School of Philosophy (Wellington) IncorporatedEducation Charity in Wellington

School of Philosophy (Wellington) Incorporated is a Trust charity in the Education sector, based in Wellington, Wellington. This organisation also provides funding to other charities. CharityData rates this charity B- (71.5/100). Annual revenue: $0.3M NZD. Financial data as at December 2024.

Mission: General education for greater wisdom, greater mindfulness, and greater contentment

Registration Number
CC10905
Charity Type
Trust
Registration Date
2007-08-22
Status
Active
CharityData Rating
B- (71.5/100)
Sector
Education
Location
Wellington, Wellington
Email
philosophy@xtra.co.nz
Funder Status
Grant-making charity (society)
Data as at
December 2024

Financial Summary

Total Revenue
$0.3M NZD
Total Expenses
$0.2M NZD
Total Assets
$8.2M NZD
Net Assets
$6.5M NZD
Reserve Months
0.0 months of operating expenses
Volunteers
0
Financial Year End
2024-12-31

Financial History

YearRevenueExpensesNet Assets
2024$0.3M$0.2M$6.5M
2023$0.2M$0.1M-
2022$0.1M$0.1M-
2021$0.2M$0.1M-
2020$0.2M$0.1M-
2019$0.6M$0.1M-
2018$0.3M$0.1M$6.5M
2017$0.2M$0.1M$4.0M
2016$0.1M$0.1M$4.0M
2015$0.1M$0.1M$4.0M

CharityData Rating

Overall Grade
B-
Overall Score
71.5/100
Financial Score
70
Governance Score
75
Transparency Score
65

Board Members and Officers

Current Officers (6)

NameRoleAppointed
Sue-Alan SullivanCommittee Member2025-05-25
Martin ReidCommittee Member2022-05-22
Nicole DuckworthCommittee Member2022-05-22
Alison GrahamSecretary2019-05-26
Shelagh GearChair2017-04-30
Chandravathani PereraTreasurer2010-08-08

Former Officers (16)

  • Jane UptonCommittee Member (departed 2025-05-25)
  • Jeffrey TrevellaCommittee Member (departed 2025-05-25)
  • Terence ConnorChair (departed 2022-05-22)
  • Alasdair FinnieCommittee Member (departed 2022-05-22)
  • Roberta JamesSecretary (departed 2019-05-26)
  • Michael DavisCommittee Member (departed 2023-05-21)
  • David BottCommittee Member (departed 2015-10-01)
  • Robert JamesChair (departed 2019-05-26)
  • Adam ErringtonCommittee Member (departed 2013-06-25)
  • Eric Bruce WatkinsCommittee Member (departed 2010-04-01)
  • Anne-Marie NganCommittee Member (departed 2023-05-21)
  • Terence John ConnorCommittee Member (departed 2018-05-27)
  • Richard Van PointonChair (departed 2008-04-01)
  • Janet Evelyn FirthCommittee Member (departed 2015-04-19)
  • Nick Derek CrozierCommittee Member (departed 2013-03-17)
  • John Shearman AllenTreasurer (departed 2017-07-15)

Similar Charities in Education

FunderEducationTrustSociety

School of Philosophy (Wellington) Incorporated

CC10905Wellington, WellingtonRegistered 22 Aug 2007
Data updated: 1 Sept 2026
Financials31 Dec 2024Ratingyesterday

Financial data as at December 2024. Sourced from Charities Services register.

B-
72/100
Financial
70
Governance
75
Transparency
65
Revenue

$286.9K

Expenses

$175.2K

Assets

$8.2M

Financial data from Charities Services annual return (FY2024). 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
Education
Beneficiaries
General Public
Geographic Focus
Wellington

About

Mission

General education for greater wisdom, greater mindfulness, and greater contentment

Key Statistics

Annual Revenue
$286.9K
Total Expenses
$175.2K
Net Assets
$6.5M
Volunteers
0

Financial Trends

Financial Trends (17 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
0mo
Could operate 0 months with zero revenue
Critical
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

54
Score /100
Concentrated
HHI: 4,559
Other54.3%
Donations39.7%
Investment Income5.9%

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

Peer Comparison

Ranked against 111 peers · Education · $100K – $1M

Rating Score
72
#13/112
Revenue
$287K
#52/112
Reserve Months
0.0
#1/112
Surplus
$112K
#21/112
Staff Cost %
0%
#1/112

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

Rating

B-
Score: 71.5/100
Financial
70
Governance
75
Transparency
65
Why this grade: Financial 70 × 40% + Governance 75 × 60% = 73 → 72 after red-flag penalties → B-.
View Full Score Breakdown

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Contact Details

Address
Wellington, Wellington

Registration

Registration NumberCC10905
Entity TypeTrust
Registered22 Aug 2007
StatusRegistered

Companies Office

StatusRegistered
Entity TypeIncorporated Society
Incorporated19 Nov 1973
Registered office
33 Aro Street, Aro Valley, Wellington, 6012

Sector & Activities

Primary Sector
Education

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: 11 September 2026.