Hawke's Bay Foundation — Education Charity in Hastings
Hawke's Bay Foundation is a Trust charity in the Education sector, based in Hastings, Hastings. This organisation also provides funding to other charities. CharityData rates this charity A- (89/100). Annual revenue: $3.7M NZD. Financial data as at December 2025.
Mission: From Trust Deed:"To carry out every charitable purpose in NZ whether relating to the relief of poverty, the advancement of education, the advancement of religion, or any other purpose beneficial to the community, and: a) in all its activities shall provide a public benefit: but b) none of its activities shall result in any private benefit or profit to any individual person". In practice, the Hawke's Bay Foundation encourages giving throughout the region to build assets and resources for the future generations of the Hawke's Bay community and provides a simple and long lasting way for individuals, families or corporations to leave legacies for local causes.
- Registration Number
- CC28009
- Charity Type
- Trust
- Registration Date
- 2008-06-30
- Status
- Active
- CharityData Rating
- A- (89/100)
- Sector
- Education
- Location
- Hastings, Hastings
- info@hawkesbayfoundation.co.nz
- Funder Status
- Grant-making charity (foundation)
- Data as at
- December 2025
Beneficiaries: Children / young people, General public, Older people, Other charities, People with disabilities
Financial Summary
- Total Revenue
- $3.7M NZD
- Total Expenses
- $1.1M NZD
- Total Assets
- $14.9M NZD
- Net Assets
- $14.9M NZD
- Reserve Months
- 4.2 months of operating expenses
- Staff Count
- 3
- Financial Year End
- 2025-12-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $3.7M | $1.1M | $14.9M |
| 2024 | $2.9M | $1.0M | $12.1M |
| 2023 | $7.4M | $0.1M | $10.4M |
| 2022 | $0.8M | $0.1M | $6.4M |
| 2021 | $2.4M | $0.1M | $6.5M |
| 2020 | $1.4M | $0.0M | $4.4M |
| 2019 | $0.8M | $0.1M | $2.9M |
| 2018 | $0.4M | $0.0M | $1.5M |
| 2017 | $0.4M | $0.0M | $1.7M |
| 2017 | $0.5M | $0.1M | $1.2M |
CharityData Rating
- Overall Grade
- A-
- Overall Score
- 89/100
- Financial Score
- 95
- Governance Score
- 75
- Transparency Score
- 65
Board Members and Officers
Current Officers (11)
| Name | Role | Appointed |
|---|---|---|
| Philip Springford | Trustee | 2026-02-25 |
| Rachel Agnew | Trustee | 2026-01-01 |
| Shannon Bray | Trustee | 2026-01-01 |
| Nigel Dawes | Trustee | 2026-01-01 |
| Andrew Caseley | Trustee | 2023-11-23 |
| Leisa Epplett | Trustee | 2023-11-23 |
| George Lyons | Trustee | 2023-11-23 |
| Kara Biggs | Trustee | 2022-02-15 |
| Kate Tokeley | Trustee | 2022-02-15 |
| Kevin Callinicos | Chair | 2019-02-12 |
| Craig Hay | Trustee | 2018-06-19 |
Former Officers (22)
- James Wright — Trustee (departed 2025-07-13)
- Cam McLeay — Trustee (departed 2025-11-26)
- Sarah Reo — Trustee (departed 2020-02-20)
- Giles Pearson — Chair (departed 2023-11-23)
- Julianne Nowell-Usticke — Trustee (departed 2024-06-18)
- Sarah Mulcahy — Trustee (departed 2023-11-23)
- Jessica O'Sullivan — Trustee (departed 2022-04-13)
- Samuel Howard — Trustee (departed 2022-10-11)
- Andrew Wares — Trustee (departed 2020-11-25)
- Rebecca Turner — Chairman / Trustee (departed 2016-03-22)
- Brian Martin — Trustee (departed 2018-12-04)
- Timothy Nowell-usticke — Trustee (departed 2015-11-17)
- James Williams — Trustee (departed 2019-02-12)
- Warwick Holmes — Trustee (departed 2010-08-08)
- Cedric Knowles — Trustee (departed 2010-08-08)
- Peter Harris — Trustee (departed 2010-05-31)
- John Von Dadelszen — Trustee (departed 2009-09-02)
- Alison Mccarthy — Trustee (departed 2008-10-31)
- Diana Petersen — Trustee (departed 2010-08-08)
- David Sabiston — Trustee (departed 2011-03-09)
Service Providers
- Crowe
Similar Charities in Education
- The Hato Paora Trust Board — Education
- Otago Presbyterian Girls' College Board of Governors Incorporated — Education
- Hawksbury Community Living Trust — Education
- Far North Reap Society Incorporated — Education
- Victoria University of Wellington Students Association and Te Aka Tauira Incorporated — Education
Hawke's Bay Foundation
Financial data as at December 2025. Sourced from Charities Services register.
$3.7M
$1.1M
$14.9M
3
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.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
About
From Trust Deed:"To carry out every charitable purpose in NZ whether relating to the relief of poverty, the advancement of education, the advancement of religion, or any other purpose beneficial to the community, and: a) in all its activities shall provide a public benefit: but b) none of its activities shall result in any private benefit or profit to any individual person". In practice, the Hawke's Bay Foundation encourages giving throughout the region to build assets and resources for the future generations of the Hawke's Bay community and provides a simple and long lasting way for individuals, families or corporations to leave legacies for local causes.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (18 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 37 peers · Education · $1M – $10M
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
A-Is this your charity?
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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: 30 September 2026.
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