The Brian Perry Charitable Trust — Registered Charity in Hamilton
The Brian Perry Charitable Trust is a Trust charity, based in Hamilton, Hamilton. This organisation also provides funding to other charities. Annual revenue: $5.0M NZD. 1 red flag detected. Financial data as at March 2021.
Mission: The purpose of the Brian Perry Charitable Trust is to make a meaningful and log-lasting contribution towards a vibrant Waikato region.
- Registration Number
- CC30185
- Charity Type
- Trust
- Registration Date
- 2008-06-30
- Status
- Active
- Location
- Hamilton, Hamilton
- Website
- https://www.perry.co.nz
- jennifer.palmer@perry.co.nz
- Funder Status
- Grant-making charity (charitable_trust)
- Data as at
- March 2021
Financial Summary
- Total Revenue
- $5.0M NZD
- Total Expenses
- $3.0M NZD
- Total Assets
- $26.9M NZD
- Net Assets
- $21.8M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 3
- Volunteers
- 0
- Financial Year End
- 2021-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2021 | $5.0M | $3.0M | $21.8M |
| 2020 | $3.9M | $2.5M | $-8.0M |
| 2019 | $3.8M | $2.3M | $-6.3M |
| 2018 | $2.5M | $1.6M | $-7.4M |
| 2017 | $2.5M | $0.6M | $18.7M |
| 2016 | $1.6M | $0.5M | $18.1M |
| 2015 | $1.9M | $1.5M | $18.3M |
| 2014 | $1.9M | $1.1M | $17.8M |
| 2013 | $5.0M | $1.5M | $17.0M |
| 2012 | $1.1M | $2.3M | $13.6M |
CharityData Rating
- Overall Grade
- Overall Score
- /100
- Financial Score
- 0
- Governance Score
- 0
- Transparency Score
- 50
Red Flags
- Holding 88.2 months of expenses in reserves (21.8M), well above recommended maximum
Funding Sources
- Public Donations — $207,037
Similar Charities in Other
- Te Taiwhenua O Heretaunga Trust — Other
- Greyhound Adoption Programme Trust — Other
- Eastland Helicopter Rescue Trust — Other
- Eden Garden Society Incorporated — Other
- Southland Warm Homes Trust — Other
The Brian Perry Charitable Trust
CC30185Hamilton, HamiltonRegistered 30 Jun 2008
Data updated: 4 days ago
Financials31 Mar 2021Rating6h ago
Financial data as at March 2021. Sourced from Charities Services register.
NR
Not rated — Last filing over 3 years old
The most recent financial filing with Charities Services is more than three years old. Until a current return is filed, a rating is not assigned.
How ratings work →Revenue
$5.0M
Expenses
$3.0M
Assets
$26.9M
Staff
3
Financial data from Charities Services annual return (FY2021). Ratings calculated using CharityData v3.0 methodology.
1 red flag identified- Review the Rating tab for details
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
Funding Sectors
General
Beneficiaries
General Public
Geographic Focus
Waikato
About
Mission
The purpose of the Brian Perry Charitable Trust is to make a meaningful and log-lasting contribution towards a vibrant Waikato region.
Key Statistics
Annual Revenue
$5.0M
Total Expenses
$3.0M
Net Assets
$21.8M
Staff
3
employees
Volunteers
0
Financial Trends
Financial Trends (13 Years)
Revenue Breakdown
Expense Breakdown
API DataBased 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
3.6mo
Could operate 3.6 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
11
Score /100
Highly Concentrated
HHI: 8,857
High Concentration: 94% of revenue from Other
Other94.0%
Donations4.2%
Investment Income1.8%
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 50 peers · Other · $1M – $10M
Rating Score
0
Revenue
$5.0M
Reserve Months
0.0
Surplus
$2.0M
Staff Cost %
0%
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Is this your charity?
Claim your profile to view analytics, submit corrections, and improve your rating.
Claim This ProfileContact Details
Registration
Registration NumberCC30185
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered
Sector & Activities
Primary Sector
OtherData 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: 21 April 2026.
Similar Charities in Other
Other Other charities ranked by overall score