Athene Charitable Trust — Education Charity in Wellington

Athene Charitable Trust is a Charitable Trust charity in the Education sector, based in Wellington, Wellington. This organisation also provides funding to other charities. Annual revenue: $0.0M NZD. Financial data as at March 2026.

Mission: To advance education by helping people overcome barriers to learning and to be beneficial to the community by supporting scientific research and supporting relief efforts to ease the effects of natural disasters and global humanitarian crises.

Registration Number
CC62904
Charity Type
Charitable Trust
Registration Date
2024-10-02
Status
Active
Sector
Education
Location
Wellington, Wellington
Funder Status
Grant-making charity (charitable_trust)
Data as at
March 2026

Beneficiaries: General public

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--

Board Members and Officers

Current Officers (3)

NameRoleAppointed
Anne ForsythChair2024-09-22
Brooke McCawSecretary2024-09-22
Rachael McCawTreasurer2024-09-22

Similar Charities in Education

FunderEducationCharitable TrustCharitable Trust

Athene Charitable Trust

CC62904Wellington, WellingtonRegistered 2 Oct 2024
Data updated: Yesterday
Financials6mo agoRating2d ago

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

NR
Not rated — Volunteer / 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 →
Revenue

$7.5K

Expenses

$887

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
EducationInternational AidCommunity Development
Beneficiaries
General Public
Geographic Focus
Wellington

About

Mission

To advance education by helping people overcome barriers to learning and to be beneficial to the community by supporting scientific research and supporting relief efforts to ease the effects of natural disasters and global humanitarian crises.

Who We Serve

Beneficiaries
General public

Key Statistics

Annual Revenue
$7.5K
Total Expenses
$887
Net Assets
-

Financial Trends

Financial Trends (2 Years)

Revenue Breakdown

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
9281.5mo
Could operate 9281.5 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

0
Score /100
Highly Concentrated
HHI: 9,980
High Concentration: 100% of revenue from Investment Income
Investment Income99.9%
Donations0.1%

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

Peer Comparison

Ranked against 289 peers · Education · Under $100K

Rating Score
0
#43/290
Revenue
$8K
#204/290
Reserve Months
0.0
#1/290
Surplus
$7K
#68/290
Staff Cost %
0%
#1/290

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

Rating

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

Is this your charity?

Claim your profile to view analytics, submit corrections, and improve your rating.

Claim This Profile

Contact Details

Address
Wellington, Wellington

Registration

Registration NumberCC62904
Entity TypeCharitable Trust
Registered2 Oct 2024
StatusRegistered

Sector & Activities

Primary Sector
Education
Activities
Makes grants / loans to individualsMakes grants to organisations (including schools or other charities)

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: 3 October 2026.