The Clergy Trust Fund For The Priests Of The Diocese Of Palmerston North — Religion Charity in Palmerston North

The Clergy Trust Fund For The Priests Of The Diocese Of Palmerston North is a Trust charity in the Religion sector, based in Palmerston North, Palmerston North. CharityData rates this charity C+ (68.5/100). Annual revenue: $1.1M NZD. Financial data as at September 2025.

Mission: To implement, amend and supplement policy for the support of the clergy with the consent of the Council of Priests.

Registration Number
CC33069
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
C+ (68.5/100)
Sector
Religion
Location
Palmerston North, Palmerston North
Data as at
September 2025

Beneficiaries: Religious groups

Financial Summary

Total Revenue
$1.1M NZD
Total Expenses
$1.1M NZD
Total Assets
$4.1M NZD
Net Assets
$4.1M NZD
Reserve Months
29.6 months of operating expenses
Financial Year End
2025-09-30

Financial History

YearRevenueExpensesNet Assets
2025$1.1M$1.1M$4.1M
2024$1.5M$1.0M$4.2M
2023$1.2M$1.0M$3.7M
2022$0.9M$1.0M$3.6M
2021$1.0M$1.1M$3.8M
2020$1.0M$1.1M$3.8M
2019$1.1M$1.1M$3.9M
2018$1.0M$1.1M$3.9M
2017$1.1M$1.1M$4.0M
2016$1.1M$1.1M$4.0M

CharityData Rating

Overall Grade
C+
Overall Score
68.5/100
Financial Score
70
Governance Score
65
Transparency Score
65

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (11)

  • Ivan Greer — Member of Board
  • John Adams — Member of Board
  • Mary Sutton — Member of Board
  • Anthony Murphy — Member of Board (departed 2020-10-02)
  • Marcus Francis — Member of Board
  • Michael Lloyd — Member of Board (departed 2012-02-14)
  • John Dykes — Member of Board
  • Brian Carmine — Member of Board (departed 2024-07-26)
  • Craig Butler — Member of Board (departed 2016-03-10)
  • Terence Carr — Member of Board (departed 2016-03-10)
  • Brian Walsh — Member of Board

Similar Charities in Religion

ReligionTrust

The Clergy Trust Fund For The Priests Of The Diocese Of Palmerston North

CC33069Palmerston North, Palmerston NorthRegistered 30 Jun 2008
Data updated: 5 days ago
Financials30 Sept 2025Rating2d ago

Financial data as at September 2025. Sourced from Charities Services register.

C+
69/100
Financial
70
Governance
65
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 6. 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

$1.1M

Expenses

$1.1M

Assets

$4.1M

Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.

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

To implement, amend and supplement policy for the support of the clergy with the consent of the Council of Priests.

Who We Serve

Beneficiaries
Religious groups

Key Statistics

Annual Revenue
$1.1M
Total Expenses
$1.1M
Net Assets
$4.1M

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
29.6mo
Could operate 29.6 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

30
Score /100
Concentrated
HHI: 6,986
High Concentration: 83% of revenue from Donations
Donations82.6%
Other11.1%
Investment Income6.3%

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

Peer Comparison

Ranked against 34 peers · Religion · $1M – $10M

Rating Score
69
#13/35
Revenue
$1.1M
#32/35
Reserve Months
29.6
#1/35
Surplus
$7K
#27/35
Staff Cost %
85%
#35/35

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

Rating History

C+
2025
Score: 68.5
Financial: 70 | Governance: 65 | Transparency: 65
Current
C+
2024
Score: 67.8
Financial: 98 | Governance: 65 | Transparency: 65

Rating

C+
Score: 68.5/100
Financial
70
Governance
65
Transparency
65
Why this grade: Financial 70 × 40% + Governance 65 × 60% = 67 → C+.
View Full Score Breakdown

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Contact Details

Address
Palmerston North, Palmerston North

Registration

Registration NumberCC33069
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated9 Dec 2004
Registered office
Diocesan Centre Amesbury Street Palmerston North, Palmerston North

Sector & Activities

Primary Sector
Religion
Activities
Acts as an umbrella / resource bodyMakes grants / loans to individualsProvides 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. Last updated: 28 September 2026.