The Waikato Diocesan Trust Board — Religion Charity in Hamilton
The Waikato Diocesan Trust Board is a Charitable Trust charity in the Religion sector, based in Hamilton, Hamilton. CharityData rates this charity B (76.8/100). Annual revenue: $2.2M NZD. Financial data as at December 2025.
Mission: The charitable purpose is to hold trusts for religious and charitable purposes in connection with the Anglican Church. This purpose is covered by the Anglican Church Trusts Act 1981.
- Registration Number
- CC11309
- Charity Type
- Charitable Trust
- Registration Date
- 2007-10-08
- Status
- Active
- CharityData Rating
- B (76.8/100)
- Sector
- Religion
- Location
- Hamilton, Hamilton
- Website
- https://www.waikatotaranakianglicans.nz/
- manager@wtanglican.nz
- Data as at
- December 2025
Beneficiaries: Children / young people, Family / whanau, General public, Migrants / refugees, Older people, Other charities, People of a certain ethnic / racial origin, People with disabilities, Religious groups, Voluntary bodies other than charities
Financial Summary
- Total Revenue
- $2.2M NZD
- Total Expenses
- $1.2M NZD
- Total Assets
- $102.8M NZD
- Net Assets
- $97.6M NZD
- Reserve Months
- 11.1 months of operating expenses
- Financial Year End
- 2025-12-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $2.2M | $1.2M | $97.6M |
| 2024 | $1.7M | $0.8M | $96.7M |
| 2023 | $1.0M | $1.0M | $91.7M |
| 2022 | $0.5M | $3.5M | $92.1M |
| 2021 | $0.5M | $0.6M | $76.3M |
| 2020 | $2.2M | $0.6M | $70.5M |
| 2019 | $0.5M | $1.0M | $68.1M |
| 2018 | $0.0M | $3.9M | $67.6M |
| 2017 | $1.5M | $1.5M | $60.3M |
| 2016 | $0.6M | $0.6M | $56.6M |
CharityData Rating
- Overall Grade
- B
- Overall Score
- 76.8/100
- Financial Score
- 77.5
- Governance Score
- 75
- Transparency Score
- 65
Board Members and Officers
Current Officers (5)
| Name | Role | Appointed |
|---|---|---|
| Alexander Twaddle | Trustee | 2023-03-04 |
| Joyce Marcon | Trustee | 2019-07-04 |
| Catherine Jones | Trustee | 2018-02-10 |
| John Eagles | Trustee | 2018-02-10 |
| Elizabeth Bang | Chair | 2010-04-08 |
Former Officers (11)
- Murray McEwen — Trustee (departed 2021-12-02)
- Gerald Bailey — Trustee (departed 2020-12-03)
- Dianne Donald — Secretary (departed 2017-05-26)
- Alan Tanner — Trustee (departed 2018-11-05)
- John Wiltshire — Trustee (departed 2018-08-02)
- Victoria Mann — Trustee (departed 2013-12-31)
- Julie Rickman — Trustee (departed 2008-09-09)
- Graham Victor Young — Trustee (departed 2013-12-31)
- Robert John Pollock — Trustee (departed 2013-12-31)
- Peter Parham — Trustee (departed 2008-12-31)
- Michael John Jackson — Trustee (departed 2009-12-31)
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The Waikato Diocesan Trust Board
Financial data as at December 2025. Sourced from Charities Services register.
$2.2M
$1.2M
$102.8M
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
Endowment Foundation
Special Entity TypeThis is an endowment foundation that holds investments and provides grants. High reserves are expected and appropriate - this is not an operating charity.
Rating Note: Endowment foundations are rated using specialized criteria that recognize high reserves as appropriate. Metrics like grant distribution rate and investment returns are prioritized over program spending ratios.
About
The charitable purpose is to hold trusts for religious and charitable purposes in connection with the Anglican Church. This purpose is covered by the Anglican Church Trusts Act 1981.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (18 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.
Rating History
Rating
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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: 3 October 2026.
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