Queen Elizabeth The Second National Trust — Environment Charity in Wellington

Queen Elizabeth The Second National Trust is a Charitable Trust charity in the Environment sector, based in Wellington, Wellington. CharityData rates this charity B (76.8/100). Annual revenue: $13.1M NZD. Financial data as at June 2025.

Mission: QEII National Trust works in partnership with landowners to protect native biodiversity, and other values on their private land for the benefit of present and future generations. The landowner retains ownership of the land they are protecting. QEII provides the legal protection. QEII's vision is to inspire new protection and stewardship and to inspire New Zealanders to work with, and support us, to protect private land.

Registration Number
CC28488
Charity Type
Charitable Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
B (76.8/100)
Sector
Environment
Location
Wellington, Wellington
Email
info@qeii.org.nz
Data as at
June 2025

Beneficiaries: General public, Other - All

Financial Summary

Total Revenue
$13.1M NZD
Total Expenses
$12.7M NZD
Total Assets
$31.6M NZD
Net Assets
$18.6M NZD
Reserve Months
17.6 months of operating expenses
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$13.1M$12.7M$18.6M
2024$11.4M$11.3M$18.2M
2023$19.8M$11.7M$18.3M
2022$9.2M$10.8M$13.8M
2021$9.1M$8.3M$15.4M
2020$9.3M$8.4M$14.6M
2019$8.2M$11.9M$13.6M
2018$10.2M$5.9M$17.4M
2017$6.9M$4.8M$13.1M
2016$6.5M$13.1M$11.1M

CharityData Rating

Overall Grade
B
Overall Score
76.8/100
Financial Score
77.5
Governance Score
75
Transparency Score
85

Board Members and Officers

Current Officers (7)

NameRoleAppointed
Deborah HylandDirector2025-09-24
Marie TaylorDirector2025-03-24
Richard McDowellDirector2023-08-22
Philip HulmeDirector2023-08-22
Alan LivingstonChair2020-07-28
Dan CoupChief Executive2019-10-07
Graham MourieBoard Director2019-03-15

Former Officers (20)

  • Karen Schumacher — Board Director
  • Bruce Wills — Chair
  • Neil Cullen — Board Director
  • Donna Field — Board Director (departed 2025-03-24)
  • Michael Legge — Board Director
  • Donna-marie Field — Board Director
  • Margot Fraser-Jones — Finance Manager
  • Gina Solomon — Board of Director
  • Susan (Sue) Yerex — Board of Director
  • Mike Jebson — Chief Executive
  • James Guild — Chair
  • Megan Balks — Trustee
  • Bernard Card — Trustee
  • Edward Weller Ellison — Trustee
  • Edward Ellison — Trustee (departed 2013-06-01)
  • Jo Ritchie — Trustee
  • James Hunter — Trustee
  • Yvonne Sharp — Trustee (departed 2012-07-31)
  • Yvonne Lesley Sharp — Trustee
  • Brian Lochore — Trustee

Executive Compensation

NameRoleCompensationYear
Key Management Personnel (aggregate)Senior Leadership Team (CE and 3 senior managers)$808,6192025
Key Management Personnel (aggregate)Senior Leadership Team (CE and 3 senior managers)$808,619-
Board/Trustees (Directors)Directors$80,3102025
Board/Trustees (Directors)Directors$80,310-
Bruce WillsChair-2023
Neil CullenDirector-2023
Murray McKeeDirector (candidate)-2022
Dan CoupChief Executive-2021
Deirdre ParagFinance and Business Services Manager-2021
Bruce WillsChair-2022
Philip HulmeTrustee-2024
Karen SchumacherTrustee-2024
Dame Patsy ReddyPatron-2021
Dan CoupChief Executive-2025
Her Excellency, The Right Honourable Dame Cindy KiroVice-Regal Patron-2025
Richard McDowellDirector-2025
James GuildChair (Former)-2024
Bryna O'BrienFundraising Manager-2022
Deirdre ParagFinance and Business Services Manager-2024
Graham MourieTrustee-2021
Donna FieldTrustee-2021
Her Excellency, The Right Honourable Dame Cindy KiroVice-Regal Patron-2024
Dr Brian MolloyDirector (former), High-country Representative (former)-2022
Alan LivingstonDirector-2022
Donna FieldDirector-2022
Karen SchumacherDirector-2022
Karen SchumacherDirector-2025
Graham MourieDirector-2025
Her Excellency, The Right Honourable Dame Cindy KiroPatron-2022
Dan CoupChief Executive-2024
Donna FieldDirector-2023
Dan CoupChief Executive-2023
Deirdre ParagFinance and Business Services Manager-2025
Bruce WillsChair-2021
Graham MourieTrustee-2024
Bruce WillsChair (Former)-2024
Alan LivingstonChair-2025
Karen SchumacherDirector-2023
Philip HulmeDirector-2025
Dame Cindy KiroVice-Regal Patron-2023
Deirdre ParagFinance and Business Services Manager-2023
Donna FieldTrustee-2024
Neil CullenDirector-2022
Alan LivingstonChair-2024
Alan LivingstonDirector-2023
Dan CoupChief Executive-2022
Graham MourieDirector-2022
Deirdre ParagFinance and Business Services Manager-2022
Graham MourieDirector-2023
Richard McDowellTrustee-2024

Major Funders and Contracts (FY2023)

As disclosed in Queen Elizabeth The Second National Trust's annual report.

  • Government of New Zealand — $2,501,323 (29% of revenue) — Jobs for Nature funding

Service Providers

  • EY
  • Ernst & Young
  • Bank of New Zealand
  • Bank of New Zealand
  • Bank of New Zealand
  • Bank of New Zealand
  • Bank of New Zealand
  • AON New Zealand
  • AON New Zealand
  • AON New Zealand
  • AON New Zealand
  • AON New Zealand
  • Gibson Sheat Lawyers
  • Lee Salmon Long
  • Gibson Sheat Lawyers
  • Lee Salmon Long
  • Gibson Sheat Lawyers

Similar Charities in Environment

EnvironmentCharitable Trust

Queen Elizabeth The Second National Trust

CC28488Wellington, WellingtonRegistered 30 Jun 2008
Data updated: Today
Financials30 Jun 2025Rating15h ago

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

B
77/100
Financial
78
Governance
75
Transparency
85

Reasons to look carefully (1)

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.

  • Same audit firm for many years
    Same audit firm (Ernst & Young) for 5 consecutive years — best practice rotates audit firms periodically to refresh independent oversight

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

$13.1M

Expenses

$12.7M

Assets

$31.6M

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

QEII National Trust works in partnership with landowners to protect native biodiversity, and other values on their private land for the benefit of present and future generations. The landowner retains ownership of the land they are protecting. QEII provides the legal protection. QEII's vision is to inspire new protection and stewardship and to inspire New Zealanders to work with, and support us, to protect private land.

Who We Serve

Beneficiaries
General publicOther - All

Key Statistics

Annual Revenue
$13.1M
Total Expenses
$12.7M
Net Assets
$18.6M

Financial Trends

Financial Trends (17 Years)

Revenue Breakdown

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
0mo
Could operate 0 months with zero revenue
Critical
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

46
Score /100
Concentrated
HHI: 5,370
Government Grants63.6%
Other36.4%

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

Peer Comparison

Ranked against 3 peers · Environment · $10M – $50M

Rating Score
77
#2/4
Revenue
$13.1M
#2/4
Reserve Months
17.6
#1/4
Surplus
$395K
#3/4
Staff Cost %
0%
#1/4

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

Rating

B
Score: 76.8/100
Financial
77.5
Governance
75
Transparency
85
Why this grade: Financial 78 × 40% + Governance 75 × 60% = 76 → B.
View Full Score Breakdown

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Latest Audit

FY2025
Clean
Fees
Audit: $91,373
10 years of audit history(1 going concern flag)

Contact Details

Address
Wellington, Wellington

Registration

Registration NumberCC28488
Entity TypeCharitable Trust
Registered30 Jun 2008
StatusRegistered

Sector & Activities

Primary Sector
Environment
Activities
Makes grants / loans to individualsMakes grants to organisations (including schools or other charities)Provides advice / information / advocacyProvides human resources (e.g. staff / volunteers)Other - 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.