Wellington North Rotary Scholarship Trust Board — Education Charity in Wellington

Wellington North Rotary Scholarship Trust Board is a Charitable Trust charity in the Education sector, based in Wellington, Wellington. CharityData rates this charity C- (58.5/100). Annual revenue: $0.7M NZD. 1 red flag detected. Financial data as at June 2026.

Mission: To assist students from the Wellington region who are suffering from financial hardship with the cost of tertiary education, vocational training or the development of life skills.

Registration Number
CC30208
Charity Type
Charitable Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
C- (58.5/100)
Sector
Education
Location
Wellington, Wellington
Email
tippingfamily@xtra.co.nz
Data as at
June 2026

Beneficiaries: Children / young people

Financial Summary

Total Revenue
$0.7M NZD
Total Expenses
$0.2M NZD
Total Assets
$2.6M NZD
Net Assets
$2.6M NZD
Reserve Months
15.1 months of operating expenses
Financial Year End
2026-06-30

Financial History

YearRevenueExpensesNet Assets
2026$0.7M$0.2M$2.6M
2025$0.0M$0.0M$1.2M
2024$0.1M$0.1M-
2023$0.0M$0.1M$2.2M
2022$0.2M$0.2M$2.3M
2021$0.1M$0.1M$2.4M
2020$0.5M$0.1M$2.4M
2019$0.1M$0.1M$2.0M
2018$0.1M$0.1M$2.0M
2017$0.1M$0.1M$2.0M

CharityData Rating

Overall Grade
C-
Overall Score
58.5/100
Financial Score
70
Governance Score
65
Transparency Score
65

Red Flags

  • 2 trustees of this charity also sit on multiple other charity boards — concentrated trustee bandwidth may warrant board-skill-mix review.

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (13)

  • Paul Maloney — Trustee
  • Roy Ferguson — Trustee (chair)
  • Paul Tipping — Trustee
  • David Young — Trustee
  • Grant Hassell — Trustee (departed 2022-06-20)
  • Patrick Helm — Trustee (chair) (departed 2022-01-31)
  • Ian Kennedy — Trustee (departed 2016-01-31)
  • Joanna Tuckwell — Trustee (departed 2018-05-18)
  • Antony Young — Trustee (departed 2016-01-31)
  • John Simpson — Trustee (departed 2014-06-30)
  • Alan Lawton — Trustee (departed 2014-06-30)
  • Gerald McDouall — Trustee (departed 2013-06-30)
  • Gerald (Andrew) McDouall — Trustee (departed 2013-06-30)

Similar Charities in Education

EducationCharitable Trust

Wellington North Rotary Scholarship Trust Board

CC30208Wellington, WellingtonRegistered 30 Jun 2008
Data updated: 5 days ago
Financials4mo agoRating1mo ago

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

C-
59/100
Financial
70
Governance
65
Transparency
65
Revenue

$722.3K

Expenses

$178.7K

Assets

$2.6M

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

1 red flag identified- Review the Rating tab for details

Grant-Making Trust

Special Entity Type

This trust makes grants to other organizations. It does not deliver programs directly.

About

Mission

To assist students from the Wellington region who are suffering from financial hardship with the cost of tertiary education, vocational training or the development of life skills.

Who We Serve

Beneficiaries
Children / young people

Key Statistics

Annual Revenue
$722.3K
Total Expenses
$178.7K
Net Assets
$2.6M

Financial Trends

Financial Trends (18 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
0mo
Could operate 0 months with zero revenue
Critical
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

22
Score /100
Highly Concentrated
HHI: 7,828
High Concentration: 88% of revenue from Investment Income
Investment Income87.6%
Other12.4%

HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.

Peer Comparison

Ranked against 152 peers · Education · $100K – $1M

Rating Score
59
#47/153
Revenue
$722K
#22/153
Reserve Months
15.1
#1/153
Surplus
$544K
#2/153
Staff Cost %
0%
#1/153

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

Rating

C-
Score: 58.5/100
Financial
70
Governance
65
Transparency
65
Why this grade: Financial 70 × 40% + Governance 65 × 60% = 67 → 59 after red-flag penalties → C-.
View Full Score Breakdown

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Latest Audit

FY2023
Clean
4 years of audit history

Contact Details

Address
Wellington, Wellington

Registration

Registration NumberCC30208
Entity TypeCharitable Trust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated18 Oct 2001
Registered office
21-29 Broderick Road, Johnsonville, Wellington

Sector & Activities

Primary Sector
Education
Activities
Other - Acts an Umbrella body

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.