Aotea Pacific Trust — International Aid Charity in Auckland

Aotea Pacific Trust is a Trust charity in the International Aid sector, based in Auckland, Auckland. This organisation also provides funding to other charities. CharityData rates this charity A- (87.8/100). Annual revenue: $0.3M NZD. Financial data as at March 2025.

Mission: The charitable purpose is to fund soundly based charities working in communities.

Registration Number
CC22398
Charity Type
Trust
Registration Date
2008-04-01
Status
Active
CharityData Rating
A- (87.8/100)
Sector
International Aid
Location
Auckland, Auckland
Email
andrew@walkerandhall.co.nz
Funder Status
Grant-making charity (trust)
Data as at
March 2025

Beneficiaries: Children / young people, General public, Older people, Other charities, People with disabilities

Financial Summary

Total Revenue
$0.3M NZD
Total Expenses
$0.2M NZD
Total Assets
$4.2M NZD
Net Assets
$2.8M NZD
Reserve Months
0.7 months of operating expenses
Volunteers
0
Financial Year End
2025-03-31

Financial History

YearRevenueExpensesNet Assets
2025$0.3M$0.2M$2.8M
2024$0.4M$0.2M$1.1M
2023$0.3M$0.2M$2.3M
2022$0.2M$0.2M$2.3M
2021$0.2M$0.2M$2.2M
2020$0.3M$0.2M$2.2M
2019$0.3M$0.2M$2.1M
2018$0.3M$0.2M$2.0M
2017$0.3M$0.2M$1.9M
2016$0.2M$0.2M$1.9M

CharityData Rating

Overall Grade
A-
Overall Score
87.8/100
Financial Score
97.5
Governance Score
65
Transparency Score
65

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (6)

  • Stephanie Tattersfield — Trustee
  • James Tattersfield — Trustee
  • Kate Hellriegel — Trustee
  • Joseph Tattersfield — Trustee
  • Allan Tattersfield — Trustee (departed 2022-12-26)
  • Piers Davies — Trustee

Similar Charities in International Aid

FunderInternational AidTrustTrust

Aotea Pacific Trust

CC22398Auckland, AucklandRegistered 1 Apr 2008
Data updated: 4 days ago
Financials31 Mar 2025Rating2d ago

Financial data as at March 2025. Sourced from Charities Services register.

A-
88/100
Financial
98
Governance
65
Transparency
65

Reasons to look carefully (1)

These structural observations are drawn from public data and are worth considering before a donation. They are not allegations of wrongdoing, and they don’t affect the charity’s letter grade.

  • No chair recorded on the register
    No chair or presiding role is recorded in the register for this board of 5. The Charities Register does not require one to be identified, so this is a gap in the public record rather than a finding about the board.

Each signal is a data-driven observation, not a judgement. They fire automatically from the figures filed with Charities Services. A charity can address any of these by filing fuller disclosure or updating its officer register. Methodology: /about/methodology/concern-signals.

Revenue

$334.1K

Expenses

$182.8K

Assets

$4.2M

Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.

Endowment Foundation

Special Entity Type

This is an endowment foundation that holds investments and provides grants. High reserves are expected and appropriate - this is not an operating charity.

Rating Note: Endowment foundations are rated using specialized criteria that recognize high reserves as appropriate. Metrics like grant distribution rate and investment returns are prioritized over program spending ratios.

Funder Profile

Grantmaker

This organisation makes grants or donations to other charities and organisations.

Funding Sectors
General
Beneficiaries
General Public
Geographic Focus
Auckland

About

Mission

The charitable purpose is to fund soundly based charities working in communities.

Who We Serve

Beneficiaries
Children / young peopleGeneral publicOlder peopleOther charitiesPeople with disabilities

Key Statistics

Annual Revenue
$334.1K
Total Expenses
$182.8K
Net Assets
$2.8M
Volunteers
0

Financial Trends

Financial Trends (18 Years)

Revenue Breakdown

Expense Breakdown

API Data

Based on annual return data. Detailed program/admin breakdown not available.

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
0.7mo
Could operate 0.7 months with zero revenue
Critical
Fundraising Cost
-
No fundraising data
No data

Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology

Revenue Diversification

0
Score /100
Highly Concentrated
HHI: 10,000
High Concentration: 100% of revenue from Investment Income
Investment Income100.0%

HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.

Peer Comparison

Ranked against 50 peers · International Aid · $100K – $1M

Rating Score
88
#1/51
Revenue
$334K
#22/51
Reserve Months
0.7
#1/51
Surplus
$151K
#7/51
Staff Cost %
0%
#1/51

Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.

Rating

A-
Score: 87.8/100
Financial
97.5
Governance
65
Transparency
65
Why this grade: Financial 98 × 40% + Governance 65 × 60% = 78 → A-.
View Full Score Breakdown

Is this your charity?

Claim your profile to view analytics, submit corrections, and improve your rating.

Claim This Profile

Contact Details

Address
Auckland, Auckland

Registration

Registration NumberCC22398
Entity TypeTrust
Registered1 Apr 2008
StatusRegistered

Sector & Activities

Primary Sector
International Aid
Activities
Makes grants to organisations (including schools or other charities)

Data sourced from Charities Services register and publicly available annual returns. Our datasets may not be complete. Automated analysis can produce errors. Scores are calculated using disclosed methodology and are analytical tools, not investment ratings or recommendations. If you believe any data on this page is incorrect, please contact us at hello@charitydata.co.nz. For informational purposes only. Not investment advice. Last updated: 28 September 2026.