Hutton Wilson Charitable Trust — Registered Charity in Auckland

Hutton Wilson Charitable Trust is a Trust charity, based in Auckland, Auckland. This organisation also provides funding to other charities. CharityData rates this charity B (75.3/100). Annual revenue: $54.0M NZD. Financial data as at June 2025.

Mission: The purpose of the Trust is investment and charitable distribution.

Registration Number
CC10699
Charity Type
Trust
Registration Date
2007-07-26
Status
Active
CharityData Rating
B (75.3/100)
Location
Auckland, Auckland
Funder Status
Grant-making charity (charitable_trust)
Data as at
June 2025

Beneficiaries: General public, Other charities, Voluntary bodies other than charities

Financial Summary

Total Revenue
$54.0M NZD
Total Expenses
$35.8M NZD
Total Assets
$264.7M NZD
Net Assets
$258.8M NZD
Reserve Months
3.9 months of operating expenses
Staff Count
1
Volunteers
0
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$54.0M$35.8M$258.8M
2024$57.7M$29.8M$240.6M
2023$52.3M$31.3M$212.7M
2022$20.5M$46.5M$191.7M
2021$57.9M$26.3M$218.0M
2020$19.5M$23.4M$186.4M
2019$51.6M$13.8M$158.4M
2018$17.6M$18.3M$129.8M
2017$2.2M$1.8M$123.5M
2016$4.1M$1.5M$113.2M

CharityData Rating

Overall Grade
B
Overall Score
75.3/100
Financial Score
84
Governance Score
55
Transparency Score
85

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (5)

  • Carol Anne Campbell — Accountant
  • Barrie McKenzie Brown — Director of Trustee
  • Carol Anne Campbell — Accountant
  • Andrew Grant — CEO
  • Hutton Wilson Nominees Limited — Trustee

Executive Compensation

NameRoleCompensationYear
Board/Trustees (aggregate)Members of the Governing Body$1,159,7022024
Board/Trustees (aggregate)Members of the Governing Body$1,122,3122025
Board/Trustees (aggregate)Members of the Governing Body$1,122,312-
Peter HuttonTrustee-2024
Karl DeutschleEngagement Partner-2022
David HuttonTrustee-2024
Patricia EvansTrustee-2024
Lynda BroughTrustee-2024
Geoffrey HandfordTrustee-2024
Ian TeallTrustee-2024
Jade KennedyEngagement Leader (Auditor)-2025
Paul WilsonTrustee-2024
Hutton Wilson Nominees LimitedCorporate Trustee-2021
Lesley DouglasTrustee-2024
Robyn RobilliardTrustee-2024
Michael AhieTrustee-2024
Michael WilsonTrustee-2024
Philip CrothersTrustee-2024
Jennifer WilsonTrustee-2024
Jennifer HuttonTrustee-2024

Major Funders and Contracts (FY2025)

As disclosed in Hutton Wilson Charitable Trust's annual report.

  • Related Trust — $13,217,154 (24.5% of revenue) — Distribution from Related Trust
  • Adelaide University — $150 — Grant distribution

Service Providers

  • Nexia New Zealand
  • Nexia New Zealand
  • Nexia New Zealand
  • PricewaterhouseCoopers
  • Jade Kennedy
  • Bank of New Zealand
  • Bank of New Zealand
  • Bank of New Zealand
  • Nexia New Zealand
  • Nexia New Zealand
  • Chapman Tripp
  • Chapman Tripp
  • Cameron Fleming and Associates Limited
  • Chapman Tripp

Similar Charities in Other

FunderOtherTrustCharitable Trust

Hutton Wilson Charitable Trust

CC10699Auckland, AucklandRegistered 26 Jul 2007
Data updated: 4 days ago
Financials30 Jun 2025Ratingyesterday

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

B
75/100
Financial
84
Governance
55
Transparency
85

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.

  • Small board structure
    2 current officers listed on the register — best-practice boards have 5+ members with separation of duties

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

$54.0M

Expenses

$35.8M

Assets

$264.7M

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.

Funder Profile

Grantmaker

This organisation makes grants or donations to other charities and organisations.

Funding Sectors
General
Beneficiaries
General Public
Geographic Focus
Auckland

About

Mission

The purpose of the Trust is investment and charitable distribution.

Who We Serve

Beneficiaries
General publicOther charitiesVoluntary bodies other than charities

Key Statistics

Annual Revenue
$54.0M
Total Expenses
$35.8M
Net Assets
$258.8M
Staff
1
employees
Volunteers
0

Financial Trends

Financial Trends (16 Years)

Revenue Breakdown

Expense Breakdown

API Data

Based on annual return data. Detailed program/admin breakdown not available.

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
3.9mo
Could operate 3.9 months with zero revenue
Low reserves
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

47
Score /100
Concentrated
HHI: 5,289
Other63.3%
Investment Income35.8%
Donations0.9%

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

Peer Comparison

Ranked against 4 peers · Other · Over $50M

Rating Score
75
#1/5
Revenue
$54.0M
#3/5
Reserve Months
3.9
#1/5
Surplus
$18.2M
#2/5
Staff Cost %
20%
#5/5

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

Rating

B
Score: 75.3/100
Financial
84
Governance
55
Transparency
85
Why this grade: Financial 84 × 40% + Governance 55 × 60% = 67 → B.
View Full Score Breakdown

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Contact Details

Address
Auckland, Auckland

Registration

Registration NumberCC10699
Entity TypeTrust
Registered26 Jul 2007
StatusRegistered

Sector & Activities

Primary Sector
Other
Activities
Makes grants to organisations (including schools or other charities)Other - Acts an Umbrella body

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: 27 September 2026.