Ian McLean Wards Memorial Trust — Arts & Culture Charity in Wellington
Ian McLean Wards Memorial Trust is a Charitable Trust charity in the Arts & Culture sector, based in Wellington, Wellington. CharityData rates this charity B (76.8/100). Annual revenue: $0.0M NZD. Financial data as at March 2026.
Mission: To support the long-term sustainability of cultural and heritage institutions. To sponsor visits to and within New Zealand of persons calculated to advance the aforesaid purposes. To provide scholarships, travel and other grants and bursaries for the education, training and advancement of persons engaged in or interested in the aforesaid purposes. To apply available funds to any other body or institution which is capable of implementing any of the foregoing objects. To provide educational benefits, facilities and encouragement for persons engaged in the arts and the promotion of cultural interests.
- Registration Number
- CC37456
- Charity Type
- Charitable Trust
- Registration Date
- 2008-06-30
- Status
- Active
- CharityData Rating
- B (76.8/100)
- Sector
- Arts & Culture
- Location
- Wellington, Wellington
- kathryn.patterson@vuw.ac.nz
- Data as at
- March 2026
Beneficiaries: General public
Financial Summary
- Total Revenue
- $0.0M NZD
- Total Expenses
- $0.0M NZD
- Reserve Months
- 206.3 months of operating expenses
- Financial Year End
- 2026-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2026 | $0.0M | $0.0M | - |
| 2025 | $0.0M | $0.0M | - |
| 2024 | $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 | $0.3M |
| 2017 | $0.0M | $0.0M | $0.3M |
CharityData Rating
- Overall Grade
- B
- Overall Score
- 76.8/100
- Financial Score
- 77.5
- Governance Score
- 75
- Transparency Score
- 65
Board Members and Officers
Current Officers (0)
| Name | Role | Appointed |
|---|
Former Officers (8)
- Sarah Welland — Trustee
- Kathryn Patterson — Secretary/treasurer
- Donald Gilling — Trustee
- James McAloon — Trustee
- Peter Brooks — Trustee (departed 2012-06-30)
- Margaret Calder — Trustee (departed 2015-03-07)
- Alan Ferguson — Secretary (departed 2025-03-22)
- Bradford Patterson — Chair
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Ian McLean Wards Memorial Trust
Financial data as at March 2026. Sourced from Charities Services register.
$7.4K
$14.9K
Financial data from Charities Services annual return (FY2026). 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.
About
To support the long-term sustainability of cultural and heritage institutions. To sponsor visits to and within New Zealand of persons calculated to advance the aforesaid purposes. To provide scholarships, travel and other grants and bursaries for the education, training and advancement of persons engaged in or interested in the aforesaid purposes. To apply available funds to any other body or institution which is capable of implementing any of the foregoing objects. To provide educational benefits, facilities and encouragement for persons engaged in the arts and the promotion of cultural interests.
Who We Serve
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 350 peers · Arts & Culture · Under $100K
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
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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: 5 October 2026.
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