The Clergy Trust Fund for the Diocese of AucklandReligion Charity in Auckland

The Clergy Trust Fund for the Diocese of Auckland is a Trust charity in the Religion sector, based in Auckland, Auckland. CharityData rates this charity B (78.5/100). Annual revenue: $1.2M NZD. Financial data as at December 2025.

Mission: To support Priests from the Catholic Diocese of Auckland

Registration Number
CC23063
Charity Type
Trust
Registration Date
2008-04-15
Status
Active
CharityData Rating
B (78.5/100)
Sector
Religion
Location
Auckland, Auckland
Email
ctfauckland@gmail.com
Data as at
December 2025

Financial Summary

Total Revenue
$1.2M NZD
Total Expenses
$1.0M NZD
Total Assets
$5.7M NZD
Net Assets
$5.6M NZD
Reserve Months
2.2 months of operating expenses
Staff Count
1
Financial Year End
2025-12-31

Financial History

YearRevenueExpensesNet Assets
2025$1.2M$1.0M$5.6M
2024$1.2M$1.0M$5.3M
2023$1.2M$1.0M$5.1M
2022$0.7M$1.0M$4.7M
2021$2.1M$0.8M$5.1M
2020$1.0M$0.8M$3.8M
2019$1.1M$0.8M$3.6M
2018$1.1M$0.8M$3.3M
2017$0.9M$0.8M$3.0M
2016$0.7M$0.7M$2.9M

CharityData Rating

Overall Grade
B
Overall Score
78.5/100
Financial Score
80
Governance Score
75
Transparency Score
65

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (27)

  • Mark BondTrustee
  • Thomas ParkTrustee
  • Andrew MatthewTrustee
  • Craig DunfordTrustee
  • Benedict FrancisTrustee/board Member (departed 2025-09-18)
  • Stephen LoweChair
  • Martin WuTrustee (departed 2024-09-03)
  • Austin FernandesTrustee
  • Tony King-ArcherTrustee
  • Michael RustiaTrustee (departed 2025-09-18)
  • James MulliganTrustee (departed 2022-07-27)
  • Sherwin LapaanTrustee (departed 2021-08-10)
  • Andrew MathewTrustee (departed 2021-08-10)
  • Raphael LoboTrustee/board Member (departed 2020-10-22)
  • Robert O'BrienTrustee/board Member (departed 2023-08-09)
  • Robert SteeleTrustee/board Member (departed 2018-06-19)
  • Francis PoonTrustee/board Member (departed 2018-06-19)
  • Paul FarmerTrustee/board Member (departed 2019-08-20)
  • Maurice FordTrustee/ Board Member (departed 2017-08-15)
  • Robert O' BrienTrustee (departed 2014-07-15)

Similar Charities in Religion

ReligionTrust

The Clergy Trust Fund for the Diocese of Auckland

CC23063Auckland, AucklandRegistered 15 Apr 2008
Data updated: 1 Sept 2026
Financials8mo agoRating11h ago

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

B
79/100
Financial
80
Governance
75
Transparency
65
Revenue

$1.2M

Expenses

$1.0M

Assets

$5.7M

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.

About

Mission

To support Priests from the Catholic Diocese of Auckland

Key Statistics

Annual Revenue
$1.2M
Total Expenses
$1.0M
Net Assets
$5.6M
Staff
1
employees

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
2.2mo
Could operate 2.2 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

40
Score /100
Concentrated
HHI: 6,017
Donations72.9%
Investment Income26.5%
Other0.6%

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

Peer Comparison

Ranked against 41 peers · Religion · $1M – $10M

Rating Score
79
#7/42
Revenue
$1.2M
#36/42
Reserve Months
2.2
#1/42
Surplus
$224K
#22/42
Staff Cost %
8%
#42/42

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

Rating History

B
2025
Score: 78.5
Financial: 80 | Governance: 75 | Transparency: 65
Current
C-
2024
Score: 59.6
Financial: 82 | Governance: 75 | Transparency: 65

Rating

B
Score: 78.5/100
Financial
80
Governance
75
Transparency
65
Why this grade: Financial 80 × 40% + Governance 75 × 60% = 77 → B.
View Full Score Breakdown

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Contact Details

Address
Auckland, Auckland

Registration

Registration NumberCC23063
Entity TypeTrust
Registered15 Apr 2008
StatusRegistered

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: 11 September 2026.