Whitby Collegiate Foundation — Education Charity in Wellington

Whitby Collegiate Foundation is a Trust charity in the Education sector, based in Wellington, Wellington. This organisation also provides funding to other charities. CharityData rates this charity B- (74.3/100). Annual revenue: $0.2M NZD. Financial data as at December 2025.

Mission: 1. To advance the education of students in the Whitby and Porirua areas by providing scholarships to enable students to attend Whitby Collegiate. 2. To provide relief of poverty in the Whitby and Porirua areas by providing scholarships to enable students to attend Whitby Collegiate. 3.To otherwise encourage and support activities via Whitby Collegiate which are beneficial to the community in the Whitby and Porirua areas. 4. All things incidental to the charitable purposes described above.

Registration Number
CC57538
Charity Type
Trust
Registration Date
2020-01-27
Status
Active
CharityData Rating
B- (74.3/100)
Sector
Education
Location
Wellington, Wellington
Email
shelley.addison@whitbycollegiate.school.nz
Funder Status
Grant-making charity (foundation)
Data as at
December 2025

Beneficiaries: Children / young people

Financial Summary

Total Revenue
$0.2M NZD
Total Expenses
$0.2M NZD
Total Assets
$0.2M NZD
Net Assets
$0.1M NZD
Reserve Months
5.3 months of operating expenses
Financial Year End
2025-12-31

Financial History

YearRevenueExpensesNet Assets
2025$0.2M$0.2M$0.1M
2024$0.2M$0.1M$0.1M
2023$0.0M$0.0M$0.0M
2022$0.0M$0.0M$-0.0M
2021$0.0M$0.0M-
2021$0.0M$0.0M$0.0M

CharityData Rating

Overall Grade
B-
Overall Score
74.3/100
Financial Score
82.5
Governance Score
55
Transparency Score
65

Board Members and Officers

Current Officers (2)

NameRoleAppointed
John FisoTrustee2109-10-30
Shelley AddisonTrustee2019-10-30

Funding Sources

  • Air Rescue Services Limited — $49,460
  • One Foundation — $25,000

Similar Charities in Education

FunderEducationTrustFoundation

Whitby Collegiate Foundation

CC57538Wellington, WellingtonRegistered 27 Jan 2020
Data updated: 4 days ago
Financials9mo agoRating2d ago

Financial data as at December 2025. Sourced from Charities Services register.

B-
74/100
Financial
83
Governance
55
Transparency
65

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.

  • Small board structure
    2 current officers listed on the register — best-practice boards have 5+ members with separation of duties

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.

Revenue

$186.7K

Expenses

$176.5K

Assets

$154.1K

Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.

Grant-Making Trust

Special Entity Type

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

Funder Profile

Grantmaker

This organisation makes grants or donations to other charities and organisations.

Funding Sectors
EducationSocial ServicesCommunity Development
Beneficiaries
General Public
Geographic Focus
Wellington

About

Mission

1. To advance the education of students in the Whitby and Porirua areas by providing scholarships to enable students to attend Whitby Collegiate. 2. To provide relief of poverty in the Whitby and Porirua areas by providing scholarships to enable students to attend Whitby Collegiate. 3.To otherwise encourage and support activities via Whitby Collegiate which are beneficial to the community in the Whitby and Porirua areas. 4. All things incidental to the charitable purposes described above.

Who We Serve

Beneficiaries
Children / young people

Key Statistics

Annual Revenue
$186.7K
Total Expenses
$176.5K
Net Assets
$120.2K

Financial Trends

Financial Trends (6 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
5.3mo
Could operate 5.3 months with zero revenue
Low reserves
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

33
Score /100
Concentrated
HHI: 6,728
Donations79.5%
Other20.2%
Investment Income0.3%

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

Rating Score
74
#16/133
Revenue
$187K
#91/133
Reserve Months
5.3
#1/133
Surplus
$10K
#84/133
Staff Cost %
0%
#1/133

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

Rating History

B-
2025
Score: 74.3
Financial: 83 | Governance: 55 | Transparency: 65
Current
B-
2024
Score: 74.3
Financial: 83 | Governance: 55 | Transparency: 65

Rating

B-
Score: 74.3/100
Financial
82.5
Governance
55
Transparency
65
Why this grade: Financial 83 × 40% + Governance 55 × 60% = 66 → B-.
View Full Score Breakdown

Is this your charity?

Claim your profile to view analytics, submit corrections, and improve your rating.

Claim This Profile

Contact Details

Address
Wellington, Wellington

Registration

Registration NumberCC57538
Entity TypeTrust
Registered27 Jan 2020
StatusRegistered

Sector & Activities

Primary Sector
Education
Activities
Makes grants / loans to individuals

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.