Presbyterian Benevolent Fund — Religion Charity in Wellington

Presbyterian Benevolent Fund is a Other charity in the Religion sector, based in Wellington, Wellington. CharityData rates this charity B (75.3/100). Annual revenue: $1.0M NZD. Financial data as at June 2025.

Mission: Trust's fund are to be applied, for exclusively charitable purposes: including, without limitation: (a) to advance religion by supporting, educating and relieving Ministers so that they may devote their time and energies to the service of the Church, so that others may derive spiritual benefit from the exercise of the Minister's function; (b) to relieve poverty, promote health and relieve human suffering and distress by providing relief to sick, elderly or infirm Ministers; and (c) the relief of any form of necessity, destitution, or helplessness which excites the compassion or sympathy of humanity, and so appeals to its benevolence for relief.

Registration Number
CC55859
Charity Type
Other
Registration Date
2018-07-10
Status
Active
CharityData Rating
B (75.3/100)
Sector
Religion
Location
Wellington, Wellington
Email
trustees@presbyterian.org.nz
Data as at
June 2025

Beneficiaries: Other - All

Financial Summary

Total Revenue
$1.0M NZD
Total Expenses
$0.2M NZD
Total Assets
$14.6M NZD
Net Assets
$14.6M NZD
Reserve Months
751.6 months of operating expenses
Volunteers
0
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$1.0M$0.2M$14.6M
2024$1.1M$0.2M$13.8M
2023$0.6M$0.1M$12.8M
2022$1.2M$1.9M$12.3M
2021$1.6M$0.0M$13.1M
2020$0.1M$0.0M$11.5M
2019$0.3M$0.0M$10.8M

CharityData Rating

Overall Grade
B
Overall Score
75.3/100
Financial Score
84
Governance Score
55
Transparency Score
65

Board Members and Officers

Current Officers (1)

NameRoleAppointed
The Presbyterian Church Property TrusteesTrustee2017-08-24

Similar Charities in Religion

ReligionOther

Presbyterian Benevolent Fund

CC55859Wellington, WellingtonRegistered 10 Jul 2018
Data updated: 3 days ago
Financials30 Jun 2025Rating3d ago

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

B
75/100
Financial
84
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.

  • Small board structure
    1 current officer listed on the register — best-practice boards have 5+ members with separation of duties

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

$993.1K

Expenses

$232.4K

Assets

$14.6M

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

Trust's fund are to be applied, for exclusively charitable purposes: including, without limitation: (a) to advance religion by supporting, educating and relieving Ministers so that they may devote their time and energies to the service of the Church, so that others may derive spiritual benefit from the exercise of the Minister's function; (b) to relieve poverty, promote health and relieve human suffering and distress by providing relief to sick, elderly or infirm Ministers; and (c) the relief of any form of necessity, destitution, or helplessness which excites the compassion or sympathy of humanity, and so appeals to its benevolence for relief.

Who We Serve

Beneficiaries
Other - All

Key Statistics

Annual Revenue
$993.1K
Total Expenses
$232.4K
Net Assets
$14.6M
Volunteers
0

Financial Trends

Financial Trends (7 Years)

Revenue Breakdown

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
751.6mo
Could operate 751.6 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 181 peers · Religion · $100K – $1M

Rating Score
75
#12/182
Revenue
$993K
#1/182
Reserve Months
751.6
#1/182
Surplus
$761K
#2/182
Staff Cost %
0%
#1/182

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

Rating

B
Score: 75.3/100
Financial
84
Governance
55
Transparency
65
Why this grade: Financial 84 × 40% + Governance 55 × 60% = 67 → B.
View Full Score Breakdown

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Latest Audit

FY2020
Clean
2 years of audit history

Contact Details

Address
Wellington, Wellington

Registration

Registration NumberCC55859
Entity TypeOther
Registered10 Jul 2018
StatusRegistered

Sector & Activities

Primary Sector
Religion
Activities
Provides religious services / 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: 4 October 2026.