# Perry Foundation

**Charities Register number:** CC41034
**Status:** Registered
**Registered since:** 2008-06-30
**Sector:** Community Development
**ICNPO group:** Development and Housing
**Region:** Hamilton
**NZBN:** 9429042804178
**IRD donee status:** yes — donations may qualify for a tax credit

## Purpose

Build stronger communities in the Waikato.

## CharityData rating

- **Grade:** D+ (53.4 / 100)
- **Financial health:** 67/100
- **Governance:** 55/100
- **Transparency:** 65/100
- **Computed:** 2026-10-01 (methodology 3.11)
- **Flags raised by the methodology:** 1
  - trustees holding many concurrent board roles

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 2025-05-31)

- **Total revenue:** NZ$140k
- **Total expenses:** NZ$154k
- **Surplus / deficit:** NZ$-15k
- **Total assets:** NZ$1.88M
- **Total liabilities:** NZ$26k
- **Net assets:** NZ$1.85M
- **Cash reserves:** NZ$518k
- **Staff costs:** NZ$20k
- **Volunteers:** 0
- **Source filing (PDF):** https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=5129ff40-b63e-f011-bb43-0022480ffcd1&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 |
|---|---|---|---|---|
| 2025-05-31 | NZ$140k | NZ$154k | NZ$-15k | NZ$1.85M |
| 2024-05-31 | NZ$129k | NZ$171k | NZ$-42k | NZ$1.86M |
| 2023-05-31 | NZ$269k | NZ$195k | not disclosed | NZ$1.91M |
| 2022-05-31 | NZ$50k | NZ$217k | not disclosed | NZ$1.83M |
| 2021-05-31 | NZ$541k | NZ$156k | not disclosed | NZ$2.00M |
| 2020-05-31 | NZ$156k | NZ$303k | not disclosed | NZ$1.61M |
| 2019-05-31 | NZ$181k | NZ$637k | not disclosed | NZ$1.76M |
| 2018-05-31 | NZ$193k | NZ$310k | not disclosed | NZ$2.22M |
| 2017-05-31 | NZ$595k | NZ$480k | not disclosed | NZ$2.33M |
| 2016-05-31 | NZ$403k | NZ$658k | not disclosed | NZ$2.22M |

## Governance

- **Officers on the register:** 4 current (7 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=CC41034) and on the charity's profile page.

## Data freshness

- Register details: as of 2026-10-01
- Financials: last updated 2026-09-25
- Rating: computed 2026-10-01
- This document generated: 2026-10-04

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/perry-foundation
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/perry-foundation/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/perry-foundation/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC41034

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Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/perry-foundation. 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 2026-10-04T21:33:53.988Z.