The Kelliher Charitable Trust — Registered Charity in Auckland

The Kelliher Charitable Trust is a Trust charity, based in Auckland, Auckland. This organisation also provides funding to other charities. CharityData rates this charity B- (73.8/100). Annual revenue: $1.3M NZD. Financial data as at June 2025.

The Kelliher Charitable Trust is part of the same organisation as The Kelliher Art Trust (CC41260). Each registration files its own accounts.

Mission: Refer Performance report filed

Registration Number
CC39213
Charity Type
Trust
Registration Date
2009-04-13
Status
Active
CharityData Rating
B- (73.8/100)
Location
Auckland, Auckland
Website
https://www.kct.co.nz
Email
trustmanager@kct.co.nz
Funder Status
Grant-making charity (charitable_trust)
Data as at
June 2025

Beneficiaries: Animals, Children / young people, General public, Other charities, People with disabilities

Financial Summary

Total Revenue
$1.3M NZD
Total Expenses
$0.1M NZD
Total Assets
$26.9M NZD
Net Assets
$26.8M NZD
Reserve Months
137.3 months of operating expenses
Staff Count
2
Volunteers
0
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$1.3M$0.1M$26.8M
2024$0.6M$1.2M$25.5M
2023$0.7M$1.1M$24.9M
2022$0.3M$1.2M$24.7M
2021$1.0M$2.4M$27.2M
2020$1.0M$1.5M$25.0M
2019$2.1M$1.7M$12.2M
2018$2.0M$1.6M$23.5M
2017$1.8M$1.1M$23.9M
2016$0.3M$0.8M$23.5M

CharityData Rating

Overall Grade
B-
Overall Score
73.8/100
Financial Score
77.5
Governance Score
65
Transparency Score
65

Board Members and Officers

Current Officers (5)

NameRoleAppointed
Hannah HicklingMember of Trust Board2026-03-04
Anastasia PapadakisTrust Manager2025-02-10
Melissa ClarkMember of Trust Board2020-02-20
Craig BrownieMember of Trust Board2014-07-01
Harry WhiteMember of Trust Board2008-12-19

Former Officers (3)

  • Dame Rosanne Meo — Member of Trust Board (departed 2013-11-30)
  • John Thorburn — Member of Trust Board (departed 2018-10-25)
  • The New Zealand Guardian Trust Company Limited — Trustee

Similar Charities in Other

The Kelliher Charitable Trust logo
FunderOtherTrustCharitable Trust

The Kelliher Charitable Trust

CC39213Auckland, AucklandRegistered 13 Apr 2009
Data updated: 4 days ago
Financials30 Jun 2025Rating3d ago

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

B-
74/100
Financial
78
Governance
65
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 5. 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

$1.3M

Expenses

$60.3K

Assets

$26.9M

Staff

2

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.

Relationship: related_entity

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
Arts & Culture
Beneficiaries
General Public
Geographic Focus
Auckland

About

Mission

Refer Performance report filed

Who We Serve

Beneficiaries
AnimalsChildren / young peopleGeneral publicOther charitiesPeople with disabilities

Key Statistics

Annual Revenue
$1.3M
Total Expenses
$60.3K
Net Assets
$26.8M
Staff
2
employees
Volunteers
0

Financial Trends

Financial Trends (15 Years)

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
137.3mo
Could operate 137.3 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 Other
Other100.0%

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

Peer Comparison

Ranked against 52 peers · Other · $1M – $10M

Rating Score
74
#9/53
Revenue
$1.3M
#41/53
Reserve Months
137.3
#1/53
Surplus
$1.2M
#12/53
Staff Cost %
0%
#1/53

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

Rating

B-
Score: 73.8/100
Financial
77.5
Governance
65
Transparency
65
Why this grade: Financial 78 × 40% + Governance 65 × 60% = 70 → B-.
View Full Score Breakdown

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Contact Details

Address
Auckland, Auckland

Registration

Registration NumberCC39213
Entity TypeTrust
Registered13 Apr 2009
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated16 Jan 2009
Registered office
Level 1, 31-33 Ruskin Street, Parnell, Auckland

Sector & Activities

Primary Sector
Other
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: 29 September 2026.