The Clergy Trust Fund for the Archdiocese of WellingtonReligion Charity in Wellington

The Clergy Trust Fund for the Archdiocese of Wellington is a Trust charity in the Religion sector, based in Wellington, Wellington. Annual revenue: $1.6M NZD. Financial data as at March 2025.

Mission: Support of the Clergy in accordance with the Policy

Registration Number
CC20318
Charity Type
Trust
Registration Date
2007-12-20
Status
Active
Sector
Religion
Location
Wellington, Wellington
Email
ctf.accounts@wn.catholic.org.nz
Data as at
March 2025

Financial Summary

Total Revenue
$1.6M NZD
Total Expenses
$1.3M NZD
Total Assets
$4.0M NZD
Net Assets
$3.8M NZD
Reserve Months
0.0 months of operating expenses
Staff Count
4
Volunteers
0
Financial Year End
2025-03-31

Financial History

YearRevenueExpensesNet Assets
2025$1.6M$1.3M$3.8M
2024$1.7M$1.5M$3.5M
2023$1.4M$1.4M$3.4M
2022$1.4M$1.5M$3.3M
2021$1.4M$1.5M$3.4M
2020$1.6M$1.6M$3.5M
2019$2.0M$1.6M$3.5M
2018$2.0M$1.5M$3.1M
2017$1.7M$1.6M$2.6M
2016$2.2M$1.6M$2.5M

Board Members and Officers

Current Officers (4)

NameRoleAppointed
Alfred TongTrustee2024-11-08
Dennis NacordaChair2021-11-18
Anthony KearnsSecretary2021-11-18
Patrick SheehanTrustee2021-11-18

Former Officers (14)

  • Gerard BurnsTrustee (departed 2024-11-08)
  • Insek KimTrustee (departed 2018-12-18)
  • Inseok KimTrustee (departed 2024-11-08)
  • Maureen JohnsonSecretary (departed 2020-03-31)
  • Douglas ShepherdTrustee (departed 2021-11-18)
  • Bruce EnglandTrustee (departed 2021-11-18)
  • Charles CooperChair (departed 2016-03-31)
  • David DowlingTrustee (departed 2021-11-18)
  • Ronald BennettTrustee (departed 2024-11-08)
  • Michael MccabeTrustee (departed 2009-08-11)
  • Mateo KivaluTrustee (departed 2016-03-31)
  • Peter FitzgibbonChair (departed 2018-11-28)
  • Jospeh KeeganTrustee (departed 2012-11-13)
  • Michael O'DeaChair (departed 2012-11-13)

Similar Charities in Religion

ReligionTrust

The Clergy Trust Fund for the Archdiocese of Wellington

CC20318Wellington, WellingtonRegistered 20 Dec 2007
Data updated: Today
Financials31 Mar 2025Ratingyesterday

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

NR
Not ratedCharity type not yet classified — grade withheld

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 →
Revenue

$1.6M

Expenses

$1.3M

Assets

$4.0M

Staff

4

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

About

Mission

Support of the Clergy in accordance with the Policy

Key Statistics

Annual Revenue
$1.6M
Total Expenses
$1.3M
Net Assets
$3.8M
Staff
4
employees
Volunteers
0

Financial Trends

Financial Trends (17 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
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

37
Score /100
Concentrated
HHI: 6,300
Donations77.8%
Trading / Services11.8%
Investment Income10.4%

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

Peer Comparison

Ranked against 18 peers · Religion · $1M – $10M

Rating Score
0
#4/19
Revenue
$1.6M
#14/19
Reserve Months
0.0
#1/19
Surplus
$246K
#10/19
Staff Cost %
6%
#19/19

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

Rating

Score: /100
Financial
0
Governance
20
Transparency
65
View Full Score Breakdown

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Contact Details

Address
Wellington, Wellington

Registration

Registration NumberCC20318
Entity TypeTrust
Registered20 Dec 2007
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated15 Mar 2006
Registered office
CATHOLIC CENTRE 22-30 HILL STREET WELLINGTON, Wellington

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.