The J R McKenzie Trust is a Trust charity in the Community Development sector, based in Wellington, Wellington. This organisation also provides funding to other charities. Annual revenue: $5.3M NZD. 1 red flag detected. Financial data as at March 2016.
Mission: To contribute to a socially just and inclusive Aotearoa New Zealand, mainly by making grants to community organisations.
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2016 | $5.3M | $4.2M | $105.3M |
| 2015 | $7.0M | $4.4M | $105.4M |
| 2014 | $5.3M | $3.8M | $94.3M |
| 2013 | $5.2M | $3.6M | $85.0M |
| 2012 | $3.9M | $3.4M | $57.4M |
| 2011 | $3.9M | $2.5M | $60.6M |
| 2010 | $3.6M | $3.7M | $51.4M |
| 2009 | $3.7M | $3.9M | $53.7M |
| 2008 | $4.2M | $3.8M | $55.3M |
Financial data as at March 2016. Sourced from Charities Services register.
The most recent financial filing with Charities Services is more than three years old. Until a current return is filed, a rating is not assigned.
How ratings work →$5.3M
$4.2M
$107.4M
4
Financial data from Charities Services annual return (FY2016). Ratings calculated using CharityData v3.1.1 methodology.
This organisation makes grants or donations to other charities and organisations.
To contribute to a socially just and inclusive Aotearoa New Zealand, mainly by making grants to community organisations.
Based on annual return data. Detailed program/admin breakdown not available.
Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Ranked against 63 peers · Community Development · $1M – $10M
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
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Claim This ProfileData 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: 22 April 2026.
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