Bay of Plenty Education Trust — Education Charity in Tauranga
Bay of Plenty Education Trust is a Charitable Trust charity in the Education sector, based in Tauranga, Tauranga. CharityData rates this charity B (78.3/100). Annual revenue: $0.6M NZD. Financial data as at December 2025.
Mission: The advancement of education by provision of grants, loans, scholarships, financial assistance or other means as the Board sees fit.
- Registration Number
- CC27538
- Charity Type
- Charitable Trust
- Registration Date
- 2008-06-30
- Status
- Active
- CharityData Rating
- B (78.3/100)
- Sector
- Education
- Location
- Tauranga, Tauranga
- office@inghammora.co.nz
- Data as at
- December 2025
Beneficiaries: Children / young people, Other charities
Financial Summary
- Total Revenue
- $0.6M NZD
- Total Expenses
- $0.2M NZD
- Total Assets
- $9.2M NZD
- Net Assets
- $9.2M NZD
- Reserve Months
- 2.1 months of operating expenses
- Financial Year End
- 2025-12-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.6M | $0.2M | $9.2M |
| 2024 | $1.2M | $0.3M | $8.8M |
| 2023 | $0.6M | $0.3M | - |
| 2022 | $0.2M | $1.0M | $7.5M |
| 2021 | $0.6M | $0.2M | $8.2M |
| 2020 | $0.6M | $0.2M | $7.8M |
| 2019 | $0.5M | $0.2M | $7.4M |
| 2018 | $0.4M | $0.2M | $7.1M |
| 2017 | $0.7M | $0.2M | $6.9M |
| 2016 | $0.4M | $0.2M | $6.4M |
CharityData Rating
- Overall Grade
- B
- Overall Score
- 78.3/100
- Financial Score
- 84
- Governance Score
- 65
- Transparency Score
- 65
Board Members and Officers
Current Officers (6)
| Name | Role | Appointed |
|---|---|---|
| Helena Woolsey | Trustee | 2025-12-02 |
| Renay Jones | Trustee | 2023-05-17 |
| David Glover | Trustee | 2022-11-15 |
| Thomas Beswick | Trustee / Secretary | 2018-11-22 |
| Richard Dey | Trustee | 2016-05-18 |
| Nicholas Earl | Trustee | 2015-07-16 |
Former Officers (15)
- Jonathon Beadle — Trustee (departed 2026-08-10)
- Teresa Eggleton — Trustee (departed 2021-05-12)
- Peter Tootell — Trustee (departed 2022-11-15)
- Aileen Lawrie — Trustee (departed 2017-05-17)
- John Revington — Trustee (departed 2023-05-17)
- Peter Patterson — N/a (departed 2007-07-30)
- John Foster Mainland — N/a (departed 2012-11-21)
- Pauline Mary Cowens — N/a (departed 2015-11-18)
- Lesley Norma Mackinnon — N/a (departed 2015-05-20)
- Roger Ian Loveridge — Trustee (departed 2024-02-07)
- Peter Morris Wood — Trustee (departed 2017-05-17)
- Brian Joseph Scantlebury — Trustee (departed 2018-06-27)
- Michael Daniel Batchelor — N/a (departed 2016-06-02)
- Robin Reginald Addison — N/a (departed 2009-11-21)
- John Andrew Burn — Trustee (departed 2020-05-01)
Similar Charities in Education
- South Pacific College Of Natural Medicine Inc — Education
- Christchurch Rudolf Steiner School Trust — Education
- Ashburton Kindergarten Association Incorporated — Education
- Sathya Sai Preschool Rongomai — Education
- Pukekohe Christian School Trust — Education
Bay of Plenty Education 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.
- No chair recorded on the registerNo chair or presiding role is recorded in the register for this board of 6. 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.
$578.5K
$236.3K
$9.2M
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
The advancement of education by provision of grants, loans, scholarships, financial assistance or other means as the Board sees fit.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (17 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 130 peers · Education · $100K – $1M
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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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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