Community Of Refuge Trust — Community Development Charity in Auckland

Community Of Refuge Trust is a Charitable Trust charity in the Community Development sector, based in Auckland, Auckland. CharityData rates this charity A (92.5/100). Annual revenue: $12.4M NZD. Financial data as at March 2026.

Mission: To obtain and maintain affordable accommodation for disadvantaged people with social needs within Auckland

Registration Number
CC36795
Charity Type
Charitable Trust
Registration Date
2009-01-13
Status
Active
CharityData Rating
A (92.5/100)
Sector
Community Development
Location
Auckland, Auckland
Email
info@cort.org.nz
Data as at
March 2026

Beneficiaries: Children / young people, Family / whanau, People with disabilities

Financial Summary

Total Revenue
$12.4M NZD
Total Expenses
$10.6M NZD
Total Assets
$172.6M NZD
Net Assets
$124.0M NZD
Reserve Months
3.1 months of operating expenses
Staff Count
19
Financial Year End
2026-03-31

Financial History

YearRevenueExpensesNet Assets
2026$12.4M$10.6M$124.0M
2025$12.4M$10.5M$128.0M
2024$12.1M$10.1M$134.8M
2023$11.8M$9.9M$128.6M
2022$14.4M$8.7M$142.6M
2021$19.7M$7.6M$124.2M
2020$25.5M$6.5M$100.6M
2019$5.9M$5.7M$53.1M
2018$5.4M$4.5M$49.2M
2017$4.6M$3.7M$39.4M

CharityData Rating

Overall Grade
A
Overall Score
92.5/100
Financial Score
100
Governance Score
75
Transparency Score
65

Board Members and Officers

Current Officers (8)

NameRoleAppointed
Kay McCabeTrustee2025-09-17
Rhys ClarkTrustee2024-12-15
Vicki SquibbsTrustee2024-09-18
Mark PrinsTrustee2024-09-18
Daniel Neal BaldwinTrustee2024-09-18
Geoffrey HenshawChair2023-10-12
Stephen HartCeo & Trustee2022-02-28
Jody KilpatrickTrustee2005-08-12

Former Officers (20)

  • Janette Dewar — Trustee (departed 2024-09-18)
  • AI Kean Yap — Trustee (departed 2024-09-18)
  • Julie Dudfield — Coopt Trustee (departed 2020-09-30)
  • Alexander Duncan — Co-Opted-Trustee (departed 2024-11-19)
  • John Deyell — Trustee (departed 2024-09-18)
  • Tony McNamara — Trustee (departed 2025-09-17)
  • Sue Watson — Trustee (departed 2023-10-12)
  • Zheyne Tahana — Tenant Representative (departed 2024-09-18)
  • Peter Jeffries — CEO (departed 2022-02-25)
  • Sue Parsons — Trustee (departed 2013-09-04)
  • Stephanie Gouldstone — Trustee (departed 2012-09-13)
  • Wilf Malcolm — Trustee (departed 2013-09-04)
  • Jeffery Tallon — Trustee (departed 2013-09-04)
  • Jill Benge — Trustee (departed 2012-08-16)
  • Niall Parkes — Trustee (departed 2012-08-16)
  • Royston Noel — Trustee (departed 2014-09-17)
  • Brian Wadman — Trustee (departed 2009-05-14)
  • William Alexander — Trustee (departed 2019-11-28)
  • Heather Clarke — Trustee (departed 2010-11-22)
  • John Davison — Coop Trustee (departed 2023-12-14)

Disclosed Pay and Fees

NameRoleRole typeCompensationYear
Rhys Lloyd ClarkTreasurerBoard or trustee role-2025
Janette DewarTrusteeBoard or trustee role-2025
Zheyne TahanaTrusteeBoard or trustee role-2025
Zheyne TahanaTenant RepresentativeRole not classified-2024
Geoffrey HenshawTrusteeBoard or trustee role-2024
Janette DewarTrusteeBoard or trustee role-2024
John DeyellTrusteeBoard or trustee role-2025
Alexander DuncanChairpersonBoard or trustee role-2024
Alexander DuncanTrusteeBoard or trustee role-2025
Stephen HartCEOExecutive role-2024
Al Kean YapTrusteeBoard or trustee role-2025
Al Kean YapTrusteeBoard or trustee role-2024
Tony McNamaraTrusteeBoard or trustee role-2024
Graham John DavisonTrusteeBoard or trustee role-2025
Vicky Nola SquibbsTrusteeBoard or trustee role-2025
Graham John DavisonTrusteeBoard or trustee role-2024
Stephen HartCEOExecutive role-2025
Mark Alexander Jan PrinsTrusteeBoard or trustee role-2025
Daniel Neal BaldwinTrusteeBoard or trustee role-2025
Tony McNamaraTrusteeBoard or trustee role-2025
Jody KilpatrickTrusteeBoard or trustee role-2024
Sue WatsonTrusteeBoard or trustee role-2025
Sue WatsonTrusteeBoard or trustee role-2024
Jody KilpatrickTrusteeBoard or trustee role-2025
Geoffrey HenshawChairpersonBoard or trustee role-2025
John DeyellTreasurerBoard or trustee role-2024

Major Funders and Contracts (FY2025)

As disclosed in Community Of Refuge Trust's annual report.

  • Te Whatu Ora (Health New Zealand) — $1,079,641 — Health service contract
  • Ministry of Social Development — Development project grants for residential property construction for social housing

Service Providers

  • ASB Bank Limited
  • ASB Bank Limited
  • M McNamara, Property Sphere Consultancy
  • Property Sphere Consultancy

Similar Charities in Community Development

Community DevelopmentCharitable Trust

Community Of Refuge Trust

CC36795Auckland, AucklandRegistered 13 Jan 2009
Data updated: 1 Nov 2026
Financials7mo agoRating1mo ago

Financial data as at March 2026. Sourced from Charities Services register.

A
93/100
Financial
100
Governance
75
Transparency
65
Revenue

$12.4M

Expenses

$10.6M

Assets

$172.6M

Staff

19

Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.

About

Mission

To obtain and maintain affordable accommodation for disadvantaged people with social needs within Auckland

Who We Serve

Beneficiaries
Children / young peopleFamily / whanauPeople with disabilities

Key Statistics

Annual Revenue
$12.4M
Total Expenses
$10.6M
Net Assets
$124.0M
Staff
19
employees

Financial Trends

Financial Trends (17 Years)

Revenue Breakdown

Expense Breakdown

API Data

Based 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
3.1mo
Could operate 3.1 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

40
Score /100
Concentrated
HHI: 6,006
Government Grants73.0%
Other26.0%
Investment Income1.0%

HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.

Peer Comparison

Ranked against 500 peers · Community Development (all sizes)

Rating Score
93
#1/501
Revenue
$12.4M
#3/501
Reserve Months
3.1
#1/501
Surplus
$1.8M
#5/501
Staff Cost %
23%
#501/501

Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.

Rating History

A
2026
Score: 92.5
Financial: 100 | Governance: 75 | Transparency: 65
Current
D
2025
Score: 49.5
Financial: 100 | Governance: 65 | Transparency: 65

Rating

A
Score: 92.5/100
Financial
100
Governance
75
Transparency
65
Why this grade: Financial 100 × 40% + Governance 75 × 60% = 85 → A.
View Full Score Breakdown

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Latest Audit

FY2026
Clean
Auditor
RSM Audit
11 years of audit history(2 going concern flags)

Contact Details

Address
Auckland, Auckland

Registration

Registration NumberCC36795
Entity TypeCharitable Trust
Registered13 Jan 2009
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated19 Sept 1988
Registered office
Level 3, 60-64 Upper Queen Street, Eden Terrace, Auckland

Sector & Activities

Primary Sector
Community Development
Activities
Provides advice / information / advocacyProvides buildings / facilities / open spaceProvides human resources (e.g. staff / volunteers)Provides services (e.g. care / counselling)

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.