The James (Senior) & Mary Garcia Scholarship — Education Charity in Wellington

The James (Senior) & Mary Garcia Scholarship is a Unincorporated Trust charity in the Education sector, based in Wellington, Wellington. Annual revenue: $0.0M NZD. Financial data as at July 2025.

Mission: The Charitable Trust was set up to pay an income in perpetuity for the purpose of providing scholarships to assist students from the Taranaki district to further their education in the areas of Journalism and / or Music, as outlined in the Will.

Registration Number
CC41776
Charity Type
Unincorporated Trust
Registration Date
2008-02-15
Status
Active
Sector
Education
Location
Wellington, Wellington
Data as at
July 2025

Beneficiaries: Children / young people

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.1M NZD
Reserve Months
0.0 months of operating expenses
Volunteers
0
Financial Year End
2025-07-31

Financial History

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

Board Members and Officers

Current Officers (2)

NameRoleAppointed
Andre ManellaCommittee Member2021-04-01
Kim RogersCommittee Member2021-04-01

Former Officers (1)

  • Public Trust — Trustee

Similar Charities in Education

EducationUnincorporated Trust

The James (Senior) & Mary Garcia Scholarship

CC41776Wellington, WellingtonRegistered 15 Feb 2008
Data updated: 3 days ago
Financials31 Jul 2025Rating4d ago

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

NR
Not rated — Volunteer / community organisation

Small volunteer-led organisations are not letter-graded: the standard financial template does not fit entities without paid staff, large revenue, or significant government funding. The charity's filed figures are shown above.

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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

$42.2K

Expenses

$95.2K

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

About

Mission

The Charitable Trust was set up to pay an income in perpetuity for the purpose of providing scholarships to assist students from the Taranaki district to further their education in the areas of Journalism and / or Music, as outlined in the Will.

Who We Serve

Beneficiaries
Children / young people

Key Statistics

Annual Revenue
$42.2K
Total Expenses
$95.2K
Net Assets
-
Volunteers
0

Financial Trends

Financial Trends (16 Years)

Revenue Breakdown

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
4.9mo
Could operate 4.9 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

14
Score /100
Highly Concentrated
HHI: 8,630
High Concentration: 93% of revenue from Investment Income
Investment Income92.6%
Other7.4%

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

Peer Comparison

Ranked against 289 peers · Education · Under $100K

Rating Score
0
#43/290
Revenue
$42K
#62/290
Reserve Months
0.0
#1/290
Surplus
$-53K
#281/290
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

Score: /100
Financial
0
Governance
10
Transparency
65
View Full Score Breakdown

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Contact Details

Address
Wellington, Wellington

Registration

Registration NumberCC41776
Entity TypeUnincorporated Trust
Registered15 Feb 2008
StatusRegistered

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: 5 October 2026.