The Alfred And Isabel And Marian Reed Trust Education Charity in Wellington

The Alfred And Isabel And Marian Reed Trust 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- (72.7/100). Annual revenue: $0.0M NZD. Financial data as at March 2026.

Mission: For the promotion of the welfare of New Zealanders in the areas of worthy religious, educational, charitable literary and other cultural activities.

Registration Number
CC33919
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
B- (72.7/100)
Sector
Education
Location
Wellington, Wellington
Email
lcurrie@kippenberger.co.nz
Funder Status
Grant-making charity (trust)
Data as at
March 2026

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Total Assets
$0.3M NZD
Net Assets
$0.3M NZD
Reserve Months
44.2 months of operating expenses
Financial Year End
2026-03-31

Financial History

YearRevenueExpensesNet Assets
2026$0.0M$0.0M$0.3M
2025$0.0M$0.0M$0.3M
2024$0.0M$0.0M$0.3M
2023$0.0M$0.0M$0.3M
2022$0.0M$0.0M$0.3M
2021$0.0M$0.0M$0.3M
2020$0.0M$0.0M$0.2M
2019$0.0M$0.0M-
2018$0.0M$0.0M-
2017$0.0M$0.0M-

CharityData Rating

Overall Grade
B-
Overall Score
72.7/100
Financial Score
76
Governance Score
65
Transparency Score
65

Board Members and Officers

Current Officers (4)

NameRoleAppointed
Christopher LaneTrustee2019-04-27
Isabel PliegerTrustee2019-04-27
Heather LaneTrustee2008-06-30
Allister LaneTrustee2008-06-30

Former Officers (1)

  • John ReedTrustee (departed 2012-07-05)

Similar Charities in Education

FunderEducationTrustTrust

The Alfred And Isabel And Marian Reed Trust

CC33919Wellington, WellingtonRegistered 30 Jun 2008
Data updated: 1 Sept 2026
Financials5mo agoRatingyesterday

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

B-
73/100
Financial
76
Governance
65
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 designated
    Board of 8 with no chair designated on the register

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

$24.5K

Expenses

$8.1K

Assets

$308.3K

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.

Funder Profile

Grantmaker

This organisation makes grants or donations to other charities and organisations.

Funding Sectors
EducationSocial ServicesReligion
Beneficiaries
General Public
Geographic Focus
Nationwide

About

Mission

For the promotion of the welfare of New Zealanders in the areas of worthy religious, educational, charitable literary and other cultural activities.

Key Statistics

Annual Revenue
$24.5K
Total Expenses
$8.1K
Net Assets
$308.3K

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

49
Score /100
Concentrated
HHI: 5,092
Investment Income56.8%
Other43.2%

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

Peer Comparison

Ranked against 336 peers · Education · Under $100K

Rating Score
73
#19/337
Revenue
$25K
#143/337
Reserve Months
44.2
#1/337
Surplus
$16K
#33/337
Staff Cost %
0%
#1/337

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

Rating

B-
Score: 72.7/100
Financial
76
Governance
65
Transparency
65
Why this grade: Financial 76 × 40% + Governance 65 × 60% = 69 → B-.
View Full Score Breakdown

Is this your charity?

Claim your profile to view analytics, submit corrections, and improve your rating.

Claim This Profile

Contact Details

Address
Wellington, Wellington

Registration

Registration NumberCC33919
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

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.