The Wellington Chevra Kadisha Charitable Trust — Religion Charity in Wellington

The Wellington Chevra Kadisha Charitable Trust is a Charitable Trust charity in the Religion sector, based in Wellington, Wellington. This organisation also provides funding to other charities. CharityData rates this charity B- (74.3/100). Annual revenue: $0.1M NZD. Financial data as at December 2025.

Mission: The Trust is established to carry out charitable purposes in the Wellington region of New Zealand through the advancement of the Orthodox Jewish Religion as approved by the Chief Rabbi of The United Hebrew Congregations of the British Commonwealth, including the granting of funds for the benefit of: (a) the Wellington Jewish Community Centre; (b) the Wellington Hebrew Congregation; (c) any Jewish day school or pre school providing secular and orthodox Jewish religious education; (d) any Jewish orphanage or institution in the nature thereof; (e) any Jewish institution for the care of the aged and infirm; (f) any Jewish organisation providing care and support for the aged and infirm whether or not resident in a Jewish institution; (g) any Jewish organisation providing orthodox Jewish religious services, education, culture or youth and recreational activities.

Registration Number
CC36767
Charity Type
Charitable Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
B- (74.3/100)
Sector
Religion
Location
Wellington, Wellington
Email
bjlevy@xtra.co.nz
Funder Status
Grant-making charity (charitable_trust)
Data as at
December 2025

Beneficiaries: Religious groups

Financial Summary

Total Revenue
$0.1M NZD
Total Expenses
$0.0M NZD
Reserve Months
284.7 months of operating expenses
Financial Year End
2025-12-31

Financial History

YearRevenueExpensesNet Assets
2025$0.1M$0.0M-
2024$0.0M$0.0M$0.8M
2023$0.0M$0.0M$0.8M
2022$0.0M$0.0M$0.8M
2021$0.0M$0.0M$0.8M
2020$0.0M$0.0M-
2019$0.0M$0.0M-
2018$0.1M$0.0M-
2017$0.0M$0.0M-
2016$0.0M$0.0M-

CharityData Rating

Overall Grade
B-
Overall Score
74.3/100
Financial Score
82.5
Governance Score
55
Transparency Score
65

Board Members and Officers

Current Officers (1)

NameRoleAppointed
Benjamin LevySecretary / Tresurer2019-05-26

Former Officers (9)

  • Marna Berkowitz — Trustee
  • Ernst Rosenthal — Trustee
  • Tomas Kriha — Trustee (departed 2023-12-15)
  • Maurice Payes — Trustee (departed 2018-06-12)
  • Arthur Salek — Trustee (departed 2019-05-26)
  • Kurt Meisel — Trustee (departed 2009-12-31)
  • Ronald Rosenberg — Trustee (departed 2012-10-31)
  • Rachel Paris — Trustee
  • David Hart — Trustee (departed 2019-05-26)

Similar Charities in Religion

FunderReligionCharitable TrustCharitable Trust

The Wellington Chevra Kadisha Charitable Trust

CC36767Wellington, WellingtonRegistered 30 Jun 2008
Data updated: 3 days ago
Financials9mo agoRating3d ago

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

B-
74/100
Balance sheet from 2024 used (not reported this year)
Financial
83
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.

  • No chair recorded on the register
    No chair or presiding role is recorded in the register for this board of 4. 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.

Revenue

$50.1K

Expenses

$25.1K

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.

Funder Profile

Grantmaker

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

Funding Sectors
EducationArts & CultureSports & RecreationReligionCommunity Development
Beneficiaries
YouthElderlyGeneral Public
Geographic Focus
WellingtonNationwide

About

Mission

The Trust is established to carry out charitable purposes in the Wellington region of New Zealand through the advancement of the Orthodox Jewish Religion as approved by the Chief Rabbi of The United Hebrew Congregations of the British Commonwealth, including the granting of funds for the benefit of: (a) the Wellington Jewish Community Centre; (b) the Wellington Hebrew Congregation; (c) any Jewish day school or pre school providing secular and orthodox Jewish religious education; (d) any Jewish orphanage or institution in the nature thereof; (e) any Jewish institution for the care of the aged and infirm; (f) any Jewish organisation providing care and support for the aged and infirm whether or not resident in a Jewish institution; (g) any Jewish organisation providing orthodox Jewish religious services, education, culture or youth and recreational activities.

Who We Serve

Beneficiaries
Religious groups

Key Statistics

Annual Revenue
$50.1K
Total Expenses
$25.1K
Net Assets
-

Financial Trends

Financial Trends (18 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
296.7mo
Could operate 296.7 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

23
Score /100
Highly Concentrated
HHI: 7,679
High Concentration: 87% of revenue from Investment Income
Investment Income86.6%
Other13.4%

HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.

Peer Comparison

Ranked against 277 peers · Religion · Under $100K

Rating Score
74
#5/278
Revenue
$50K
#94/278
Reserve Months
284.7
#1/278
Surplus
$25K
#25/278
Staff Cost %
0%
#1/278

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

Rating History

B-
2025
Score: 74.3
Financial: 83 | Governance: 55 | Transparency: 65
Current
B-
2024
Score: 70.8
Financial: 78 | Governance: 55 | Transparency: 65

Rating

B-
Score: 74.3/100
Financial
82.5
Governance
55
Transparency
65
Why this grade: Financial 83 × 40% + Governance 55 × 60% = 66 → B-.
View Full Score Breakdown

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Contact Details

Address
Wellington, Wellington

Registration

Registration NumberCC36767
Entity TypeCharitable Trust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated3 Dec 2004
Registered office
80 Webb Street, Te Aro, Wellington

Sector & Activities

Primary Sector
Religion
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: 4 October 2026.