Liberty Trust — Education Charity in Whakatane
Liberty Trust is a Charitable Trust charity in the Education sector, based in Whakatane, Whakatane. CharityData rates this charity C+ (69.8/100). Annual revenue: $2.3M NZD. Financial data as at March 2025.
Liberty Trust files consolidated accounts that include Ark Resources Limited (CC54208). Its revenue is largely the same money those registrations report, not additional income.
Mission: To advance the Christian religion, relieve financial burdens and bring benefit to the New Zealand public through teaching, demonstrating and applying the Bible's financial principles.
- Registration Number
- CC11287
- Charity Type
- Charitable Trust
- Registration Date
- 2007-10-07
- Status
- Active
- CharityData Rating
- C+ (69.8/100)
- Sector
- Education
- Location
- Whakatane, Whakatane
- info@libertytrust.org.nz
- Data as at
- March 2025
Beneficiaries: Children / young people, Family / whanau, General public, Migrants / refugees, Older people, Other charities, People of a certain ethnic / racial origin, People with disabilities, Religious groups, Voluntary bodies other than charities
Financial Summary
- Total Revenue
- $2.3M NZD
- Total Expenses
- $0.1M NZD
- Total Assets
- $31.0M NZD
- Net Assets
- $30.7M NZD
- Reserve Months
- 163.2 months of operating expenses
- Staff Count
- 3
- Volunteers
- 0
- Financial Year End
- 2025-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $2.3M | $0.1M | $30.7M |
| 2024 | $2.5M | $0.2M | $28.5M |
| 2023 | $2.8M | $0.2M | $26.2M |
| 2022 | $2.6M | $0.1M | $23.5M |
| 2021 | $2.4M | $0.1M | $21.1M |
| 2020 | $2.1M | $0.1M | $18.8M |
| 2019 | $2.2M | $0.1M | $16.9M |
| 2018 | $2.0M | $0.1M | $14.8M |
| 2017 | $1.9M | $0.2M | $12.9M |
| 2016 | $0.3M | $0.2M | $11.2M |
CharityData Rating
- Overall Grade
- C+
- Overall Score
- 69.8/100
- Financial Score
- 67.5
- Governance Score
- 75
- Transparency Score
- 65
- Program Spending Ratio
- 0.2%
Board Members and Officers
Current Officers (6)
| Name | Role | Appointed |
|---|---|---|
| Hannah van Leeuwen | Trustee | 2024-09-16 |
| Mark Langridge | Trustee | 2019-07-09 |
| Kerryanne Dalgleish | Trustee | 2019-07-09 |
| Colleen Medwin | Trustee | 2007-08-09 |
| Thomas McDowall | Chair | 2007-08-09 |
| Robert Cleland | Trustee | 2007-08-09 |
Former Officers (2)
- Jonathan Segedin — Trustee (departed 2020-09-24)
- Kelvin Deal — Trustee (departed 2022-07-15)
Similar Charities in Education
- South Pacific College Of Natural Medicine Inc — Education
- Christchurch Rudolf Steiner School Trust — Education
- Ashburton Kindergarten Association Incorporated — Education
- Sathya Sai Preschool Rongomai — Education
- Pukekohe Christian School Trust — Education
Liberty Trust
Financial data as at March 2025. Sourced from Charities Services register.
$2.3M
$137.8K
$31.0M
3
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
Endowment Foundation
Special Entity TypeThis is an endowment foundation that holds investments and provides grants. High reserves are expected and appropriate - this is not an operating charity.
Relationship: consolidating_parent
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
To advance the Christian religion, relieve financial burdens and bring benefit to the New Zealand public through teaching, demonstrating and applying the Bible's financial principles.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (17 Years)
Revenue Breakdown
Expense Breakdown
VerifiedFinancial 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 62 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.
Rating
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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: 3 October 2026.
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