Nelson College Trust Foundation — Education Charity in Nelson

Nelson College Trust Foundation is a Trust charity in the Education sector, based in Nelson, Nelson. This organisation also provides funding to other charities. CharityData rates this charity B+ (82.7/100). Annual revenue: $0.6M NZD. Financial data as at December 2025.

Mission: Nelson College Trust Foundation's purpose is in support of excellence by contributing to an endowment fund to ensure the long-term sustainability of Nelson College, providing income for distribution to the College that is used to give the students facilities and opportunities that they would not get by relying on state funding.

Registration Number
CC32627
Charity Type
Trust
Registration Date
2021-12-01
Status
Active
CharityData Rating
B+ (82.7/100)
Sector
Education
Location
Nelson, Nelson
Email
nctf@nelson.school.nz
Funder Status
Grant-making charity (endowment)
Data as at
December 2025

Beneficiaries: Children / young people

Financial Summary

Total Revenue
$0.6M NZD
Total Expenses
$0.4M NZD
Total Assets
$4.2M NZD
Net Assets
$4.1M NZD
Reserve Months
3.6 months of operating expenses
Staff Count
1
Financial Year End
2025-12-31

Financial History

YearRevenueExpensesNet Assets
2025$0.6M$0.4M$4.1M
2024$2.7M$0.5M$1.8M
2023$0.2M$0.0M$1.8M
2022$0.1M$0.0M$1.7M
2021$0.1M$0.0M$1.8M
2018$0.0M$0.1M$1.3M
2017$0.1M$0.1M$1.4M
2016$0.1M$0.0M$1.3M
2015$0.1M$0.1M$1.4M
2014$0.1M$0.1M$1.4M

CharityData Rating

Overall Grade
B+
Overall Score
82.7/100
Financial Score
86
Governance Score
75
Transparency Score
65

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (43)

  • Robert Blair — Trustee
  • Sarah Rees — Trustee
  • Ngaire Warner — Trustee
  • Karl Williscroft — Trustee
  • Richard Washington — Headmaster
  • Timothy Gall — Trustee
  • John Palmer — Chair
  • Manoli Aerakis — Trustee (departed 2025-10-24)
  • Simon Mardon — Trustee
  • Michael Neale — Trustee
  • Christopher Harvey — Trustee (departed 2023-09-22)
  • Richard Smith — Trustee (departed 2023-09-22)
  • Euan McIntosh — Trustee (departed 2024-12-04)
  • Richard Dykes — Trustee/headmaster (departed 2023-09-22)
  • Deleece Plumpton Hall — Trustee (departed 2022-09-21)
  • Malcolm McCaul — Trustee (departed 2025-10-24)
  • Robert McKegney — Trustee (departed 2021-09-09)
  • Melissa Everett — Trustee (departed 2019-06-04)
  • Janine Pomeroy — Trustee
  • John Rollston — Trustee (departed 2021-09-09)

Similar Charities in Education

FunderEducationTrustEndowment

Nelson College Trust Foundation

CC32627Nelson, NelsonRegistered 1 Dec 2021
Data updated: 5 days ago
Financials9mo agoRating3d ago

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

B+
83/100
Financial
86
Governance
75
Transparency
65
Revenue

$572.3K

Expenses

$399.4K

Assets

$4.2M

Staff

1

Financial data from Charities Services annual return (FY2025). 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.

Funder Profile

Grantmaker

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

Funding Sectors
Environment
Beneficiaries
General Public
Geographic Focus
Nelson

About

Mission

Nelson College Trust Foundation's purpose is in support of excellence by contributing to an endowment fund to ensure the long-term sustainability of Nelson College, providing income for distribution to the College that is used to give the students facilities and opportunities that they would not get by relying on state funding.

Who We Serve

Beneficiaries
Children / young people

Key Statistics

Annual Revenue
$572.3K
Total Expenses
$399.4K
Net Assets
$4.1M
Staff
1
employees

Financial Trends

Financial Trends (16 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
3.6mo
Could operate 3.6 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

64
Score /100
Moderate
HHI: 3,638
Other44.7%
Donations35.1%
Investment Income20.2%

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
83
#5/133
Revenue
$572K
#21/133
Reserve Months
3.6
#1/133
Surplus
$173K
#16/133
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: 82.7
Financial: 86 | Governance: 75 | Transparency: 65
Current
C+
2024
Score: 65.5
Financial: 90 | Governance: 75 | Transparency: 65

Rating

B+
Score: 82.7/100
Financial
86
Governance
75
Transparency
65
Why this grade: Financial 86 × 40% + Governance 75 × 60% = 79 → B+.
View Full Score Breakdown

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Contact Details

Address
Nelson, Nelson

Registration

Registration NumberCC32627
Entity TypeTrust
Registered1 Dec 2021
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated27 Jan 1981
Registered office
Carran Miller Limited Third Floor, Clifford House 38 Halifax Street Nelson, 7010, Nelson

Sector & Activities

Primary Sector
Education
Activities
Makes grants to organisations (including schools or other charities)

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: 29 September 2026.