Momentum Waikato Community Foundation — Social Services Charity in Hamilton
Momentum Waikato Community Foundation is a Trust charity in the Social Services sector, based in Hamilton, Hamilton. This organisation also provides funding to other charities. CharityData rates this charity B (75.5/100). Annual revenue: $4.1M NZD. 1 red flag detected. Financial data as at June 2025.
Mission: To provide support both financial and otherwise, for Community Organisations and for any Charitable Purposes; To promote and encourage generosity among the people of New Zealand towards Community Organisations and any Charitable Purpose; To establish and administer separate named funds within the Trust Fund in order to fulfil the wishes of individual donors who wish to support Community Organisations and any Charitable Purpose.
- Registration Number
- CC49535
- Charity Type
- Trust
- Registration Date
- 2013-05-31
- Status
- Active
- CharityData Rating
- B (75.5/100)
- Sector
- Social Services
- Location
- Hamilton, Hamilton
- Website
- https://www.momentumwaikato.nz
- info1@momentumwaikato.nz
- Funder Status
- Grant-making charity (community_trust)
- Data as at
- June 2025
Beneficiaries: General public, Other charities, Voluntary bodies other than charities
Financial Summary
- Total Revenue
- $4.1M NZD
- Total Expenses
- $3.4M NZD
- Total Assets
- $41.1M NZD
- Net Assets
- $40.6M NZD
- Reserve Months
- 144.5 months of operating expenses
- Financial Year End
- 2025-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $4.1M | $3.4M | $40.6M |
| 2024 | $4.2M | $2.4M | $39.8M |
| 2023 | $10.9M | $2.6M | $38.1M |
| 2022 | $5.7M | $6.2M | $29.8M |
| 2021 | $3.0M | $3.8M | $32.3M |
| 2020 | $16.9M | $4.7M | $30.0M |
| 2019 | $8.1M | $8.6M | $16.2M |
| 2018 | $3.1M | $0.8M | $5.2M |
| 2017 | $1.3M | $1.8M | $3.0M |
| 2016 | $2.0M | $0.5M | $3.4M |
CharityData Rating
- Overall Grade
- B
- Overall Score
- 75.5/100
- Financial Score
- 90
- Governance Score
- 75
- Transparency Score
- 65
Red Flags
- 2 trustees of this charity also sit on multiple other charity boards — concentrated trustee bandwidth may warrant board-skill-mix review.
Board Members and Officers
Current Officers (3)
| Name | Role | Appointed |
|---|---|---|
| Christopher Williams | Trustee | 2026-06-24 |
| Susan Hassall | Deputy Chairperson | 2025-08-27 |
| Margaret Wilson | Chair | 2023-10-18 |
Former Officers (21)
- Stephen Town — Trustee
- Neil Richardson — Interim Chair (departed 2025-12-10)
- David Christiansen — Executive Officer
- Yvonne Low — Treasurer
- Mark Ingle — Trustee
- Maxine MOANA-TUWHANGAI — Trustee (departed 2023-06-21)
- Alan Livingston — Trustee (departed 2024-09-09)
- Rachel Karalus — Trustee (departed 2020-12-16)
- Joan Forret — Trustee
- Holly Snape — Trustee
- Kenneth Stephens — Trustee (departed 2021-12-15)
- Simon Rickman — Trustee (departed 2025-12-10)
- Niwa Nuri — Trustee (departed 2017-04-05)
- Parekawhia McLean — Trustee (departed 2019-04-17)
- Pamela Roa — Trustee (departed 2023-08-31)
- Kenneth Williamson — Trustee (departed 2018-10-30)
- Leonard Gardner — Trustee (departed 2020-02-19)
- Matthew Cooper — Trustee (departed 2014-09-03)
- Cherry Taylor — Trustee (departed 2014-08-19)
- Jonathan Tanner — Trustee (departed 2018-10-30)
Service Providers
- BDO
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Momentum Waikato Community Foundation
Financial data as at June 2025. Sourced from Charities Services register.
$4.1M
$3.4M
$41.1M
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.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
About
To provide support both financial and otherwise, for Community Organisations and for any Charitable Purposes; To promote and encourage generosity among the people of New Zealand towards Community Organisations and any Charitable Purpose; To establish and administer separate named funds within the Trust Fund in order to fulfil the wishes of individual donors who wish to support Community Organisations and any Charitable Purpose.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (12 Years)
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 55 peers · Social Services · $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
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Registration
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Sector & Activities
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: 28 September 2026.
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