OtherTrust
The Joseph Charitable Trust
CC57680Auckland, AucklandRegistered 4 Mar 2020
Data updated: 13 Mar 2026
Financials31 Mar 2025Rating2w ago
A-
85/100
Financial
100
Governance
50
Transparency
50
Revenue
$7.1M
Expenses
$11.6M
Assets
$7.3M
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.0 methodology.
About
Mission
The Trust has been established with a focus on providing assistance to people living in or affected by poverty in New Zealand, to the Roman Catholic Diocese of Hamilton with maintenance and upgrades to Church buildings and with other charitable purposes within the Diocese. The Trust has provision to assist individuals, groups or organisations outside the Church in their working for people in need.
Key Statistics
Annual Revenue
$7.1M
Total Expenses
$11.6M
Net Assets
$7.3M
Staff
0
employees
Volunteers
0
Financial Trends
Financial Trends (5 Years)
Revenue Breakdown
Expense Breakdown
API DataBased 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
5.5mo
Could operate 5.5 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
11
Score /100
Highly Concentrated
HHI: 8,890
High Concentration: 94% of revenue from Donations
Donations94.1%
Investment Income5.9%
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 69 peers · Other · $1M – $10M
Rating Score
85
Revenue
$7.1M
Reserve Months
7.6
Surplus
$-4.5M
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.
Contact Details
Address
Auckland, Auckland
Registration
Registration NumberCC57680
Entity TypeTrust
Registered4 Mar 2020
StatusRegistered
Sector & Activities
Primary Sector
OtherData 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: 28 March 2026.
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