Priscilla Sandys Wunsch Trust — Education Charity in New Plymouth

Priscilla Sandys Wunsch Trust is a Charitable Trust charity in the Education sector, based in New Plymouth, New Plymouth. CharityData rates this charity B- (74.3/100). Annual revenue: $0.7M NZD. Financial data as at March 2026.

Mission: To grant scholarships to Taranaki students to study at Otago University.

Registration Number
CC10691
Charity Type
Charitable Trust
Registration Date
2007-07-25
Status
Active
CharityData Rating
B- (74.3/100)
Sector
Education
Location
New Plymouth, New Plymouth
Email
barbrock@xtra.co.nz
Data as at
March 2026

Beneficiaries: Children / young people, Other - All

Financial Summary

Total Revenue
$0.7M NZD
Total Expenses
$0.4M NZD
Total Assets
$13.3M NZD
Net Assets
$13.2M NZD
Reserve Months
55.7 months of operating expenses
Staff Count
2
Financial Year End
2026-03-31

Financial History

YearRevenueExpensesNet Assets
2026$0.7M$0.4M$13.2M
2025$0.6M$0.3M$12.0M
2024$0.4M$0.3M$11.4M
2023$0.4M$0.2M$10.9M
2022$0.4M$0.4M$11.2M
2021$0.3M$0.3M$11.2M
2020$0.4M$0.8M$9.3M
2019$0.5M$0.3M$9.7M
2018$0.4M$0.3M$9.1M
2017$0.4M$0.3M$8.9M

CharityData Rating

Overall Grade
B-
Overall Score
74.3/100
Financial Score
82.5
Governance Score
55
Transparency Score
65

Board Members and Officers

Current Officers (4)

NameRoleAppointed
Pramod KhatriTrustee2023-03-16
Kelsi FreerTrustee2015-07-21
Mary CostelloeTrustee2010-12-02
Margaret HarropTrustee2007-05-04

Former Officers (5)

  • Miaana Patene — Trustee (departed 2026-03-19)
  • Paul Veitch — Trustee (departed 2019-05-22)
  • Moray Dugald Stuart Wilson — Trustee (departed 2010-12-02)
  • Reginald Chilcott — Trustee (departed 2010-12-02)
  • John Lionel Pickering — Trustee / Secretary (departed 2019-09-30)

Similar Charities in Education

EducationCharitable Trust

Priscilla Sandys Wunsch Trust

CC10691New Plymouth, New PlymouthRegistered 25 Jul 2007
Data updated: 5 days ago
Financials6mo agoRating5d ago

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

B-
74/100
Financial
83
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.

  • No chair recorded on the register
    No chair or presiding role is recorded in the register for this board of 4. The Charities Register does not require one to be identified, so this is a gap in the public record rather than a finding about the board.

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

$656.5K

Expenses

$392.0K

Assets

$13.3M

Staff

2

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

To grant scholarships to Taranaki students to study at Otago University.

Who We Serve

Beneficiaries
Children / young peopleOther - All

Key Statistics

Annual Revenue
$656.5K
Total Expenses
$392.0K
Net Assets
$13.2M
Staff
2
employees

Financial Trends

Financial Trends (19 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
55.7mo
Could operate 55.7 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

1
Score /100
Highly Concentrated
HHI: 9,901
High Concentration: 100% of revenue from Investment Income
Investment Income99.5%
Other0.5%

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

Peer Comparison

Ranked against 149 peers · Education · $100K – $1M

Rating Score
74
#29/150
Revenue
$656K
#27/150
Reserve Months
55.7
#1/150
Surplus
$265K
#13/150
Staff Cost %
0%
#1/150

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

Rating History

B-
2026
Score: 74.3
Financial: 83 | Governance: 55 | Transparency: 65
Current
B
2025
Score: 75.5
Financial: 80 | Governance: 65 | Transparency: 65

Rating

B-
Score: 74.3/100
Financial
82.5
Governance
55
Transparency
65
Why this grade: Financial 83 × 40% + Governance 55 × 60% = 66 → B-.
View Full Score Breakdown

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Latest Audit

FY2024
Clean
9 years of audit history

Contact Details

Address
New Plymouth, New Plymouth

Registration

Registration NumberCC10691
Entity TypeCharitable Trust
Registered25 Jul 2007
StatusRegistered

Sector & Activities

Primary Sector
Education
Activities
Makes grants / loans to individualsMakes 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: 6 October 2026.