Whangarei Boys' High School Old Boys' Association Endowment Trust — Education Charity in Whangarei
Whangarei Boys' High School Old Boys' Association Endowment Trust is a Trust charity in the Education sector, based in Whangarei, Whangarei. This organisation also provides funding to other charities. CharityData rates this charity B (77.9/100). Annual revenue: $0.1M NZD. Financial data as at March 2025.
Mission: Entity's Purpose or Mission: The purpose of the Trust includes, but is not limited to, the following: a) To foster the pursuit and advancement of high education standards for pupils of the Whangarei Boys' High School; b) To provide for the educational, learning, sporting and cultural purposes of the pupils of the Whangarei Boys' High School; c) To provide financial assistance for scholarships, prizes, bursaries and allowances for pupils in order to assist and support them towards achieving academic or sporting excellence; d) To provide assistance with the acquisition, improvement or maintenance of land, facilities, materials or equipment used by pupils for educational, learning, sporting or cultural purposes; e) To support, assist and advance the aims and objects of the Whangarei Boys' High School Old Boys' Association so long as the Association remains a recognised charitable organisation in accordance with New Zealand Law.
- Registration Number
- CC47090
- Charity Type
- Trust
- Registration Date
- 2023-02-26
- Status
- Active
- CharityData Rating
- B (77.9/100)
- Sector
- Education
- Location
- Whangarei, Whangarei
- communications@wbhsoba.co.nz
- Funder Status
- Grant-making charity (endowment)
- Data as at
- March 2025
Financial Summary
- Total Revenue
- $0.1M NZD
- Total Expenses
- $0.1M NZD
- Total Assets
- $0.5M NZD
- Net Assets
- $0.5M NZD
- Reserve Months
- 3.9 months of operating expenses
- Volunteers
- 0
- Financial Year End
- 2025-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.1M | $0.1M | $0.5M |
| 2024 | $0.0M | $0.0M | $0.5M |
| 2023 | $0.0M | $0.0M | $0.4M |
| 2019 | $0.2M | $0.3M | $0.4M |
| 2018 | $0.0M | $0.0M | $0.5M |
| 2017 | $0.3M | $0.0M | $0.5M |
| 2016 | $0.0M | $0.0M | $0.2M |
| 2015 | $0.0M | $0.0M | $0.2M |
| 2014 | $0.0M | $0.0M | $0.2M |
| 2013 | $0.0M | $0.0M | $0.2M |
CharityData Rating
- Overall Grade
- B
- Overall Score
- 77.9/100
- Financial Score
- 83.5
- Governance Score
- 65
- Transparency Score
- 65
Board Members and Officers
Current Officers (0)
| Name | Role | Appointed |
|---|
Former Officers (18)
- Shane Culham — Trustee (departed 2024-06-26)
- Lindsay Faithful — Trustee (departed 2025-03-19)
- Paul Ahlers — Trustee
- Garry Whimp — Advisory Trustee (departed 2018-03-30)
- Jarrod Goodall — Trustee
- Mark Wilson — Trustee
- Murray Holdaway — Trustee
- Phillip Eady — Advisory Trustee (departed 2018-11-15)
- Colin Templeton — Trustee (departed 2015-03-31)
- Ercoli Angelo — Trustee (departed 2024-06-26)
- David Dent — Trustee
- Kevin Salmon — Trustee (departed 2015-01-01)
- Peter Ogle — Trustee (departed 2012-02-28)
- Martin Perkinson — Trustee (departed 2014-04-01)
- David Silich — Trustee (departed 2018-02-11)
- Stuart Spicer — Trustee (departed 2014-04-01)
- Lloyd Morris — Trustee (departed 2017-03-20)
- Timothy Shaw — Trustee (departed 2017-03-20)
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
Whangarei Boys' High School Old Boys' Association Endowment Trust
Financial data as at March 2025. Sourced from Charities Services register.
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.
- 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.
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.
$78.6K
$50.5K
$518.8K
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.
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
Entity's Purpose or Mission: The purpose of the Trust includes, but is not limited to, the following: a) To foster the pursuit and advancement of high education standards for pupils of the Whangarei Boys' High School; b) To provide for the educational, learning, sporting and cultural purposes of the pupils of the Whangarei Boys' High School; c) To provide financial assistance for scholarships, prizes, bursaries and allowances for pupils in order to assist and support them towards achieving academic or sporting excellence; d) To provide assistance with the acquisition, improvement or maintenance of land, facilities, materials or equipment used by pupils for educational, learning, sporting or cultural purposes; e) To support, assist and advance the aims and objects of the Whangarei Boys' High School Old Boys' Association so long as the Association remains a recognised charitable organisation in accordance with New Zealand Law.
Key Statistics
Financial Trends
Financial Trends (11 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 329 peers · Education · Under $100K
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating
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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: 30 September 2026.
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