Pongakawa Heritage Charitable TrustEducation Charity in Te Puke

Pongakawa Heritage Charitable Trust is a Trust charity in the Education sector, based in Te Puke, Te Puke. This organisation also provides funding to other charities. Annual revenue: $0.0M NZD. Financial data as at March 2024.

Mission: To plan, promote and secure funding for the establishment of a heritage and archival repository and to oversee management and ongoing functioning of this heritage and archival repository for the advancement of education and befit of the community generally. To record, collect and preserve and encourage the collection of data and material from Pongakawa and its environs and the wider Bay of Plenty District. Refer Trust Deed 3.1 for other relate purposes.

Registration Number
CC58087
Charity Type
Trust
Registration Date
2020-06-18
Status
Active
Sector
Education
Location
Te Puke, Te Puke
Email
paul@paulhickson.com
Funder Status
Grant-making charity (charitable_trust)
Data as at
March 2024

Financial Summary

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

Financial History

YearRevenueExpensesNet Assets
2024$0.0M$0.0M-
2023-$0.0M-
2022---
2021$0.0M$0.0M-

Board Members and Officers

Current Officers (8)

NameRoleAppointed
Frances PateteTrustee2020-06-16
Andrea MarshChair2020-06-16
Joanne BlackTreasurer2020-06-16
Catherine CawteTrustee2020-06-16
Andrew BlaymiresTrustee2020-06-16
Paul HicksonTrustee2020-06-16
Brigid CrawfordTrustee2020-06-16
Ngaire RoweTrustee2020-06-16

Similar Charities in Education

FunderEducationTrustCharitable Trust

Pongakawa Heritage Charitable Trust

CC58087Te Puke, Te PukeRegistered 18 Jun 2020
Data updated: 1 Sept 2026
Financials31 Mar 2024Rating2d ago

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

NR
Not ratedVolunteer / community organisation

Small volunteer-led organisations are not letter-graded: the standard financial template does not fit entities without paid staff, large revenue, or significant government funding. The charity's filed figures are shown above.

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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.

  • Current annual return overdue
    The newest annual return we hold is 29 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

$1.0K

Expenses

$434

Assets

$44.1K

Financial data from Charities Services annual return (FY2024). Ratings calculated using CharityData v3.1.1 methodology.

Funder Profile

Grantmaker

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

Funding Sectors
EducationArts & CultureCommunity Development
Beneficiaries
General Public
Geographic Focus
Bay of Plenty

About

Mission

To plan, promote and secure funding for the establishment of a heritage and archival repository and to oversee management and ongoing functioning of this heritage and archival repository for the advancement of education and befit of the community generally. To record, collect and preserve and encourage the collection of data and material from Pongakawa and its environs and the wider Bay of Plenty District. Refer Trust Deed 3.1 for other relate purposes.

Key Statistics

Annual Revenue
$1.0K
Total Expenses
$434
Net Assets
-
Volunteers
0

Financial Trends

Financial Trends (4 Years)

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
119mo
Could operate 119 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

0
Score /100
Highly Concentrated
HHI: 10,000
High Concentration: 100% of revenue from Trading / Services
Trading / Services100.0%

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

Peer Comparison

Ranked against 355 peers · Education · Under $100K

Rating Score
0
#38/356
Revenue
$1K
#330/356
Reserve Months
0.0
#1/356
Surplus
$566
#198/356
Staff Cost %
0%
#1/356

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

Rating

Score: /100
Financial
0
Governance
30
Transparency
65
View Full Score Breakdown

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Contact Details

Address
Te Puke, Te Puke

Registration

Registration NumberCC58087
Entity TypeTrust
Registered18 Jun 2020
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated27 Aug 2020
Registered office
119 Pongakawa Station Road, Rd 6, Pongakawa

Sector & Activities

Primary Sector
Education

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: 14 September 2026.