# The Wilson Home Trust

**Charities Register number:** CC21396
**Status:** Registered
**Registered since:** 2008-02-26
**Sector:** Health
**ICNPO group:** Health
**Region:** Auckland
**IRD donee status:** yes — donations may qualify for a tax credit

## Purpose

Mission: To support and enhance the lives of physically disabled children, young adults and their family/whanau in the Trust deed area. Vision: To be an independent and trusted provider of information, support and services to beneficiaries, to enable them to live more independent and happy lives. Strategic Objectives: 1. Beneficiary Services - To provide support and services to beneficiaries in the Trust deed area, in response to their changing needs. 2. Regional Support - To raise awareness of the Trust in the wider Trust deed area and explore opportunities for individual and community/regional support and services, for beneficiaries in these regions. 3. Sustainability - To ensure the long term sustainability of the assets and financial position of The Wilson Home Trust. 4. Future Site Facilities - To explore and develop facilities and the capacity of the Lake Road site, to maximise opportunities for increasing beneficiary support both now and in the future.

## CharityData rating

- **Grade:** B+ (83.8 / 100)
- **Financial health:** 87.5/100
- **Governance:** 75/100
- **Transparency:** 65/100
- **Computed:** 2026-09-26 (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$3.40M
- **Total expenses:** NZ$1.36M
- **Surplus / deficit:** NZ$2.04M
- **Total assets:** NZ$19.67M
- **Total liabilities:** NZ$511k
- **Net assets:** NZ$19.16M
- **Cash reserves:** NZ$1.39M
- **Government grants:** NZ$1.51M (44.4% of revenue)
- **Donations:** NZ$44k
- **Staff costs:** NZ$381k
- **Paid staff:** 5
- **Volunteers:** 0
- **Source filing (PDF):** https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=809f0c5f-4c56-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$3.40M | NZ$1.36M | NZ$2.04M | NZ$19.16M |
| 2024-06-30 | NZ$2.12M | NZ$1.90M | NZ$218k | NZ$17.01M |
| 2023-06-30 | NZ$2.26M | NZ$1.77M | not disclosed | NZ$16.79M |
| 2022-06-30 | NZ$1.97M | NZ$1.30M | not disclosed | NZ$16.30M |
| 2021-06-30 | NZ$1.61M | NZ$1.12M | not disclosed | NZ$15.63M |
| 2020-06-30 | NZ$1.60M | NZ$1.15M | not disclosed | NZ$15.15M |
| 2019-06-30 | NZ$3.25M | NZ$1.48M | not disclosed | NZ$14.69M |
| 2018-06-30 | NZ$2.01M | NZ$937k | not disclosed | NZ$12.92M |
| 2017-06-30 | NZ$1.48M | NZ$811k | not disclosed | NZ$11.84M |
| 2016-06-30 | NZ$1.25M | NZ$962k | not disclosed | NZ$11.18M |

## Governance

- **Officers on the register:** 5 current (21 including former)
- **Chair recorded:** yes
- **Auditor:** Moore Markhams Wellington Audit
- **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=CC21396) and on the charity's profile page.

## Disclosed funders

- **Foundation North** (foundation) — NZ$75k, year ended 2019-03-31

## Data freshness

- Register details: as of 2026-09-23
- Financials: last updated 2026-09-25
- Rating: computed 2026-09-26
- This document generated: 2026-09-29

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-wilson-home-trust
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/the-wilson-home-trust/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/the-wilson-home-trust/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC21396
- Charity website: http://www.wilsonhometrust.org.nz

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Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/the-wilson-home-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 2026-09-29T09:23:01.354Z.