The Brian Perry Charitable Trust — Community Development Charity in Hamilton
The Brian Perry Charitable Trust is a Charitable Trust charity in the Community Development sector, based in Hamilton, Hamilton. Annual revenue: $5.0M NZD. 1 red flag detected. Financial data as at March 2021.
Mission: The purpose of the Brian Perry Charitable Trust is to make a meaningful and log-lasting contribution towards a vibrant Waikato region.
- Registration Number
- CC30185
- Charity Type
- Charitable Trust
- Registration Date
- 2008-06-30
- Status
- Active
- Sector
- Community Development
- Location
- Hamilton, Hamilton
- Website
- https://www.perry.co.nz
- jennifer.palmer@perry.co.nz
- Data as at
- March 2021
Beneficiaries: Children / young people, Family / whanau, General public, Older people, Other charities
Financial Summary
- Total Revenue
- $5.0M NZD
- Total Expenses
- $3.0M NZD
- Total Assets
- $26.9M NZD
- Net Assets
- $21.8M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 3
- Volunteers
- 0
- Financial Year End
- 2021-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2021 | $5.0M | $3.0M | $21.8M |
| 2020 | $4.0M | $2.8M | $19.9M |
| 2019 | $3.9M | $3.0M | $18.7M |
| 2018 | $2.6M | $2.2M | $17.8M |
| 2017 | $2.6M | $2.2M | $19.4M |
| 2016 | $1.7M | $1.0M | $19.0M |
| 2015 | $1.9M | $1.5M | $18.3M |
| 2014 | $1.9M | $1.1M | $17.8M |
| 2013 | $5.0M | $1.5M | $17.0M |
| 2012 | $1.1M | $2.3M | $13.6M |
Board Members and Officers
Current Officers (4)
| Name | Role | Appointed |
|---|---|---|
| Georgia Perry | Trustee | 2016-06-28 |
| Marlene Julian | Trustee | 2007-07-24 |
| Simon Perry | Trustee | 2007-07-24 |
| Tiffiney Perry | Trustee | 2007-04-23 |
Former Officers (4)
- Shona Fuller — Finance Manager
- Jennifer Palmer — General Manager
- Barry Coombes — Trustee (departed 2016-06-28)
- Tiffaney Perry — Trustee (departed 2025-04-23)
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The Brian Perry Charitable Trust
Financial data as at March 2021. 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.
- No chair recorded on the registerNo chair or presiding role is recorded in the register for this board of 4. 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.
$5.0M
$3.0M
$26.9M
3
Financial data from Charities Services annual return (FY2021). Ratings calculated using CharityData v3.1.1 methodology.
About
The purpose of the Brian Perry Charitable Trust is to make a meaningful and log-lasting contribution towards a vibrant Waikato region.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (13 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 52 peers · Community Development · $1M – $10M
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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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: 4 October 2026.
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