The Joseph Charitable Trust — Religion Charity in Auckland
The Joseph Charitable Trust is a Trust charity in the Religion sector, based in Auckland, Auckland. This organisation also provides funding to other charities. CharityData rates this charity B- (74.3/100). Annual revenue: $3.0M NZD. Financial data as at March 2026.
Mission: The Trust has been established with a focus on providing assistance to people living in or affected by poverty in New Zealand, to the Roman Catholic Diocese of Hamilton with maintenance and upgrades to Church buildings and with other charitable purposes within the Diocese. The Trust has provision to assist individuals, groups or organisations outside the Church in their working for people in need.
- Registration Number
- CC57680
- Charity Type
- Trust
- Registration Date
- 2020-03-04
- Status
- Active
- CharityData Rating
- B- (74.3/100)
- Sector
- Religion
- Location
- Auckland, Auckland
- james@egan.co.nz
- Funder Status
- Grant-making charity (charitable_trust)
- Data as at
- March 2026
Financial Summary
- Total Revenue
- $3.0M NZD
- Total Expenses
- $7.3M NZD
- Total Assets
- $3.1M NZD
- Net Assets
- $3.1M NZD
- Reserve Months
- 5.0 months of operating expenses
- Financial Year End
- 2026-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2026 | $3.0M | $7.3M | $3.1M |
| 2025 | $7.1M | $11.6M | $7.3M |
| 2024 | $9.0M | $0.0M | $11.8M |
| 2023 | $6.0M | $0.0M | $5.7M |
| 2022 | $3.0M | $0.0M | $3.3M |
| 2021 | $0.3M | $0.0M | $0.3M |
CharityData Rating
- Overall Grade
- B-
- Overall Score
- 74.3/100
- Financial Score
- 82.5
- Governance Score
- 55
- Transparency Score
- 65
Board Members and Officers
Current Officers (4)
| Name | Role | Appointed |
|---|---|---|
| James Egan | Trustee | 2020-02-19 |
| Philip Harris | Trustee | 2020-02-19 |
| Peter Egan | Settlor | 2020-02-19 |
| Bishop Stephen Lowe | Trustee | 2020-02-19 |
Former Officers (3)
- Simon Egan — Trustee (departed 2021-11-22)
- Joan Egan — Trustee (departed 2021-11-22)
- Caroline Egan — Trustee (departed 2021-11-22)
Executive Compensation
| Name | Role | Compensation | Year |
|---|---|---|---|
| Michael Joseph | Founder and Trustee | - | 2023 |
Service Providers
- PKF
Similar Charities in Religion
- Christian Youth Camps Incorporated — Religion
- Hutt Valley Presbyterian College For Girls Incorporated — Religion
- Lawrence Waitahuna Presbyterian Church — Religion
- Whangarei Central Baptist Church — Religion
- L'Arche Kāpiti Incorporated — Religion
The Joseph Charitable Trust
Financial data as at March 2026. Sourced from Charities Services register.
Reasons to look carefully (1)
These structural observations are drawn from public data and are worth considering before a donation. They are not allegations of wrongdoing, and they don’t affect the charity’s letter grade.
- No chair designatedBoard of 4 with no chair designated on the register
Each signal is a data-driven observation, not a judgement. They fire automatically from the figures filed with Charities Services. A charity can address any of these by filing fuller disclosure or updating its officer register. Methodology: /about/methodology/concern-signals.
$3.0M
$7.3M
$3.1M
Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.
Grant-Making Trust
Special Entity TypeThis trust makes grants to other organizations. It does not deliver programs directly.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
About
The Trust has been established with a focus on providing assistance to people living in or affected by poverty in New Zealand, to the Roman Catholic Diocese of Hamilton with maintenance and upgrades to Church buildings and with other charitable purposes within the Diocese. The Trust has provision to assist individuals, groups or organisations outside the Church in their working for people in need.
Key Statistics
Financial Trends
Financial Trends (6 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
B-Is this your charity?
Claim your profile to view analytics, submit corrections, and improve your rating.
Claim This ProfileContact Details
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: 12 September 2026.
Similar Charities in Religion
Other Religion charities ranked by overall score