Forest & Bird Endowment Fund — Environment Charity in Wellington
Forest & Bird Endowment Fund is a Trust charity in the Environment sector, based in Wellington, Wellington. This organisation also provides funding to other charities. CharityData rates this charity B (79/100). Annual revenue: $0.5M NZD. Financial data as at December 2025.
Forest & Bird Endowment Fund is part of the same organisation as Royal Forest & Bird Protection Society Of New Zealand Incorporated (CC26943). Each registration files its own accounts.
Mission: To preserve and protect the indigenous flora and fauna, and other natural features of New Zealand for the benefit of the public including future generations.
- Registration Number
- CC37277
- Charity Type
- Trust
- Registration Date
- 2009-01-28
- Status
- Active
- CharityData Rating
- B (79/100)
- Sector
- Environment
- Location
- Wellington, Wellington
- Funder Status
- Grant-making charity (endowment)
- Data as at
- December 2025
Beneficiaries: Other - All
Financial Summary
- Total Revenue
- $0.5M NZD
- Total Expenses
- $0.0M NZD
- Total Assets
- $6.4M NZD
- Net Assets
- $6.4M NZD
- Reserve Months
- 14.0 months of operating expenses
- Financial Year End
- 2025-12-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.5M | $0.0M | $6.4M |
| 2024 | $0.8M | $0.0M | $2.8M |
| 2023 | $0.6M | $0.0M | $5.1M |
| 2022 | $0.0M | $0.0M | $4.5M |
| 2021 | $0.5M | $0.0M | $5.2M |
| 2020 | $0.7M | $0.2M | $4.7M |
| 2019 | $0.1M | $0.2M | $4.1M |
| 2018 | $0.1M | $0.1M | $3.6M |
| 2017 | $0.5M | $0.1M | $3.5M |
| 2016 | $0.2M | $0.6M | $3.1M |
CharityData Rating
- Overall Grade
- B
- Overall Score
- 79/100
- Financial Score
- 85
- Governance Score
- 65
- Transparency Score
- 65
Board Members and Officers
Current Officers (15)
| Name | Role | Appointed |
|---|---|---|
| Patrick Holmes | Trustee | 2025-06-28 |
| Vicky Robertson | Trustee | 2025-06-28 |
| Tui Kaumoana Steedman | Trustee | 2025-06-28 |
| Timothy Park | Trustee | 2025-06-28 |
| Kelly Dare | on Leadership Team of Forest & Bird | 2024-11-27 |
| Rebecca Hatch | Group Manager of Forest & Bird | 2024-10-08 |
| Kate Littin | Trustee | 2024-06-22 |
| Romilly Cumming | Trustee | 2024-06-22 |
| Eugenie Sage | Trustee | 2024-06-21 |
| Erika Toleman | General Counsel of Forest & Bird | 2024-05-27 |
| Duncan Toogood | Group Manager of Forest & Bird | 2023-10-30 |
| Nigel Thomson | Trustee | 2023-06-24 |
| Kate Graeme | Trustee | 2022-06-19 |
| Mark Hanger | Trustee | 2022-06-19 |
| Richard Capie | Group Manager of Forest & Bird | 2022-03-28 |
Former Officers (19)
- Alice Meade — Group Manager of Forest & Bird (departed 2026-04-10)
- James Mackenzie — Trustee (departed 2025-06-27)
- Benjamin Kepes — Trustee (departed 2025-06-27)
- Bruce Clarkson — Trustee (departed 2025-06-27)
- Kaya Freeman — Trustee (departed 2024-06-21)
- Vanessa MacDonald — Trustee (departed 2024-06-21)
- Richard Hursthouse — Trustee (departed 2023-06-23)
- Nicola Toki — Trustee/chief Executive of Forest & Bird (departed 2026-03-06)
- Alan Chow — Trustee (departed 2024-06-21)
- Robert McMains — Trustee (departed 2022-06-19)
- Chris Barker — Trustee (departed 2025-06-27)
- Kevin Hague — Trustee (departed 2022-04-29)
- John Mcgregor — Chief Executive (departed 2016-10-26)
- Michael Lookman — Trustee (departed 2016-06-22)
- David Underwood — Trustee (departed 2015-08-25)
- Andrew Cutler — President (departed 2019-12-20)
- Diane Lookman — Trustee (departed 2016-06-22)
- Graham Bellamy — Executive Officer (departed 2018-06-24)
- The New Zealand Guardian Trust Company Limited — Trustee (departed 2013-09-13)
Funding Sources
- Auckland Foundation — $12,500
Similar Charities in Environment
- New Zealand Landcare Trust — Environment
- Royal Forest & Bird Protection Society Of New Zealand Incorporated — Environment
- The Pacific Island Business Development Trust — Environment
- Oxfam Aotearoa — Environment
- Kati Huirapa Runaka Ki Puketeraki Incorporated — Environment
Forest & Bird Endowment Fund
Financial data as at December 2025. 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 15. 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.
$513.9K
$35.1K
$6.4M
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
Endowment Foundation
Special Entity TypeThis 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
GrantmakerThis organisation makes grants or donations to other charities and organisations.
About
To preserve and protect the indigenous flora and fauna, and other natural features of New Zealand for the benefit of the public including future generations.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (17 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 156 peers · Environment · $100K – $1M
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
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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: 28 September 2026.
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