{"@context":"https://schema.org","@type":"NGO","schema_version":"1.0","identity":{"name":"The Values Trust","slug":"the-values-trust","charities_register_number":"CC59946","nzbn":"9429050280759","status":"registered","registration_date":"2022-02-22","deregistration_date":null,"entity_type":"endowment_foundation","sector":"Education","icnpo_group":"Education and Research","region":"Raglan","city":"Raglan","country":"NZ","financial_year_end":null,"ird_donee_status":true,"operates_overseas":null,"website":null,"purpose":"Providing financial support for purposes beneficial to the community including funding for protection of the environment by supporting regeneration of the natural environment and sustainability of land for future generations, and protection and easing of suffering of animals.\r\n\r\nOur three focus areas are Climate, Creatures, and Children's Literacy. As per our Trust Deed, this includes: Advancement of education by developing the literacy of children to allow them to learn and thrive by providing books, equipment, financial support, scholarships, grants, and more.","mission":"Providing financial support for purposes beneficial to the community including funding for protection of the environment by supporting regeneration of the natural environment and sustainability of land for future generations, and protection and easing of suffering of animals.\r\n\r\nOur three focus areas are Climate, Creatures, and Children's Literacy. As per our Trust Deed, this includes: Advancement of education by developing the literacy of children to allow them to learn and thrive by providing books, equipment, financial support, scholarships, grants, and more."},"rating":{"rated":true,"grade":"B+","score":83,"score_scale":"0-100","financial_score":95,"governance_score":55,"transparency_score":65,"computed_date":"2026-09-11","methodology_version":"3.8","methodology_url":"https://charitydata.co.nz/charity-insights/methodology"},"red_flags":{"count":0,"types":[],"descriptions":[],"note":"Flags describe metrics that fall outside published methodology thresholds for this charity’s size and type. They are analytical observations about filed data, not findings of wrongdoing."},"financials_latest":{"year_ended":"2025-03-31","total_revenue_nzd":262704,"total_expenses_nzd":295747,"surplus_deficit_nzd":-33043,"total_assets_nzd":8191519,"total_liabilities_nzd":901799,"net_assets_nzd":480671,"cash_reserves_nzd":null,"government_grants_nzd":null,"donations_nzd":31000,"staff_costs_nzd":14446,"paid_staff":3,"volunteers":0,"reporting_tier":null,"financial_report_audited":null,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=43a30a95-be0e-f011-bb41-0022480ffcd1&isPublic=true","consistency_warning":null},"financial_history":[{"year_ended":"2025-03-31","total_revenue_nzd":262704,"total_expenses_nzd":295747,"surplus_deficit_nzd":-33043,"net_assets_nzd":480671,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=43a30a95-be0e-f011-bb41-0022480ffcd1&isPublic=true"},{"year_ended":"2024-03-31","total_revenue_nzd":265249,"total_expenses_nzd":177126,"surplus_deficit_nzd":88123,"net_assets_nzd":5811469,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=032f661b-edef-ee11-bb2f-0022480ffcd1&isPublic=true"},{"year_ended":"2023-03-31","total_revenue_nzd":5368552,"total_expenses_nzd":9543,"surplus_deficit_nzd":null,"net_assets_nzd":null,"source_filing_pdf":"https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=0755ab90-52d0-ed11-bb1e-000d3acc4199&isPublic=true"}],"group_consolidated":null,"governance":{"current_officers":4,"total_officers_recorded":4,"chair_recorded":false,"paid_executives_disclosed":0,"executive_remuneration_bands":[],"auditor_firm":null,"latest_audit_opinion":null,"going_concern_referenced":false,"individuals_named":false,"individuals_note":"Officer and trustee names are deliberately omitted from this machine-readable view. They are public on the Charities Register and on the charity profile page."},"funders":{"named":[],"unnamed_count":0,"unnamed_note":"Funding sources that may be individuals, or whose type is unclassified, are counted but not named."},"service_providers":[],"links":{"profile":"https://charitydata.co.nz/charities/the-values-trust","markdown":"https://charitydata.co.nz/api/v1/charities/the-values-trust/markdown","summary_md":"https://charitydata.co.nz/api/v1/charities/the-values-trust/summary.md","methodology":"https://charitydata.co.nz/charity-insights/methodology","official_register":"https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC59946","website":null},"freshness":{"register_as_of":"2026-09-01","financials_updated":"2026-05-29","rating_computed":"2026-09-11","generated_at":"2026-09-11T10:11:42.420Z","note":"Figures are as filed. A charity that has filed since the dates above may have newer numbers on the Charities Register."},"attribution":{"publisher":"CharityData NZ","publisher_url":"https://charitydata.co.nz","primary_source":"Charities Services (Ngā Rātonga Kaupapa Atawhai), Department of Internal Affairs","licence":"CC BY 4.0 with attribution to CharityData NZ and Charities Services","disclaimer":"Analytical scores are CharityData’s own, computed under a published methodology from the charity’s own filings. They are not financial, legal or donation advice."}}