Kauri Mountain Charitable Trust — Education Charity in Wellington

Kauri Mountain Charitable Trust is a Unincorporated Trust charity in the Education sector, based in Wellington, Wellington. CharityData rates this charity B- (70.8/100). Annual revenue: $0.0M NZD. Financial data as at March 2026.

Mission: The purpose of the Trust will be for advancement of education, provision of training opportunities and relief of poverty and suffering. We will provide a range of financial support, primarily but not limited to, scholarships for medical opportunities, provision of medical educational resources and scholarships for other academic or non-academic pursuits that advance education and or alleviate poverty. These scholarships and supports may be both within NZ and Internationally

Registration Number
CC59139
Charity Type
Unincorporated Trust
Registration Date
2021-06-28
Status
Active
CharityData Rating
B- (70.8/100)
Sector
Education
Location
Wellington, Wellington
Email
kaurimountaintrust@gmail.com
Data as at
March 2026

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Reserve Months
132.7 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--

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 (3)

NameRoleAppointed
Rachel ListerFounding Trustee2021-02-12
Stephen ClarkeFounding Trustee2021-02-12
Michael ForsterFounding Trustee2002-02-12

Similar Charities in Education

EducationUnincorporated Trust

Kauri Mountain Charitable Trust

CC59139Wellington, WellingtonRegistered 28 Jun 2021
Data updated: 4 days ago
Financials6mo agoRating4d 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.

  • No chair recorded on the register
    No chair or presiding role is recorded in the register for this board of 3. 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

$2.6K

Expenses

$1.1K

Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.

Grant-Making Trust

Special Entity Type

This trust makes grants to other organizations. It does not deliver programs directly.

About

Mission

The purpose of the Trust will be for advancement of education, provision of training opportunities and relief of poverty and suffering. We will provide a range of financial support, primarily but not limited to, scholarships for medical opportunities, provision of medical educational resources and scholarships for other academic or non-academic pursuits that advance education and or alleviate poverty. These scholarships and supports may be both within NZ and Internationally

Key Statistics

Annual Revenue
$2.6K
Total Expenses
$1.1K
Net Assets
-

Financial Trends

Financial Trends (5 Years)

Revenue Breakdown

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
132.7mo
Could operate 132.7 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

2
Score /100
Highly Concentrated
HHI: 9,763
High Concentration: 99% of revenue from Donations
Donations98.8%
Investment Income1.2%

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

Peer Comparison

Ranked against 297 peers · Education · Under $100K

Rating Score
71
#30/298
Revenue
$3K
#250/298
Reserve Months
132.7
#1/298
Surplus
$2K
#113/298
Staff Cost %
0%
#1/298

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: 73.8
Financial: 78 | Governance: 65 | 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 NumberCC59139
Entity TypeUnincorporated Trust
Registered28 Jun 2021
StatusRegistered

Sector & Activities

Primary Sector
Education

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: 5 October 2026.