The Wilfred and Katherine Evers-Swindell Trust Board — Community Development Charity in Auckland

The Wilfred and Katherine Evers-Swindell Trust Board is a Charitable Trust charity in the Community Development sector, based in Auckland, Auckland. This organisation also provides funding to other charities. Annual revenue: $0.0M NZD. Financial data as at December 2015.

Mission: To provide for the maintenance,welfare and support of any needy persons in the (Northcote) Parish. The area being interpreted is Northcote and surrounds.

Registration Number
CC47183
Charity Type
Charitable Trust
Registration Date
2011-12-14
Status
Active
Sector
Community Development
Location
Auckland, Auckland
Email
0ffice@stjohnthebaptist.org.nz
Funder Status
Grant-making charity (trust)
Data as at
December 2015

Beneficiaries: Children / young people, Family / whanau, General public, Migrants / refugees, Older people, Other charities, People with disabilities, Voluntary bodies other than charities

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Total Assets
$0.5M NZD
Net Assets
$0.5M NZD
Reserve Months
0.0 months of operating expenses
Volunteers
3
Financial Year End
2015-12-31

Financial History

YearRevenueExpensesNet Assets
2015$0.0M$0.0M$0.5M
2014$0.0M$0.0M$0.5M
2013$0.0M$0.0M$0.5M
2012$0.0M$0.0M$0.5M

Board Members and Officers

Current Officers (1)

NameRoleAppointed
Joan ScottTrustee2026-03-15

Former Officers (15)

  • Shirley Lewis — Trustee
  • Angela Anderson — Trustee
  • Tristan Sullivan-Vaughan — Treasurer
  • Douglas Dempster — Trustee (warden) (departed 2025-03-31)
  • William Conolly — Trustee,-Co-Vicar
  • Rebecca Conolly — Trustee,-Co-Vicar
  • Abraham Bos — Trustee (departed 2025-03-31)
  • Karen Perrett — Trustee (departed 2022-03-31)
  • Stanley Pilbrow — Trustee (departed 2020-09-06)
  • Prudence Giles — People's Warden, Trustee (departed 2018-03-25)
  • Matthew Davies — Trustee (departed 2015-03-29)
  • Jayson Rhodes — Trustee (departed 2012-07-15)
  • Ross Bay — Trustee (departed 2012-07-15)
  • Catherine Thorn — Trustee (departed 2015-09-30)
  • Geoffrey Clark — Trustee (departed 2012-07-15)

Reporting Group Members

The Wilfred and Katherine Evers-Swindell Trust Board files a consolidated Annual Return jointly with 18 sibling charities:

Similar Charities in Community Development

FunderCommunity DevelopmentCharitable TrustTrust

The Wilfred and Katherine Evers-Swindell Trust Board

CC47183Auckland, AucklandRegistered 14 Dec 2011
Data updated: Today
Financials31 Dec 2015Rating18h ago

Financial data as at December 2015. Sourced from Charities Services register.

GM
Group member — Reporting-group member — see the parent charity's rating

This charity is a member of a Charities Services reporting group — its parent charity files one consolidated annual return covering the whole group. Because the member's individual return is empty by design (the financial data lives at the parent level), there's nothing on the member's own books for the standard scorecard to measure. The relevant rating, financial figures, and red flags are on the parent charity's profile — follow the link above to see them. The member is part of an ACTIVE filing group; this is not the same as "stale" or "dormant".

How ratings work →
Revenue

$16.6K

Expenses

$15.5K

Assets

$473.3K

Financial data from Charities Services annual return (FY2015). Ratings calculated using CharityData v3.1.1 methodology.

Part of a reporting group. The Wilfred and Katherine Evers-Swindell Trust Board files its annual return under the consolidated return filed by St Andrew's Kids' Club Trust. The financial figures and rating shown for this charity reflect the parent's consolidated filing — see the parent's profile for the underlying disclosure.

Funder Profile

Grantmaker

This organisation makes grants or donations to other charities and organisations.

Funding Sectors
Social ServicesReligion
Beneficiaries
General Public
Geographic Focus
Auckland

About

Mission

To provide for the maintenance,welfare and support of any needy persons in the (Northcote) Parish. The area being interpreted is Northcote and surrounds.

Who We Serve

Beneficiaries
Children / young peopleFamily / whanauGeneral publicMigrants / refugeesOlder peopleOther charitiesPeople with disabilitiesVoluntary bodies other than charities

Key Statistics

Annual Revenue
$16.6K
Total Expenses
$15.5K
Net Assets
$473.3K
Volunteers
3

Financial Trends

Financial Trends (4 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
49.3mo
Could operate 49.3 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

23
Score /100
Highly Concentrated
HHI: 7,665
High Concentration: 87% of revenue from Investment Income
Investment Income86.5%
Other13.5%

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

Peer Comparison

Ranked against 291 peers · Community Development · Under $100K

Rating Score
0
#56/292
Revenue
$17K
#151/292
Reserve Months
0.0
#1/292
Surplus
$1K
#134/292
Staff Cost %
0%
#1/292

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

Rating

Score: /100
Financial
0
Governance
0
Transparency
0
View Full Score Breakdown

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Contact Details

Address
Auckland, Auckland

Registration

Registration NumberCC47183
Entity TypeCharitable Trust
Registered14 Dec 2011
StatusRegistered

Sector & Activities

Primary Sector
Community Development
Activities
Acts as an umbrella / resource bodyMakes grants / loans to individualsMakes 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. Last updated: 1 October 2026.