Lesley Duncan Estate — Education Charity in Wellington

Lesley Duncan Estate is a Unincorporated Trust charity in the Education sector, based in Wellington, Wellington. CharityData rates this charity B- (72.5/100). Annual revenue: $0.0M NZD. Financial data as at March 2026.

Mission: Provide annual prizes for year 8 students who has made great progress in the study of English as a second language in greater Wellington, Wairarapa and Gisborne areas.

Registration Number
CC10658
Charity Type
Unincorporated Trust
Registration Date
2007-07-19
Status
Active
CharityData Rating
B- (72.5/100)
Sector
Education
Location
Wellington, Wellington
Email
d.peruma@haymanlawyers.co.nz
Data as at
March 2026

Beneficiaries: Children / young people

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Reserve Months
306.3 months of operating expenses
Financial Year End
2026-03-31

Financial History

YearRevenueExpensesNet Assets
2026$0.0M$0.0M-
2025$0.0M$0.0M-
2024$0.0M$0.0M$0.2M
2023$0.0M$0.0M$0.2M
2022$0.0M$0.0M$0.2M
2021$0.0M$0.0M$0.2M
2020$0.0M$0.0M$0.2M
2019$0.0M$0.0M$0.2M
2018$0.0M$0.0M$0.2M
2017$0.0M$0.0M$0.2M

CharityData Rating

Overall Grade
B-
Overall Score
72.5/100
Financial Score
80
Governance Score
55
Transparency Score
65

Board Members and Officers

Current Officers (2)

NameRoleAppointed
John EvansTrustee2022-06-09
Roger Denis HaymanTrustee2007-07-16

Former Officers (1)

  • Bernadette Campbell — Trustee (departed 2022-06-09)

Similar Charities in Education

EducationUnincorporated Trust

Lesley Duncan Estate

CC10658Wellington, WellingtonRegistered 19 Jul 2007
Data updated: 2 days ago
Financials6mo agoRating3d ago

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

B-
73/100
Balance sheet from 2024 used (not reported this year)
Financial
80
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

$6.9K

Expenses

$6.3K

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

Endowment Foundation

Special Entity Type

This 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.

About

Mission

Provide annual prizes for year 8 students who has made great progress in the study of English as a second language in greater Wellington, Wairarapa and Gisborne areas.

Who We Serve

Beneficiaries
Children / young people

Key Statistics

Annual Revenue
$6.9K
Total Expenses
$6.3K
Net Assets
-

Financial Trends

Financial Trends (19 Years)

Revenue Breakdown

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
311.6mo
Could operate 311.6 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

0
Score /100
Highly Concentrated
HHI: 10,000
High Concentration: 100% of revenue from Investment Income
Investment Income100.0%

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

Peer Comparison

Ranked against 289 peers · Education · Under $100K

Rating Score
73
#21/290
Revenue
$7K
#209/290
Reserve Months
306.3
#1/290
Surplus
$625
#151/290
Staff Cost %
0%
#1/290

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

Rating History

B-
2026
Score: 72.5
Financial: 80 | Governance: 55 | Transparency: 65
Current
B-
2025
Score: 72.5
Financial: 80 | Governance: 55 | Transparency: 65

Rating

B-
Score: 72.5/100
Financial
80
Governance
55
Transparency
65
Why this grade: Financial 80 × 40% + Governance 55 × 60% = 65 → B-.
View Full Score Breakdown

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Contact Details

Address
Wellington, Wellington

Registration

Registration NumberCC10658
Entity TypeUnincorporated Trust
Registered19 Jul 2007
StatusRegistered

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. Last updated: 4 October 2026.