The Wilson Home Trust — Health Charity in Auckland
The Wilson Home Trust is a Trust charity in the Health sector, based in Auckland, Auckland. This organisation also provides funding to other charities. CharityData rates this charity F (31.5/100). Annual revenue: $3.4M NZD. 1 red flag detected. Financial data as at June 2025.
Mission: Mission: To support and enhance the lives of physically disabled children, young adults and their family/whanau in the Trust deed area. Vision: To be an independent and trusted provider of information, support and services to beneficiaries, to enable them to live more independent and happy lives. Strategic Objectives: 1. Beneficiary Services - To provide support and services to beneficiaries in the Trust deed area, in response to their changing needs. 2. Regional Support - To raise awareness of the Trust in the wider Trust deed area and explore opportunities for individual and community/regional support and services, for beneficiaries in these regions. 3. Sustainability - To ensure the long term sustainability of the assets and financial position of The Wilson Home Trust. 4. Future Site Facilities - To explore and develop facilities and the capacity of the Lake Road site, to maximise opportunities for increasing beneficiary support both now and in the future.
- Registration Number
- CC21396
- Charity Type
- Trust
- Registration Date
- 2008-02-26
- Status
- Active
- CharityData Rating
- F (31.5/100)
- Sector
- Health
- Location
- Auckland, Auckland
- Website
- http://www.wilsonhometrust.org.nz
- info@wilsonhometrust.org.nz
- Funder Status
- Grant-making charity (trust)
- Data as at
- June 2025
Financial Summary
- Total Revenue
- $3.4M NZD
- Total Expenses
- $1.4M NZD
- Total Assets
- $19.7M NZD
- Net Assets
- $19.2M NZD
- Reserve Months
- 169.3 months of operating expenses
- Staff Count
- 5
- Volunteers
- 0
- Financial Year End
- 2025-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $3.4M | $1.4M | $19.2M |
| 2024 | $2.1M | $1.9M | $17.0M |
| 2023 | $2.3M | $1.8M | $16.8M |
| 2022 | $2.0M | $1.3M | $16.3M |
| 2021 | $1.6M | $1.1M | $15.6M |
| 2020 | $1.6M | $1.1M | $15.1M |
| 2019 | $3.3M | $1.5M | $14.7M |
| 2018 | $2.0M | $0.9M | $12.9M |
| 2017 | $1.5M | $0.8M | $11.8M |
| 2016 | $1.2M | $1.0M | $11.2M |
CharityData Rating
- Overall Grade
- F
- Overall Score
- 31.5/100
- Financial Score
- 50
- Governance Score
- 55
- Transparency Score
- 65
Red Flags
- Holding 169.3 months of expenses in reserves ($19.2M) — above the 18-month threshold
Similar Charities in Health
The Wilson Home Trust
CC21396Auckland, AucklandRegistered 26 Feb 2008
Data updated: Today
Financials9mo agoRating8h ago
Financial data as at June 2025. Sourced from Charities Services register.
F
32/100
Reduced by penalties
Financial
50
Governance
55
Transparency
65
Revenue
$3.4M
Expenses
$1.4M
Assets
$19.7M
Staff
5
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
1 red flag identified- Review the Rating tab for details
This rating may reflect incomplete data
This charity's grade of Fis based on limited data from the NZ Charities Register, which does not provide detailed expense breakdowns. Without verified program vs admin spending, efficiency scoring is unavailable and the financial score relies on health metrics only. This charity's actual performance may differ from what the available data suggests.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
Funding Sectors
EnvironmentSocial ServicesCommunity Development
Beneficiaries
ChildrenPeople with DisabilitiesGeneral Public
Geographic Focus
Auckland
About
Mission
Mission: To support and enhance the lives of physically disabled children, young adults and their family/whanau in the Trust deed area. Vision: To be an independent and trusted provider of information, support and services to beneficiaries, to enable them to live more independent and happy lives. Strategic Objectives: 1. Beneficiary Services - To provide support and services to beneficiaries in the Trust deed area, in response to their changing needs. 2. Regional Support - To raise awareness of the Trust in the wider Trust deed area and explore opportunities for individual and community/regional support and services, for beneficiaries in these regions. 3. Sustainability - To ensure the long term sustainability of the assets and financial position of The Wilson Home Trust. 4. Future Site Facilities - To explore and develop facilities and the capacity of the Lake Road site, to maximise opportunities for increasing beneficiary support both now and in the future.
Key Statistics
Annual Revenue
$3.4M
Total Expenses
$1.4M
Net Assets
$19.2M
Staff
5
employees
Volunteers
0
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
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
51
Score /100
Concentrated
HHI: 4,886
Investment Income51.9%
Other46.8%
Donations1.3%
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 59 peers · Health · $1M – $10M
Rating Score
32
Revenue
$3.4M
Reserve Months
169.3
Surplus
$2.0M
Staff Cost %
28%
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
F
2025
Score: 31.5
Financial: 50 | Governance: 55 | Transparency: 65
CurrentC-
2024
Score: 56.0
Financial: 65 | Governance: 50 | Transparency: 50
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Claim This ProfileContact Details
Registration
Registration NumberCC21396
Entity TypeTrust
Registered26 Feb 2008
StatusRegistered
Sector & Activities
Primary Sector
HealthData 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: 23 April 2026.
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