The Wilson Home Trust — Social Services Charity in Auckland
The Wilson Home Trust is a Charitable Trust charity in the Social Services sector, based in Auckland, Auckland. CharityData rates this charity B+ (83.8/100). Annual revenue: $3.4M NZD. 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
- Charitable Trust
- Registration Date
- 2008-02-26
- Status
- Active
- CharityData Rating
- B+ (83.8/100)
- Sector
- Social Services
- Location
- Auckland, Auckland
- Website
- http://www.wilsonhometrust.org.nz
- info@wilsonhometrust.org.nz
- Data as at
- June 2025
Beneficiaries: Children / young people, General public, Other charities, People with disabilities, Voluntary bodies other than charities
Financial Summary
- Total Revenue
- $3.4M NZD
- Total Expenses
- $1.4M NZD
- Total Assets
- $19.7M NZD
- Net Assets
- $19.2M NZD
- Reserve Months
- 12.3 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
- B+
- Overall Score
- 83.8/100
- Financial Score
- 87.5
- Governance Score
- 75
- Transparency Score
- 65
Board Members and Officers
Current Officers (5)
| Name | Role | Appointed |
|---|---|---|
| Grant Pearce | Committee Member Hnz Appointee | 2026-06-01 |
| Peter Williams | Member | 2025-12-01 |
| William Rees | Committee Member Ccs Appointee | 2025-07-01 |
| Jenny Stiles | Committee of Management Member | 2025-05-09 |
| Courtney Bennett | Chair | 2024-03-22 |
Former Officers (16)
- Michael Milsom — Committee of Management Member (departed 2026-04-30)
- Jacob Vermunt — Committee-Member-Ccsdisability-Action-Appointee (departed 2025-06-30)
- Robert Whitehead — Committee-Member-Te-Whatu-Ora-Health-New-Zealand-Appointee (departed 2023-12-31)
- Mark Campbell — Committee-Member-Te-Whatu-Ora-Health-New-Zealand-Appointee (departed 2024-12-06)
- Adina Halpern — Chairperson-Te-Whatu-Ora-Health-New-Zealand-Appointee (departed 2025-06-30)
- Jan Wolk — Committee-Member-Ccs-Disability-Action-Appointee (departed 2025-10-31)
- Brian Neeson — Chair (departed 2016-12-05)
- Allison Roe — Committee Member (departed 2016-12-22)
- Russell Ness — Director (departed 2015-06-30)
- Alan William Blackburn — General Manager (departed 2008-04-01)
- Mary Manson Lythe — Committee Member (departed 2011-03-31)
- Lynne Melissa Coleman — Committee Member (departed 2016-12-22)
- Brian Patrick Donnelly — Chair (departed 2011-12-31)
- Russell John Vickery — Committee Member (departed 2016-05-28)
- Fraser Grant Boddy — Committee-Member-Ccs-Disabilty-Action-Appointee (departed 2017-12-31)
- Keith Robert Ferry — Secretary (departed 2012-12-31)
Funding Sources
- Foundation North — $75,000
Similar Charities in Social Services
- Birthright (HB) Child And Family Care Trust — Social Services
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- Te Kotuku Ki Te Rangi Charitable Trust — Social Services
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The Wilson Home Trust
Financial data as at June 2025. Sourced from Charities Services register.
$3.4M
$1.4M
$19.7M
5
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.
Funded By
Registered charities that have funded this organisation.
About
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.
Who We Serve
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 55 peers · Social Services · $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
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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: 1 October 2026.
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