Wellsford Branch of New Zealand Society of GenealogistsEducation Charity in Wellsford

Wellsford Branch of New Zealand Society of Genealogists is a Trust charity in the Education sector, based in Wellsford, Wellsford. This organisation also provides funding to other charities. Annual revenue: $0.0M NZD. Financial data as at March 2026.

Mission: The mission of the Wellsford Branch of the NZ Society of Genealogists is to provide educational opportunities and research resources for the development of knowledge, skills and practice in family history, genealogy and whakapapa, for members and the wider community.

Registration Number
CC34295
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
Sector
Education
Location
Wellsford, Wellsford
Email
wellsford@genealogy.org.nz
Funder Status
Grant-making charity (other)
Data as at
March 2026

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Reserve Months
0.0 months of operating expenses
Financial Year End
2026-03-31

Financial History

YearRevenueExpensesNet Assets
2026$0.0M$0.0M-
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-

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (12)

  • Daphne LinnellSecretary
  • Katrina DyerConvenor
  • Helen CurreenConvenor (departed 2022-05-05)
  • Barbara LaneTreasurer
  • Toni RobertsonSecretary (departed 2024-05-02)
  • Marjorie PrictorSecretary (departed 2020-08-08)
  • Yvonne MiddletonTreasurer (departed 2020-08-08)
  • Jill EarleyChair (departed 2020-08-08)
  • Louise TurnerChair (departed 2015-05-07)
  • Colleen MooreTreasurer (departed 2011-05-05)
  • Anne DuthieTreasurer (departed 2009-03-31)
  • Anthony MooreConvenor (departed 2011-12-06)

Similar Charities in Education

FunderEducationTrustOther

Wellsford Branch of New Zealand Society of Genealogists

CC34295Wellsford, WellsfordRegistered 30 Jun 2008
Data updated: 2 days ago
Financials5mo agoRating3d ago

Financial data as at March 2026. Sourced from Charities Services register.

NR
Not ratedVolunteer / 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 →

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 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.

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

$840

Expenses

$739

Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.

Funder Profile

Grantmaker

This organisation makes grants or donations to other charities and organisations.

Funding Sectors
EducationSocial ServicesCommunity Development
Beneficiaries
General Public
Geographic Focus
Nationwide

About

Mission

The mission of the Wellsford Branch of the NZ Society of Genealogists is to provide educational opportunities and research resources for the development of knowledge, skills and practice in family history, genealogy and whakapapa, for members and the wider community.

Key Statistics

Annual Revenue
$840
Total Expenses
$739
Net Assets
-

Financial Trends

Financial Trends (18 Years)

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
38mo
Could operate 38 months with zero revenue
Over-capitalized
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

50
Score /100
Concentrated
HHI: 5,046
Other54.8%
Trading / Services45.2%

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

Peer Comparison

Ranked against 355 peers · Education · Under $100K

Rating Score
0
#38/356
Revenue
$840
#333/356
Reserve Months
0.0
#1/356
Surplus
$101
#216/356
Staff Cost %
0%
#1/356

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

Rating History

NR
2026
Score: N/A
Financial: 0 | Governance: 10 | Transparency: 65
Current
F
2025
Score: 15.0
Financial: 24 | Governance: 55 | Transparency: 65

Rating

Score: /100
Financial
0
Governance
10
Transparency
65
View Full Score Breakdown

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Contact Details

Address
Wellsford, Wellsford

Registration

Registration NumberCC34295
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeIncorporated Society
Incorporated3 Apr 1968
Registered office
159 Queens Road, Panmure, Auckland, 1072
Differs from Charities Register address (35 Bellevue Avenue, Wellsford, 0900, Wellsford, Wellsford). 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: 15 September 2026.