The Clergy Trust Fund for the Diocese of Auckland — Religion 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
- 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
| Year | Revenue | Expenses | Net 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)
| Name | Role | Appointed |
|---|
Former Officers (27)
- Mark Bond — Trustee
- Thomas Park — Trustee
- Andrew Matthew — Trustee
- Craig Dunford — Trustee
- Benedict Francis — Trustee/board Member (departed 2025-09-18)
- Stephen Lowe — Chair
- Martin Wu — Trustee (departed 2024-09-03)
- Austin Fernandes — Trustee
- Tony King-Archer — Trustee
- Michael Rustia — Trustee (departed 2025-09-18)
- James Mulligan — Trustee (departed 2022-07-27)
- Sherwin Lapaan — Trustee (departed 2021-08-10)
- Andrew Mathew — Trustee (departed 2021-08-10)
- Raphael Lobo — Trustee/board Member (departed 2020-10-22)
- Robert O'Brien — Trustee/board Member (departed 2023-08-09)
- Robert Steele — Trustee/board Member (departed 2018-06-19)
- Francis Poon — Trustee/board Member (departed 2018-06-19)
- Paul Farmer — Trustee/board Member (departed 2019-08-20)
- Maurice Ford — Trustee/ Board Member (departed 2017-08-15)
- Robert O' Brien — Trustee (departed 2014-07-15)
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The Clergy Trust Fund for the Diocese of Auckland
Financial data as at December 2025. Sourced from Charities Services register.
$1.2M
$1.0M
$5.7M
1
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
Endowment Foundation
Special Entity TypeThis 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
To support Priests from the Catholic Diocese of Auckland
Key Statistics
Financial Trends
Financial Trends (17 Years)
Revenue Breakdown
Expense Breakdown
API DataBased on annual return data. Detailed program/admin breakdown not available.
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 41 peers · Religion · $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
Rating
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Registration
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. Last updated: 11 September 2026.
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