The Wellington Diocesan School For Boys Trust BoardEducation Charity in Lower Hutt

The Wellington Diocesan School For Boys Trust Board is a Trust charity in the Education sector, based in Lower Hutt, Lower Hutt. CharityData rates this charity C+ (66.5/100). Annual revenue: $5.9M NZD. 1 red flag detected. Financial data as at December 2024.

Mission: Education

Registration Number
CC11255
Charity Type
Trust
Registration Date
2007-10-02
Status
Active
CharityData Rating
C+ (66.5/100)
Sector
Education
Location
Lower Hutt, Lower Hutt
Email
office@wellesley.school.nz
Data as at
December 2024

Financial Summary

Total Revenue
$5.9M NZD
Total Expenses
$6.1M NZD
Total Assets
$12.7M NZD
Net Assets
$10.4M NZD
Reserve Months
0.9 months of operating expenses
Staff Count
37
Volunteers
0
Financial Year End
2024-12-31

Financial History

YearRevenueExpensesNet Assets
2024$5.9M$6.1M$10.4M
2023$6.0M$6.0M$7.8M
2022$5.7M$5.7M$7.9M
2021$5.1M$5.3M$7.9M
2020$5.3M$5.5M$8.1M
2019$5.6M$5.5M$8.4M
2018$5.5M$5.5M$8.3M
2017$5.9M$5.7M$8.3M
2016$5.6M$5.4M$8.1M
2015$5.4M$5.1M$7.9M

CharityData Rating

Overall Grade
C+
Overall Score
66.5/100
Financial Score
100
Governance Score
55
Transparency Score
65

Red Flags

  • 3 trustees of this charity also sit on multiple other charity boards — concentrated trustee bandwidth may warrant board-skill-mix review.

Board Members and Officers

Current Officers (10)

NameRoleAppointed
Cormac DentonTrustee2024-05-19
Sarah BartlettTrustee2024-05-19
Andrew AllanTrustee2024-05-19
David HealyTrustee2024-02-20
Rhona AylwardTrustee2024-02-20
Liang ZhongTrustee2024-02-20
David CoullTrustee2021-06-01
Catherine LevermoreTrustee2021-06-01
Andrew HoldenTrustee2021-02-23
John HealyTrustee2019-06-26

Former Officers (34)

  • Owen GibsonTrustee (departed 2024-12-13)
  • Phillipa HoggTrustee (departed 2024-03-26)
  • David ChinnTrustee (departed 2023-11-21)
  • Peter DowellTrustee (departed 2023-11-21)
  • Richard BlundellTrustee (departed 2021-03-14)
  • John HughesTrustee (departed 2022-03-29)
  • Ruth TreacyTrustee (departed 2020-11-30)
  • James ColemanTrustee (departed 2018-09-17)
  • Megan RichardsTrustee (departed 2017-10-30)
  • Matthew AllenTrustee (departed 2019-08-19)
  • Sharyn MitchellTrustee (departed 2021-04-26)
  • Jeffrey HealeyTrustee (departed 2021-03-23)
  • Jason GreenTrustee (departed 2019-01-01)
  • Christopher JacksonTrustee (departed 2018-10-15)
  • Eleanor SandersonTrustee (departed 2016-09-19)
  • Geof ShirtcliffeTrustee (departed 2019-11-19)
  • Megan RichardsonTrustee (departed 2016-06-21)
  • Timberly HughesTrustee (departed 2013-10-29)
  • Helen ClarkeTrustee (departed 2015-11-30)
  • Matthew MallettTrustee (departed 2018-04-09)

Service Providers

  • BDO

Similar Charities in Education

EducationTrust

The Wellington Diocesan School For Boys Trust Board

CC11255Lower Hutt, Lower HuttRegistered 2 Oct 2007
Data updated: 1 Sept 2026
Financials31 Dec 2024Ratingyesterday

Financial data as at December 2024. Sourced from Charities Services register.

C+
67/100
Financial
100
Governance
55
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 22 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

$5.9M

Expenses

$6.1M

Assets

$12.7M

Staff

37

Financial data from Charities Services annual return (FY2024). Ratings calculated using CharityData v3.1.1 methodology.

1 red flag identified- Review the Rating tab for details

About

Mission

Education

Key Statistics

Annual Revenue
$5.9M
Total Expenses
$6.1M
Net Assets
$10.4M
Staff
37
employees
Volunteers
0

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
0.9mo
Could operate 0.9 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

5
Score /100
Highly Concentrated
HHI: 9,491
High Concentration: 97% of revenue from Other
Other97.4%
Investment Income1.8%
Donations0.8%

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

Peer Comparison

Ranked against 31 peers · Education · $1M – $10M

Rating Score
67
#7/32
Revenue
$5.9M
#6/32
Reserve Months
0.9
#1/32
Surplus
$-194K
#27/32
Staff Cost %
0%
#1/32

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

Rating

C+
Score: 66.5/100
Financial
100
Governance
55
Transparency
65
Why this grade: Financial 100 × 40% + Governance 55 × 60% = 73 → 67 after red-flag penalties → C+.
View Full Score Breakdown

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Contact Details

Address
Lower Hutt, Lower Hutt

Registration

Registration NumberCC11255
Entity TypeTrust
Registered2 Oct 2007
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated2 Dec 1932
Registered office
18 Eccleston Hill, Thorndon, Wellington
Differs from Charities Register address (611A Marine Drive, , Days Bay, Lower Hutt, 5013, Lower Hutt, Lower Hutt). May be stale on either register — verify with the charity if material.

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.