The Wellington RSA Welfare Trust FundEducation Charity in Wellington

The Wellington RSA Welfare Trust Fund is a Trust charity in the Education sector, based in Wellington, Wellington. Annual revenue: $0.2M NZD. Financial data as at December 2022.

Mission: (a) To provide for any NZ Veterans and their whanau (including whanau of deceased NZ veterans) in need including without limitation the provision of welfare and medical assistance, irrespective of any connection with the RSA or not; (b) To assist aged or infirm or disabled indigent persons. (c) To assist any public charity or any organisation dispensing charity or relieving or caring for the aged or sick or infirm. (d) To contribute to any medical research fund or to any school fund or to the education of any person or persons. (e) For other charitable purposes as defined in the Charities Act 2005, or in any Act passed in substitution for the said Act. (f) The purpose of the Trust Fund shall in all cases be limited to within New Zealand.

Registration Number
CC24732
Charity Type
Trust
Registration Date
2008-05-22
Status
Active
Sector
Education
Location
Wellington, Wellington
Email
zenetta@wrsa.org.nz
Data as at
December 2022

Financial Summary

Total Revenue
$0.2M NZD
Total Expenses
$0.2M NZD
Total Assets
$1.1M NZD
Net Assets
$1.1M NZD
Reserve Months
0.0 months of operating expenses
Staff Count
2
Volunteers
11
Financial Year End
2022-12-31

Financial History

YearRevenueExpensesNet Assets
2022$0.2M$0.2M$1.1M
2021$0.1M$0.1M$1.2M
2020$0.0M$0.1M$1.1M
2019$0.1M$0.1M$1.2M
2018$0.2M$0.1M$1.0M
2017$0.1M$0.1M$0.9M
2016$0.1M$0.1M$0.8M
2015$0.2M$0.1M$0.8M
2014$0.1M$0.1M$0.7M
2013$0.2M$0.1M$0.6M

Board Members and Officers

Current Officers (1)

NameRoleAppointed
Angela CoyleTrustee2026-06-20

Former Officers (15)

  • Kevin ArlidgeTrustee
  • Michael MillarTrustee (departed 2020-09-14)
  • David MoloneyTrustee and President (departed 2017-05-20)
  • Cameron McIverTrustee (departed 2017-05-20)
  • John MillsTrustee (departed 2017-05-20)
  • Phillip BoltonTrustee
  • Theodore KuperTrustee
  • Clinton LibbyTrustee
  • Ronald TurnerTrustee (departed 2016-05-21)
  • Matthew BeattieTrustee (departed 2019-09-09)
  • Neal GarnettTrustee (departed 2012-05-26)
  • Trevor McComishTrustee (departed 2010-05-15)
  • Keith MitchellTrustee (departed 2012-05-26)
  • Conrad FlinkenbergTrustee (departed 2013-06-30)
  • Neal SchofieldTrustee (departed 2010-05-15)

Reporting Group Members

The Wellington RSA Welfare Trust Fund files a consolidated Annual Return jointly with 1 sibling charity:

Similar Charities in Education

EducationTrust

The Wellington RSA Welfare Trust Fund

CC24732Wellington, WellingtonRegistered 22 May 2008
Data updated: Today
Financials31 Dec 2022Rating16h ago

Financial data as at December 2022. Sourced from Charities Services register.

NR
Not ratedLast filing over 3 years old

The most recent financial filing with Charities Services is more than three years old. Until a current return is filed, a rating is not assigned.

How ratings work →

Reasons to look carefully (3)

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 5. 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.
  • Reserves high for operating size
    Reserves cover ~77 months of expenses on $164K revenue — very high for an operating charity this size
  • Shared trustees with reporting-group siblings
    5 current trustees also serve on the board of another charity in the same Charities Services reporting group (group has 2 member charities filing one consolidated annual return). Group-internal cross-trusteeship can be operationally efficient but should be visible to donors.

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

$164.2K

Expenses

$162.7K

Assets

$1.1M

Staff

2

Financial data from Charities Services annual return (FY2022). Ratings calculated using CharityData v3.1.1 methodology.

Reporting group parent. The Wellington RSA Welfare Trust Fund files one consolidated annual return covering 1 member. Member-level figures are not separately reported with Charities Services.

Show member charities (1)

About

Mission

(a) To provide for any NZ Veterans and their whanau (including whanau of deceased NZ veterans) in need including without limitation the provision of welfare and medical assistance, irrespective of any connection with the RSA or not; (b) To assist aged or infirm or disabled indigent persons. (c) To assist any public charity or any organisation dispensing charity or relieving or caring for the aged or sick or infirm. (d) To contribute to any medical research fund or to any school fund or to the education of any person or persons. (e) For other charitable purposes as defined in the Charities Act 2005, or in any Act passed in substitution for the said Act. (f) The purpose of the Trust Fund shall in all cases be limited to within New Zealand.

Key Statistics

Annual Revenue
$164.2K
Total Expenses
$162.7K
Net Assets
$1.1M
Staff
2
employees
Volunteers
11

Financial Trends

Financial Trends (15 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
98c
For every $1 spent, 98c reaches programs
Strong
Sustainability
0.8mo
Could operate 0.8 months with zero revenue
Critical
Fundraising Cost
$0.03
Costs $0.03 to raise each $1 in donations
Efficient

Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology

Revenue Diversification

38
Score /100
Concentrated
HHI: 6,197
Donations75.6%
Investment Income21.8%
Other2.6%

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

Peer Comparison

Ranked against 108 peers · Education · $100K – $1M

Rating Score
0
#19/109
Revenue
$164K
#67/109
Reserve Months
0.0
#1/109
Surplus
$2K
#72/109
Staff Cost %
0%
#1/109

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

Rating

Score: /100
Financial
0
Governance
20
Transparency
65
View Full Score Breakdown

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Contact Details

Address
Wellington, Wellington

Registration

Registration NumberCC24732
Entity TypeTrust
Registered22 May 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: 12 September 2026.

Reporting Group — Consolidated Annual Return

The Wellington RSA Welfare Trust Fund is one of 2 charities in a Charities Services reporting group. Members file a single consolidated Annual Return together, so the financial figures on each member’s page reflect the combined group — not standalone operations.