Claud Switzer Memorial Trust Board is a Trust charity in the Social Services sector, based in Kaitaia, Kaitaia. Annual revenue: $8.6M NZD. Financial data as at August 2024.
Mission: The Claud Switzer Memorial Trust was established by the Will of the late Claud Switzer, who died in 1954. The Trust was given the objective of the relief, care and welfare of the aged needy in the Mangonui Couty and Kaitaia Borough; it was registered as a Charitable Trust in 1955. As a not-for-profit organisation it returns all surpluses to the pursuit of its mission. Governance of the Trust by Community representatives defines the Trust as a Community organisation
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2024 | $8.6M | $0.4M | $-0.4M |
| 2023 | $7.5M | $1.6M | $-0.3M |
| 2022 | $6.9M | $1.0M | $0.5M |
| 2021 | $6.8M | $1.2M | $0.2M |
| 2020 | $6.4M | $1.1M | $0.3M |
| 2019 | $6.2M | $1.0M | $-0.5M |
| 2018 | $5.8M | $0.6M | $-0.8M |
| 2017 | $5.2M | $0.5M | $-0.7M |
| 2016 | $5.2M | $0.6M | $-0.4M |
| 2015 | $4.8M | $4.6M | $10.7M |
| Name | Role | Appointed |
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Financial data as at August 2024. Sourced from Charities Services register.
This charity has reported liabilities exceeding assets for two or more consecutive years. That pattern is common and structural for retirement villages (occupation-right-agreement bonds recorded as liabilities), iwi treaty-settlement vehicles (future-obligation accruals), and infrastructure trusts with Crown loan principal — it does not indicate financial distress, but our standard reserve-months scoring template does not apply. The charity's figures are shown above.
How ratings work →$8.6M
$358.4K
$749.0K
104
Financial data from Charities Services annual return (FY2024). Ratings calculated using CharityData v3.1.1 methodology.
The Claud Switzer Memorial Trust was established by the Will of the late Claud Switzer, who died in 1954. The Trust was given the objective of the relief, care and welfare of the aged needy in the Mangonui Couty and Kaitaia Borough; it was registered as a Charitable Trust in 1955. As a not-for-profit organisation it returns all surpluses to the pursuit of its mission. Governance of the Trust by Community representatives defines the Trust as a Community organisation
Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Ranked against 64 peers · Social Services · $1M – $10M
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Claim This ProfileData sourced from Charities Services register and publicly available annual returns. Our datasets may not be complete. Automated analysis can produce errors. Scores are calculated using disclosed methodology and are analytical tools, not investment ratings or recommendations. If you believe any data on this page is incorrect, please contact us at hello@charitydata.co.nz. For informational purposes only. Not investment advice. Last updated: 23 April 2026.
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