Waikato Regional Property Trust — Arts & Culture Charity in Hamilton
Waikato Regional Property Trust is a Charitable Trust charity in the Arts & Culture 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
- Charitable Trust
- Registration Date
- 2020-03-23
- Status
- Active
- Sector
- Arts & Culture
- Location
- Hamilton, Hamilton
- 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
| Year | Revenue | Expenses | Net 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)
| Name | Role | Appointed |
|---|---|---|
| Margi Moore | Trustee | 2020-03-17 |
| Glenn Holmes | Trustee | 2020-03-17 |
| Ross Hargood | Chair | 2018-11-02 |
| Belinda Mulgrew | Trustee-Treasurer | 2018-11-02 |
| Kenneth Williamson | Trustee | 2018-11-02 |
| Joeli Ratuki | Trustee | 2018-11-02 |
Disclosed Pay and Fees
| Name | Role | Role type | Compensation | Year |
|---|---|---|---|---|
| Peter Vela | Chair | Board or trustee role | - | 2022 |
| Peter Morse | Chair | Board or trustee role | - | 2020 |
| Susan Kilgour | Trustee | Board or trustee role | - | 2021 |
| Robert Bruce | Trustee | Board or trustee role | - | 2022 |
| Gareth Mallon | Trustee | Board or trustee role | - | 2022 |
| Peter Shirtcliffe | Trustee | Board or trustee role | - | 2020 |
| Richard Wagstaffe | Chair | Board or trustee role | - | 2023 |
| Liz Stolwyk | Trustee | Board or trustee role | - | 2022 |
| Grant McCallum | Trustee | Board or trustee role | - | 2021 |
| Angie Duff | Trustee | Board or trustee role | - | 2021 |
| Catherine Delahunt | Trustee | Board or trustee role | - | 2023 |
| Stephen Couper | Trustee | Board or trustee role | - | 2023 |
| Mike Marfell | Trustee | Board or trustee role | - | 2022 |
| Craig Hall | Trustee | Board or trustee role | - | 2021 |
| Pania Papa | Trustee | Board or trustee role | - | 2023 |
| Bryan Hape | Trustee | Board or trustee role | - | 2023 |
| Richard Collier | Trustee | Board or trustee role | - | 2020 |
| Peter Pirrit | Chair | Board or trustee role | - | 2021 |
| John McCallum | Trustee | Board or trustee role | - | 2020 |
| Jenny Pickering | Trustee | Board or trustee role | - | 2022 |
| Brendon Moffatt | Trustee | Board or trustee role | - | 2022 |
Funding Sources
- Momentum Waikato Community Foundation — $5,202,392
- Grassroots Trust Limited — $250,000
- Lion Foundation — $100,000
Reporting Group Members
Waikato Regional Property Trust files a consolidated Annual Return jointly with 1 sibling charity:
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Waikato Regional Property Trust
Financial data as at June 2023. Sourced from Charities Services register.
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 siblings5 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.
$30.1M
$152.6K
$65.1M
2
Financial data from Charities Services annual return (FY2023). 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.
Related Charities
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
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
Key Statistics
Financial Trends
Financial Trends (4 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 500 peers · Arts & Culture (all sizes)
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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FY2023Contact Details
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.
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.
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