Heretaunga Bookfest Charitable Trust — Social 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
- 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
| Year | Revenue | Expenses | Net 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)
| Name | Role | Appointed |
|---|---|---|
| Rachael Chandler | Trustee | 2026-01-27 |
| Paul Symmans | Trustee | 2025-06-24 |
| Simon Taylor | Chair | 2025-02-10 |
| Iain Opray | Trustee | 2021-11-23 |
| Malcolm Smith | Trustee | 2020-08-31 |
| Dennis Dawson | Trustee | 2020-08-31 |
Former Officers (4)
- Susan Hazlewood — Trustee (departed 2025-01-21)
- Peter Boniface — Trustee (departed 2025-02-02)
- David Clist — Trustee (departed 2025-08-19)
- Richard Donaldson — Chair (departed 2022-04-10)
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- Whaiora Homecare Services Incorporated — Social Services
- Birthright (HB) Child And Family Care Trust — Social Services
- Moana House — Social Services
- Family Focus Rotorua — Social Services
Heretaunga Bookfest Charitable Trust
Financial data as at December 2025. Sourced from Charities Services register.
$152.4K
$172.6K
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
Grant-Making Trust
Special Entity TypeThis trust makes grants to other organizations. It does not deliver programs directly.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
About
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
Financial Trends
Financial Trends (6 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 118 peers · Social Services · $100K – $1M
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating
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Registration
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: 11 September 2026.
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