Bream Head Conservation Trust — Education Charity in Whangarei

Bream Head Conservation Trust is a Trust charity in the Education sector, based in Whangarei, Whangarei. Annual revenue: $0.4M NZD. Financial data as at March 2026.

Mission: restore and maintain ecology, the historic and archaeological features and the recreational and educational potential of the Bream Head Reserve,

Registration Number
CC24424
Charity Type
Trust
Registration Date
2008-05-15
Status
Active
Sector
Education
Location
Whangarei, Whangarei
Website
http://www.breamheadtrust.org.nz
Email
finance@breamheadtrust.nz
Data as at
March 2026

Beneficiaries: Children / young people, General public, Voluntary bodies other than charities

Financial Summary

Total Revenue
$0.4M NZD
Total Expenses
$0.4M NZD
Total Assets
$0.3M NZD
Net Assets
$0.1M NZD
Reserve Months
0.0 months of operating expenses
Staff Count
4
Financial Year End
2026-03-31

Financial History

YearRevenueExpensesNet Assets
2026$0.4M$0.4M$0.1M
2025$0.3M$0.3M$0.1M
2024$0.3M$0.3M$0.1M
2023$0.2M$0.2M$0.1M
2022$0.2M$0.2M$0.1M
2021$0.2M$0.2M$0.0M
2020$0.2M$0.2M$0.1M
2019$0.2M$0.1M$0.1M
2018$0.2M$0.2M$0.1M
2017$0.2M$0.2M$0.0M

Board Members and Officers

Current Officers (2)

NameRoleAppointed
NICK CHAVETrustee2026-06-11
Lilian CraigTrustee2018-08-09

Former Officers (28)

  • Tangiwai Baker — Trustee (wdc Appointee)
  • Arthur Falls — Trustee
  • Paul Creswell — Treasurer
  • Stephanie Versteeg — Trustee
  • Patrick Holmes — Council Rep (departed 2025-08-14)
  • Nicola Hartwell — Trustee
  • Annelies Struijcken — Communications Trustee (departed 2025-08-14)
  • Geoffrey Pike — Trustee (departed 2025-10-09)
  • Jenny Lawrence — Trustee (departed 2024-02-01)
  • Jonathan Moore — Trustee (departed 2022-10-13)
  • Lil Ruffell — Trustee
  • Roger Tuck — Trustee
  • Claire Pearson — Trustee (departed 2021-10-30)
  • Sheryl Mai — Trustee (departed 2022-09-09)
  • Benjamin Barr — Trustee (departed 2017-03-09)
  • William Mallett — Trustee (departed 2024-07-11)
  • Belinda Caesar — Trustee (departed 2016-03-31)
  • Marshall Taylor — Trustee (departed 2011-07-29)
  • Morris Cutforth — Trustee (departed 2015-03-31)
  • Greg Innes — Trustee (departed 2023-02-22)

Funding Sources

  • Foundation North — $193,074
  • Foundation North — $160,000
  • Foundation North — $121,900
  • Foundation North — $80,000
  • Pub Charity Limited — $46,377.65
  • Oxford Sports Trust — $5,980.39
  • Oxford Sports Trust Incorporated — $1,275

Similar Charities in Education

Bream Head Conservation Trust logo
EducationTrust

Bream Head Conservation Trust

CC24424Whangarei, WhangareiRegistered 15 May 2008
Data updated: 3 days ago
Financials6mo agoRating2d ago

Financial data as at March 2026. 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

$371.1K

Expenses

$359.6K

Assets

$281.6K

Staff

4

Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.

About

Mission

restore and maintain ecology, the historic and archaeological features and the recreational and educational potential of the Bream Head Reserve,

Who We Serve

Beneficiaries
Children / young peopleGeneral publicVoluntary bodies other than charities

Key Statistics

Annual Revenue
$371.1K
Total Expenses
$359.6K
Net Assets
$125.3K
Staff
4
employees

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
6.2mo
Could operate 6.2 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

58
Score /100
Concentrated
HHI: 4,228
Government Grants46.1%
Other45.0%
Donations8.8%
Investment Income0.1%

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
$371K
#50/133
Reserve Months
0.0
#1/133
Surplus
$12K
#83/133
Staff Cost %
87%
#133/133

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

Rating History

NR
2026
Score: N/A
Financial: 0 | Governance: 20 | Transparency: 65
Current
F
2025
Score: 27.5
Financial: 40 | Governance: 65 | Transparency: 65

Rating

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

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Contact Details

Registration

Registration NumberCC24424
Entity TypeTrust
Registered15 May 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated21 Mar 2002

Sector & Activities

Primary Sector
Education
Activities
Acts as an umbrella / resource bodyProvides advice / information / advocacyProvides buildings / facilities / open spaceProvides human resources (e.g. staff / volunteers)Other - Acts an Umbrella body

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.