{"@context":"https://schema.org","@type":"NGO","schema_version":"1.0","identity":{"name":"L W Nelson Trust","slug":"l-w-nelson-trust","charities_register_number":"CC27296","nzbn":null,"status":"registered","registration_date":"2008-06-30","deregistration_date":null,"entity_type":"endowment_foundation","sector":"Education","icnpo_group":"Education and Research","region":"Wellington","city":"Wellington","country":"NZ","financial_year_end":null,"ird_donee_status":true,"operates_overseas":null,"website":null,"purpose":"To provide funds in perpetuity for (1) Charitable purposes in the Northland District, primarily for persons who are aged or destitute or suffering from some serious disability either mental or physical. (2) To provide scholarships (a) LW Nelson Junior Scholarship and (b) LW Nelson Agricultural Scholarship. The LW Nelson Board of Trustees has full discretion as to the distributions, time and manner of distributions and the charitable organisations to benefit.","mission":"To provide funds in perpetuity for (1) Charitable purposes in the Northland District, primarily for persons who are aged or destitute or suffering from some serious disability either mental or physical. (2) To provide scholarships (a) LW Nelson Junior Scholarship and (b) LW Nelson Agricultural Scholarship. The LW Nelson Board of Trustees has full discretion as to the distributions, time and manner of distributions and the charitable organisations to benefit."},"rating":{"rated":true,"grade":"C+","score":69,"score_scale":"0-100","financial_score":75,"governance_score":55,"transparency_score":65,"computed_date":"2026-09-26","methodology_version":"3.11","methodology_url":"https://charitydata.co.nz/charity-insights/methodology"},"red_flags":{"count":0,"types":[],"descriptions":[],"note":"Flags describe metrics that fall outside published methodology thresholds for this charity’s size and type. They are analytical observations about filed data, not findings of wrongdoing."},"financials_latest":{"year_ended":"2025-10-31","total_revenue_nzd":415185,"total_expenses_nzd":464708,"surplus_deficit_nzd":-49523,"total_assets_nzd":10471807,"total_liabilities_nzd":19522,"net_assets_nzd":10452285,"cash_reserves_nzd":87626,"government_grants_nzd":null,"donations_nzd":0,"staff_costs_nzd":0,"paid_staff":null,"volunteers":null,"reporting_tier":"Tier3","financial_report_audited":null,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=9b5b5f89-e8b6-f011-bb4b-0022480ffcd1&isPublic=true","consistency_warning":null},"financial_history":[{"year_ended":"2025-10-31","total_revenue_nzd":415185,"total_expenses_nzd":464708,"surplus_deficit_nzd":-49523,"net_assets_nzd":10452285,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=9b5b5f89-e8b6-f011-bb4b-0022480ffcd1&isPublic=true"},{"year_ended":"2024-10-31","total_revenue_nzd":446246,"total_expenses_nzd":364243,"surplus_deficit_nzd":82003,"net_assets_nzd":9875756,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=a3943db5-1698-ef11-bb3a-000d3acc4199&isPublic=true"},{"year_ended":"2023-10-31","total_revenue_nzd":358072,"total_expenses_nzd":344776,"surplus_deficit_nzd":null,"net_assets_nzd":8822082,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=04ecbef0-7b78-ee11-bb26-0022480ffcd1&isPublic=true"},{"year_ended":"2022-10-31","total_revenue_nzd":376376,"total_expenses_nzd":365915,"surplus_deficit_nzd":null,"net_assets_nzd":8809249,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=4c6bbcc3-aa59-ed11-bb18-000d3acc4199&isPublic=true"},{"year_ended":"2021-10-31","total_revenue_nzd":418645,"total_expenses_nzd":346899,"surplus_deficit_nzd":null,"net_assets_nzd":8383523,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=375d2981-d93a-ec11-8d9e-00155d5731b1&isPublic=true"},{"year_ended":"2020-10-31","total_revenue_nzd":245999,"total_expenses_nzd":382234,"surplus_deficit_nzd":null,"net_assets_nzd":7957862,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=c74b55a5-071c-eb11-b43a-00155d6b7730&isPublic=true"},{"year_ended":"2019-10-31","total_revenue_nzd":369872,"total_expenses_nzd":303677,"surplus_deficit_nzd":null,"net_assets_nzd":8238643,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=9c1655e6-6cfc-e911-ba6c-00155d6b7730&isPublic=true"},{"year_ended":"2018-10-31","total_revenue_nzd":293947,"total_expenses_nzd":319589,"surplus_deficit_nzd":null,"net_assets_nzd":7592118,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=9a420f7b-9bdd-e811-a118-00155d6b7730&isPublic=true"},{"year_ended":"2017-10-31","total_revenue_nzd":299306,"total_expenses_nzd":273571,"surplus_deficit_nzd":null,"net_assets_nzd":7262702,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=4d30daa7-ddf4-e711-9ac3-00155d6b7730&isPublic=true"},{"year_ended":"2016-10-31","total_revenue_nzd":388078,"total_expenses_nzd":255992,"surplus_deficit_nzd":null,"net_assets_nzd":7413817,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=3d6dfdb6-e95a-e711-a5ee-00155d6b7730&isPublic=true"}],"group_consolidated":null,"governance":{"current_officers":3,"total_officers_recorded":3,"chair_recorded":false,"paid_executives_disclosed":0,"executive_remuneration_bands":[],"auditor_firm":null,"latest_audit_opinion":null,"going_concern_referenced":false,"individuals_named":false,"individuals_note":"Officer and trustee names are deliberately omitted from this machine-readable view. They are public on the Charities Register and on the charity profile page."},"funders":{"named":[],"unnamed_count":0,"unnamed_note":"Funding sources that may be individuals, or whose type is unclassified, are counted but not named."},"service_providers":[],"links":{"profile":"https://charitydata.co.nz/charities/l-w-nelson-trust","markdown":"https://charitydata.co.nz/api/v1/charities/l-w-nelson-trust/markdown","summary_md":"https://charitydata.co.nz/api/v1/charities/l-w-nelson-trust/summary.md","methodology":"https://charitydata.co.nz/charity-insights/methodology","official_register":"https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC27296","website":null},"freshness":{"register_as_of":"2026-09-23","financials_updated":"2026-09-25","rating_computed":"2026-09-26","generated_at":"2026-09-30T01:31:30.409Z","note":"Figures are as filed. A charity that has filed since the dates above may have newer numbers on the Charities Register."},"attribution":{"publisher":"CharityData NZ","publisher_url":"https://charitydata.co.nz","primary_source":"Charities Services (Ngā Rātonga Kaupapa Atawhai), Department of Internal Affairs","licence":"CC BY 4.0 with attribution to CharityData NZ and Charities Services","disclaimer":"Analytical scores are CharityData’s own, computed under a published methodology from the charity’s own filings. They are not financial, legal or donation advice."}}