The Research Trust of Victoria University Of Wellington — Education Charity in Wellington

The Research Trust of Victoria University Of Wellington is a Trust charity in the Education sector, based in Wellington, Wellington. Annual revenue: $125.2M NZD. Financial data as at December 2025.

Mission: The Research Trust of Victoria University of Wellington (RTV) was established for the advancement of education and to manage funds acquired for and committed to research and scholarship at Victoria University of Wellington (VUW).

Registration Number
CC21718
Charity Type
Trust
Registration Date
2008-03-11
Status
Active
Sector
Education
Location
Wellington, Wellington
Email
fsaccount-team@vuw.ac.nz
Data as at
December 2025

Beneficiaries: General public

Financial Summary

Total Revenue
$125.2M NZD
Total Expenses
$122.9M NZD
Total Assets
$105.5M NZD
Net Assets
$42.7M NZD
Reserve Months
0.0 months of operating expenses
Financial Year End
2025-12-31

Financial History

YearRevenueExpensesNet Assets
2025$125.2M$122.9M$42.7M
2024$121.4M$115.2M$40.5M
2023$124.5M$125.3M$34.2M
2022$114.0M$113.6M$35.0M
2021$107.3M$105.5M$34.6M
2020$102.0M$89.7M$32.8M
2019$87.8M$85.7M$20.6M
2018$83.7M$78.7M$18.5M
2017$62.9M$61.3M$13.5M
2016$56.3M$55.8M$11.9M

Board Members and Officers

Current Officers (3)

NameRoleAppointed
Sally McArthurTrustee2026-04-02
Rachel BruceTrustee2024-09-16
Professor Bryony JamesTrustee2023-11-20

Former Officers (9)

  • Eshan Mesbahi — Trustee (departed 2023-06-30)
  • Professor Margaret Hyland — Trustee (departed 2026-01-01)
  • Leslie Montgomery — Trustee (departed 2023-12-19)
  • Wayne Morgan — Trustee (departed 2019-03-19)
  • David Harper — Trustee (departed 2020-07-08)
  • James Mercer — Trustee (departed 2018-05-31)
  • Kate McGrath — Trustee (departed 2018-04-27)
  • Neil Quigley — Trustee (departed 2015-01-23)
  • Charles Daugherty — Trustee (departed 2015-06-19)

Executive Compensation

NameRoleCompensationYear
Les MontgomeryTrustee-2023
Bryony JamesTrustee-2023
Margaret HylandTrustee-2023
Margaret HylandTrustee-2022
Les MontgomeryTrustee-2022
Les MontgomeryTrustee-2020
Margaret HylandTrustee-2020
Ehsan MesbahiTrustee-2022

Major Funders and Contracts (FY2023)

As disclosed in The Research Trust of Victoria University Of Wellington's annual report.

  • Research revenue from non-related entities — $89,968,000 (72.3% of revenue) — Research funding
  • Non-related research entities — $89,968,000 (72.3% of revenue) — Research revenue
  • Non-related entities — $89,968,000 (72.2% of revenue) — Research revenue
  • Related entities (Victoria University of Wellington) — $28,503,000 (22.9% of revenue) — Scholarships funding and research funding
  • Victoria University of Wellington — $21,670,000 (17.4% of revenue) — Scholarships funding from related entities
  • Scholarship revenue from non-related entities — $1,348,000 (1.1% of revenue) — Scholarship funding
  • Non-related entities - Research contracts — $89,968 (72.3% of revenue) — Research revenue

Service Providers

  • EY
  • ANZ Bank New Zealand Ltd
  • Bank of New Zealand
  • ANZ Bank New Zealand Ltd
  • Bank of New Zealand
  • ANZ Bank New Zealand Ltd
  • Bank of New Zealand
  • McBride Davenport James
  • McBride Davenport James
  • McBride Davenport James

Similar Charities in Education

EducationTrust

The Research Trust of Victoria University Of Wellington

CC21718Wellington, WellingtonRegistered 11 Mar 2008
Data updated: 2 days ago
Financials9mo agoRatingyesterday

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

NR
Not rated — Subsidiary of a service-delivering parent — see the parent charity's rating

This entity is registered as a charity but functions as a property, trading, or investment vehicle held by a service-delivering parent (a church, school, hospital, professional association, or similar). Its purpose is to hold or trade assets on the parent's behalf — not to deliver programs to public beneficiaries on its own books. The standard charity rating template (program-vs-administration split, reserve-months, fundraising efficiency) doesn't apply at the subsidiary level — those signals are meaningful at the parent level. A letter grade is withheld here rather than producing a misleading F driven by template-fit. Look up the parent charity by name for its rating.

How ratings work →

Reasons to look carefully (2)

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 recorded on the register
    No chair or presiding role is recorded in the register for this board of 3. The Charities Register does not require one to be identified, so this is a gap in the public record rather than a finding about the board.
  • Same audit firm for many years
    Same audit firm (Ernst & Young) for 10 consecutive years — best practice rotates audit firms periodically to refresh independent oversight

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

$125.2M

Expenses

$122.9M

Assets

$105.5M

Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.

Subsidiary

Special Entity Type

This organization is a subsidiary or branch of a parent charity.

About

Mission

The Research Trust of Victoria University of Wellington (RTV) was established for the advancement of education and to manage funds acquired for and committed to research and scholarship at Victoria University of Wellington (VUW).

Who We Serve

Beneficiaries
General public

Key Statistics

Annual Revenue
$125.2M
Total Expenses
$122.9M
Net Assets
$42.7M

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
0.7mo
Could operate 0.7 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

6
Score /100
Highly Concentrated
HHI: 9,399
High Concentration: 97% of revenue from Other
Other96.9%
Investment Income3.1%

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

Peer Comparison

Ranked against 500 peers · Education (all sizes)

Rating Score
0
#121/501
Revenue
$125.2M
#1/501
Reserve Months
0.0
#1/501
Surplus
$2.3M
#2/501
Staff Cost %
0%
#1/501

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: 10 | Transparency: 65
Current
D+
2024
Score: 54.5
Financial: 50 | Governance: 65 | Transparency: 65

Rating

Score: /100
Financial
0
Governance
10
Transparency
65
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 NumberCC21718
Entity TypeTrust
Registered11 Mar 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated18 Dec 2006

Sector & Activities

Primary Sector
Education
Activities
Provides advice / information / advocacySponsors / 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: 27 September 2026.

Common questions

Questions people searching for The Research Trust of Victoria University Of Wellington commonly ask — and whether the data on this page answers them.

Is it hard to get into Victoria University of Wellington?▾
Does Victoria University offer PhD programs?▾
What is the scholarship for Victoria University of Wellington in New Zealand 2026?▾
Is Victoria University of Wellington prestigious?▾
Is Victoria University of Wellington government or private?▾

Questions sourced from Google "People also ask" for this entity. Answers are search snippets — check linked sources and the rest of this page for verified data.