AoteaOra Community Trust — Community Development Charity in Great Barrier Island
AoteaOra Community Trust is a Charitable Trust charity in the Community Development sector, based in Great Barrier Island, Great Barrier Island. CharityData rates this charity C (63.8/100). Annual revenue: $0.0M NZD. 1 red flag detected. Financial data as at December 2025.
Mission: To promote sustainable economic and social development on Great Barrier Island. The purpose is to help local people establish, develop and grow sustainable business and create new job opportunities
- Registration Number
- CC50786
- Charity Type
- Charitable Trust
- Registration Date
- 2013-10-14
- Status
- Active
- CharityData Rating
- C (63.8/100)
- Sector
- Community Development
- Location
- Great Barrier Island, Great Barrier Island
- aoteaora2017@gmail.com
- Data as at
- December 2025
Beneficiaries: Children / young people, Family / whanau, General public
Financial Summary
- Total Revenue
- $0.0M NZD
- Total Expenses
- $0.0M NZD
- Reserve Months
- 417.5 months of operating expenses
- Financial Year End
- 2025-12-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.0M | $0.0M | - |
| 2024 | $0.0M | $0.0M | - |
| 2023 | $0.1M | $0.1M | $0.1M |
| 2022 | $0.1M | $0.1M | - |
| 2021 | $0.2M | $0.1M | - |
| 2020 | $0.0M | $0.0M | - |
| 2019 | $0.1M | $0.1M | $0.0M |
| 2018 | $0.1M | $0.1M | - |
| 2017 | $0.1M | $0.1M | - |
| 2016 | $0.1M | $0.1M | - |
CharityData Rating
- Overall Grade
- C
- Overall Score
- 63.8/100
- Financial Score
- 77.5
- Governance Score
- 65
- Transparency Score
- 65
Red Flags
- 100% government funded with no revenue diversification
Board Members and Officers
Current Officers (0)
| Name | Role | Appointed |
|---|
Former Officers (18)
- Lucy Dixon — Accounts Admin (departed 2024-08-31)
- Cameron Crawford — Trustee
- Patrick O'Shea — Trustee (departed 2023-09-29)
- Sarah Bowman — Trustee
- Fenella Christian — Trustee (departed 2024-04-30)
- Madelynne McArthur — Trustee (departed 2018-06-17)
- Helen Kemp — Chair (departed 2019-02-09)
- Caleb Clarke — Chair
- Sandra Callister — Trustee (departed 2025-01-14)
- Cait Devey — Trustee
- Deborah Schlichting — Executive Officer (departed 2017-05-02)
- Peter Hay — Trustee (departed 2016-09-23)
- Desmond Casey — Trustee Member (departed 2013-12-31)
- Noelene Ngawaka — Executive Officer (departed 2014-12-31)
- Judith Gilbert — Chair (departed 2017-08-19)
- Sean McCarthy — Trustee (departed 2024-04-30)
- Angela Wright — Administrator (departed 2015-09-30)
- Ellen Williams — Executive Officer (departed 2013-12-31)
Similar Charities in Community Development
- The Pacific Island Business Development Trust — Community Development
- MPHS Community Trust — Community Development
- Ngati Kahungunu Iwi Incorporated — Community Development
- Home in Place (New Zealand) Limited — Community Development
- The Nelson Tasman Housing Trust — Community Development
AoteaOra Community Trust
Financial data as at December 2025. Sourced from Charities Services register.
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.
- Government-funding concentration100% of latest-year revenue came from government grants — single-stream dependency
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.
$240
$2.9K
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
Endowment Foundation
Special Entity TypeThis 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.
About
To promote sustainable economic and social development on Great Barrier Island. The purpose is to help local people establish, develop and grow sustainable business and create new job opportunities
Who We Serve
Key Statistics
Financial Trends
Financial Trends (13 Years)
Revenue Breakdown
Expense Breakdown
API DataBased on annual return data. Detailed program/admin breakdown not available.
Financial Health Dashboard
Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology
Revenue Diversification
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 291 peers · Community Development · Under $100K
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating History
Rating
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Sector & Activities
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: 3 October 2026.
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