New Zealand Shipwreck Welfare Trust — Social Services Charity in Wellington

New Zealand Shipwreck Welfare Trust is a Charitable Trust charity in the Social Services sector, based in Wellington, Wellington. CharityData rates this charity B+ (82/100). Annual revenue: $0.1M NZD. Financial data as at March 2025.

Mission: Makes grants / loans to individuals

Registration Number
CC21659
Charity Type
Charitable Trust
Registration Date
2008-03-09
Status
Active
CharityData Rating
B+ (82/100)
Sector
Social Services
Location
Wellington, Wellington
Email
admin@nzswt.co.nz
Data as at
March 2025

Beneficiaries: Family / whanau, Other - All

Financial Summary

Total Revenue
$0.1M NZD
Total Expenses
$0.1M NZD
Total Assets
$1.4M NZD
Net Assets
$1.4M NZD
Reserve Months
4.7 months of operating expenses
Financial Year End
2025-03-31

Financial History

YearRevenueExpensesNet Assets
2025$0.1M$0.1M$1.4M
2024$0.1M$0.1M$1.3M
2023$0.1M$0.1M$1.2M
2022$0.1M$0.1M$1.2M
2021$0.1M$0.0M$1.3M
2020$0.1M$0.1M$1.0M
2019$0.1M$0.0M-
2018$0.1M$0.0M-
2017$0.1M$0.0M-
2016$0.1M$0.0M-

CharityData Rating

Overall Grade
B+
Overall Score
82/100
Financial Score
85
Governance Score
75
Transparency Score
65

Board Members and Officers

Current Officers (5)

NameRoleAppointed
Margaret WindTrustee2026-09-01
Roger RawlinsonTrustee2024-10-31
Darren GuardTrustee2016-08-25
Tony ThreadwellTrustee2015-08-18
Ray PolsonChair2008-03-10

Former Officers (8)

  • Janice Fredric — Trustee (departed 2026-09-01)
  • Bruce Collins — Trustee (departed 2015-08-18)
  • Ian Farquhar — Trustee (departed 2015-08-18)
  • Peter Dryden — Trustee (departed 2015-08-18)
  • Roger Bartlett — Trustee (departed 2015-08-18)
  • Geoff Grenfell — Trustee (departed 2016-08-25)
  • Roger Beattie — Trustee (departed 2026-09-01)
  • Chris Spiers — Trustee (departed 2015-08-18)

Similar Charities in Social Services

Social ServicesCharitable Trust

New Zealand Shipwreck Welfare Trust

CC21659Wellington, WellingtonRegistered 9 Mar 2008
Data updated: Today
Financials31 Mar 2025Rating22h ago

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

B+
82/100
Financial
85
Governance
75
Transparency
65
Revenue

$113.2K

Expenses

$54.3K

Assets

$1.4M

Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.

Endowment Foundation

Special Entity Type

This 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

Mission

Makes grants / loans to individuals

Who We Serve

Beneficiaries
Family / whanauOther - All

Key Statistics

Annual Revenue
$113.2K
Total Expenses
$54.3K
Net Assets
$1.4M

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
4.7mo
Could operate 4.7 months with zero revenue
Low reserves
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

43
Score /100
Concentrated
HHI: 5,652
Investment Income68.4%
Donations31.2%
Other0.4%

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

Peer Comparison

Ranked against 150 peers · Social Services · $100K – $1M

Rating Score
82
#3/151
Revenue
$113K
#139/151
Reserve Months
4.7
#1/151
Surplus
$59K
#32/151
Staff Cost %
0%
#1/151

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

Rating History

B+
2025
Score: 82.0
Financial: 85 | Governance: 75 | Transparency: 65
Current
B+
2024
Score: 82.0
Financial: 85 | Governance: 75 | Transparency: 65

Rating

B+
Score: 82/100
Financial
85
Governance
75
Transparency
65
Why this grade: Financial 85 × 40% + Governance 75 × 60% = 79 → B+.
View Full Score Breakdown

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Latest Audit

FY2024
Clean
8 years of audit history

Contact Details

Address
Wellington, Wellington

Registration

Registration NumberCC21659
Entity TypeCharitable Trust
Registered9 Mar 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated18 Aug 1998
Registered office
Level 6 Eagle Technology House 135 Victoria Street Wellington, Wellington

Sector & Activities

Primary Sector
Social Services
Activities
Makes grants / loans to individualsSponsors / undertakes researchOther - Acts an Umbrella body

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: 1 October 2026.