Blues Charitable Trust — Education Charity in Auckland

Blues Charitable Trust is a Trust charity in the Education sector, based in Auckland, Auckland. This organisation also provides funding to other charities. Annual revenue: $0.3M NZD. Financial data as at August 2025.

Mission: To empower Rangatahi (youth) to make good choices for great lives. Advancement and education of social development and community welfare; Advocating for greater resources, funding and improved delivery mechanisms for the advancement and education of social development and community welfare; Encouraging and supporting volunteers to assist with the advancement and education of social development and community welfare; All such other things as are incidental or conducive to the attainment of the above; Align with objectives of the Tamaki Makaurau Region.

Registration Number
CC60685
Charity Type
Trust
Registration Date
2022-07-22
Status
Active
Sector
Education
Location
Auckland, Auckland
Email
rosey.nathan@thebluestrust.org
Funder Status
Grant-making charity (charitable_trust)
Data as at
August 2025

Beneficiaries: Children / young people

Financial Summary

Total Revenue
$0.3M NZD
Total Expenses
$0.4M NZD
Total Assets
$0.3M NZD
Net Assets
$0.2M NZD
Reserve Months
0.0 months of operating expenses
Staff Count
4
Volunteers
1
Financial Year End
2025-08-31

Financial History

YearRevenueExpensesNet Assets
2025$0.3M$0.4M$0.2M
2024$0.4M$0.2M$0.3M
2023$0.2M$0.2M$0.0M

Board Members and Officers

Current Officers (8)

NameRoleAppointed
Peter ReidyTrustee2022-06-15
Andrew RobertsTrustee2022-06-13
Roger MortimerTrustee2022-06-13
Patrick TuipulotuTrustee2022-06-13
Shana Talivaa MalioTrustee2022-06-13
Peter ThompsonTrustee2022-06-13
Jason ChandlerTrustee2022-06-13
Nikhil RavishankarTrustee2022-06-13

Funding Sources

  • Grassroots Trust Limited — $32,576.73
  • New Zealand Community Trust — $7,500
  • The Lion Foundation — $3,000

Similar Charities in Education

FunderEducationTrustCharitable Trust

Blues Charitable Trust

CC60685Auckland, AucklandRegistered 22 Jul 2022
Data updated: Yesterday
Financials31 Aug 2025Ratingyesterday

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

NR
Not rated — Summary-form filing — not enough detail to grade

Charities Services Tier 3 reporting allows charities under $2M revenue to file a simple-format annual return rather than audited financial statements. The return reports totals but not the program/administration split or the line-item detail our template needs. No red flags were detected in what was filed, and revenue is below the $2M Tier 2 boundary where audited accounts become mandatory. A letter grade is withheld rather than assigning one that would be driven by the template-fit, not the charity's operations. The charity's filed figures are shown above, and any structural concerns a donor would want to look at are surfaced separately. (v3.3 — aligned with Charities Services tier boundary; matches Charity Navigator and CharityWatch US practice.)

How ratings work →

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 8. 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

$309.9K

Expenses

$365.5K

Assets

$256.9K

Staff

4

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

Funder Profile

Grantmaker

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

Funding Sectors
EducationSocial ServicesCommunity Development
Beneficiaries
YouthGeneral Public
Geographic Focus
Auckland

About

Mission

To empower Rangatahi (youth) to make good choices for great lives. Advancement and education of social development and community welfare; Advocating for greater resources, funding and improved delivery mechanisms for the advancement and education of social development and community welfare; Encouraging and supporting volunteers to assist with the advancement and education of social development and community welfare; All such other things as are incidental or conducive to the attainment of the above; Align with objectives of the Tamaki Makaurau Region.

Who We Serve

Beneficiaries
Children / young people

Key Statistics

Annual Revenue
$309.9K
Total Expenses
$365.5K
Net Assets
$227.1K
Staff
4
employees
Volunteers
1

Financial Trends

Financial Trends (3 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
8.3mo
Could operate 8.3 months with zero revenue
Healthy
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

21
Score /100
Highly Concentrated
HHI: 7,859
High Concentration: 88% of revenue from Other
Other87.9%
Donations11.5%
Investment Income0.7%

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

Peer Comparison

Ranked against 132 peers · Education · $100K – $1M

Rating Score
0
#38/133
Revenue
$310K
#61/133
Reserve Months
0.0
#1/133
Surplus
$-56K
#119/133
Staff Cost %
68%
#133/133

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

Rating

Score: /100
Financial
0
Governance
20
Transparency
65
View Full Score Breakdown

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Contact Details

Address
Auckland, Auckland

Registration

Registration NumberCC60685
Entity TypeTrust
Registered22 Jul 2022
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated13 Jun 2022
Registered office
32 Campbell Crescent, Epsom, Auckland

Sector & Activities

Primary Sector
Education
Activities
Provides advice / information / advocacyProvides services (e.g. care / counselling)

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: 27 September 2026.