Waikato Regional Property Trust — Community Development Charity in Hamilton

Waikato Regional Property Trust is a Trust charity in the Community Development sector, based in Hamilton, Hamilton. Annual revenue: $30.1M NZD. 1 red flag detected. Financial data as at June 2023.

Mission: The Trust is established to own, maintain, manage & develop facilities & precincts (including jointly or in partnership with others) that are focused on delivering long-term social & community outcomes & benefits for the Waikato community including, but not limited to, social outcomes & benefits via these facilities & precincts that promote & encourage opportunities for individuals in the Waikato & the community at large to contribute to social outcomes & engage in community events.

Registration Number
CC57594
Charity Type
Trust
Registration Date
2020-03-23
Status
Active
Sector
Community Development
Location
Hamilton, Hamilton
Email
info@momentumwaikato.nz
Data as at
June 2023

Beneficiaries: Children / young people, General public

Financial Summary

Total Revenue
$30.1M NZD
Total Expenses
$0.2M NZD
Total Assets
$65.1M NZD
Net Assets
$63.0M NZD
Reserve Months
0.0 months of operating expenses
Staff Count
2
Volunteers
0
Financial Year End
2023-06-30

Financial History

YearRevenueExpensesNet Assets
2023$30.1M$0.2M$63.0M
2022$21.8M$0.0M$17.0M
2021$1.0M$0.0M$2.4M
2020$3.6M$0.2M$1.8M

Board Members and Officers

Current Officers (6)

NameRoleAppointed
Margi MooreTrustee2020-03-17
Glenn HolmesTrustee2020-03-17
Ross HargoodTrustee-Chair2018-11-02
Belinda MulgrewTrustee-Treasurer2018-11-02
Kenneth WilliamsonTrustee2018-11-02
Joeli RatukiTrustee2018-11-02

Executive Compensation

NameRoleCompensationYear
Peter VelaChair-2022
Peter MorseChair-2020
Susan KilgourTrustee-2021
Robert BruceTrustee-2022
Gareth MallonTrustee-2022
Peter ShirtcliffeTrustee-2020
Richard WagstaffeChair-2023
Liz StolwykTrustee-2022
Grant McCallumTrustee-2021
Angie DuffTrustee-2021
Catherine DelahuntTrustee-2023
Stephen CouperTrustee-2023
Mike MarfellTrustee-2022
Craig HallTrustee-2021
Pania PapaTrustee-2023
Bryan HapeTrustee-2023
Richard CollierTrustee-2020
Peter PirritChair-2021
John McCallumTrustee-2020
Jenny PickeringTrustee-2022
Brendon MoffattTrustee-2022

Funding Sources

  • Momentum Waikato Community Foundation — $5,202,392
  • Lion Foundation — $100,000

Reporting Group Members

Waikato Regional Property Trust files a consolidated Annual Return jointly with 1 sibling charity:

Similar Charities in Community Development

Community DevelopmentTrust

Waikato Regional Property Trust

CC57594Hamilton, HamiltonRegistered 23 Mar 2020
Data updated: 4 days ago
Financials30 Jun 2023Rating2d ago

Financial data as at June 2023. 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 →

Reasons to look carefully (1)

These structural observations are drawn from public data and are worth considering before a donation. They are not allegations of wrongdoing, and they don’t affect the charity’s letter grade.

  • Shared trustees with reporting-group siblings
    5 current trustees also serve on the board of another charity in the same Charities Services reporting group (group has 2 member charities filing one consolidated annual return). Group-internal cross-trusteeship can be operationally efficient but should be visible to donors.

Each signal is a data-driven observation, not a judgement. They fire automatically from the figures filed with Charities Services. A charity can address any of these by filing fuller disclosure or updating its officer register. Methodology: /about/methodology/concern-signals.

Revenue

$30.1M

Expenses

$152.6K

Assets

$65.1M

Staff

2

Financial data from Charities Services annual return (FY2023). Ratings calculated using CharityData v3.1.1 methodology.

1 red flag identified- Review the Rating tab for details

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.

Funded By

Registered charities that have funded this organisation.

About

Mission

The Trust is established to own, maintain, manage & develop facilities & precincts (including jointly or in partnership with others) that are focused on delivering long-term social & community outcomes & benefits for the Waikato community including, but not limited to, social outcomes & benefits via these facilities & precincts that promote & encourage opportunities for individuals in the Waikato & the community at large to contribute to social outcomes & engage in community events.

Who We Serve

Beneficiaries
Children / young peopleGeneral public

Key Statistics

Annual Revenue
$30.1M
Total Expenses
$152.6K
Net Assets
$63.0M
Staff
2
employees
Volunteers
0

Financial Trends

Financial Trends (4 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
95c
For every $1 spent, 95c reaches programs
Strong
Sustainability
2305.2mo
Could operate 2305.2 months with zero revenue
Over-capitalized
Fundraising Cost
$0.00
Costs $0.00 to raise each $1 in donations
Efficient

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: 9,399
High Concentration: 97% of revenue from Donations
Donations96.9%
Investment Income3.1%

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

Peer Comparison

Ranked against 5 peers · Community Development · $10M – $50M

Rating Score
0
#4/6
Revenue
$30.1M
#1/6
Reserve Months
0.0
#1/6
Surplus
$29.9M
#1/6
Staff Cost %
0%
#1/6

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

Rating

Score: /100
Financial
0
Governance
30
Transparency
65
View Full Score Breakdown

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Contact Details

Address
Hamilton, Hamilton

Registration

Registration NumberCC57594
Entity TypeTrust
Registered23 Mar 2020
StatusRegistered

Sector & Activities

Primary Sector
Community Development
Activities
Provides buildings / facilities / open space

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: 28 September 2026.

Reporting Group — Consolidated Annual Return

Waikato Regional Property Trust is one of 2 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.