Fulbright New Zealand Trust (Incorporated) — Education Charity in Wellington
Fulbright New Zealand Trust (Incorporated) is a Trust charity in the Education sector, based in Wellington, Wellington. This organisation also provides funding to other charities. CharityData rates this charity F (30/100). Annual revenue: $0.2M NZD. 1 red flag detected. Financial data as at September 2024.
Mission: To support the New Zealand Fulbright Programme by making grants to the New Zealand United States Educational Foundation (NZUSEF) in order to increase the number or value of Fulbright Awards in any given year.
- Registration Number
- CC25714
- Charity Type
- Trust
- Registration Date
- 2008-06-10
- Status
- Active
- CharityData Rating
- F (30/100)
- Sector
- Education
- Location
- Wellington, Wellington
- Website
- http://www.fulbright.org.nz
- info@fulbright.org.nz
- Funder Status
- Grant-making charity (trust)
- Data as at
- September 2024
Financial Summary
- Total Revenue
- $0.2M NZD
- Total Expenses
- $0.0M NZD
- Total Assets
- $1.5M NZD
- Net Assets
- $1.5M NZD
- Reserve Months
- 181528.4 months of operating expenses
- Volunteers
- 0
- Financial Year End
- 2024-09-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2024 | $0.2M | $0.0M | $1.5M |
| 2023 | $0.1M | $0.0M | $1.3M |
| 2022 | $0.0M | $0.0M | $1.3M |
| 2021 | $0.0M | $0.0M | $1.3M |
| 2020 | $0.0M | $0.0M | $1.2M |
| 2019 | $0.1M | $0.0M | $1.2M |
| 2018 | $0.0M | $0.0M | $1.2M |
| 2017 | $0.0M | $0.0M | $1.1M |
| 2016 | $0.0M | $0.0M | $1.1M |
| 2015 | $0.1M | $0.0M | $1.0M |
CharityData Rating
- Overall Grade
- F
- Overall Score
- 30/100
- Financial Score
- 50
- Governance Score
- 50
- Transparency Score
- 50
Red Flags
- Holding 181528.4 months of expenses in reserves ($1.5M) — above the 36-month threshold used for fundraising-driven charities
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Fulbright New Zealand Trust (Incorporated)
CC25714Wellington, WellingtonRegistered 10 Jun 2008
Data updated: Today
Financials30 Sept 2024Rating9h ago
Financial data as at September 2024. Sourced from Charities Services register.
F
30/100
Reduced by penalties
Financial
50
Governance
50
Transparency
50
Revenue
$193.6K
Expenses
$102
Assets
$1.5M
Financial data from Charities Services annual return (FY2024). Ratings calculated using CharityData v3.1.1 methodology.
1 red flag identified- Review the Rating tab for details
This rating may reflect incomplete data
This charity's grade of Fis based on limited data from the NZ Charities Register, which does not provide detailed expense breakdowns. Without verified program vs admin spending, efficiency scoring is unavailable and the financial score relies on health metrics only. This charity's actual performance may differ from what the available data suggests.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
Funding Sectors
Education
Beneficiaries
General Public
Geographic Focus
Nationwide
About
Mission
To support the New Zealand Fulbright Programme by making grants to the New Zealand United States Educational Foundation (NZUSEF) in order to increase the number or value of Fulbright Awards in any given year.
Key Statistics
Annual Revenue
$193.6K
Total Expenses
$102
Net Assets
$1.5M
Volunteers
0
Financial Trends
Financial Trends (16 Years)
Revenue Breakdown
Expense Breakdown
API DataBased 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
5142.8mo
Could operate 5142.8 months with zero revenue
Over-capitalized
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
44
Score /100
Concentrated
HHI: 5,620
Donations67.6%
Investment Income32.4%
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 119 peers · Education · $100K – $1M
Rating Score
30
Revenue
$194K
Reserve Months
181528.4
Surplus
$193K
Staff Cost %
0%
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
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Claim This ProfileContact Details
Registration
Registration NumberCC25714
Entity TypeTrust
Registered10 Jun 2008
StatusRegistered
Sector & Activities
Primary Sector
EducationData 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: 23 April 2026.
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