Clergy Trust Fund for the Diocese of Hamilton — Religion 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
- 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
| Year | Revenue | Expenses | Net 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)
| Name | Role | Appointed |
|---|---|---|
| Darren McFarlane | Trustee | 2024-11-07 |
| Trevor Murray | Trustee | 2024-10-15 |
| Adam Kirkeby | Trustee | 2022-08-06 |
| Mark Field | Trustee | 2022-01-31 |
| Margie Cooper | Trustee | 2018-06-22 |
| Andrew Young | Trustee | 2015-11-10 |
Former Officers (12)
- Richard Laurenson — Trustee (departed 2024-10-15)
- Trevor Cooper — Trustee (departed 2024-10-15)
- Julie South — Secretary (departed 2016-12-31)
- Joseph Stack — Trustee (departed 2023-06-27)
- Richard Pipe — Trustee (departed 2018-07-03)
- Peter Egan — Trustee (departed 2016-12-08)
- John Haughie — Trustee (departed 2018-07-03)
- Patrick Keane — Trustee (departed 2015-11-10)
- Eamon Kennedy — Trustee (departed 2015-11-10)
- Vincent Jones — Trustee (departed 2014-09-01)
- Philip Billing — Trustee (departed 2009-07-06)
- Michael Browne — Trustee (departed 2012-12-01)
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Clergy Trust Fund for the Diocese of Hamilton
Financial data as at December 2025. Sourced from Charities Services register.
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 registerNo 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.
$2.0M
$1.1M
$7.8M
1
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
Endowment Foundation
Special Entity TypeThis 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
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
Financial Trends
Financial Trends (18 Years)
Revenue Breakdown
Financial Health Dashboard
Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology
Revenue Diversification
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
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating History
Rating
B-Is this your charity?
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Sector & Activities
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.
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