# S R & B J Williams Charitable Trust Board

**Charities Register number:** CC28497
**Status:** Registered
**Registered since:** 2008-06-30
**Sector:** Community Development
**ICNPO group:** Development and Housing
**Region:** Hastings
**NZBN:** 9429043050215
**IRD donee status:** yes — donations may qualify for a tax credit

## Purpose

The purpose of the S R & B J Williams Charitable Trust Inc is to support the benevolent wishes of the settlor among the people of Hawkes Bay by managing its farming property in a profitable and sustainable manner and providing grants for education, research, environmental, artistic, cultural and heritage sectors within the Hawkes Bay region.

## CharityData rating

- **Grade:** C+ (67.3 / 100)
- **Financial health:** 72.5/100
- **Governance:** 55/100
- **Transparency:** 65/100
- **Computed:** 2026-10-01 (methodology 3.11)
- **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 2025-06-30)

- **Total revenue:** NZ$1.62M
- **Total expenses:** NZ$1.15M
- **Surplus / deficit:** NZ$473k
- **Total assets:** NZ$9.81M
- **Total liabilities:** NZ$3.57M
- **Net assets:** NZ$6.25M
- **Cash reserves:** NZ$344k
- **Donations:** NZ$0
- **Staff costs:** NZ$192k
- **Paid staff:** 3
- **Reporting tier:** Tier3
- **Source filing (PDF):** https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=1f31d518-4d56-f011-bb44-0022480ffcd1&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 |
|---|---|---|---|---|
| 2025-06-30 | NZ$1.62M | NZ$1.15M | NZ$473k | NZ$6.25M |
| 2024-06-30 | NZ$1.36M | NZ$1.58M | NZ$-223k | NZ$5.77M |
| 2023-06-30 | NZ$1.44M | NZ$1.27M | NZ$176k | NZ$6.00M |
| 2022-06-30 | NZ$1.18M | NZ$1.17M | not disclosed | NZ$5.82M |
| 2021-06-30 | NZ$885k | NZ$979k | not disclosed | NZ$5.81M |
| 2020-06-30 | NZ$998k | NZ$1.48M | not disclosed | NZ$5.90M |
| 2019-06-30 | NZ$1.49M | NZ$1.12M | not disclosed | NZ$6.39M |
| 2018-06-30 | NZ$1.15M | NZ$857k | not disclosed | NZ$6.02M |
| 2017-06-30 | NZ$1.11M | NZ$929k | not disclosed | NZ$5.72M |
| 2016-06-30 | NZ$1.16M | NZ$821k | not disclosed | NZ$5.53M |

## Governance

- **Officers on the register:** 4 current (5 including former)
- **Chair recorded:** no
- **Auditor:** Bay Audit and Accounting Limited
- **Most recent audit opinion:** unknown

Individual officers and trustees are not listed here. Their names are on the public Charities Register (https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC28497) and on the charity's profile page.

## Data freshness

- Register details: as of 2026-10-01
- Financials: last updated 2026-09-27
- Rating: computed 2026-10-01
- This document generated: 2026-10-06

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/s-r-b-j-williams-charitable-trust-board
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/s-r-b-j-williams-charitable-trust-board/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/s-r-b-j-williams-charitable-trust-board/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC28497

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Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/s-r-b-j-williams-charitable-trust-board. 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 2026-10-06T02:16:45.863Z.