Trust Investments Management Charitable Trust — Religion Charity in Auckland
Trust Investments Management Charitable Trust is a Trust charity in the Religion sector, based in Auckland, Auckland. This organisation also provides funding to other charities. Annual revenue: $7.3M NZD. Financial data as at December 2015.
Mission: To promote, protect and further the advancement of education and religion with New Zealand in accordance with the mission and ministry of the Diocese or the Church or both; to advance such purposes of, or associated with, the Diocese or the Church within New Zealand as are charitable.
- Registration Number
- CC25797
- Charity Type
- Trust
- Registration Date
- 2008-06-12
- Status
- Active
- Sector
- Religion
- Location
- Auckland, Auckland
- Website
- http://www.trustmanagement.co.nz
- Funder Status
- Grant-making charity (charitable_trust)
- Data as at
- December 2015
Beneficiaries: Religious groups
Financial Summary
- Total Revenue
- $7.3M NZD
- Total Expenses
- $7.6M NZD
- Total Assets
- $2.3M NZD
- Net Assets
- $1.3M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 28
- Volunteers
- 0
- Financial Year End
- 2015-12-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2015 | $7.3M | $7.6M | $1.3M |
| 2014 | $6.4M | $6.7M | $1.6M |
| 2013 | $5.7M | $5.2M | $1.9M |
| 2012 | $5.7M | $5.1M | $2.0M |
| 2011 | $5.2M | $5.2M | $1.5M |
| 2010 | $5.1M | $3.9M | $1.5M |
| 2009 | $5.3M | $5.8M | $1.2M |
| 2008 | $5.4M | $5.9M | $1.9M |
Board Members and Officers
Current Officers (1)
| Name | Role | Appointed |
|---|---|---|
| Trust Investments Management Limited | Corporate Trustee | - |
Reporting Group Members
Trust Investments Management Charitable Trust files a consolidated Annual Return jointly with 18 sibling charities:
- The Diocese Of Auckland
- Auckland Anglican Insurance Charitable Trust
- Diocesan Trust
- Trust Investments Management Limited
- St Peters Onehunga Trust Board
- St Aidan's Endowment Trust
- St Barnabas Parochial Trust Board
- St Andrew's Kids' Club Trust
- The Wilfred and Katherine Evers-Swindell Trust Board
- St Chad's Meadowbank Property Trust
- Kaitaia District (Parochial) Trust Board
- Kohi Parish Investment Trust
- All Saints Church Mititai
- The St Andrew's Church Foundation
- The Anglican Trusts Board
- The General Trust Board of the Diocese of Auckland
- Cardinal Property Management Limited
- Saint Marks Remuera Parochial Trust Board
Similar Charities in Religion
Trust Investments Management Charitable Trust
Financial data as at December 2015. Sourced from Charities Services register.
This charity is a member of a Charities Services reporting group — its parent charity files one consolidated annual return covering the whole group. Because the member's individual return is empty by design (the financial data lives at the parent level), there's nothing on the member's own books for the standard scorecard to measure. The relevant rating, financial figures, and red flags are on the parent charity's profile — follow the link above to see them. The member is part of an ACTIVE filing group; this is not the same as "stale" or "dormant".
How ratings work →$7.3M
$7.6M
$2.3M
28
Financial data from Charities Services annual return (FY2015). Ratings calculated using CharityData v3.1.1 methodology.
Part of a reporting group. Trust Investments Management Charitable Trust files its annual return under the consolidated return filed by St Andrew's Kids' Club Trust. The financial figures and rating shown for this charity reflect the parent's consolidated filing — see the parent's profile for the underlying disclosure.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
About
To promote, protect and further the advancement of education and religion with New Zealand in accordance with the mission and ministry of the Diocese or the Church or both; to advance such purposes of, or associated with, the Diocese or the Church within New Zealand as are charitable.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (8 Years)
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 34 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.
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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: 29 September 2026.
Reporting Group — Consolidated Annual Return
Trust Investments Management Charitable Trust is one of 19 charities in a Charities Services reporting group. Members file a single consolidated Annual Return together, so the financial figures on each member’s page reflect the combined group — not standalone operations.
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