Horowhenua New Zealand TrustRegistered Charity in Levin

Horowhenua New Zealand Trust is a Trust charity, based in Levin, Levin. CharityData rates this charity B (79.7/100). Annual revenue: $1.7M NZD. Financial data as at June 2025.

Mission: The Horowhenua New Zealand Trust was established in 2018 with a mission to improve the economic and social outcomes of the people of the Horowhenua District.

Registration Number
CC61387
Charity Type
Trust
Registration Date
2023-05-29
Status
Active
CharityData Rating
B (79.7/100)
Location
Levin, Levin
Email
info@thcl.nz
Data as at
June 2025

Financial Summary

Total Revenue
$1.7M NZD
Total Expenses
$0.3M NZD
Total Assets
$1.6M NZD
Net Assets
$1.6M NZD
Reserve Months
62.4 months of operating expenses
Staff Count
1
Volunteers
0
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$1.7M$0.3M$1.6M
2024$1.0M$1.1M$6.3M

CharityData Rating

Overall Grade
B
Overall Score
79.7/100
Financial Score
86
Governance Score
65
Transparency Score
65

Board Members and Officers

Current Officers (5)

NameRoleAppointed
Troy HobsonTrustee2024-06-10
Rebecca Kilsby-HallidayTrustee2024-06-07
Morton PesciniTrustee2023-11-21
Antony YoungTrustee2023-05-24
Ronald TurkTrustee2018-04-04

Former Officers (4)

  • Joanna MasonTrustee (departed 2025-11-07)
  • Te-Aroha JenningsTrustee (departed 2024-05-02)
  • Justine StreetTrustee (departed 2023-07-28)
  • Larry EllisonTrustee (departed 2024-10-06)

Similar Charities in Other

OtherTrust

Horowhenua New Zealand Trust

CC61387Levin, LevinRegistered 29 May 2023
Data updated: 1 Sept 2026
Financials30 Jun 2025Rating20h ago

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

B
80/100
Financial
86
Governance
65
Transparency
65

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 designated
    Board of 5 with no chair designated on the register

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

$1.7M

Expenses

$298.7K

Assets

$1.6M

Staff

1

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

Endowment Foundation

Special Entity Type

This 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.

About

Mission

The Horowhenua New Zealand Trust was established in 2018 with a mission to improve the economic and social outcomes of the people of the Horowhenua District.

Key Statistics

Annual Revenue
$1.7M
Total Expenses
$298.7K
Net Assets
$1.6M
Staff
1
employees
Volunteers
0

Financial Trends

Financial Trends (2 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
0mo
Could operate 0 months with zero revenue
Critical
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

15
Score /100
Highly Concentrated
HHI: 8,522
High Concentration: 92% of revenue from Donations
Donations92.1%
Other6.0%
Investment Income1.9%

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

Peer Comparison

Ranked against 50 peers · Other · $1M – $10M

Rating Score
80
#1/51
Revenue
$1.7M
#29/51
Reserve Months
62.4
#1/51
Surplus
$1.4M
#8/51
Staff Cost %
1%
#51/51

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

Rating

B
Score: 79.7/100
Financial
86
Governance
65
Transparency
65
Why this grade: Financial 86 × 40% + Governance 65 × 60% = 73 → B.
View Full Score Breakdown

Is this your charity?

Claim your profile to view analytics, submit corrections, and improve your rating.

Claim This Profile

Contact Details

Address
Levin, Levin

Registration

Registration NumberCC61387
Entity TypeTrust
Registered29 May 2023
StatusRegistered

Sector & Activities

Primary Sector
Other

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.