He Puna Marama Charitable Trust — Education Charity in Whangarei
He Puna Marama Charitable Trust is a Charitable Trust charity in the Education sector, based in Whangarei, Whangarei. Annual revenue: $6.1M NZD. Financial data as at December 2022.
Mission: To provide early childhood education and to develop young Maori leaders. This has recently been expanded upon to encompass housing initiatives and to establish a whenua Maori Organic Co-operative
- Registration Number
- CC27440
- Charity Type
- Charitable Trust
- Registration Date
- 2008-06-30
- Status
- Active
- Sector
- Education
- Location
- Whangarei, Whangarei
- accounts@mokonz.co.nz
- Data as at
- December 2022
Beneficiaries: Children / young people, Family / whanau, General public, Migrants / refugees, Older people, People with disabilities
Financial Summary
- Total Revenue
- $6.1M NZD
- Total Expenses
- $5.9M NZD
- Total Assets
- $12.4M NZD
- Net Assets
- $9.9M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 60
- Volunteers
- 0
- Financial Year End
- 2022-12-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2022 | $6.1M | $5.9M | $9.9M |
| 2021 | $5.0M | $5.1M | $9.7M |
| 2020 | $4.3M | $4.4M | $9.9M |
| 2019 | $4.2M | $4.8M | $10.0M |
| 2018 | $9.2M | $7.5M | $10.7M |
| 2017 | $7.4M | $6.9M | $8.9M |
| 2016 | $6.6M | $6.3M | $8.5M |
| 2015 | $6.4M | $4.9M | $8.2M |
| 2014 | $5.9M | $4.3M | $6.7M |
| 2013 | $5.5M | $2.7M | $5.7M |
Board Members and Officers
Current Officers (6)
| Name | Role | Appointed |
|---|---|---|
| Te Piha Niha | Trustee | 2024-03-31 |
| Keti Taylor | Trustee | 2019-10-01 |
| Dr Nathan Matthews | Trustee | 2018-04-17 |
| Jason Pou | Trustee | 2011-09-20 |
| James Nair | Trustee/ Treasurer | 2007-06-26 |
| Raewyn Tipene | Secretary/ Trust Manager | 1997-10-21 |
Former Officers (4)
- Elisa Cordtz-Kawiti — Trustee (departed 2020-04-17)
- Robert Clarke — Trustee (departed 2012-07-30)
- Adrian Warren — Chair (departed 2026-03-31)
- Raymond Tipene — Chairman/ Kaumatua (departed 2014-02-01)
Funding Sources
- Foundation North — $417,600
Reporting Group Members
He Puna Marama Charitable Trust files a consolidated Annual Return jointly with 2 sibling charities:
Similar Charities in Education
- The Hato Paora Trust Board — Education
- Otago Presbyterian Girls' College Board of Governors Incorporated — Education
- Far North Reap Society Incorporated — Education
- Victoria University of Wellington Students Association and Te Aka Tauira Incorporated — Education
- Alan Duff Charitable Foundation — Education
He Puna Marama Charitable Trust
Financial data as at December 2022. Sourced from Charities Services register.
The most recent financial filing with Charities Services is more than three years old. Until a current return is filed, a rating is not assigned.
How ratings work →Reasons to look carefully (3)
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.
- Same audit firm for many yearsSame audit firm (BDO Northland) for 5 consecutive years — best practice rotates audit firms periodically to refresh independent oversight
- Shared trustees with reporting-group siblings3 current trustees also serve on the board of another charity in the same Charities Services reporting group (group has 3 member charities filing one consolidated annual return). Group-internal cross-trusteeship can be operationally efficient but should be visible to donors.
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.
$6.1M
$5.9M
$12.4M
60
Financial data from Charities Services annual return (FY2022). Ratings calculated using CharityData v3.1.1 methodology.
Reporting group parent. He Puna Marama Charitable Trust files one consolidated annual return covering 2 members. Member-level figures are not separately reported with Charities Services.
Show member charities (2)
Funded By
Registered charities that have funded this organisation.
About
To provide early childhood education and to develop young Maori leaders. This has recently been expanded upon to encompass housing initiatives and to establish a whenua Maori Organic Co-operative
Who We Serve
Key Statistics
Financial Trends
Financial Trends (15 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 42 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.
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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: 1 October 2026.
Reporting Group — Consolidated Annual Return
He Puna Marama Charitable Trust is one of 3 charities in a Charities Services reporting group. Members file a single consolidated Annual Return together, so the financial figures on each member’s page reflect the combined group — not standalone operations.
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