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
Email
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

YearRevenueExpensesNet 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)

NameRoleAppointed
Julie HardakerTrustee2023-07-10
Anthony LepperTrustee2023-07-10
Jason SebestianTrustee2022-01-01
Ian McDonaldTrustee2022-01-01
David IvoryChair2022-01-01
Rogena SterlingTrustee2022-01-01
Alison CadmanTrustee2022-01-01
Benjamin BrooksTrustee2022-01-01
Semi AsafoTrustee2021-08-15

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

FunderReligionTrustTrust

Winston Churchill Memorial Trust

CC20454Wellington, WellingtonRegistered 10 Jan 2008
Data updated: 6 days ago
Financials6mo agoRating3d ago

Financial data as at March 2026. Sourced from Charities Services register.

C+
66/100
Financial
76
Governance
75
Transparency
65
Revenue

$552.9K

Expenses

$167.2K

Assets

$5.6M

Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.

1 red flag identified- Review the Rating tab for details

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.

Funder Profile

Grantmaker

This organisation makes grants or donations to other charities and organisations.

Funding Sectors
Community Development
Beneficiaries
General Public
Geographic Focus
Nationwide

About

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.

Who We Serve

Beneficiaries
General public

Key Statistics

Annual Revenue
$552.9K
Total Expenses
$167.2K
Net Assets
$5.6M

Financial Trends

Financial Trends (19 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
14.1mo
Could operate 14.1 months with zero revenue
Healthy
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

46
Score /100
Concentrated
HHI: 5,365
Other63.5%
Investment Income36.5%

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

Rating Score
66
#36/199
Revenue
$553K
#34/199
Reserve Months
14.1
#1/199
Surplus
$386K
#8/199
Staff Cost %
0%
#1/199

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

Rating History

C+
2026
Score: 65.7
Financial: 76 | Governance: 75 | Transparency: 65
Current
C-
2025
Score: 55.5
Financial: 80 | Governance: 65 | Transparency: 65

Rating

C+
Score: 65.7/100
Financial
76
Governance
75
Transparency
65
Why this grade: Financial 76 × 40% + Governance 75 × 60% = 75 → 66 after red-flag penalties → C+.
View Full Score Breakdown

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Contact Details

Address
Wellington, Wellington

Registration

Registration NumberCC20454
Entity TypeTrust
Registered10 Jan 2008
StatusRegistered

Sector & Activities

Primary Sector
Religion
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: 29 September 2026.