The Bernadette Charitable Trust — Religion Charity in Hamilton
The Bernadette Charitable Trust is a Trust charity in the Religion sector, based in Hamilton, Hamilton. This organisation also provides funding to other charities. CharityData rates this charity A- (85/100). Annual revenue: $0.7M NZD. Financial data as at March 2025.
Mission: The Trust has been established with a focus on the pastoral needs and spiritual growth of the people of the Roman Catholic Diocese of Hamilton. The Trust has provision to assist individuals, groups or organisations outside the Church in their working for people in need and the common good in line with Catholic Social Teaching. The Trust has also been established to help the mission of the Tyburn Nuns in New Zealand.
- Registration Number
- CC56755
- Charity Type
- Trust
- Registration Date
- 2019-04-02
- Status
- Active
- CharityData Rating
- A- (85/100)
- Sector
- Religion
- Location
- Hamilton, Hamilton
- Funder Status
- Grant-making charity (charitable_trust)
- Data as at
- March 2025
Financial Summary
- Total Revenue
- $0.7M NZD
- Total Expenses
- $0.5M NZD
- Total Assets
- $0.5M NZD
- Net Assets
- $0.5M NZD
- Reserve Months
- 11.9 months of operating expenses
- Volunteers
- 0
- Financial Year End
- 2025-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.7M | $0.5M | $0.5M |
| 2024 | $0.3M | $0.5M | $0.3M |
| 2023 | $0.4M | $0.5M | $0.5M |
| 2022 | $0.4M | $0.6M | $0.6M |
| 2021 | $1.2M | $0.4M | $0.8M |
| 2020 | $0.1M | $0.1M | $-0.0M |
CharityData Rating
- Overall Grade
- A-
- Overall Score
- 85/100
- Financial Score
- 100
- Governance Score
- 50
- Transparency Score
- 50
Similar Charities in Religion
- Hei Marae Trust — Religion
- The Southland Tertiary Chaplaincy Trust — Religion
- Radio Ngati Porou Charitable Trust — Religion
- Anglican Schools Charitable Trust — Religion
- Vavega o le Alofa Incorporated — Religion
The Bernadette Charitable Trust
CC56755Hamilton, HamiltonRegistered 2 Apr 2019
Data updated: Today
Financials31 Mar 2025Rating14h ago
Financial data as at March 2025. Sourced from Charities Services register.
A-
85/100
Financial
100
Governance
50
Transparency
50
Revenue
$685.9K
Expenses
$478.3K
Assets
$475.1K
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.0 methodology.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
Funding Sectors
Social ServicesReligion
Beneficiaries
General Public
Geographic Focus
WaikatoNationwide
About
Mission
The Trust has been established with a focus on the pastoral needs and spiritual growth of the people of the Roman Catholic Diocese of Hamilton. The Trust has provision to assist individuals, groups or organisations outside the Church in their working for people in need and the common good in line with Catholic Social Teaching. The Trust has also been established to help the mission of the Tyburn Nuns in New Zealand.
Key Statistics
Annual Revenue
$685.9K
Total Expenses
$478.3K
Net Assets
$475.1K
Staff
0
employees
Volunteers
0
Financial Trends
Financial Trends (6 Years)
Revenue Breakdown
Financial Health Dashboard
Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
11.8mo
Could operate 11.8 months with zero revenue
Healthy
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
2
Score /100
Highly Concentrated
HHI: 9,822
High Concentration: 99% of revenue from Donations
Donations99.1%
Investment Income0.9%
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 188 peers · Religion · $100K – $1M
Rating Score
85
Revenue
$686K
Reserve Months
11.9
Surplus
$208K
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.
Rating History
A-
2025
Score: 85.0
Financial: 100 | Governance: 50 | Transparency: 50
CurrentC-
2024
Score: 56.0
Financial: 65 | Governance: 50 | Transparency: 50
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Claim This ProfileContact Details
Address
Hamilton, Hamilton
Registration
Registration NumberCC56755
Entity TypeTrust
Registered2 Apr 2019
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@nzxplorer.co.nz. For informational purposes only. Not investment advice. Last updated: 16 April 2026.
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