Winston Churchill Memorial Trust — Religion Charity in Wellington
Winston Churchill Memorial Trust is a Trust charity in the Religion sector, based in Wellington, Wellington. This organisation also provides funding to other charities. CharityData rates this charity C+ (65.7/100). Annual revenue: $0.6M NZD. 1 red flag detected. Financial data as at March 2026.
Mission: To assist New Zealanders from all sectors, to travel and gain new insights and understanding that will enrich their community and , ultimately, New Zealand as a whole.
- Registration Number
- CC20454
- Charity Type
- Trust
- Registration Date
- 2008-01-10
- Status
- Active
- CharityData Rating
- C+ (65.7/100)
- Sector
- Religion
- Location
- Wellington, Wellington
- trust.accounting@dia.govt.nz
- Funder Status
- Grant-making charity (trust)
- Data as at
- March 2026
Beneficiaries: General public
Financial Summary
- Total Revenue
- $0.6M NZD
- Total Expenses
- $0.2M NZD
- Total Assets
- $5.6M NZD
- Net Assets
- $5.6M NZD
- Reserve Months
- 14.1 months of operating expenses
- Financial Year End
- 2026-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2026 | $0.6M | $0.2M | $5.6M |
| 2025 | $0.2M | $0.3M | $3.9M |
| 2024 | $0.6M | $0.2M | $3.8M |
| 2023 | $0.2M | $0.4M | $4.8M |
| 2022 | $0.2M | $0.0M | $5.1M |
| 2021 | $1.1M | $0.1M | $4.9M |
| 2020 | $0.2M | $0.4M | $3.9M |
| 2019 | $0.4M | $0.1M | $4.1M |
| 2018 | $0.3M | $0.1M | $3.8M |
| 2017 | $0.3M | $0.1M | $3.6M |
CharityData Rating
- Overall Grade
- C+
- Overall Score
- 65.7/100
- Financial Score
- 76
- Governance Score
- 75
- Transparency Score
- 65
Red Flags
- 3 trustees of this charity also sit on multiple other charity boards — concentrated trustee bandwidth may warrant board-skill-mix review.
Board Members and Officers
Current Officers (9)
| Name | Role | Appointed |
|---|---|---|
| Julie Hardaker | Trustee | 2023-07-10 |
| Anthony Lepper | Trustee | 2023-07-10 |
| Jason Sebestian | Trustee | 2022-01-01 |
| Ian McDonald | Trustee | 2022-01-01 |
| David Ivory | Chair | 2022-01-01 |
| Rogena Sterling | Trustee | 2022-01-01 |
| Alison Cadman | Trustee | 2022-01-01 |
| Benjamin Brooks | Trustee | 2022-01-01 |
| Semi Asafo | Trustee | 2021-08-15 |
Former Officers (34)
- Joy Tracey — Chair (departed 2023-07-09)
- Everdina Fuli — Trustee (departed 2021-08-09)
- Bradley Watson — Trustee (departed 2020-12-21)
- Warwick Foy — Trustee (departed 2021-12-31)
- Adina Thorn — Trustee (departed 2023-03-08)
- Heather Wellington — Trustee (departed 2021-12-31)
- Elspeth Ludemann — Trustee (departed 2021-12-31)
- Dr Pauline Kingi CNZM — Trustee (departed 2019-06-14)
- Nicola Taylor — Trustee (departed 2021-12-31)
- Elizabeth (Liz) Richards — Chair (departed 2016-12-31)
- Erin Jackson — Trustee (departed 2019-12-31)
- Robyn Scott-Vincent, MNZM — Trustee (departed 2017-07-31)
- Dr Bronwyn Smits — Chair (departed 2020-06-30)
- Dr Peggy Fairbairn-Dunlop — Trustee (departed 2016-08-31)
- Bruce Robertson — Trustee (departed 2017-06-30)
- Fiona Tregonning — Acting Chairperson (departed 2017-06-30)
- Len Cook — Trustee (departed 2017-06-30)
- Graeme Hall — Trustee (departed 2015-12-31)
- Airini Airini — Trustee (departed 2014-03-05)
- Mary Schnackenberg — Trustee (departed 2015-12-31)
Similar Charities in Religion
Winston Churchill Memorial Trust
Financial data as at March 2026. Sourced from Charities Services register.
$552.9K
$167.2K
$5.6M
Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.
Endowment Foundation
Special Entity TypeThis 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.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
About
To assist New Zealanders from all sectors, to travel and gain new insights and understanding that will enrich their community and , ultimately, New Zealand as a whole.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (19 Years)
Revenue Breakdown
Expense Breakdown
API DataBased on annual return data. Detailed program/admin breakdown not available.
Financial Health Dashboard
Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology
Revenue Diversification
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 198 peers · Religion · $100K – $1M
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating History
Rating
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Registration
Sector & Activities
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: 29 September 2026.
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