Huntly Mine Workers Charitable Trust — Social Services Charity in Taupiri

Huntly Mine Workers Charitable Trust is a registered charity in the Social Services sector, based in Taupiri, Taupiri. CharityData rates this charity B- (70.8/100). Annual revenue: $0.0M NZD. Financial data as at March 2024.

Mission: Provide Support to the Mining Community

Registration Number
CC37897
Registration Date
2020-04-14
Status
Active
CharityData Rating
B- (70.8/100)
Sector
Social Services
Location
Taupiri, Taupiri
Email
nicola@accountingconcepts.net.nz
Data as at
March 2024

Beneficiaries: Other - All

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Total Assets
$0.2M NZD
Reserve Months
527.3 months of operating expenses
Volunteers
0
Financial Year End
2024-03-31

Financial History

YearRevenueExpensesNet Assets
2024$0.0M$0.0M-
2023$0.0M$0.0M-
2022$0.0M$0.0M-
2021$0.0M$0.0M-
2015$0.0M$0.0M$0.3M
2014$0.0M$0.0M$0.3M
2013$0.1M$0.0M$0.3M
2012$0.1M$0.0M$0.2M
2011$0.1M$0.0M$0.2M
2010$0.0M$0.1M$0.1M

CharityData Rating

Overall Grade
B-
Overall Score
70.8/100
Financial Score
77.5
Governance Score
55
Transparency Score
65

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (11)

  • Darryl King — Trustee
  • Ian Whyte — Trustee
  • Rodger Shead — Trustee (departed 2021-03-31)
  • Lenny Fox — Trustee
  • Kevin Ellery — Individual (departed 2018-03-31)
  • Mark Murray — Trustee (departed 2015-03-31)
  • John Rodgers — Trustee (departed 2015-03-31)
  • Jeffery Bredenbeck — Trustee (departed 2017-03-31)
  • Cyril Shanley — Trustee (departed 2011-06-01)
  • James Yates — Trustee (departed 2018-03-31)
  • Wally Davies — Trustee (departed 2009-03-27)

Similar Charities in Social Services

Social Services

Huntly Mine Workers Charitable Trust

CC37897Taupiri, TaupiriRegistered 14 Apr 2020
Data updated: 2 days ago
Financials31 Mar 2024Rating3d ago

Financial data as at March 2024. Sourced from Charities Services register.

B-
71/100
Financial
78
Governance
55
Transparency
65

Reasons to look carefully (2)

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 register
    No chair or presiding role is recorded in the register for this board of 3. 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.
  • Current annual return overdue
    The newest annual return we hold is 30 months old — a more recent return may already be on the Charities Services 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

$13.9K

Expenses

$5.5K

Assets

$241.9K

Financial data from Charities Services annual return (FY2024). 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

Provide Support to the Mining Community

Who We Serve

Beneficiaries
Other - All

Key Statistics

Annual Revenue
$13.9K
Total Expenses
$5.5K
Net Assets
-
Volunteers
0

Financial Trends

Financial Trends (12 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
527.3mo
Could operate 527.3 months with zero revenue
Over-capitalized
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

30
Score /100
Highly Concentrated
HHI: 7,010
High Concentration: 82% of revenue from Investment Income
Investment Income81.7%
Donations18.3%

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

Peer Comparison

Ranked against 276 peers · Social Services · Under $100K

Rating Score
71
#22/277
Revenue
$14K
#176/277
Reserve Months
527.3
#1/277
Surplus
$8K
#59/277
Staff Cost %
0%
#1/277

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

Rating

B-
Score: 70.8/100
Financial
77.5
Governance
55
Transparency
65
Why this grade: Financial 78 × 40% + Governance 55 × 60% = 64 → 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
Taupiri, Taupiri

Registration

Registration NumberCC37897
Registered14 Apr 2020
StatusRegistered

Sector & Activities

Primary Sector
Social Services
Activities
Makes grants / loans to individualsProvides advice / information / advocacyProvides services (e.g. care / counselling)

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: 4 October 2026.