The Kennedy Foundation — Education Charity in Wellington

The Kennedy Foundation is a Charitable Trust charity in the Education sector, based in Wellington, Wellington. This organisation also provides funding to other charities. CharityData rates this charity B- (70.8/100). Annual revenue: $0.2M NZD. Financial data as at March 2026.

Mission: The Foundation is established for every object or purpose which is charitable in accordance with the laws of New Zealand for the time being whether such object or purpose relates to the relief of poverty, the advancement of religion or education or any other matter beneficial to the community.

Registration Number
CC56842
Charity Type
Charitable Trust
Registration Date
2019-03-01
Status
Active
CharityData Rating
B- (70.8/100)
Sector
Education
Location
Wellington, Wellington
Funder Status
Grant-making charity (foundation)
Data as at
March 2026

Beneficiaries: General public, Other charities, Voluntary bodies other than charities

Financial Summary

Total Revenue
$0.2M NZD
Total Expenses
$0.0M NZD
Reserve Months
1979.0 months of operating expenses
Financial Year End
2026-03-31

Financial History

YearRevenueExpensesNet Assets
2026$0.2M$0.0M-
2025$1.2M$0.0M-
2024$0.1M$0.0M-
2023$0.1M$0.0M-
2022$0.0M-$-2.4M
2021$0.0M--
2020$2.0M--

CharityData Rating

Overall Grade
B-
Overall Score
70.8/100
Financial Score
77.5
Governance Score
55
Transparency Score
65

Board Members and Officers

Current Officers (2)

NameRoleAppointed
John KennedyTrustee2019-02-19
Raewyn KennedyTrustee2019-02-19

Similar Charities in Education

FunderEducationCharitable TrustFoundation

The Kennedy Foundation

CC56842Wellington, WellingtonRegistered 1 Mar 2019
Data updated: Yesterday
Financials6mo agoRating2d ago

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

B-
71/100
Financial
78
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
    2 current officers 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

$165.7K

Expenses

$25.0K

Financial data from Charities Services annual return (FY2026). 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.

Funder Profile

Grantmaker

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

Funding Sectors
EducationSocial ServicesCommunity Development
Beneficiaries
General Public
Geographic Focus
Nationwide

About

Mission

The Foundation is established for every object or purpose which is charitable in accordance with the laws of New Zealand for the time being whether such object or purpose relates to the relief of poverty, the advancement of religion or education or any other matter beneficial to the community.

Who We Serve

Beneficiaries
General publicOther charitiesVoluntary bodies other than charities

Key Statistics

Annual Revenue
$165.7K
Total Expenses
$25.0K
Net Assets
-

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
1979mo
Could operate 1979 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 130 peers · Education · $100K – $1M

Rating Score
71
#25/131
Revenue
$166K
#103/131
Reserve Months
1979.0
#1/131
Surplus
$141K
#18/131
Staff Cost %
0%
#1/131

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

Rating History

B-
2026
Score: 70.8
Financial: 78 | Governance: 55 | Transparency: 65
Current
C
2025
Score: 62.5
Financial: 80 | Governance: 55 | Transparency: 65

Rating

B-
Score: 70.8/100
Financial
77.5
Governance
55
Transparency
65
Why this grade: Financial 78 × 40% + Governance 55 × 60% = 64 → B-.
View Full Score Breakdown

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Contact Details

Address
Wellington, Wellington

Registration

Registration NumberCC56842
Entity TypeCharitable Trust
Registered1 Mar 2019
StatusRegistered

Sector & Activities

Primary Sector
Education
Activities
Makes grants to organisations (including schools or other charities)

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.