# Bay of Plenty Education Trust

**Charities Register number:** CC27538
**Status:** Registered
**Registered since:** 2008-06-30
**Sector:** Education
**ICNPO group:** Education and Research
**Region:** Tauranga
**NZBN:** 9429042796428
**IRD donee status:** yes — donations may qualify for a tax credit

## Purpose

The advancement of education by provision of grants, loans, scholarships, financial assistance or other means as the Board sees fit.

## CharityData rating

- **Grade:** B (78.3 / 100)
- **Financial health:** 84/100
- **Governance:** 65/100
- **Transparency:** 65/100
- **Computed:** 2026-10-01 (methodology 3.11)
- **Flags raised by the methodology:** none

Ratings are an analytical view computed from this charity's own filings to the Charities Register, using a published methodology: https://charitydata.co.nz/charity-insights/methodology. They are not advice and not a statement about any individual.

## Latest annual return (year ended 2025-12-31)

- **Total revenue:** NZ$578k
- **Total expenses:** NZ$236k
- **Surplus / deficit:** NZ$342k
- **Total assets:** NZ$9.16M
- **Total liabilities:** NZ$0
- **Net assets:** NZ$9.16M
- **Cash reserves:** NZ$41k
- **Donations:** NZ$0
- **Staff costs:** NZ$0
- **Reporting tier:** Tier3
- **Source filing (PDF):** https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=82d7323c-d8e6-f011-bb4e-000d3acc4199&isPublic=true

All figures are as filed by the charity with Charities Services, in New Zealand dollars.

## Filing history

| Year ended | Revenue | Expenses | Surplus/deficit | Net assets |
|---|---|---|---|---|
| 2025-12-31 | NZ$578k | NZ$236k | NZ$342k | NZ$9.16M |
| 2024-12-31 | NZ$1.21M | NZ$255k | NZ$957k | NZ$8.82M |
| 2023-12-31 | NZ$631k | NZ$252k | NZ$380k | not disclosed |
| 2022-12-31 | NZ$232k | NZ$956k | not disclosed | NZ$7.48M |
| 2021-12-31 | NZ$578k | NZ$200k | not disclosed | NZ$8.21M |
| 2020-12-31 | NZ$581k | NZ$199k | not disclosed | NZ$7.83M |
| 2019-12-31 | NZ$530k | NZ$212k | not disclosed | NZ$7.45M |
| 2018-12-31 | NZ$396k | NZ$200k | not disclosed | NZ$7.13M |
| 2017-12-31 | NZ$726k | NZ$214k | not disclosed | NZ$6.93M |
| 2016-12-31 | NZ$405k | NZ$217k | not disclosed | NZ$6.42M |

## Governance

- **Officers on the register:** 6 current (21 including former)
- **Chair recorded:** no
- **Most recent audit opinion:** unqualified

Individual officers and trustees are not listed here. Their names are on the public Charities Register (https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC27538) and on the charity's profile page.

## Data freshness

- Register details: as of 2026-10-01
- Financials: last updated 2026-09-25
- Rating: computed 2026-10-01
- This document generated: 2026-10-04

Figures are as filed. A charity that has filed since the dates above may have newer numbers on the Charities Register.

## More data

- Charity profile: https://charitydata.co.nz/charities/bay-of-plenty-education-trust
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/bay-of-plenty-education-trust/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/bay-of-plenty-education-trust/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC27538

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Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/bay-of-plenty-education-trust. Primary source: Charities Services (Ngā Rātonga Kaupapa Atawhai), Department of Internal Affairs. Analytical scores are CharityData's own, computed under a published methodology, and are not advice. Generated 2026-10-04T16:54:02.950Z.