Community Of Refuge Trust — Community Development Charity in Auckland

Community Of Refuge Trust is a Trust charity in the Community Development sector, based in Auckland, Auckland. CharityData rates this charity A (92.5/100). Annual revenue: $12.4M NZD. Financial data as at March 2026.

Mission: To obtain and maintain affordable accommodation for disadvantaged people with social needs within Auckland

Registration Number
CC36795
Charity Type
Trust
Registration Date
2009-01-13
Status
Active
CharityData Rating
A (92.5/100)
Sector
Community Development
Location
Auckland, Auckland
Email
info@cort.org.nz
Data as at
March 2026

Beneficiaries: Children / young people, Family / whanau, People with disabilities

Financial Summary

Total Revenue
$12.4M NZD
Total Expenses
$10.6M NZD
Total Assets
$172.6M NZD
Net Assets
$124.0M NZD
Reserve Months
3.1 months of operating expenses
Staff Count
19
Financial Year End
2026-03-31

Financial History

YearRevenueExpensesNet Assets
2026$12.4M$10.6M$124.0M
2025$12.4M$10.5M$128.0M
2024$12.1M$10.1M$134.8M
2023$11.8M$9.9M$128.6M
2022$14.4M$8.7M$142.6M
2021$19.7M$7.6M$124.2M
2020$25.5M$6.5M$100.6M
2019$5.9M$5.7M$53.1M
2018$5.4M$4.5M$49.2M
2017$4.6M$3.7M$39.4M

CharityData Rating

Overall Grade
A
Overall Score
92.5/100
Financial Score
100
Governance Score
75
Transparency Score
65

Board Members and Officers

Current Officers (8)

NameRoleAppointed
Kay McCabeTrustee2025-09-17
Rhys ClarkTrustee2024-12-15
Vicki SquibbsTrustee2024-09-18
Mark PrinsTrustee2024-09-18
Daniel Neal BaldwinTrustee2024-09-18
Geoffrey HenshawChair2023-10-12
Stephen HartCeo & Trustee2022-02-28
Jody KilpatrickTrustee2005-08-12

Former Officers (20)

  • Janette Dewar — Trustee (departed 2024-09-18)
  • AI Kean Yap — Trustee (departed 2024-09-18)
  • Julie Dudfield — Coopt Trustee (departed 2020-09-30)
  • Alexander Duncan — Co-Opted-Trustee (departed 2024-11-19)
  • John Deyell — Trustee (departed 2024-09-18)
  • Tony McNamara — Trustee (departed 2025-09-17)
  • Sue Watson — Trustee (departed 2023-10-12)
  • Zheyne Tahana — Tenant Representative (departed 2024-09-18)
  • Peter Jeffries — CEO (departed 2022-02-25)
  • Sue Parsons — Trustee (departed 2013-09-04)
  • Stephanie Gouldstone — Trustee (departed 2012-09-13)
  • Wilf Malcolm — Trustee (departed 2013-09-04)
  • Jeffery Tallon — Trustee (departed 2013-09-04)
  • Jill Benge — Trustee (departed 2012-08-16)
  • Niall Parkes — Trustee (departed 2012-08-16)
  • Royston Noel — Trustee (departed 2014-09-17)
  • Brian Wadman — Trustee (departed 2009-05-14)
  • William Alexander — Trustee (departed 2019-11-28)
  • Heather Clarke — Trustee (departed 2010-11-22)
  • John Davison — Coop Trustee (departed 2023-12-14)

Executive Compensation

NameRoleCompensationYear
Rhys Lloyd ClarkTreasurer-2025
Janette DewarTrustee-2025
Zheyne TahanaTrustee-2025
Zheyne TahanaTenant Representative-2024
Geoffrey HenshawTrustee-2024
Janette DewarTrustee-2024
John DeyellTrustee-2025
Alexander DuncanChairperson-2024
Alexander DuncanTrustee-2025
Stephen HartCEO-2024
Al Kean YapTrustee-2025
Al Kean YapTrustee-2024
Tony McNamaraTrustee-2024
Graham John DavisonTrustee-2025
Vicky Nola SquibbsTrustee-2025
Graham John DavisonTrustee-2024
Stephen HartCEO-2025
Mark Alexander Jan PrinsTrustee-2025
Daniel Neal BaldwinTrustee-2025
Tony McNamaraTrustee-2025
Jody KilpatrickTrustee-2024
Sue WatsonTrustee-2025
Sue WatsonTrustee-2024
Jody KilpatrickTrustee-2025
Geoffrey HenshawChairperson-2025
John DeyellTreasurer-2024

Major Funders and Contracts (FY2025)

As disclosed in Community Of Refuge Trust's annual report.

  • Te Whatu Ora (Health New Zealand) — $1,079,641 — Health service contract
  • Ministry of Social Development — Development project grants for residential property construction for social housing

Service Providers

  • ASB Bank Limited
  • ASB Bank Limited
  • M McNamara, Property Sphere Consultancy
  • Property Sphere Consultancy

Similar Charities in Community Development

Community DevelopmentTrust

Community Of Refuge Trust

CC36795Auckland, AucklandRegistered 13 Jan 2009
Data updated: 2 days ago
Financials6mo agoRatingyesterday

Financial data as at March 2026. Sourced from Charities Services register.

info@cort.org.nzCharities RegisterClaim this Charity
Tier 2
A
93/100
Financial
100
Governance
75
Transparency
65
Revenue

$12.4M

Expenses

$10.6M

Assets

$172.6M

Staff

19

Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.

About

Mission

To obtain and maintain affordable accommodation for disadvantaged people with social needs within Auckland

Who We Serve

Beneficiaries
Children / young peopleFamily / whanauPeople with disabilities

Key Statistics

Annual Revenue
$12.4M
Total Expenses
$10.6M
Net Assets
$124.0M
Staff
19
employees

Financial Trends

Financial Trends (17 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
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
3.1mo
Could operate 3.1 months with zero revenue
Low reserves
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

40
Score /100
Concentrated
HHI: 6,006
Government Grants73.0%
Other26.0%
Investment Income1.0%

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

Peer Comparison

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

Rating Score
93
#1/6
Revenue
$12.4M
#4/6
Reserve Months
3.1
#1/6
Surplus
$1.8M
#3/6
Staff Cost %
23%
#6/6

Top Peers in Group

Kerikeri Retirement Village LimitedA-
Rātā Foundation LimitedA-
Ngati Kuri Trust BoardB

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

Rating History

A
2026
Score: 92.5
Financial: 100 | Governance: 75 | Transparency: 65
Current
D
2025
Score: 49.5
Financial: 100 | Governance: 65 | Transparency: 65

Rating

A
Score: 92.5/100
Financial
100
Governance
75
Transparency
65
Why this grade: Financial 100 × 40% + Governance 75 × 60% = 85 → A.
View Full Score Breakdown

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Contact Details

Address
Auckland, Auckland
info@cort.org.nz

Registration

Registration NumberCC36795
Entity TypeTrust
Registered13 Jan 2009
StatusRegistered
View on Charities Register

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated19 Sept 1988
Registered office
Level 3, 60-64 Upper Queen Street, Eden Terrace, Auckland

Sector & Activities

Primary Sector
Community Development
Activities
Provides advice / information / advocacyProvides buildings / facilities / open spaceProvides human resources (e.g. staff / volunteers)Provides 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: 27 September 2026.

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