W P Sullivan Trust — Religion Charity in Greymouth

W P Sullivan Trust is a registered charity in the Religion sector, based in Greymouth, Greymouth. CharityData rates this charity B- (73.6/100). Annual revenue: $0.0M NZD. Financial data as at March 2025.

Mission: For the purpose of educating (and during such education of wholly or partly maintaining) boys for the secular priesthood in the Roman Catholic Church or as Marist Brothers

Registration Number
CC23085
Registration Date
2008-04-16
Status
Active
CharityData Rating
B- (73.6/100)
Sector
Religion
Location
Greymouth, Greymouth
Data as at
March 2025

Beneficiaries: Other - All

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Total Assets
$0.3M NZD
Net Assets
$0.3M NZD
Reserve Months
216.8 months of operating expenses
Volunteers
0
Financial Year End
2025-03-31

Financial History

YearRevenueExpensesNet Assets
2025$0.0M$0.0M$0.3M
2024$0.0M$0.0M-
2023$0.0M$0.0M-
2022$0.0M$0.0M-
2021$0.0M$0.0M-
2020$0.0M--
2019$0.0M--
2018$0.0M--
2017$0.0M--
2016$0.0M$0.0M-

CharityData Rating

Overall Grade
B-
Overall Score
73.6/100
Financial Score
81.5
Governance Score
55
Transparency Score
65

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (5)

  • Anthony Sullivan — Trustee
  • Toni De Goldi — Trustee (departed 2010-05-11)
  • Arthur Jamieson — Trustee
  • George Skinner — Trustee
  • Philip Heaphy — Trustee (departed 2009-08-27)

Similar Charities in Religion

Religion

W P Sullivan Trust

CC23085Greymouth, GreymouthRegistered 16 Apr 2008
Data updated: 2 days ago
Financials31 Mar 2025Rating2d ago

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

B-
74/100
Financial
82
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

$16.6K

Expenses

$14.6K

Assets

$264.0K

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

For the purpose of educating (and during such education of wholly or partly maintaining) boys for the secular priesthood in the Roman Catholic Church or as Marist Brothers

Who We Serve

Beneficiaries
Other - All

Key Statistics

Annual Revenue
$16.6K
Total Expenses
$14.6K
Net Assets
$264.0K
Volunteers
0

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
216.8mo
Could operate 216.8 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 277 peers · Religion · Under $100K

Rating Score
74
#5/278
Revenue
$17K
#192/278
Reserve Months
216.8
#1/278
Surplus
$2K
#133/278
Staff Cost %
0%
#1/278

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

Rating

B-
Score: 73.6/100
Financial
81.5
Governance
55
Transparency
65
Why this grade: Financial 82 × 40% + Governance 55 × 60% = 66 → B-.
View Full Score Breakdown

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Contact Details

Address
Greymouth, Greymouth

Registration

Registration NumberCC23085
Registered16 Apr 2008
StatusRegistered

Sector & Activities

Primary Sector
Religion
Activities
Makes grants / loans to individualsOther - 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: 3 October 2026.