# The South Waikato Property Foundation Trust

**Charities Register number:** CC62463
**Status:** Registered
**Registered since:** 2024-07-15
**Sector:** Social Services
**ICNPO group:** Social Services
**Region:** Tokoroa
**IRD donee status:** yes — donations may qualify for a tax credit

## Purpose

To provide housing for people with disabilities and support the work of South Waikato Achievement Trust

## CharityData rating

- **Grade:** B- (72.0 / 100)
- **Financial health:** 75/100
- **Governance:** 65/100
- **Transparency:** 65/100
- **Computed:** 2026-09-10 (methodology 3.6)
- **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$5.69M
- **Total expenses:** NZ$500k
- **Surplus / deficit:** NZ$5.19M
- **Total assets:** NZ$8.52M
- **Total liabilities:** NZ$3.33M
- **Net assets:** NZ$5.19M
- **Donations:** NZ$521k
- **Staff costs:** NZ$0
- **Volunteers:** 0
- **Source filing (PDF):** https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=4c9ccb1b-4956-f011-bb44-0022480ffcd1&isPublic=true

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

## Governance

- **Officers on the register:** 10 current (14 including former)
- **Chair recorded:** no
- **Most recent audit opinion:** unknown
- **Going concern:** the most recent audit report includes a going-concern reference

Individual officers and trustees are not listed here. Their names are on the public Charities Register (https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC62463) and on the charity's profile page.

## Data freshness

- Register details: as of 2026-09-01
- Financials: last updated 2026-05-29
- Rating: computed 2026-09-10
- This document generated: 2026-09-11

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/the-south-waikato-property-foundation-trust
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/the-south-waikato-property-foundation-trust/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/the-south-waikato-property-foundation-trust/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC62463

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Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/the-south-waikato-property-foundation-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 2026-09-11T08:48:21.930Z.