The Waikato Diocesan Trust Board — Religion Charity in Hamilton

The Waikato Diocesan Trust Board is a Charitable Trust charity in the Religion sector, based in Hamilton, Hamilton. CharityData rates this charity B (76.8/100). Annual revenue: $2.2M NZD. Financial data as at December 2025.

Mission: The charitable purpose is to hold trusts for religious and charitable purposes in connection with the Anglican Church. This purpose is covered by the Anglican Church Trusts Act 1981.

Registration Number
CC11309
Charity Type
Charitable Trust
Registration Date
2007-10-08
Status
Active
CharityData Rating
B (76.8/100)
Sector
Religion
Location
Hamilton, Hamilton
Website
https://www.waikatotaranakianglicans.nz/
Email
manager@wtanglican.nz
Data as at
December 2025

Beneficiaries: Children / young people, Family / whanau, General public, Migrants / refugees, Older people, Other charities, People of a certain ethnic / racial origin, People with disabilities, Religious groups, Voluntary bodies other than charities

Financial Summary

Total Revenue
$2.2M NZD
Total Expenses
$1.2M NZD
Total Assets
$102.8M NZD
Net Assets
$97.6M NZD
Reserve Months
11.1 months of operating expenses
Financial Year End
2025-12-31

Financial History

YearRevenueExpensesNet Assets
2025$2.2M$1.2M$97.6M
2024$1.7M$0.8M$96.7M
2023$1.0M$1.0M$91.7M
2022$0.5M$3.5M$92.1M
2021$0.5M$0.6M$76.3M
2020$2.2M$0.6M$70.5M
2019$0.5M$1.0M$68.1M
2018$0.0M$3.9M$67.6M
2017$1.5M$1.5M$60.3M
2016$0.6M$0.6M$56.6M

CharityData Rating

Overall Grade
B
Overall Score
76.8/100
Financial Score
77.5
Governance Score
75
Transparency Score
65

Board Members and Officers

Current Officers (5)

NameRoleAppointed
Alexander TwaddleTrustee2023-03-04
Joyce MarconTrustee2019-07-04
Catherine JonesTrustee2018-02-10
John EaglesTrustee2018-02-10
Elizabeth BangChair2010-04-08

Former Officers (11)

  • Murray McEwen — Trustee (departed 2021-12-02)
  • Gerald Bailey — Trustee (departed 2020-12-03)
  • Dianne Donald — Secretary (departed 2017-05-26)
  • Alan Tanner — Trustee (departed 2018-11-05)
  • John Wiltshire — Trustee (departed 2018-08-02)
  • Victoria Mann — Trustee (departed 2013-12-31)
  • Julie Rickman — Trustee (departed 2008-09-09)
  • Graham Victor Young — Trustee (departed 2013-12-31)
  • Robert John Pollock — Trustee (departed 2013-12-31)
  • Peter Parham — Trustee (departed 2008-12-31)
  • Michael John Jackson — Trustee (departed 2009-12-31)

Similar Charities in Religion

The Waikato Diocesan Trust Board logo
ReligionCharitable Trust

The Waikato Diocesan Trust Board

CC11309Hamilton, HamiltonRegistered 8 Oct 2007
Data updated: 2 days ago
Financials9mo agoRating2d ago

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

B
77/100
Financial
78
Governance
75
Transparency
65
Revenue

$2.2M

Expenses

$1.2M

Assets

$102.8M

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

The charitable purpose is to hold trusts for religious and charitable purposes in connection with the Anglican Church. This purpose is covered by the Anglican Church Trusts Act 1981.

Who We Serve

Beneficiaries
Children / young peopleFamily / whanauGeneral publicMigrants / refugeesOlder peopleOther charitiesPeople of a certain ethnic / racial originPeople with disabilitiesReligious groupsVoluntary bodies other than charities

Key Statistics

Annual Revenue
$2.2M
Total Expenses
$1.2M
Net Assets
$97.6M

Financial Trends

Financial Trends (18 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
11.1mo
Could operate 11.1 months with zero revenue
Healthy
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

6
Score /100
Highly Concentrated
HHI: 9,362
High Concentration: 97% of revenue from Other
Other96.7%
Donations3.3%

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

Peer Comparison

Ranked against 35 peers · Religion · $1M – $10M

Rating Score
77
#8/36
Revenue
$2.2M
#17/36
Reserve Months
11.1
#1/36
Surplus
$971K
#12/36
Staff Cost %
0%
#1/36

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

Rating History

B
2025
Score: 76.8
Financial: 78 | Governance: 75 | Transparency: 65
Current
D+
2024
Score: 51.5
Financial: 70 | Governance: 75 | Transparency: 65

Rating

B
Score: 76.8/100
Financial
77.5
Governance
75
Transparency
65
Why this grade: Financial 78 × 40% + Governance 75 × 60% = 76 → B.
View Full Score Breakdown

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Latest Audit

FY2025
Qualified
Auditor
BDO
10 years of audit history

Contact Details

Registration

Registration NumberCC11309
Entity TypeCharitable Trust
Registered8 Oct 2007
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated20 Dec 1926
Registered office
Anglican Church House 33 Victoria St Hamilton, Hamilton

Sector & Activities

Primary Sector
Religion
Activities
Acts as an umbrella / resource bodyProvides buildings / facilities / open spaceProvides human resources (e.g. staff / volunteers)Provides religious services / 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: 3 October 2026.