# Poutiri Charitable Trust

**Charities Register number:** CC22041
**Status:** Registered
**Registered since:** 2008-03-23
**Sector:** Health
**ICNPO group:** Health
**Region:** Te Puke
**NZBN:** 9429043025930
**IRD donee status:** yes — donations may qualify for a tax credit

## Purpose

Poutiri Trust exists so that whanau, hapu and the iwi of the four waka - Te Arawa, Mataatua, Takitimu and Tanui - achieve whanau ora. We seek to build a strong, sustainable whare o Poutiri to deliver sustainable health services through our Provider Network.

## CharityData rating

- **Grade:** C+ (66.8 / 100)
- **Financial health:** 77.5/100
- **Governance:** 75/100
- **Transparency:** 85/100
- **Computed:** 2026-09-26 (methodology 3.11)
- **Flags raised by the methodology:** 1
  - trustees holding many concurrent board roles

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 2024-06-30)

- **Total revenue:** NZ$12.69M
- **Total expenses:** NZ$12.14M
- **Surplus / deficit:** NZ$552k
- **Total assets:** NZ$10.42M
- **Total liabilities:** NZ$3.29M
- **Net assets:** NZ$7.13M
- **Cash reserves:** NZ$3.74M
- **Government grants:** NZ$10.95M (86.3% of revenue)
- **Donations:** NZ$0
- **Staff costs:** NZ$4.47M
- **Paid staff:** 82
- **Reporting tier:** Tier2
- **Source filing (PDF):** https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=70e95e33-7a37-ef11-bb33-000d3acc4199&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 |
|---|---|---|---|---|
| 2024-06-30 | NZ$12.69M | NZ$12.14M | NZ$552k | NZ$7.13M |
| 2023-06-30 | NZ$9.77M | NZ$9.09M | NZ$687k | NZ$6.58M |
| 2022-06-30 | NZ$10.10M | NZ$106k | not disclosed | NZ$3.02M |
| 2021-06-30 | NZ$4.48M | NZ$69k | not disclosed | NZ$1.07M |
| 2020-06-30 | NZ$3.72M | NZ$109k | not disclosed | NZ$1.48M |
| 2019-06-30 | NZ$3.49M | NZ$51k | not disclosed | NZ$1.26M |
| 2018-06-30 | NZ$3.55M | NZ$23k | not disclosed | NZ$759k |
| 2017-06-30 | NZ$3.51M | NZ$760k | not disclosed | NZ$557k |
| 2016-06-30 | NZ$3.22M | NZ$1.04M | not disclosed | NZ$357k |
| 2015-06-30 | NZ$5.03M | NZ$5.07M | not disclosed | NZ$2.33M |

## Governance

- **Officers on the register:** 5 current (26 including former)
- **Chair recorded:** yes
- **Paid executives disclosed:** 9
- **Executive remuneration bands:** NZ$100k–150k, under NZ$100k
- **Auditor:** Cookson Forbes & Associates Limited
- **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=CC22041) and on the charity's profile page.

## Service providers

- Deloitte — auditor

## Data freshness

- Register details: as of 2026-09-25
- Financials: last updated 2026-09-13
- Rating: computed 2026-09-26
- This document generated: 2026-10-01

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/poutiri-charitable-trust
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/poutiri-charitable-trust/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/poutiri-charitable-trust/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC22041

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Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/poutiri-charitable-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 2026-10-01T05:21:26.783Z.