AFS Educational Trust — Education Charity in Wellington

AFS Educational Trust is a Charitable 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 December 2025.

Mission: The key purpose of this trust is to encourage educational opportunities for young people. This is achieved by making financial assistance available to students, who wish to participate in cross-cultural exchange programmes offered by AFS International, through AFS Intercultural New Zealand.

Registration Number
CC22532
Charity Type
Charitable Trust
Registration Date
2008-04-03
Status
Active
Sector
Education
Location
Wellington, Wellington
Email
afstrust@afs.org
Funder Status
Grant-making charity (trust)
Data as at
December 2025

Beneficiaries: Children / young people

Financial Summary

Total Revenue
$0.1M 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
1
Financial Year End
2025-12-31

Financial History

YearRevenueExpensesNet Assets
2025$0.1M$0.2M$1.1M
2024$0.2M$0.1M$0.1M
2023$0.1M$0.2M$1.1M
2022$0.1M$0.2M$1.2M
2021$0.2M$0.1M$1.3M
2020$0.1M$0.1M$1.3M
2019$0.4M$0.2M$1.3M
2018$0.1M$0.2M$1.1M
2017$0.2M$0.3M$1.2M
2016$0.2M$0.2M$1.3M

Board Members and Officers

Current Officers (2)

NameRoleAppointed
Tyrone BurrowesTrustee2026-06-29
Rachel MurrayTrustee2025-05-25

Former Officers (8)

  • Andrew Cathie — Trustee (departed 2012-06-30)
  • Linda Bain — Trustee (departed 2008-09-19)
  • Glen Wiggs — Trustee (departed 2008-09-19)
  • Rachel Farrant — Trustee (departed 2009-10-08)
  • Raylene Sommerville — Trustee (departed 2009-02-01)
  • Peter Braithwaite — Trustee (departed 2026-06-29)
  • Tony Herring — Trustee (departed 2026-05-24)
  • Wayne Edwards — Trustee (departed 2010-05-07)

Similar Charities in Education

FunderEducationCharitable TrustTrust

AFS Educational Trust

CC22532Wellington, WellingtonRegistered 3 Apr 2008
Data updated: 1 Nov 2026
Financials10mo agoRating1mo ago

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

NR
Not rated — Charity type not yet classified — grade withheld

Our scorecard uses a different template for different kinds of charity — an operating charity is measured differently from an endowment or a grant-making trust. This charity's type has not yet been classified, so a letter grade is withheld rather than assigned using a template chosen by default. That says nothing about the charity itself. Its filed figures are shown above, and it will be graded once its type is classified.

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Reasons to look carefully (2)

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.

  • Small board structure
    2 current officers listed on the register — best-practice boards have 5+ members with separation of duties
  • Reserves high for operating size
    Reserves cover ~74 months of expenses on $60K revenue — very high for an operating charity this size

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

$60.2K

Expenses

$174.1K

Assets

$1.1M

Staff

1

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
EducationArts & CultureInternational Aid
Beneficiaries
Youth
Geographic Focus
Nationwide

About

Mission

The key purpose of this trust is to encourage educational opportunities for young people. This is achieved by making financial assistance available to students, who wish to participate in cross-cultural exchange programmes offered by AFS International, through AFS Intercultural New Zealand.

Who We Serve

Beneficiaries
Children / young people

Key Statistics

Annual Revenue
$60.2K
Total Expenses
$174.1K
Net Assets
$1.1M
Staff
1
employees

Financial Trends

Financial Trends (18 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
9mo
Could operate 9 months with zero revenue
Healthy
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 Investment Income
Investment Income100.0%

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

Peer Comparison

Ranked against 294 peers · Education · Under $100K

Rating Score
0
#57/295
Revenue
$60K
#36/295
Reserve Months
0.0
#1/295
Surplus
$-114K
#293/295
Staff Cost %
3%
#295/295

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

Rating History

NR
2025
Score: N/A
Financial: 0 | Governance: 10 | Transparency: 65
Current
NR
2024
Score: N/A
Financial: 0 | Governance: 20 | Transparency: 65

Rating

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

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Latest Audit

FY2022
Clean
7 years of audit history

Contact Details

Address
Wellington, Wellington

Registration

Registration NumberCC22532
Entity TypeCharitable Trust
Registered3 Apr 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated31 Oct 1983
Registered office
Floor 2, 50 Customhouse Quay, Wellington Central

Sector & Activities

Primary Sector
Education
Activities
Makes grants / loans to individuals

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.