# Te Puna Oranga o Ōtaki Charitable Trust

**Charities Register number:** CC60355
**Status:** Registered
**Registered since:** 2022-08-03
**Sector:** Health
**ICNPO group:** Health
**Region:** Otaki
**NZBN:** 9429048726108
**IRD donee status:** yes — donations may qualify for a tax credit

## Purpose

The purpose of the Trust is to improve the overall health of the Ōtaki community through bringing together our diverse community as a healthy, vibrant expression of our people and our places here in Otaki.

## CharityData rating

- **Grade:** A (92.5 / 100)
- **Financial health:** 100/100
- **Governance:** 75/100
- **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 2026-03-31)

- **Total revenue:** NZ$3.13M
- **Total expenses:** NZ$3.65M
- **Surplus / deficit:** NZ$-524k
- **Total assets:** NZ$2.05M
- **Total liabilities:** NZ$335k
- **Net assets:** NZ$1.72M
- **Cash reserves:** NZ$1.29M
- **Government grants:** NZ$2.66M (85.1% of revenue)
- **Donations:** NZ$103k
- **Staff costs:** NZ$2.30M
- **Paid staff:** 33
- **Reporting tier:** Tier3
- **Source filing (PDF):** https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=b81c3adb-922d-f111-bb51-000d3acc4199&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 |
|---|---|---|---|---|
| 2026-03-31 | NZ$3.13M | NZ$3.65M | NZ$-524k | NZ$1.72M |
| 2025-03-31 | NZ$3.34M | NZ$3.00M | NZ$337k | NZ$2.12M |
| 2024-03-31 | NZ$2.40M | NZ$2.12M | NZ$285k | NZ$1.78M |
| 2023-03-31 | NZ$2.17M | NZ$1.51M | not disclosed | NZ$1.49M |

## Governance

- **Officers on the register:** 6 current (7 including former)
- **Chair recorded:** yes
- **Auditor:** PJ Major Chartered Accountant
- **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=CC60355) and on the charity's profile page.

## Data freshness

- Register details: as of 2026-11-01
- Financials: last updated 2026-10-11
- Rating: computed 2026-10-01
- This document generated: 2026-11-12

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/te-puna-oranga-o-otaki-charitable-trust
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/te-puna-oranga-o-otaki-charitable-trust/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/te-puna-oranga-o-otaki-charitable-trust/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC60355

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Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/te-puna-oranga-o-otaki-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 2026-11-12T06:20:19.313Z.