Norman E Willis Trust — Education Charity in Lower Hutt
Norman E Willis Trust is a Trust charity in the Education sector, based in Lower Hutt, Lower Hutt. This organisation also provides funding to other charities. CharityData rates this charity B (75.5/100). Annual revenue: $0.0M NZD. Financial data as at June 2025.
Mission: Every charitable purpose, whether it relates to the relief of poverty, the advancement of education, or any other matter beneficial to the community. The purpose of the trust is to use the income from the trust fund for the purposes and projects of the Rotary Club of Petone Incorporated to the extent that these are charitable purposes under the laws of New Zealand from time to time.
- Registration Number
- CC58520
- Charity Type
- Trust
- Registration Date
- 2020-12-17
- Status
- Active
- CharityData Rating
- B (75.5/100)
- Sector
- Education
- Location
- Lower Hutt, Lower Hutt
- Funder Status
- Grant-making charity (trust)
- Data as at
- June 2025
Financial Summary
- Total Revenue
- $0.0M NZD
- Total Expenses
- $0.0M NZD
- Total Assets
- $0.5M NZD
- Net Assets
- $0.5M NZD
- Reserve Months
- 1448.6 months of operating expenses
- Volunteers
- 0
- Financial Year End
- 2025-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.0M | $0.0M | $0.5M |
| 2024 | $0.0M | - | - |
| 2023 | - | - | - |
| 2022 | - | - | - |
| 2021 | - | - | - |
CharityData Rating
- Overall Grade
- B
- Overall Score
- 75.5/100
- Financial Score
- 80
- Governance Score
- 65
- Transparency Score
- 65
Board Members and Officers
Current Officers (4)
| Name | Role | Appointed |
|---|---|---|
| Gerhardt Pallo | Secretary | 2023-12-05 |
| Pamela Hanna | Chair | 2023-12-05 |
| Robert Wells | Treasurer | 2020-10-27 |
| Rotary Club of Petone Incorporated | Trustee | 2016-04-12 |
Former Officers (2)
- Philip Prendergast — Chair (departed 2023-12-04)
- Michelle Stronach-Marsh — Secretary (departed 2023-12-04)
Similar Charities in Education
- St Andrew's Presbyterian College Board Of Governors Incorporated — Education
- Selwyn House School Trust Board — Education
- Wesley College Trust Board — Education
- Orana Wildlife Trust — Education
- Sathya Sai Preschool Rongomai — Education
Norman E Willis Trust
Financial data as at June 2025. Sourced from Charities Services register.
$27.7K
$4.4K
$527.2K
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
Every charitable purpose, whether it relates to the relief of poverty, the advancement of education, or any other matter beneficial to the community. The purpose of the trust is to use the income from the trust fund for the purposes and projects of the Rotary Club of Petone Incorporated to the extent that these are charitable purposes under the laws of New Zealand from time to time.
Key Statistics
Financial Trends
Financial Trends (5 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 355 peers · Education · Under $100K
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
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: 13 September 2026.
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