Wellington Study Group Incorporated — Education Charity in Wellington
Wellington Study Group Incorporated is a Trust charity in the Education sector, based in Wellington, Wellington. This organisation also provides funding to other charities. CharityData rates this charity B- (73.3/100). Annual revenue: $0.1M NZD. Financial data as at December 2025.
Mission: a) To inquire into the nature of the human being and the universe so as to enable greater expression of the possibilities of every man and woman. b) To disseminate by all lawful means, knowledge of the matters referred to above. c) To promote any art or science, and to produce, print, publish and circulate any periodicals, books, and works of art. d) To organise a Study Group for the furtherance of these objects, such Study Group to be known as the Wellington Study Group.
- Registration Number
- CC38768
- Charity Type
- Trust
- Registration Date
- 2008-06-30
- Status
- Active
- CharityData Rating
- B- (73.3/100)
- Sector
- Education
- Location
- Wellington, Wellington
- jim@shaw.gen.nz
- Funder Status
- Grant-making charity (society)
- Data as at
- December 2025
Financial Summary
- Total Revenue
- $0.1M NZD
- Total Expenses
- $0.1M NZD
- Total Assets
- $3.3M NZD
- Net Assets
- $3.3M NZD
- Reserve Months
- 388.0 months of operating expenses
- Financial Year End
- 2025-12-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.1M | $0.1M | $3.3M |
| 2024 | $0.1M | $0.1M | $3.3M |
| 2023 | $0.1M | $0.1M | $2.8M |
| 2022 | $0.1M | $0.1M | $3.9M |
| 2021 | $0.1M | $0.1M | $4.0M |
| 2020 | $0.1M | $0.1M | - |
| 2019 | $0.1M | $0.1M | - |
| 2018 | $0.1M | $0.1M | $2.1M |
| 2017 | $0.2M | $0.1M | $2.1M |
| 2016 | $0.1M | $0.1M | $1.9M |
CharityData Rating
- Overall Grade
- B-
- Overall Score
- 73.3/100
- Financial Score
- 72.5
- Governance Score
- 75
- Transparency Score
- 65
Board Members and Officers
Current Officers (6)
| Name | Role | Appointed |
|---|---|---|
| Pratik Morar | Committee Member | 2026-04-29 |
| Kieron Horide-Hobley | Secretary | 2019-02-13 |
| Chris Paice | Chair | 2017-03-15 |
| Ronald Ward | Committee Member | 2008-03-05 |
| Hilary Purchas | Committee Member | 2008-03-05 |
| James Shaw | Treasurer | 2008-03-05 |
Former Officers (11)
- Leigh Corner — Committee Member (departed 2026-04-29)
- Behroz Rabady — Committee Member (departed 2018-03-14)
- David Weekley — Committee Member (departed 2017-03-15)
- Gillian Harris — Committee Member (departed 2020-03-11)
- Joy Paris — Committee Member (departed 2018-03-14)
- Michael Harris — Committee Member (departed 2020-03-11)
- Yvonne Norfolk — Committee Member (departed 2020-03-11)
- Frances Rudland — Committee Member (departed 2018-03-14)
- John Masters — Treasurer (departed 2019-02-13)
- Barbara Craig — Committee Member (departed 2011-03-09)
- Karen Mccarty — Committee Member (departed 2014-01-01)
Similar Charities in Education
- IPENZ Foundation — Education
- St Andrew's Presbyterian College Board Of Governors Incorporated — Education
- Selwyn House School Trust Board — Education
- Sathya Sai Preschool Rongomai — Education
- Supporters Of Tiritiri Matangi Incorporated — Education
Wellington Study Group Incorporated
Financial data as at December 2025. Sourced from Charities Services register.
$123.2K
$102.9K
$3.3M
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
Endowment Foundation
Special Entity TypeThis 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
GrantmakerThis organisation makes grants or donations to other charities and organisations.
About
a) To inquire into the nature of the human being and the universe so as to enable greater expression of the possibilities of every man and woman. b) To disseminate by all lawful means, knowledge of the matters referred to above. c) To promote any art or science, and to produce, print, publish and circulate any periodicals, books, and works of art. d) To organise a Study Group for the furtherance of these objects, such Study Group to be known as the Wellington Study Group.
Key Statistics
Financial Trends
Financial Trends (18 Years)
Revenue Breakdown
Expense Breakdown
API DataBased on annual return data. Detailed program/admin breakdown not available.
Financial Health Dashboard
Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology
Revenue Diversification
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 159 peers · Education · $100K – $1M
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
Rating
B-Is this your charity?
Claim your profile to view analytics, submit corrections, and improve your rating.
Claim This ProfileContact Details
Registration
Companies Office
Sector & Activities
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.
Similar Charities in Education
Other Education charities ranked by overall score