Sheelagh Thompson Cholmondeley Sub-TrustSocial Services Charity in Lyttelton

Sheelagh Thompson Cholmondeley Sub-Trust is a Trust charity in the Social Services sector, based in Lyttelton, Lyttelton. This organisation also provides funding to other charities. CharityData rates this charity B+ (81.3/100). Annual revenue: $0.0M NZD. Financial data as at December 2025.

Mission: The purpose of the Trust is to utilise the donated trust fund to carry out the objectives of Cholmondeley Children's Centre.

Registration Number
CC23445
Charity Type
Trust
Registration Date
2008-04-26
Status
Active
CharityData Rating
B+ (81.3/100)
Sector
Social Services
Location
Lyttelton, Lyttelton
Email
info@cholmondeley.org.nz
Funder Status
Grant-making charity (trust)
Data as at
December 2025

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Total Assets
$0.6M NZD
Net Assets
$0.6M NZD
Reserve Months
297.8 months of operating expenses
Financial Year End
2025-12-31

Financial History

YearRevenueExpensesNet Assets
2025$0.0M$0.0M$0.6M
2024$0.1M$0.0M$0.5M
2023$0.0M$0.0M$0.5M
2022$0.0M$0.1M$0.5M
2021$0.0M$0.0M$0.6M
2020$0.1M$0.0M$0.6M
2019$0.0M$0.0M$0.6M
2018$0.0M$0.0M-
2017$0.0M$0.0M-
2016$0.0M$0.0M-

CharityData Rating

Overall Grade
B+
Overall Score
81.3/100
Financial Score
92.5
Governance Score
55
Transparency Score
65

Board Members and Officers

Current Officers (1)

NameRoleAppointed
Cholmondeley Childrens Home IncorporatedTrustee2008-04-26

Similar Charities in Social Services

FunderSocial ServicesTrustTrust

Sheelagh Thompson Cholmondeley Sub-Trust

CC23445Lyttelton, LytteltonRegistered 26 Apr 2008
Data updated: 1 Sept 2026
Financials8mo agoRating14h ago

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

B+
81/100
Financial
93
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.

  • Small board structure
    1 current officer listed on the register — best-practice boards have 5+ members with separation of duties

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

$46.9K

Expenses

$22.7K

Assets

$563.1K

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
General
Beneficiaries
Children
Geographic Focus
Nationwide

About

Mission

The purpose of the Trust is to utilise the donated trust fund to carry out the objectives of Cholmondeley Children's Centre.

Key Statistics

Annual Revenue
$46.9K
Total Expenses
$22.7K
Net Assets
$563.1K

Financial Trends

Financial Trends (18 Years)

Revenue Breakdown

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

0
Score /100
Highly Concentrated
HHI: 10,000
High Concentration: 100% of revenue from Investment Income
Investment Income100.0%

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

Peer Comparison

Ranked against 291 peers · Social Services · Under $100K

Rating Score
81
#3/292
Revenue
$47K
#75/292
Reserve Months
297.8
#1/292
Surplus
$24K
#17/292
Staff Cost %
0%
#1/292

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

Rating History

B+
2025
Score: 81.3
Financial: 93 | Governance: 55 | Transparency: 65
Current
B+
2024
Score: 84.8
Financial: 98 | Governance: 55 | Transparency: 65

Rating

B+
Score: 81.3/100
Financial
92.5
Governance
55
Transparency
65
Why this grade: Financial 93 × 40% + Governance 55 × 60% = 70 → B+.
View Full Score Breakdown

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Contact Details

Address
Lyttelton, Lyttelton

Registration

Registration NumberCC23445
Entity TypeTrust
Registered26 Apr 2008
StatusRegistered

Sector & Activities

Primary Sector
Social Services

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.