Tax Policy Charitable Trust — Education Charity in Wellington

Tax Policy Charitable Trust is a Unincorporated Trust charity in the Education sector, based in Wellington, Wellington. Annual revenue: $0.0M NZD. Financial data as at March 2026.

Mission: Advancement of education in relation to tax policy

Registration Number
CC48358
Charity Type
Unincorporated Trust
Registration Date
2012-08-13
Status
Active
Sector
Education
Location
Wellington, Wellington
Email
d.mclay@bcomm.nz
Data as at
March 2026

Beneficiaries: General public

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Total Assets
$0.0M NZD
Net Assets
$0.0M NZD
Reserve Months
0.0 months of operating expenses
Financial Year End
2026-03-31

Financial History

YearRevenueExpensesNet Assets
2026$0.0M$0.0M$0.0M
2025$0.0M$0.0M$0.0M
2024$0.0M$0.0M$0.0M
2023$0.1M$0.1M$0.0M
2022$0.0M$0.0M$0.0M
2021$0.0M$0.0M$0.0M
2020$0.0M$0.0M$0.0M
2019$0.0M$0.0M$0.0M
2018$0.0M$0.0M-
2017$0.0M$0.0M-

Board Members and Officers

Current Officers (2)

NameRoleAppointed
Ian KuperusTrustee2012-08-08
David MclayTrustee2012-08-08

Similar Charities in Education

EducationUnincorporated Trust

Tax Policy Charitable Trust

CC48358Wellington, WellingtonRegistered 13 Aug 2012
Data updated: 5 days ago
Financials6mo agoRating6d ago

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

NR
Not rated — Volunteer / community organisation

Small volunteer-led organisations are not letter-graded: the standard financial template does not fit entities without paid staff, large revenue, or significant government funding. The charity's filed figures are shown above.

How ratings work →

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
    2 current officers 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

$47.2K

Expenses

$47.2K

Assets

$1

Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.

About

Mission

Advancement of education in relation to tax policy

Who We Serve

Beneficiaries
General public

Key Statistics

Annual Revenue
$47.2K
Total Expenses
$47.2K
Net Assets
$1

Financial Trends

Financial Trends (14 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

0
Score /100
Highly Concentrated
HHI: 10,000
High Concentration: 100% of revenue from Donations
Donations100.0%

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

Peer Comparison

Ranked against 297 peers · Education · Under $100K

Rating Score
0
#59/298
Revenue
$47K
#58/298
Reserve Months
0.0
#1/298
Surplus
$-1
#167/298
Staff Cost %
0%
#1/298

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

Rating History

NR
2026
Score: N/A
Financial: 0 | Governance: 10 | Transparency: 65
Current
F
2025
Score: 15.0
Financial: 0 | Governance: 55 | Transparency: 65

Rating

Score: /100
Financial
0
Governance
10
Transparency
65
View Full Score Breakdown

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Contact Details

Address
Wellington, Wellington

Registration

Registration NumberCC48358
Entity TypeUnincorporated Trust
Registered13 Aug 2012
StatusRegistered

Sector & Activities

Primary Sector
Education
Activities
Makes grants / loans to individualsSponsors / undertakes research

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: 7 October 2026.