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
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 |
CharityData Rating
- Overall Grade
- Overall Score
- /100
- Financial Score
- 0
- Governance Score
- 0
- Transparency Score
- 50
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Trust Investments Management Charitable Trust
CC25797Auckland, AucklandRegistered 12 Jun 2008
Data updated: Today
Financials31 Dec 2015Rating9h ago
Financial data as at December 2015. Sourced from Charities Services register.
NR
Not rated — Last filing over 3 years old
The most recent financial filing with Charities Services is more than three years old. Until a current return is filed, a rating is not assigned.
How ratings work →Revenue
$7.3M
Expenses
$7.6M
Assets
$2.3M
Staff
28
Financial data from Charities Services annual return (FY2015). Ratings calculated using CharityData v3.1.1 methodology.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
Funding Sectors
EducationReligion
Beneficiaries
General Public
Geographic Focus
Nationwide
About
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.
Key Statistics
Annual Revenue
$7.3M
Total Expenses
$7.6M
Net Assets
$1.3M
Staff
28
employees
Volunteers
0
Financial Trends
Financial Trends (8 Years)
Financial Health Dashboard
Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
0.8mo
Could operate 0.8 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
0
Score /100
Highly Concentrated
HHI: 10,000
High Concentration: 100% of revenue from Other
Other100.0%
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 44 peers · Religion · $1M – $10M
Rating Score
0
Revenue
$7.3M
Reserve Months
0.0
Surplus
$-307K
Staff Cost %
0%
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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Claim This ProfileContact Details
Address
Auckland, Auckland
Registration
Registration NumberCC25797
Entity TypeTrust
Registered12 Jun 2008
StatusRegistered
Sector & Activities
Primary Sector
ReligionData 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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