The Nelson Diocesan Trust Board — Religion Charity in Nelson
The Nelson Diocesan Trust Board is a Charitable Trust charity in the Religion sector, based in Nelson, Nelson. Annual revenue: $3.3M NZD. Financial data as at December 2019.
Mission: To hold all property in the Nelson Diocese on behalf of the Diocese and its parishes as bare trustees, and to hold and invest bequested funds to provide ongoing income for the Diocese's charitable functions.
- Registration Number
- CC25351
- Charity Type
- Charitable Trust
- Registration Date
- 2008-06-04
- Status
- Active
- Sector
- Religion
- Location
- Nelson, Nelson
- dioadmin@nelsonanglican.nz
- Data as at
- December 2019
Beneficiaries: Religious groups
Financial Summary
- Total Revenue
- $3.3M NZD
- Total Expenses
- $3.4M NZD
- Total Assets
- $61.3M NZD
- Reserve Months
- 0.0 months of operating expenses
- Volunteers
- 0
- Financial Year End
- 2019-12-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2019 | $3.3M | $3.4M | - |
| 2018 | $3.2M | $3.3M | - |
| 2017 | $3.3M | $3.2M | - |
| 2016 | $3.3M | $3.3M | - |
| 2015 | $3.8M | $3.9M | - |
| 2014 | $3.3M | $3.2M | $0.4M |
| 2013 | $3.0M | $3.2M | $0.1M |
| 2012 | $3.0M | $3.1M | $0.2M |
| 2011 | $2.8M | $3.0M | $0.2M |
| 2010 | $2.8M | $2.9M | $0.2M |
Board Members and Officers
Current Officers (1)
| Name | Role | Appointed |
|---|---|---|
| Julie Maslin-Caradus | Trustee | 2026-04-21 |
Former Officers (20)
- Christopher Ward — Diocesan Manager
- Martin Hall — Trustee
- Stephen Perris — Trustee (departed 2026-04-15)
- Edward Duggan — Diocesan Finance Manager
- Kai Kruse — Trustee
- Douglas Johns — Trustee (departed 2025-10-04)
- Matthew McDonald — Trustee
- Robert Fitchett — Trustee (departed 2021-12-14)
- Margaret Soderberg — Chair
- Ian Hussey — Trustee (departed 2022-11-02)
- Michael Wong — Trustee (departed 2017-02-02)
- David Allpress — Trustee (departed 2018-12-31)
- Malcolm Taylor — Trustee (departed 2020-12-08)
- Richard Wells — Trustee (departed 2013-12-31)
- Richard Vinning — Trustee (departed 2011-12-31)
- John Fitchett — Trustee (departed 2022-12-06)
- Bruce Bygate — Trustee (departed 2009-12-31)
- Graham Allan — Trustee
- John Eggers — Trustee (departed 2017-12-31)
- Denis Daly — Trustee (departed 2017-12-31)
Reporting Group Members
The Nelson Diocesan Trust Board files a consolidated Annual Return jointly with 2 sibling charities:
- Diocese of Nelson (The Anglican Church in Aotearoa, New Zealand and Polynesia)
- Bishopdale Theological College Trust
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The Nelson Diocesan Trust Board
Financial data as at December 2019. Sourced from Charities Services register.
This charity is a member of a Charities Services reporting group — its parent charity files one consolidated annual return covering the whole group. Because the member's individual return is empty by design (the financial data lives at the parent level), there's nothing on the member's own books for the standard scorecard to measure. The relevant rating, financial figures, and red flags are on the parent charity's profile — follow the link above to see them. The member is part of an ACTIVE filing group; this is not the same as "stale" or "dormant".
How ratings work →$3.3M
$3.4M
$61.3M
Financial data from Charities Services annual return (FY2019). Ratings calculated using CharityData v3.1.1 methodology.
Part of a reporting group. The Nelson Diocesan Trust Board files its annual return under the consolidated return filed by Diocese of Nelson (The Anglican Church in Aotearoa, New Zealand and Polynesia). The financial figures and rating shown for this charity reflect the parent's consolidated filing — see the parent's profile for the underlying disclosure.
About
To hold all property in the Nelson Diocese on behalf of the Diocese and its parishes as bare trustees, and to hold and invest bequested funds to provide ongoing income for the Diocese's charitable functions.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (12 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 35 peers · Religion · $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: 1 October 2026.
Reporting Group — Consolidated Annual Return
The Nelson Diocesan Trust Board is one of 3 charities in a Charities Services reporting group. Members file a single consolidated Annual Return together, so the financial figures on each member’s page reflect the combined group — not standalone operations.
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