Yeo Family FoundationEducation Charity in Wellington

Yeo Family Foundation is a Trust charity in the Education sector, based in Wellington, Wellington. This organisation also provides funding to other charities. Annual revenue: $0.1M NZD. Financial data as at March 2025.

Mission: The Objectives of the Trust are as follows: (a) the advancement of science, education, innovation and entrepreneurship; (b) the relief of poverty and economic hardships; (c) the improvement of global interaction, communication and understanding.

Registration Number
CC62237
Charity Type
Trust
Registration Date
2023-10-26
Status
Active
Sector
Education
Location
Wellington, Wellington
Funder Status
Grant-making charity (family_foundation)
Data as at
March 2025

Financial Summary

Total Revenue
$0.1M NZD
Total Assets
$0.1M NZD
Reserve Months
0.0 months of operating expenses
Volunteers
0
Financial Year End
2025-03-31

Board Members and Officers

Current Officers (2)

NameRoleAppointed
Allan YeoTrustee2023-03-01
Helen PatersonTrustee2023-03-01

Similar Charities in Education

FunderEducationTrustFamily Foundation

Yeo Family Foundation

CC62237Wellington, WellingtonRegistered 26 Oct 2023
Data updated: 1 Sept 2026
Financials31 Mar 2025Rating3d ago

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

NR
Not ratedInsufficient financial data

Key balance-sheet figures (net assets / total assets) were not reported in the most recent return, and no populated prior year is available within the two-year fallback window. A rating cannot be calculated without these figures.

How ratings work →
Revenue

$100.0K

Assets

$100.0K

Financial data from Charities Services annual return (FY2025). 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 Services
Beneficiaries
General Public
Geographic Focus
Wellington

About

Mission

The Objectives of the Trust are as follows: (a) the advancement of science, education, innovation and entrepreneurship; (b) the relief of poverty and economic hardships; (c) the improvement of global interaction, communication and understanding.

Key Statistics

Annual Revenue
$100.0K
Total Expenses
-
Net Assets
-
Volunteers
0

Financial Health Dashboard

Cents to the Cause
-
Insufficient data
No data
Sustainability
-
Insufficient data
No data
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

0
Score /100
Highly Concentrated
HHI: 10,000
High Concentration: 100% of revenue from Donations
Donations100.0%

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

Peer Comparison

Ranked against 107 peers · Education · $100K – $1M

Rating Score
0
#20/108
Revenue
$100K
#108/108
Reserve Months
0.0
#1/108
Surplus
$100K
#17/108
Staff Cost %
0%
#1/108

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
0
Transparency
0
View Full Score Breakdown

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Contact Details

Address
Wellington, Wellington

Registration

Registration NumberCC62237
Entity TypeTrust
Registered26 Oct 2023
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: 15 September 2026.