Bridge Housing Charitable Trust — Social Services Charity in Hamilton

Bridge Housing Charitable Trust is a Trust charity in the Social Services sector, based in Hamilton, Hamilton. This organisation also provides funding to other charities. CharityData rates this charity C+ (65.5/100). Annual revenue: $10.3M NZD. 1 red flag detected. Financial data as at March 2025.

Mission: The purpose of the Trust is to relieve poverty by employing the Trust Fund to improve access to adequate and affordable housing for low to middle income families within the Waikato region of New Zealand.

Registration Number
CC60218
Charity Type
Trust
Registration Date
2022-06-21
Status
Active
CharityData Rating
C+ (65.5/100)
Sector
Social Services
Location
Hamilton, Hamilton
Funder Status
Grant-making charity (charitable_trust)
Data as at
March 2025

Beneficiaries: Family / whanau, General public

Financial Summary

Total Revenue
$10.3M NZD
Total Expenses
$6.5M NZD
Total Assets
$8.1M NZD
Net Assets
$5.6M NZD
Reserve Months
10.4 months of operating expenses
Financial Year End
2025-03-31

Financial History

YearRevenueExpensesNet Assets
2025$10.3M$6.5M$5.6M
2024$4.1M$2.4M$1.7M
2023$0.3M$0.1M$0.2M

CharityData Rating

Overall Grade
C+
Overall Score
65.5/100
Financial Score
80
Governance Score
65
Transparency Score
65
Program Spending Ratio
1.0%

Red Flags

  • 3 trustees of this charity also sit on multiple other charity boards — concentrated trustee bandwidth may warrant board-skill-mix review.

Board Members and Officers

Current Officers (9)

NameRoleAppointed
Shona FullerChief Financial Officer2023-08-07
Sharleen NathanTrustee2023-03-01
Jennifer PalmerGeneral Manager2023-03-01
Peter SouthwickTrustee2021-11-29
Leah GordonTrustee2021-11-29
Leonard GardnerTrustee2021-11-29
Simon PerryTrustee2021-11-29
Marlene JulianTrustee2021-11-29
Nicholas GreeneTrustee2021-11-29

Former Officers (1)

  • Joanne McLean — Trustee (departed 2022-11-18)

Executive Compensation

NameRoleCompensationYear
Sharleen NathanTrustee-2024
Simon PerryTrustee-2025
Leah GordonTrustee-2024
Peter SouthwickTrustee-2025
Marlene JulianTrustee-2025
Nic GreeneTrustee-2025
Nic GreeneTrustee-2024
Leonard GardnerTrustee-2025
Marlene JulianTrustee-2024
Sharleen NathanTrustee-2025
Leah GordonTrustee-2025
Peter SouthwickTrustee-2024
Leonard GardnerTrustee-2024
Simon PerryTrustee-2024

Funding Sources

  • Grassroots Trust Limited — $25,000
  • The Lion Foundation — $20,000

Similar Charities in Social Services

FunderSocial ServicesTrustCharitable Trust

Bridge Housing Charitable Trust

CC60218Hamilton, HamiltonRegistered 21 Jun 2022
Data updated: 3 days ago
Financials31 Mar 2025Rating2d ago

Financial data as at March 2025. Sourced from Charities Services register.

C+
66/100
Financial
80
Governance
65
Transparency
65

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.

  • No chair recorded on the register
    No chair or presiding role is recorded in the register for this board of 9. The Charities Register does not require one to be identified, so this is a gap in the public record rather than a finding about the board.

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

$10.3M

Expenses

$6.5M

Assets

$8.1M

Financial data from Charities Services annual return (FY2025). 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.

Funder Profile

Grantmaker

This organisation makes grants or donations to other charities and organisations.

Funding Sectors
Social Services
Beneficiaries
General Public
Geographic Focus
WaikatoNationwide

About

Mission

The purpose of the Trust is to relieve poverty by employing the Trust Fund to improve access to adequate and affordable housing for low to middle income families within the Waikato region of New Zealand.

Who We Serve

Beneficiaries
Family / whanauGeneral public

Key Statistics

Annual Revenue
$10.3M
Total Expenses
$6.5M
Net Assets
$5.6M

Financial Trends

Financial Trends (3 Years)

Expense Breakdown

Verified

Financial Health Dashboard

Cents to the Cause
97c
For every $1 spent, 97c reaches programs
Strong
Sustainability
0mo
Could operate 0 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 9 peers · Social Services · $10M – $50M

Rating Score
66
#6/10
Revenue
$10.3M
#10/10
Reserve Months
10.4
#1/10
Surplus
$3.9M
#4/10
Staff Cost %
1%
#10/10

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

Rating

C+
Score: 65.5/100
Financial
80
Governance
65
Transparency
65
Why this grade: Financial 80 × 40% + Governance 65 × 60% = 71 → 66 after red-flag penalties → C+.
View Full Score Breakdown

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Contact Details

Address
Hamilton, Hamilton

Registration

Registration NumberCC60218
Entity TypeTrust
Registered21 Jun 2022
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated22 Dec 2021
Registered office
360 Tristram Street, Hamilton Central, Hamilton

Sector & Activities

Primary Sector
Social Services
Activities
Provides buildings / facilities / open spaceProvides services (e.g. care / counselling)

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.