Whesby Scholarship Fund Board — Education Charity in Hamilton

Whesby Scholarship Fund Board is a Charitable Trust charity in the Education sector, based in Hamilton, Hamilton. CharityData rates this charity B- (73.6/100). Annual revenue: $0.0M NZD. Financial data as at December 2025.

Mission: Provision of educational grants to children of clergy

Registration Number
CC28092
Charity Type
Charitable Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
B- (73.6/100)
Sector
Education
Location
Hamilton, Hamilton
Email
p.welham@stpauls.school.nz
Data as at
December 2025

Beneficiaries: Children / young people, Religious groups, Other - All

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Total Assets
$0.5M NZD
Net Assets
$0.5M NZD
Reserve Months
145.1 months of operating expenses
Staff Count
1
Financial Year End
2025-12-31

Financial History

YearRevenueExpensesNet Assets
2025$0.0M$0.0M$0.5M
2024$0.0M$0.0M$0.5M
2023$0.1M$0.0M$0.5M
2022$0.0M$0.0M$0.5M
2021$0.1M$0.0M$0.4M
2020$0.0M$0.0M$0.4M
2019$0.1M$0.0M$0.4M
2018$0.0M$0.0M$0.3M
2017$0.0M$0.0M$0.3M
2016$0.0M$0.0M$0.3M

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 (3)

NameRoleAppointed
Ben SkeenTrustee2021-09-15
Andrew JohnsonTrustee2018-04-10
Andrew MortimoreTrustee1999-04-18

Former Officers (7)

  • Gregg Brown — Trustee (departed 2018-04-10)
  • Grant Lander — Officer (departed 2021-09-15)
  • Philip Morgan — Trustee (departed 2014-06-24)
  • Michael Hewat — Trustee (departed 2025-09-10)
  • John Dawson — Trustee (departed 2009-04-28)
  • Gregory Fenton — Trustee (departed 2009-09-25)
  • Loris Eyre — Trustee (departed 2009-03-31)

Similar Charities in Education

EducationCharitable Trust

Whesby Scholarship Fund Board

CC28092Hamilton, HamiltonRegistered 30 Jun 2008
Data updated: 3 days ago
Financials9mo agoRating3d ago

Financial data as at December 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

$38.4K

Expenses

$3.4K

Assets

$530.5K

Staff

1

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

Grant-Making Trust

Special Entity Type

This trust makes grants to other organizations. It does not deliver programs directly.

About

Mission

Provision of educational grants to children of clergy

Who We Serve

Beneficiaries
Children / young peopleReligious groupsOther - All

Key Statistics

Annual Revenue
$38.4K
Total Expenses
$3.4K
Net Assets
$530.5K
Staff
1
employees

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
145.1mo
Could operate 145.1 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
74
#20/290
Revenue
$38K
#69/290
Reserve Months
145.1
#1/290
Surplus
$35K
#5/290
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 History

B-
2025
Score: 73.6
Financial: 82 | Governance: 55 | Transparency: 65
Current
D+
2024
Score: 52.7
Financial: 76 | Governance: 65 | Transparency: 65

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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Latest Audit

FY2024
Clean
9 years of audit history

Contact Details

Address
Hamilton, Hamilton

Registration

Registration NumberCC28092
Entity TypeCharitable Trust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated19 Nov 1969
Registered office
St Pauls Collegiate Hukanui Road Hamilton, Hamilton

Sector & Activities

Primary Sector
Education
Activities
Makes grants / loans to individualsProvides religious services / activitiesOther - 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: 4 October 2026.