The Jasmine Charitable Trust — Registered Charity in Wellington
The Jasmine Charitable Trust is a Trust charity, based in Wellington, Wellington. This organisation also provides funding to other charities. CharityData rates this charity C- (56.7/100). Annual revenue: $36.9M NZD. 1 red flag detected. Financial data as at March 2026.
Mission: To fund high-performance organisations that tackle the basic needs of the very poor.
- Registration Number
- CC35683
- Charity Type
- Trust
- Registration Date
- 2008-06-30
- Status
- Active
- CharityData Rating
- C- (56.7/100)
- Location
- Wellington, Wellington
- Funder Status
- Grant-making charity (charitable_trust)
- Data as at
- March 2026
Beneficiaries: Children / young people, General public, Migrants / refugees, Other charities
Financial Summary
- Total Revenue
- $36.9M NZD
- Total Expenses
- $21.2M NZD
- Total Assets
- $62.0M NZD
- Net Assets
- $61.9M NZD
- Reserve Months
- 6.4 months of operating expenses
- Staff Count
- 6
- Financial Year End
- 2026-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2026 | $36.9M | $21.2M | $61.9M |
| 2025 | $22.6M | $17.3M | $47.5M |
| 2024 | $16.7M | $18.8M | $43.0M |
| 2023 | $18.3M | $16.0M | $43.2M |
| 2022 | $3.2M | $14.0M | $31.5M |
| 2021 | $35.6M | $13.9M | $43.9M |
| 2020 | $13.5M | $12.1M | $23.4M |
| 2019 | $7.6M | $7.3M | $20.5M |
| 2018 | $6.1M | $8.1M | $20.1M |
| 2017 | $6.6M | $7.2M | $22.2M |
CharityData Rating
- Overall Grade
- C-
- Overall Score
- 56.7/100
- Financial Score
- 86
- Governance Score
- 55
- Transparency Score
- 65
Red Flags
- Average staff compensation of $161,792 per FTE, significantly above sector average of $75,000
Board Members and Officers
Current Officers (1)
| Name | Role | Appointed |
|---|---|---|
| Nina Gené Valera | CEO | 2007-05-01 |
Former Officers (7)
- Ruby Morgan — Trustee
- Gareth Morgan — Trustee
- Sharon Bryant — Trustee (departed 2024-03-28)
- Nina Gené Valera — CEO
- Samuel Morgan — Trustee (departed 2015-10-01)
- Richard Abbott — Trustee
- Talei Hayward — Trustee (departed 2013-03-28)
Executive Compensation
| Name | Role | Compensation | Year |
|---|---|---|---|
| Sam Morgan | Founder and Chair | - | 2023 |
| Gareth Samuel Morgan | Trustee | - | 2023 |
| Pilar Pastor-Chapman | Investment Manager | - | 2024 |
| Nina | Team member | - | 2023 |
| Sam Morgan | Founder and Chair | - | 2024 |
| Hilary Schwartz | Investment Manager | - | 2024 |
| Jack | Team member | - | 2023 |
| John Johnson | Chair | - | 2021 |
| Duncan Cunninghame | Investment Manager | - | 2024 |
| Sam Morgan | Founder and Chair | - | 2025 |
| Gareth Samuel Morgan | Trustee | - | 2022 |
| Sam Morgan | Founder and Chair | - | 2021 |
| Owen | Team member | - | 2023 |
Major Funders and Contracts (FY2025)
As disclosed in The Jasmine Charitable Trust's annual report.
- 28 grantee organisations — $16,000,000 — International development and social impact grants
Service Providers
- Brooke Rodriguez
Similar Charities in Other
The Jasmine Charitable Trust
Financial data as at March 2026. Sourced from Charities Services register.
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 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.
$36.9M
$21.2M
$62.0M
6
Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.
Grant-Making Trust
Special Entity TypeThis trust makes grants to other organizations. It does not deliver programs directly.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
About
To fund high-performance organisations that tackle the basic needs of the very poor.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (18 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 4 peers · Other · $10M – $50M
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating History
Rating
C-Is this your charity?
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FY2026Contact Details
Registration
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: 30 September 2026.
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