South Waikato Investment Fund — Community Development Charity in Tokoroa
South Waikato Investment Fund is a Charitable Trust charity in the Community Development sector, based in Tokoroa, Tokoroa. This organisation also provides funding to other charities. Annual revenue: $3.0M NZD. Financial data as at December 2025.
Mission: SWIF was established and is currently being administered for the purpose of promoting and supporting the regeneration, development and enhancement of areas of social and economic deprivation within the South Waikato District, on an ongoing and enduring basis, for the benefit of the people and communities of the South Waikato District.
- Registration Number
- CC63645
- Charity Type
- Charitable Trust
- Registration Date
- 2024-11-27
- Status
- Active
- Sector
- Community Development
- Location
- Tokoroa, Tokoroa
- info@swift.org.nz
- Funder Status
- Grant-making charity (other)
- Data as at
- December 2025
Beneficiaries: Other - All
Financial Summary
- Total Revenue
- $3.0M NZD
- Total Expenses
- $8.0M NZD
- Total Assets
- $38.3M NZD
- Net Assets
- $38.2M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 3
- Financial Year End
- 2025-12-31
Board Members and Officers
Current Officers (6)
| Name | Role | Appointed |
|---|---|---|
| Isaac Boss | Trustee | 2026-04-30 |
| Raewyn Kirkman | Trustee | 2025-04-07 |
| Josephine Kukutai | Trustee | 2024-11-26 |
| Johnathan Bartley | Deputy Chairperson | 2023-09-19 |
| Michael Crawford | Trustee | 2022-10-04 |
| James Whetu | Chair | 2022-10-04 |
Former Officers (3)
- Kate Hatwell — Trustee (departed 2026-04-28)
- Stephen Veitch — Chair (departed 2025-06-24)
- Franciscus Aerts — Trustee (departed 2024-11-26)
Similar Charities in Community Development
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- Maungarongo Marae Trustees — Community Development
- Eastern Bay Of Plenty Regional Economic Development Trust — Community Development
- Papakura Kootuitui Trust — Community Development
- Te Kauri Marae Trust — Community Development
South Waikato Investment Fund
Financial data as at December 2025. Sourced from Charities Services register.
Our scorecard uses a different template for different kinds of charity — an operating charity is measured differently from an endowment or a grant-making trust. This charity's type has not yet been classified, so a letter grade is withheld rather than assigned using a template chosen by default. That says nothing about the charity itself. Its filed figures are shown above, and it will be graded once its type is classified.
How ratings work →$3.0M
$8.0M
$38.3M
3
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
About
SWIF was established and is currently being administered for the purpose of promoting and supporting the regeneration, development and enhancement of areas of social and economic deprivation within the South Waikato District, on an ongoing and enduring basis, for the benefit of the people and communities of the South Waikato District.
Who We Serve
Key Statistics
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 51 peers · Community Development · $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
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FY2025Contact Details
Registration
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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.
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