Clergy Trust Fund for the Diocese of HamiltonReligion Charity in Hamilton

Clergy Trust Fund for the Diocese of Hamilton is a Trust charity in the Religion sector, based in Hamilton, Hamilton. CharityData rates this charity B- (73.8/100). Annual revenue: $2.0M NZD. Financial data as at December 2025.

Mission: The object and purpose of the Trust is for Charitable Purposes, specifically for advancing the cause of religion in the Roman Catholic Church in New Zealand by way of providing: (a) Support for Priests; (b) assistance to members of the Clergy where the Bishop in writing, acting out of charity in accordance with Canon Law, wishes to provide that assistance and if so, then limited to the level of assistance agreed to between the Bishop and the Board; and (c) assistance to Permanent Deacons Advancing the cause of religion in the Roman Catholic Church in New Zealand by way of providing support for Priests, assistance to members of the Clergy and assistance to Permanent Deacons

Registration Number
CC25641
Charity Type
Trust
Registration Date
2008-06-10
Status
Active
CharityData Rating
B- (73.8/100)
Sector
Religion
Location
Hamilton, Hamilton
Email
officectf@cdh.nz
Data as at
December 2025

Financial Summary

Total Revenue
$2.0M NZD
Total Expenses
$1.1M NZD
Total Assets
$7.8M NZD
Net Assets
$7.8M NZD
Reserve Months
87.1 months of operating expenses
Staff Count
1
Financial Year End
2025-12-31

Financial History

YearRevenueExpensesNet Assets
2025$2.0M$1.1M$7.8M
2024$1.0M$0.9M$6.8M
2023$1.0M$0.8M$6.7M
2022$0.8M$1.0M$6.5M
2021$1.0M$0.9M$6.7M
2020$1.1M$0.9M$6.5M
2019$1.0M$0.9M$6.3M
2018$1.0M$0.9M$6.2M
2017$0.9M$1.0M$6.2M
2016$0.7M$0.8M$6.3M

CharityData Rating

Overall Grade
B-
Overall Score
73.8/100
Financial Score
77.5
Governance Score
65
Transparency Score
65

Board Members and Officers

Current Officers (6)

NameRoleAppointed
Darren McFarlaneTrustee2024-11-07
Trevor MurrayTrustee2024-10-15
Adam KirkebyTrustee2022-08-06
Mark FieldTrustee2022-01-31
Margie CooperTrustee2018-06-22
Andrew YoungTrustee2015-11-10

Former Officers (12)

  • Richard LaurensonTrustee (departed 2024-10-15)
  • Trevor CooperTrustee (departed 2024-10-15)
  • Julie SouthSecretary (departed 2016-12-31)
  • Joseph StackTrustee (departed 2023-06-27)
  • Richard PipeTrustee (departed 2018-07-03)
  • Peter EganTrustee (departed 2016-12-08)
  • John HaughieTrustee (departed 2018-07-03)
  • Patrick KeaneTrustee (departed 2015-11-10)
  • Eamon KennedyTrustee (departed 2015-11-10)
  • Vincent JonesTrustee (departed 2014-09-01)
  • Philip BillingTrustee (departed 2009-07-06)
  • Michael BrowneTrustee (departed 2012-12-01)

Similar Charities in Religion

ReligionTrust

Clergy Trust Fund for the Diocese of Hamilton

CC25641Hamilton, HamiltonRegistered 10 Jun 2008
Data updated: Yesterday
Financials8mo agoRatingyesterday

Financial data as at December 2025. Sourced from Charities Services register.

B-
74/100
Financial
78
Governance
65
Transparency
65

Reasons to look carefully (1)

These structural observations are drawn from public data and are worth considering before a donation. They are not allegations of wrongdoing, and they don’t affect the charity’s letter grade.

  • No chair recorded on the register
    No chair or presiding role is recorded in the register for this board of 6. The Charities Register does not require one to be identified, so this is a gap in the public record rather than a finding about the board.

Each signal is a data-driven observation, not a judgement. They fire automatically from the figures filed with Charities Services. A charity can address any of these by filing fuller disclosure or updating its officer register. Methodology: /about/methodology/concern-signals.

Revenue

$2.0M

Expenses

$1.1M

Assets

$7.8M

Staff

1

Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.

Endowment Foundation

Special Entity Type

This is an endowment foundation that holds investments and provides grants. High reserves are expected and appropriate - this is not an operating charity.

Rating Note: Endowment foundations are rated using specialized criteria that recognize high reserves as appropriate. Metrics like grant distribution rate and investment returns are prioritized over program spending ratios.

About

Mission

The object and purpose of the Trust is for Charitable Purposes, specifically for advancing the cause of religion in the Roman Catholic Church in New Zealand by way of providing: (a) Support for Priests; (b) assistance to members of the Clergy where the Bishop in writing, acting out of charity in accordance with Canon Law, wishes to provide that assistance and if so, then limited to the level of assistance agreed to between the Bishop and the Board; and (c) assistance to Permanent Deacons Advancing the cause of religion in the Roman Catholic Church in New Zealand by way of providing support for Priests, assistance to members of the Clergy and assistance to Permanent Deacons

Key Statistics

Annual Revenue
$2.0M
Total Expenses
$1.1M
Net Assets
$7.8M
Staff
1
employees

Financial Trends

Financial Trends (18 Years)

Revenue Breakdown

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
0mo
Could operate 0 months with zero revenue
Critical
Fundraising Cost
-
No fundraising data
No data

Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology

Revenue Diversification

64
Score /100
Moderate
HHI: 3,627
Donations43.2%
Other37.0%
Investment Income19.8%

HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.

Peer Comparison

Ranked against 19 peers · Religion · $1M – $10M

Rating Score
74
#2/20
Revenue
$2.0M
#13/20
Reserve Months
87.1
#1/20
Surplus
$957K
#6/20
Staff Cost %
0%
#1/20

Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.

Rating History

B-
2025
Score: 73.8
Financial: 78 | Governance: 65 | Transparency: 65
Current
D+
2024
Score: 50.9
Financial: 74 | Governance: 65 | Transparency: 65

Rating

B-
Score: 73.8/100
Financial
77.5
Governance
65
Transparency
65
Why this grade: Financial 78 × 40% + Governance 65 × 60% = 70 → B-.
View Full Score Breakdown

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Contact Details

Address
Hamilton, Hamilton

Registration

Registration NumberCC25641
Entity TypeTrust
Registered10 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated2 Aug 2004
Registered office
86 Clarkin Road, Fairfield, Hamilton

Sector & Activities

Primary Sector
Religion

Data 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: 13 September 2026.