-1.0M |
CharityData Rating
- Overall Grade
- C+
- Overall Score
- 68.5/100
- Financial Score
- 70
- Governance Score
- 65
- Transparency Score
- 65
Board Members and Officers
Current Officers (5)
| Name | Role | Appointed |
|---|---|---|
| Michael Insley | Trustee | 2022-12-09 |
| Alistair Sowman | Trustee | 2021-12-07 |
| Stephanie Hole | Trustee | 2020-05-08 |
| Kenneth Hart | Trustee | 2020-05-08 |
| Petrina Shutkowski | Trustee | 2020-05-08 |
Former Officers (2)
- Benjamin McLauchlan — Trustee (departed 2021-12-07)
- Paul Hickman — Trustee (departed 2021-08-31)
Funding Sources
- Lion Foundation — $3,000
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
Waterlea Park Charitable Trust 2020
Financial data as at July 2024. Sourced from Charities Services register.
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 5. 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.
- Current annual return overdueThe newest annual return we hold is 26 months old — a more recent return may already be on the Charities Services register
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.
$302.6K
$228.4K
$6.6M
Financial data from Charities Services annual return (FY2024). 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.
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.
About
To carry out every charitable purpose in Marlborough whether relating to the relief of poverty, the advancement of education, or any other purpose beneficial to the community, and specifically, at the discretion of the Board, may include: (a) Provision of recreational facilities, and (b) Running of recreational programmes, AND any one or more of those purposes may be carried out independently of others of those purposes.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (4 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
C+Is this your charity?
Claim your profile to view analytics, submit corrections, and improve your rating.
Claim This ProfileContact Details
Registration
Companies Office
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: 28 September 2026.
Similar Charities in Education
Other Education charities ranked by overall score