The Burns Family Charitable Trust — Animal Welfare Charity in Wellington

The Burns Family Charitable Trust is a Unincorporated Trust charity in the Animal Welfare sector, based in Wellington, Wellington. This organisation also provides funding to other charities. CharityData rates this charity B- (70.8/100). Annual revenue: $0.0M NZD. Financial data as at March 2026.

Mission: The Charitable Trust was set up to pay an income in perpetuity for the purposes as outlined in the Trust Deed and clarified under a High Court Judgement and Order in 2020. The beneficiaries have been confirmed as: 1. The Royal NZ Sociey for the Prevention of Cruelty to Animals, with a request that the funds be used in the Tauranga region. 2. The National Heart Foundation, New Zealand. 3. The Cancer Society of New Zealand Incorporated.

Registration Number
CC56477
Charity Type
Unincorporated Trust
Registration Date
2019-01-09
Status
Active
CharityData Rating
B- (70.8/100)
Sector
Animal Welfare
Location
Wellington, Wellington
Email
funding@publictrust.co.nz
Funder Status
Grant-making charity (charitable_trust)
Data as at
March 2026

Beneficiaries: Animals, General public, Older people, Other charities

Financial Summary

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

Financial History

YearRevenueExpensesNet Assets
2026$0.0M$0.0M-
2025$0.0M$0.0M-
2024$0.0M$0.0M-
2023$0.0M$0.0M-
2022$0.0M$0.0M-
2021$0.0M$0.1M-
2020$0.0M$0.0M-

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 (1)

NameRoleAppointed
Public TrustSole Trustee2009-07-07

Similar Charities in Animal Welfare

FunderAnimal WelfareUnincorporated TrustCharitable Trust

The Burns Family Charitable Trust

CC56477Wellington, WellingtonRegistered 9 Jan 2019
Data updated: Today
Financials6mo agoRating13h 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
    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

$35.5K

Expenses

$33.1K

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
HealthArts & CultureAnimal Welfare
Beneficiaries
General Public
Geographic Focus
Bay of PlentyNationwide

About

Mission

The Charitable Trust was set up to pay an income in perpetuity for the purposes as outlined in the Trust Deed and clarified under a High Court Judgement and Order in 2020. The beneficiaries have been confirmed as: 1. The Royal NZ Sociey for the Prevention of Cruelty to Animals, with a request that the funds be used in the Tauranga region. 2. The National Heart Foundation, New Zealand. 3. The Cancer Society of New Zealand Incorporated.

Who We Serve

Beneficiaries
AnimalsGeneral publicOlder peopleOther charities

Key Statistics

Annual Revenue
$35.5K
Total Expenses
$33.1K
Net Assets
-

Financial Trends

Financial Trends (7 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
11.4mo
Could operate 11.4 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

38
Score /100
Concentrated
HHI: 6,171
Investment Income74.2%
Other25.8%

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

Peer Comparison

Ranked against 235 peers · Animal Welfare · Under $100K

Rating Score
71
#12/236
Revenue
$36K
#69/236
Reserve Months
11.4
#1/236
Surplus
$2K
#66/236
Staff Cost %
0%
#1/236

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
B-
2025
Score: 70.8
Financial: 78 | 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 NumberCC56477
Entity TypeUnincorporated Trust
Registered9 Jan 2019
StatusRegistered

Sector & Activities

Primary Sector
Animal Welfare
Activities
Makes grants / loans to individualsMakes 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.