The J R McKenzie Trust — Community Development Charity in Wellington
The J R McKenzie Trust is a Charitable Trust charity in the Community Development sector, based in Wellington, Wellington. This organisation also provides funding to other charities. Annual revenue: $5.3M NZD. Financial data as at March 2016.
Mission: To contribute to a socially just and inclusive Aotearoa New Zealand, mainly by making grants to community organisations.
- Registration Number
- CC10562
- Charity Type
- Charitable Trust
- Registration Date
- 2007-07-05
- Status
- Active
- Sector
- Community Development
- Location
- Wellington, Wellington
- info@jrmckenzie.org.nz
- Funder Status
- Grant-making charity (trust)
- Data as at
- March 2016
Beneficiaries: Other - All
Financial Summary
- Total Revenue
- $5.3M NZD
- Total Expenses
- $4.2M NZD
- Total Assets
- $107.4M NZD
- Net Assets
- $105.3M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 4
- Volunteers
- 12
- Financial Year End
- 2016-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2016 | $5.3M | $4.2M | $105.3M |
| 2015 | $7.0M | $4.4M | $105.4M |
| 2014 | $5.3M | $3.8M | $94.3M |
| 2013 | $5.2M | $3.6M | $85.0M |
| 2012 | $3.9M | $3.4M | $57.4M |
| 2011 | $3.9M | $2.5M | $60.6M |
| 2010 | $3.6M | $3.7M | $51.4M |
| 2009 | $3.7M | $3.9M | $53.7M |
| 2008 | $4.2M | $3.8M | $55.3M |
Board Members and Officers
Current Officers (14)
| Name | Role | Appointed |
|---|---|---|
| Pamela Newlove | Trustee | 2026-04-01 |
| Aubrey Bloomfield | Personal Trustee | 2024-04-05 |
| Grant Chirnside | Trustee | 2024-04-05 |
| Erin Carr | Trustee | 2023-09-08 |
| Janice Wilson | Trustee | 2023-04-12 |
| Jesse Boyce | Trustee | 2022-12-02 |
| David Vance | Personal Trustee | 2022-04-01 |
| Sarah McLennan | Family Trustee | 2022-04-01 |
| Sibyl Bloomfield | Family Trustee | 2020-12-04 |
| Louise Edwards | Trustee | 2020-04-03 |
| Melissa Campbell | Trustee | 2018-12-07 |
| Jerry Norman | Trustee | 2018-12-07 |
| Janice Farris | Trustee | 2018-07-20 |
| Chelsea Grootveld | Trustee | 2016-12-09 |
Former Officers (32)
- Margaret Tod — Trustee (departed 2026-03-31)
- Chris Mckenzie — Personal Trustee (departed 2024-03-31)
- Lili Tuioti — Trustee (departed 2022-04-01)
- Helen Anderson — Office Administrator (not A Trustee) (departed 2019-02-15)
- Jane Montgomery — Trustee (departed 2019-12-06)
- Anna Gibson — Trustee (departed 2022-04-01)
- Christine Scott — Trustee (departed 2021-03-19)
- Charisma Rangipunga — Trustee (departed 2017-12-08)
- Paula King — Trustee (departed 2019-12-06)
- Jonathan Usher — Trustee (departed 2024-04-05)
- Te Puawaitanga Wereta — Trustee (departed 2015-12-04)
- Liz Tanielu — Trustee (departed 2017-12-19)
- Manaia King — Trustee (departed 2023-03-31)
- Joan Smith — Trustee (departed 2023-03-31)
- Te Puaiwai Tanga o Te Ao Hou Wereta — Trustee (departed 2015-12-04)
- Christopher McKenzie — Trustee (departed 2020-12-04)
- Che Wilson — Trustee (departed 2014-09-05)
- Julia Carr — Trustee (departed 2014-03-21)
- Charles Wilson — Trustee (departed 2018-12-07)
- Patrick Cummings — Trustee/ Chairman (departed 2018-12-07)
Similar Charities in Community Development
- The Pacific Island Business Development Trust — Community Development
- MPHS Community Trust — Community Development
- Ngati Kahungunu Iwi Incorporated — Community Development
- Home in Place (New Zealand) Limited — Community Development
- The Nelson Tasman Housing Trust — Community Development
The J R McKenzie Trust
Financial data as at March 2016. Sourced from Charities Services register.
The most recent financial filing with Charities Services is more than three years old. Until a current return is filed, a rating is not assigned.
How ratings work →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 registerNo chair or presiding role is recorded in the register for this board of 14. 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.
$5.3M
$4.2M
$107.4M
4
Financial data from Charities Services annual return (FY2016). 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.
Related Charities
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 contribute to a socially just and inclusive Aotearoa New Zealand, mainly by making grants to community organisations.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (9 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 52 peers · Community Development · $1M – $10M
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
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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: 3 October 2026.
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