# Taonga Tauranga Heritage Bay of Plenty Trust

**Charities Register number:** CC57789
**Status:** Registered
**Registered since:** 2020-06-05
**Sector:** Arts & Culture
**ICNPO group:** Culture and Recreation
**Region:** Tauranga
**NZBN:** 9429047667464
**IRD donee status:** yes — donations may qualify for a tax credit

## Purpose

The charitable purpose of the organisation is to act as an overarching Heritage entity to promote, advocate, connect and enable for Heritage in Tauranga and the Western Bay of Plenty; and to facilitate a Heritage Strategy for the Western Bay of Plenty.”

## CharityData rating

- **Not rated** — Reports under the Tier 3/4 regime with limited disclosure and no detected red flags.
- **Status code:** `limited_disclosure`
- **Flags raised by the methodology:** 1
  - reserves above the methodology threshold for its size and type

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 2025-03-31)

- **Total revenue:** NZ$59k
- **Total expenses:** NZ$38k
- **Surplus / deficit:** NZ$21k
- **Total assets:** NZ$103k
- **Total liabilities:** NZ$67k
- **Net assets:** NZ$36k
- **Cash reserves:** NZ$78k
- **Donations:** NZ$8k
- **Staff costs:** NZ$0
- **Paid staff:** 2
- **Volunteers:** 0
- **Source filing (PDF):** https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=08392133-c20e-f011-bb41-0022480ffcd1&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 |
|---|---|---|---|---|
| 2025-03-31 | NZ$59k | NZ$38k | NZ$21k | NZ$36k |
| 2024-03-31 | NZ$16k | NZ$31k | NZ$-15k | NZ$16k |
| 2023-03-31 | NZ$2k | NZ$35k | not disclosed | NZ$19k |
| 2022-03-31 | NZ$129k | NZ$81k | not disclosed | NZ$64k |
| 2021-03-31 | NZ$28k | NZ$15k | not disclosed | not disclosed |

## Governance

- **Officers on the register:** 3 current (9 including former)
- **Chair recorded:** yes

Individual officers and trustees are not listed here. Their names are on the public Charities Register (https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC57789) and on the charity's profile page.

## Disclosed funders

- **Grassroots Trust Limited** (foundation) — NZ$18k, year ended 2021-12-31
- **Pub Charity Limited** (foundation) — NZ$10k, year ended 2021-12-31

## Data freshness

- Register details: as of 2026-09-25
- Financials: last updated 2026-09-25
- Rating: computed 2026-09-26
- This document generated: 2026-09-29

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/taonga-tauranga-heritage-bay-of-plenty-trust
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/taonga-tauranga-heritage-bay-of-plenty-trust/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/taonga-tauranga-heritage-bay-of-plenty-trust/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC57789
- Charity website: https://www.taongatauranga.net

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Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/taonga-tauranga-heritage-bay-of-plenty-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 2026-09-29T03:24:30.429Z.