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
- 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
| Year | Revenue | Expenses | Net 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)
| Name | Role | Appointed |
|---|
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
- The Hato Paora Trust Board — Education
- Otago Presbyterian Girls' College Board of Governors Incorporated — Education
- Hawksbury Community Living Trust — Education
- Far North Reap Society Incorporated — Education
- Victoria University of Wellington Students Association and Te Aka Tauira Incorporated — Education
Nelson College Trust Foundation
Financial data as at December 2025. Sourced from Charities Services register.
$572.3K
$399.4K
$4.2M
1
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
Endowment Foundation
Special Entity TypeThis 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
GrantmakerThis organisation makes grants or donations to other charities and organisations.
About
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
Key Statistics
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
Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology
Revenue Diversification
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
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating History
Rating
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Sector & Activities
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.
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