CivicGraph — Due Diligence Pack
Illawarra Retirement Trust
ABN 52000726536 • foundation • Generated 2026-03-25
Executive Summary
- •Reported a $4.5M deficit in 2023 — monitor financial sustainability.
- •Receives $11.2M in tracked government funding and contracts.
- •Clean political record — no political donations on file.
Entity Type
foundation
State
NSW
SEIFA DecileSocio-Economic Indexes for Areas — decile 1 is most disadvantaged, 10 is least
6
Community Ctrl
No
Remoteness
Inner Regional Australia
LGA
Wollongong
Size: Large • PBI (Public Benevolent Institution — tax-deductible donations)
Financial Summary
Latest Revenue
$253.1M
Latest Expenses
$280.9M
Total Assets
$1.4B
| Year | Revenue | Expenses | Assets | Surplus | Gov Rev | FTE |
|---|---|---|---|---|---|---|
| 2023 | $253.1M | $280.9M | $1.4B | $-4,490,567 | $185.7M | 1598 |
| 2022 | $229.6M | $262.8M | $1.3B | $498K | $148.1M | 1510 |
| 2021 | $232.9M | $250.1M | $1.4B | $11.7M | $146.1M | 1601 |
| 2020 | $219.7M | $241.4M | $1.4B | $-20,533,849 | $136.5M | 1620 |
| 2019 | $204.1M | $225.8M | $1.4B | $52.3M | $127.3M | 1566 |
Government Funding
No government funding records found — clean record in tracked datasets.
Government Contracts
Total Value
$11.2M
Contracts
6
| Title | Value | Buyer | Start |
|---|---|---|---|
| ILS50116673 | $747K | HealthShare NSW | 30 June 2024 |
| ILS50373583 | $1.5M | HealthShare NSW | 30 June 2024 |
| ILS50116673 | $747K | HealthShare NSW | 30 June 2024 |
| ILS50373583 | $1.5M | HealthShare NSW | 30 June 2024 |
| CON000782 | $6.7M | Department of Veterans' Affairs | 5 June 2023 |
| 4400034304 | $42K | Department of Employment, Skills, Small and Family Business | 11 Oct 2018 |
Political Connections
No political donation records — clean political record.
Evidence Alignment (ALMAAustralian Living Map of Alternatives — JusticeHub's evidence database of what works)
No evidence-backed programs (ALMA) linked yet — this entity may operate programs not yet catalogued in the Australian Living Map of Alternatives.
Geographic Context
Locality
CONISTON
Remoteness
Inner Regional Australia
Local Ecosystem
483 orgs
Integrity Assessment
✓ABN registered
✓ACNC financials available
✗Evidence-backed programs (ALMA)
✗Government funding received
✓Government contracts held
✓No political donations
✓No donations + contracts overlap
✗Serves disadvantaged area
Data Sources & Citation
- • CivicGraph Entity Graph — 143K organisations, ABN-verified
- • ACNC Annual Information Statement — Charity financials
- • ACNC Charity Register — Charity details and purposes
- • Justice Funding Database — Federal & state funding records
- • AusTender — Federal procurement contracts
- • AEC/State ECQs — Political donation disclosures
- • Australian Living Map of Alternatives (ALMA) — JusticeHub evidence database
- • SEIFA 2021 — ABS Socio-Economic Indexes for Areas
CivicGraph Due Diligence Pack: Illawarra Retirement Trust (ABN 52000726536). Generated 2026-03-25. Data sources: CivicGraph Entity Graph, ACNC, AusTender, AEC, ALMA.
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This due diligence pack is auto-generated from public data sources. Verify critical claims against primary sources before inclusion in formal submissions.