Perry Foundation — Community Development Charity in Hamilton

Perry Foundation is a Charitable Trust charity in the Community Development sector, based in Hamilton, Hamilton. CharityData rates this charity D+ (53.4/100). Annual revenue: $0.0M NZD. 1 red flag detected. Financial data as at May 2026.

Mission: Build stronger communities in the Waikato.

Registration Number
CC41034
Charity Type
Charitable Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
D+ (53.4/100)
Sector
Community Development
Location
Hamilton, Hamilton
Email
perrin.park@perry.co.nz
Data as at
May 2026

Beneficiaries: Children / young people, General public, Older people, Other charities, People with disabilities

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.1M NZD
Total Assets
$1.8M NZD
Net Assets
$1.8M NZD
Reserve Months
40.3 months of operating expenses
Financial Year End
2026-05-31

Financial History

YearRevenueExpensesNet Assets
2026$0.0M$0.1M$1.8M
2025$0.1M$0.2M$1.8M
2024$0.1M$0.2M$1.9M
2023$0.3M$0.2M$1.9M
2022$0.1M$0.2M$1.8M
2021$0.5M$0.2M$2.0M
2020$0.2M$0.3M$1.6M
2019$0.2M$0.6M$1.8M
2018$0.2M$0.3M$2.2M
2017$0.6M$0.5M$2.3M

CharityData Rating

Overall Grade
D+
Overall Score
53.4/100
Financial Score
67
Governance Score
55
Transparency Score
65
Program Spending Ratio
0.8%

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 (4)

NameRoleAppointed
Georgia PerryTrustee2016-09-01
Tiffiney PerryTrustee2009-06-24
Simon PerryTrustee2009-06-24
Marlene JulianTrustee1994-12-01

Former Officers (3)

  • Barry Coombes — Trustee (departed 2016-08-31)
  • Kenneth Williamson — Trustee (departed 2008-09-16)
  • Murray Gutry — Trustee (departed 2008-09-16)

Similar Charities in Community Development

Community DevelopmentCharitable Trust

Perry Foundation

CC41034Hamilton, HamiltonRegistered 30 Jun 2008
Data updated: 4 days ago
Financials5mo agoRating1mo ago

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

D+
53/100
Financial
67
Governance
55
Transparency
65

Reasons to look carefully (1)

These structural observations are drawn from public data and are worth considering before a donation. They are not allegations of wrongdoing, and they don’t affect the charity’s letter grade.

  • No chair recorded on the register
    No chair or presiding role is recorded in the register for this board of 4. The Charities Register does not require one to be identified, so this is a gap in the public record rather than a finding about the board.

Each signal is a data-driven observation, not a judgement. They fire automatically from the figures filed with Charities Services. A charity can address any of these by filing fuller disclosure or updating its officer register. Methodology: /about/methodology/concern-signals.

Revenue

$40.1K

Expenses

$123.5K

Assets

$1.8M

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

1 red flag identified- Review the Rating tab for details

This rating may reflect incomplete data

This charity's grade of D+ is based on limited data from the NZ Charities Register, which does not provide detailed expense breakdowns. Without verified program vs admin spending, efficiency scoring is unavailable and the financial score relies on health metrics only. This charity's actual performance may differ from what the available data suggests.

Endowment Foundation

Special Entity Type

This 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

Mission

Build stronger communities in the Waikato.

Who We Serve

Beneficiaries
Children / young peopleGeneral publicOlder peopleOther charitiesPeople with disabilities

Key Statistics

Annual Revenue
$40.1K
Total Expenses
$123.5K
Net Assets
$1.8M

Financial Trends

Financial Trends (18 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
42.4mo
Could operate 42.4 months with zero revenue
Over-capitalized
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

27
Score /100
Highly Concentrated
HHI: 7,339
High Concentration: 84% of revenue from Other
Other84.2%
Investment Income15.8%

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

Peer Comparison

Ranked against 293 peers · Community Development · Under $100K

Rating Score
53
#48/294
Revenue
$40K
#93/294
Reserve Months
40.3
#1/294
Surplus
$-83K
#293/294
Staff Cost %
0%
#1/294

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

Rating

D+
Score: 53.4/100
Financial
67
Governance
55
Transparency
65
Why this grade: Financial 67 × 40% + Governance 55 × 60% = 60 → 53 after red-flag penalties → D+.
View Full Score Breakdown

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Latest Audit

FY2024
Clean
9 years of audit history

Contact Details

Address
Hamilton, Hamilton

Registration

Registration NumberCC41034
Entity TypeCharitable Trust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated4 Jun 1976
Registered office
360 Tristram Street, Hamilton Central, Hamilton

Sector & Activities

Primary Sector
Community Development
Activities
Acts as an umbrella / resource bodyMakes grants to organisations (including schools or other charities)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.