The Catholic Foundation of the Archdiocese of WellingtonReligion Charity in Lower Hutt

The Catholic Foundation of the Archdiocese of Wellington is a Trust charity in the Religion sector, based in Lower Hutt, Lower Hutt. This organisation also provides funding to other charities. CharityData rates this charity B- (73.8/100). Annual revenue: $1.4M NZD. Financial data as at March 2026.

Mission: To assist with the carrying out of the religious, charitable or educational purposes of the Archdiocese of Wellington as determined from time to time by the Archbishop

Registration Number
CC22242
Charity Type
Trust
Registration Date
2008-03-27
Status
Active
CharityData Rating
B- (73.8/100)
Sector
Religion
Location
Lower Hutt, Lower Hutt
Website
http://www.catholicfoundation.org.nz
Email
catholicfoundation@wn.catholic.org.nz
Funder Status
Grant-making charity (foundation)
Data as at
March 2026

Financial Summary

Total Revenue
$1.4M NZD
Total Expenses
$0.2M NZD
Total Assets
$15.1M NZD
Net Assets
$14.9M NZD
Reserve Months
748.8 months of operating expenses
Staff Count
1
Financial Year End
2026-03-31

Financial History

YearRevenueExpensesNet Assets
2026$1.4M$0.2M$14.9M
2025$1.0M$0.7M-
2024$0.8M$0.8M$13.7M
2023$0.5M$0.6M$12.7M
2022$0.5M$0.6M$13.7M
2021$2.4M$0.4M$13.8M
2020$0.6M$1.4M$11.8M
2019$1.3M$0.4M$12.6M
2018$0.9M$0.5M$11.7M
2017$0.8M$0.5M$11.3M

CharityData Rating

Overall Grade
B-
Overall Score
73.8/100
Financial Score
77.5
Governance Score
65
Transparency Score
65

Board Members and Officers

Current Officers (10)

NameRoleAppointed
Robert ArmstrongTrustee2025-09-03
Stephen NealTrustee2025-09-03
Joseph GreenTrustee2024-09-03
Patricia DickinsonTrustee2024-09-03
Bridget TaumoepeauTrustee2024-09-03
Gordon StewartTrustee2023-09-09
Brian LynchTrustee2023-09-06
Mark O'ConnorTrustee2019-06-26
Francis FanningDirector2015-03-01
Patrick SheehanTreasurer2013-11-21

Former Officers (14)

  • Paul BaylissTrustee (departed 2025-09-03)
  • Judy HoulahanDirector (departed 2019-06-26)
  • Kate MahonyTrustee (departed 2024-09-03)
  • Bernard RussellBoard Member / Director (departed 2010-12-20)
  • Gregory KellyDirector (departed 2025-09-03)
  • John DewDirector (departed 2023-04-01)
  • John BerryBoard Member / Director (departed 2013-10-31)
  • Robert BeasleyDirector (departed 2020-08-06)
  • Margaret McdonaldBoard Member / Director (departed 2015-01-01)
  • Glen McculloughBoard Member / Director (departed 2010-05-20)
  • Mary BritoBoard Member / Director (departed 2019-06-26)
  • Thomas WilliamsDirector (departed 2015-01-01)
  • Kevin O'ConnorDirector (departed 2018-11-28)
  • Henry WardDirector (departed 2018-09-17)

Similar Charities in Religion

The Catholic Foundation of the Archdiocese of Wellington logo
FunderReligionTrustFoundation

The Catholic Foundation of the Archdiocese of Wellington

CC22242Lower Hutt, Lower HuttRegistered 27 Mar 2008
Data updated: 1 Sept 2026
Financials5mo agoRating11h ago

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

B-
74/100
Financial
78
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 10 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

$1.4M

Expenses

$239.1K

Assets

$15.1M

Staff

1

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
EducationReligion
Beneficiaries
General Public
Geographic Focus
Wellington

About

Mission

To assist with the carrying out of the religious, charitable or educational purposes of the Archdiocese of Wellington as determined from time to time by the Archbishop

Key Statistics

Annual Revenue
$1.4M
Total Expenses
$239.1K
Net Assets
$14.9M
Staff
1
employees

Financial Trends

Financial Trends (18 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

51
Score /100
Concentrated
HHI: 4,939
Investment Income55.5%
Other43.1%
Donations1.0%
Trading / Services0.3%

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

Peer Comparison

Ranked against 41 peers · Religion · $1M – $10M

Rating Score
74
#7/42
Revenue
$1.4M
#29/42
Reserve Months
748.8
#1/42
Surplus
$1.2M
#9/42
Staff Cost %
13%
#42/42

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

Rating History

B-
2026
Score: 73.8
Financial: 78 | Governance: 65 | Transparency: 65
Current
C-
2025
Score: 56.0
Financial: 85 | Governance: 55 | Transparency: 65

Rating

B-
Score: 73.8/100
Financial
77.5
Governance
65
Transparency
65
Why this grade: Financial 78 × 40% + Governance 65 × 60% = 70 → B-.
View Full Score Breakdown

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Contact Details

Registration

Registration NumberCC22242
Entity TypeTrust
Registered27 Mar 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated1 Jun 1982
Registered office
22-30 Hill Street, Thorndon, Wellington
Differs from Charities Register address (Level 1, 81 The Esplanade, Petone, Lower Hutt, 5012, Lower Hutt, Lower Hutt). May be stale on either register — verify with the charity if material.

Sector & Activities

Primary Sector
Religion

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.