The Ivan & Nancye Davis Charitable Trust — Religion Charity in Wellington
The Ivan & Nancye Davis Charitable Trust is a Trust charity in the Religion sector, based in Wellington, Wellington. This organisation also provides funding to other charities. Annual revenue: $0.0M NZD. Financial data as at June 2025.
Mission: The Charitable Trust was set up to pay an income in perpetuity equally among the following charities: 1. Pukeiti Rhododendron Trust. 2. Karori Wildlife Sanctuary. 3. Presbyterian Support Services Wellington. 4. Salvation Army Wellington. 5. Women’s Refuge Wellington. 6. Te Omanga Hospice, Lower Hutt. 7. Royal Forest & Bird Protection Society Wellington. 8. Cancer Society of New Zealand, Wellington. 9. Royal New Zealand Foundation of the Blind, Auckland.
- Registration Number
- CC11423
- Charity Type
- Trust
- Registration Date
- 2007-10-23
- Status
- Active
- Sector
- Religion
- Location
- Wellington, Wellington
- Website
- www.publictrust.co.nz
- funding@publictrust.co.nz
- Funder Status
- Grant-making charity (charitable_trust)
- Data as at
- June 2025
Financial Summary
- Total Revenue
- $0.0M NZD
- Total Expenses
- $0.0M NZD
- Reserve Months
- 0.0 months of operating expenses
- Volunteers
- 0
- Financial Year End
- 2025-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.0M | $0.0M | - |
| 2024 | $0.0M | $0.0M | - |
| 2023 | $0.0M | $0.0M | - |
| 2022 | $0.0M | $0.0M | - |
| 2021 | $0.0M | $0.0M | - |
| 2020 | $0.0M | $0.0M | - |
| 2019 | $0.0M | $0.0M | - |
| 2018 | $0.0M | $0.0M | - |
| 2017 | $0.0M | $0.0M | - |
| 2016 | $0.0M | $0.0M | - |
CharityData Rating
- Overall Grade
- Overall Score
- /100
- Financial Score
- 0
- Governance Score
- 0
- Transparency Score
- 50
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The Ivan & Nancye Davis Charitable Trust
CC11423Wellington, WellingtonRegistered 23 Oct 2007
Data updated: Today
Financials9mo agoRating14h ago
Financial data as at June 2025. 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 →Revenue
$18.0K
Expenses
$11.8K
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
Funding Sectors
HealthEnvironmentAnimal Welfare
Beneficiaries
People with DisabilitiesWomen
Geographic Focus
AucklandWellingtonNationwide
About
Mission
The Charitable Trust was set up to pay an income in perpetuity equally among the following charities: 1. Pukeiti Rhododendron Trust. 2. Karori Wildlife Sanctuary. 3. Presbyterian Support Services Wellington. 4. Salvation Army Wellington. 5. Women’s Refuge Wellington. 6. Te Omanga Hospice, Lower Hutt. 7. Royal Forest & Bird Protection Society Wellington. 8. Cancer Society of New Zealand, Wellington. 9. Royal New Zealand Foundation of the Blind, Auckland.
Key Statistics
Annual Revenue
$18.0K
Total Expenses
$11.8K
Net Assets
-
Volunteers
0
Financial Trends
Financial Trends (17 Years)
Revenue Breakdown
Financial Health Dashboard
Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
21.4mo
Could operate 21.4 months with zero revenue
Healthy
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 267 peers · Religion · Under $100K
Rating Score
0
Revenue
$18K
Reserve Months
0.0
Surplus
$6K
Staff Cost %
0%
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating History
NR
2025
Score: N/A
Financial: 0 | Governance: 0 | Transparency: 50
CurrentC-
2024
Score: 56.0
Financial: 65 | Governance: 50 | Transparency: 50
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Claim This ProfileContact Details
Registration
Registration NumberCC11423
Entity TypeTrust
Registered23 Oct 2007
StatusRegistered
Sector & Activities
Primary Sector
ReligionData 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: 22 April 2026.
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