Telise Kelly Memorial Trust Board — Education Charity in Auckland

Telise Kelly Memorial Trust Board is a Charitable Trust charity in the Education sector, based in Auckland, Auckland. CharityData rates this charity B- (70.8/100). Annual revenue: $0.0M NZD. Financial data as at March 2025.

Mission: To provide financial assistance for students who meet some or all of the following criteria: (a) Who are undertaking an undergraduate degree in Law, whether solely or combined with another Bachelor Degree, who have successfully completed their second year of study or further; (b) Who are originally from, or normally reside, in the Northland/Te Tai Tokerau region of New Zealand; and (c) Who have evidenced an interest and ability in the areas of Equity, Family and/or Relationship Property Law.

Registration Number
CC61910
Charity Type
Charitable Trust
Registration Date
2024-01-18
Status
Active
CharityData Rating
B- (70.8/100)
Sector
Education
Location
Auckland, Auckland
Data as at
March 2025

Beneficiaries: Children / young people

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Reserve Months
4725.6 months of operating expenses
Volunteers
0
Financial Year End
2025-03-31

CharityData Rating

Overall Grade
B-
Overall Score
70.8/100
Financial Score
77.5
Governance Score
55
Transparency Score
65

Board Members and Officers

Current Officers (3)

NameRoleAppointed
Jacqueline LethbridgeTrustee2023-11-01
Anthony HerringTrustee2023-11-01
Leanne KellyTrustee2023-11-01

Similar Charities in Education

EducationCharitable Trust

Telise Kelly Memorial Trust Board

CC61910Auckland, AucklandRegistered 18 Jan 2024
Data updated: 2 days ago
Financials31 Mar 2025Rating3d ago

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

B-
71/100
Financial
78
Governance
55
Transparency
65

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.

  • No chair recorded on the register
    No chair or presiding role is recorded in the register for this board of 3. The Charities Register does not require one to be identified, so this is a gap in the public record rather than a finding about the board.

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

$5.3K

Expenses

$267

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

To provide financial assistance for students who meet some or all of the following criteria: (a) Who are undertaking an undergraduate degree in Law, whether solely or combined with another Bachelor Degree, who have successfully completed their second year of study or further; (b) Who are originally from, or normally reside, in the Northland/Te Tai Tokerau region of New Zealand; and (c) Who have evidenced an interest and ability in the areas of Equity, Family and/or Relationship Property Law.

Who We Serve

Beneficiaries
Children / young people

Key Statistics

Annual Revenue
$5.3K
Total Expenses
$267
Net Assets
-
Volunteers
0

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
4725.6mo
Could operate 4725.6 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: 10,000
High Concentration: 100% of revenue from Investment Income
Investment Income100.0%

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
71
#23/290
Revenue
$5K
#217/290
Reserve Months
4725.6
#1/290
Surplus
$5K
#80/290
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

B-
Score: 70.8/100
Financial
77.5
Governance
55
Transparency
65
Why this grade: Financial 78 × 40% + Governance 55 × 60% = 64 → B-.
View Full Score Breakdown

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Contact Details

Address
Auckland, Auckland

Registration

Registration NumberCC61910
Entity TypeCharitable Trust
Registered18 Jan 2024
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated15 Dec 2023
Registered office
Level 20, Hsbc Tower, 188 Quay Street, Auckland Central, Auckland

Sector & Activities

Primary Sector
Education
Activities
Makes grants / loans to individuals

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: 4 October 2026.