# Momentum Charitable Trust

**Charities Register number:** CC55772
**Status:** Registered
**Registered since:** 2018-04-26
**Sector:** Education
**ICNPO group:** Education and Research
**Region:** Warkworth
**NZBN:** 9429046741561
**IRD donee status:** yes — donations may qualify for a tax credit

## Purpose

1. To provide support and social integration initiatives to prisoners and community based offenders 2. To educate prisoners and community based offenders on the successful reintegration into society, including offering positive alternatives to reoffending 3. To provide guidance and life skills for youth, and at risk youth 4. To assist movement groups and organisations which are endeavouring to promote activities designed to assist individuals in their personal advancement.

## CharityData rating

- **Not rated** — Reports under the Tier 3/4 regime with limited disclosure and no detected red flags.
- **Status code:** `limited_disclosure`
- **Flags raised by the methodology:** none

Ratings are an analytical view computed from this charity's own filings to the Charities Register, using a published methodology: https://charitydata.co.nz/charity-insights/methodology. They are not advice and not a statement about any individual.

## Latest annual return (year ended 2026-03-31)

- **Total revenue:** NZ$715k
- **Total expenses:** NZ$680k
- **Surplus / deficit:** NZ$35k
- **Total assets:** NZ$104k
- **Total liabilities:** NZ$4k
- **Net assets:** NZ$99k
- **Cash reserves:** NZ$96k
- **Donations:** NZ$0
- **Staff costs:** NZ$31k
- **Paid staff:** 2
- **Reporting tier:** Tier3
- **Source filing (PDF):** https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=a9543e50-912d-f111-bb51-000d3acc4199&isPublic=true

All figures are as filed by the charity with Charities Services, in New Zealand dollars.

## Filing history

| Year ended | Revenue | Expenses | Surplus/deficit | Net assets |
|---|---|---|---|---|
| 2026-03-31 | NZ$715k | NZ$680k | NZ$35k | NZ$99k |
| 2025-03-31 | NZ$525k | NZ$508k | NZ$18k | NZ$64k |
| 2024-03-31 | NZ$433k | NZ$442k | NZ$-9k | NZ$46k |
| 2023-03-31 | NZ$265k | NZ$278k | not disclosed | NZ$55k |
| 2022-03-31 | NZ$169k | NZ$121k | not disclosed | NZ$69k |
| 2021-03-31 | NZ$171k | NZ$167k | not disclosed | NZ$20k |
| 2020-03-31 | NZ$97k | NZ$80k | not disclosed | NZ$16k |
| 2019-03-31 | not disclosed | not disclosed | not disclosed | not disclosed |

## Governance

- **Officers on the register:** 3 current (5 including former)
- **Chair recorded:** no
- **Most recent audit opinion:** unqualified

Individual officers and trustees are not listed here. Their names are on the public Charities Register (https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC55772) and on the charity's profile page.

## Disclosed funders

- **Oxford Sports Trust** (foundation) — NZ$294k, year ended 2021-12-31
- **Four Winds Foundation Limited** (foundation) — NZ$119k, year ended 2021-12-31
- **Oxford Sports Trust Incorporated** (foundation) — NZ$64k, year ended 2021-12-31
- **Pelorus Trust** (foundation) — NZ$60k, year ended 2021-12-31
- **The North and South Trust Limited** (foundation) — NZ$54k, year ended 2021-12-31
- **The Trusts Community Foundation** (foundation) — NZ$43k, year ended 2021-12-31
- **Kiwi Gaming Foundation Limited** (foundation) — NZ$32k, year ended 2024-12-31
- **Pub Charity Limited** (foundation) — NZ$25k, year ended 2021-12-31
- **Kiwi Gaming Foundation Limited** (foundation) — NZ$22k, year ended 2021-12-31
- **Mainland Foundation Limited** (foundation) — NZ$17k, year ended 2021-12-31

## Data freshness

- Register details: as of 2026-09-26
- Financials: last updated 2026-09-27
- Rating: computed 2026-09-26
- This document generated: 2026-09-30

Figures are as filed. A charity that has filed since the dates above may have newer numbers on the Charities Register.

## More data

- Charity profile: https://charitydata.co.nz/charities/momentum-charitable-trust
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/momentum-charitable-trust/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/momentum-charitable-trust/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC55772

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Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/momentum-charitable-trust. Primary source: Charities Services (Ngā Rātonga Kaupapa Atawhai), Department of Internal Affairs. Analytical scores are CharityData's own, computed under a published methodology, and are not advice. Generated 2026-09-30T06:32:30.306Z.