Heretaunga Bookfest Charitable TrustSocial Services Charity in Upper Hutt

Heretaunga Bookfest Charitable Trust is a Trust charity in the Social Services sector, based in Upper Hutt, Upper Hutt. This organisation also provides funding to other charities. CharityData rates this charity B (76.8/100). Annual revenue: $0.2M NZD. Financial data as at December 2025.

Mission: Our mission is to support and uplift primarily the Hutt Valley community through charitable donations generated from the sale of donated books, magazines, jigsaws, DVDs, and records.

Registration Number
CC58086
Charity Type
Trust
Registration Date
2020-08-21
Status
Active
CharityData Rating
B (76.8/100)
Sector
Social Services
Location
Upper Hutt, Upper Hutt
Website
https://www.bookfest.org.nz
Email
heretaunga.bookfest.trust@outlook.com
Funder Status
Grant-making charity (charitable_trust)
Data as at
December 2025

Financial Summary

Total Revenue
$0.2M NZD
Total Expenses
$0.2M NZD
Reserve Months
8.6 months of operating expenses
Volunteers
0
Financial Year End
2025-12-31

Financial History

YearRevenueExpensesNet Assets
2025$0.2M$0.2M-
2024$0.2M$0.1M-
2023$0.1M$0.1M-
2022$0.1M$0.1M-
2021$0.1M$0.1M-
2020$0.0M--

CharityData Rating

Overall Grade
B
Overall Score
76.8/100
Financial Score
77.5
Governance Score
75
Transparency Score
65

Board Members and Officers

Current Officers (6)

NameRoleAppointed
Rachael ChandlerTrustee2026-01-27
Paul SymmansTrustee2025-06-24
Simon TaylorChair2025-02-10
Iain OprayTrustee2021-11-23
Malcolm SmithTrustee2020-08-31
Dennis DawsonTrustee2020-08-31

Former Officers (4)

  • Susan HazlewoodTrustee (departed 2025-01-21)
  • Peter BonifaceTrustee (departed 2025-02-02)
  • David ClistTrustee (departed 2025-08-19)
  • Richard DonaldsonChair (departed 2022-04-10)

Similar Charities in Social Services

Heretaunga Bookfest Charitable Trust logo
FunderSocial ServicesTrustCharitable Trust

Heretaunga Bookfest Charitable Trust

CC58086Upper Hutt, Upper HuttRegistered 21 Aug 2020
Data updated: 1 Sept 2026
Financials8mo agoRating10h ago

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

B
77/100
Financial
78
Governance
75
Transparency
65
Revenue

$152.4K

Expenses

$172.6K

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

Grant-Making Trust

Special Entity Type

This trust makes grants to other organizations. It does not deliver programs directly.

Funder Profile

Grantmaker

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

Funding Sectors
Community Development
Beneficiaries
General Public
Geographic Focus
Wellington

About

Mission

Our mission is to support and uplift primarily the Hutt Valley community through charitable donations generated from the sale of donated books, magazines, jigsaws, DVDs, and records.

Key Statistics

Annual Revenue
$152.4K
Total Expenses
$172.6K
Net Assets
-
Volunteers
0

Financial Trends

Financial Trends (6 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
96c
For every $1 spent, 96c reaches programs
Strong
Sustainability
8.6mo
Could operate 8.6 months with zero revenue
Healthy
Fundraising Cost
$0.05
Costs $0.05 to raise each $1 in donations
Efficient

Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology

Revenue Diversification

11
Score /100
Highly Concentrated
HHI: 8,928
High Concentration: 94% of revenue from Donations
Donations94.4%
Investment Income3.3%
Other2.4%

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

Peer Comparison

Ranked against 118 peers · Social Services · $100K – $1M

Rating Score
77
#6/119
Revenue
$152K
#93/119
Reserve Months
8.6
#1/119
Surplus
$-20K
#90/119
Staff Cost %
0%
#1/119

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

Rating

B
Score: 76.8/100
Financial
77.5
Governance
75
Transparency
65
Why this grade: Financial 78 × 40% + Governance 75 × 60% = 76 → B.
View Full Score Breakdown

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Contact Details

Registration

Registration NumberCC58086
Entity TypeTrust
Registered21 Aug 2020
StatusRegistered

Sector & Activities

Primary Sector
Social Services

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: 11 September 2026.