IPENZ Foundation — Education Charity in Wellington
IPENZ Foundation is a Charitable Trust charity in the Education sector, based in Wellington, Wellington. CharityData rates this charity A (92.5/100). Annual revenue: $0.7M NZD. Financial data as at September 2025.
Mission: The primary objective of the Foundation is to educate New Zealanders on the role and the significant achievements of engineering and technology and to encourage tertiary education in engineering and technology. It is also to assist members suffering from hardship.
- Registration Number
- CC30077
- Charity Type
- Charitable Trust
- Registration Date
- 2008-06-30
- Status
- Active
- CharityData Rating
- A (92.5/100)
- Sector
- Education
- Location
- Wellington, Wellington
- Website
- https://www.engineeringnz.org/our-work/foundation/
- foundation@engineeringnz.org
- Data as at
- September 2025
Beneficiaries: Children / young people, General public, Older people, People with disabilities
Financial Summary
- Total Revenue
- $0.7M NZD
- Total Expenses
- $0.5M NZD
- Total Assets
- $2.5M NZD
- Net Assets
- $2.4M NZD
- Reserve Months
- 15.2 months of operating expenses
- Volunteers
- 0
- Financial Year End
- 2025-09-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.7M | $0.5M | $2.4M |
| 2024 | $0.5M | $0.3M | $2.2M |
| 2023 | $0.2M | $0.1M | $2.0M |
| 2022 | $0.1M | $0.1M | $1.9M |
| 2021 | $0.2M | $0.0M | $2.1M |
| 2020 | $0.1M | $0.0M | $1.9M |
| 2019 | $0.2M | $0.1M | $1.9M |
| 2018 | $0.2M | $0.0M | $1.7M |
| 2017 | $0.1M | $0.1M | $1.6M |
| 2016 | $0.6M | $0.1M | $1.5M |
CharityData Rating
- Overall Grade
- A
- Overall Score
- 92.5/100
- Financial Score
- 100
- Governance Score
- 75
- Transparency Score
- 65
- Program Spending Ratio
- 0.9%
Board Members and Officers
Current Officers (8)
| Name | Role | Appointed |
|---|---|---|
| Sharyn Westlake | Trustee | 2026-02-17 |
| Stan Schwalger | Trustee | 2026-02-17 |
| Benjamin Vaughan | Trustee | 2025-03-28 |
| Avik Halder | Trustee | 2025-03-28 |
| Glen Cornelius | Chair | 2024-03-22 |
| Josiah Simmonds | Trustee | 2023-07-11 |
| Michael Ferrand | Trustee | 2023-07-11 |
| Jamie Pye | Trustee | 2021-11-01 |
Former Officers (26)
- Adrian van Dyk — Trustee (departed 2025-11-11)
- Helen Davidson — Trustee (departed 2025-03-28)
- Alexandra Hare — Trustee (departed 2024-05-31)
- Sina Cotter Tait — Trustee (departed 2026-02-17)
- Derrick Adams — Trustee (departed 2025-03-28)
- Sean Barnes — Trustee (departed 2019-11-30)
- Dean Kimpton — Trustee (departed 2019-11-25)
- Warren Tocker — Trustee (departed 2023-05-31)
- Chantelle Bailey — Trustee (departed 2021-08-12)
- Tiina Hall-Turner — Trustee-Chair (departed 2019-03-29)
- Leighton Duke — Trustee (departed 2019-03-29)
- William Chaney — Trustee (departed 2019-03-29)
- John Boshier — Trustee (departed 2019-03-29)
- Neville Jordan — 1/04/2011 (departed 2015-03-31)
- Linden Williams — Individual (departed 2016-05-27)
- Wayne Boreham — Director Operations (departed 2015-08-02)
- Carol Caldwell — Trustee (departed 2017-02-22)
- Roly Frost — Trustee (departed 2016-03-31)
- Peter Browne — Trustee (departed 2014-03-31)
- Ruth Kivell — Trustee (departed 2013-03-31)
Similar Charities in Education
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- Sathya Sai Preschool Rongomai — Education
- Ashburton Kindergarten Association Incorporated — Education
IPENZ Foundation
Financial data as at September 2025. Sourced from Charities Services register.
$723.2K
$458.0K
$2.5M
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
Grant-Making Trust
Special Entity TypeThis trust makes grants to other organizations. It does not deliver programs directly.
About
The primary objective of the Foundation is to educate New Zealanders on the role and the significant achievements of engineering and technology and to encourage tertiary education in engineering and technology. It is also to assist members suffering from hardship.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (17 Years)
Revenue Breakdown
Expense Breakdown
VerifiedFinancial 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 152 peers · Education · $100K – $1M
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
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.
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