KB and RJ Taylor Charitable Trust — Religion Charity in Wellington

KB and RJ Taylor 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+ (82.3/100). Annual revenue: $0.3M NZD. Financial data as at March 2026.

Mission: Advancement of Christian religion and the meeting of social needs in New Zealand.

Registration Number
CC25643
Charity Type
Charitable Trust
Registration Date
2008-06-10
Status
Active
CharityData Rating
B+ (82.3/100)
Sector
Religion
Location
Wellington, Wellington
Email
raewyntaylor@xtra.co.nz
Funder Status
Grant-making charity (charitable_trust)
Data as at
March 2026

Beneficiaries: Children / young people, Other charities, Religious groups

Financial Summary

Total Revenue
$0.3M NZD
Total Expenses
$0.2M NZD
Total Assets
$1.8M NZD
Net Assets
$1.8M NZD
Reserve Months
13.9 months of operating expenses
Financial Year End
2026-03-31

Financial History

YearRevenueExpensesNet Assets
2026$0.3M$0.2M$1.8M
2025$0.3M$0.2M-
2024$0.2M$0.2M$1.7M
2023$0.2M$0.2M$1.7M
2022$0.2M$0.2M$1.7M
2021$0.5M$0.2M$1.6M
2020$0.2M$0.2M$1.3M
2019$0.3M$0.2M$1.3M
2018$0.2M$0.2M$1.2M
2017$0.2M$0.2M$1.1M

CharityData Rating

Overall Grade
B+
Overall Score
82.3/100
Financial Score
94
Governance Score
55
Transparency Score
65

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (4)

  • Matthew Taylor — Trustee
  • Keith Taylor — Trustee
  • Raewyn Taylor — Trustee
  • Rachel Holden — Trustee

Similar Charities in Religion

FunderReligionCharitable TrustCharitable Trust

KB and RJ Taylor Charitable Trust

CC25643Wellington, WellingtonRegistered 10 Jun 2008
Data updated: Today
Financials6mo agoRating17h ago

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

B+
82/100
Financial
94
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

$277.4K

Expenses

$202.4K

Assets

$1.8M

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
Social ServicesReligion
Beneficiaries
General Public
Geographic Focus
Nationwide

About

Mission

Advancement of Christian religion and the meeting of social needs in New Zealand.

Who We Serve

Beneficiaries
Children / young peopleOther charitiesReligious groups

Key Statistics

Annual Revenue
$277.4K
Total Expenses
$202.4K
Net Assets
$1.8M

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
13.9mo
Could operate 13.9 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

48
Score /100
Concentrated
HHI: 5,238
Donations60.9%
Investment Income39.1%

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
82
#3/182
Revenue
$277K
#79/182
Reserve Months
13.9
#1/182
Surplus
$75K
#43/182
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 History

B+
2026
Score: 82.3
Financial: 94 | Governance: 55 | Transparency: 65
Current
D+
2025
Score: 54.3
Financial: 83 | Governance: 55 | Transparency: 65

Rating

B+
Score: 82.3/100
Financial
94
Governance
55
Transparency
65
Why this grade: Financial 94 × 40% + Governance 55 × 60% = 71 → B+.
View Full Score Breakdown

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Contact Details

Address
Wellington, Wellington

Registration

Registration NumberCC25643
Entity TypeCharitable Trust
Registered10 Jun 2008
StatusRegistered

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: 1 October 2026.