Poutama Trust — Social Services Charity in Rotorua

Poutama Trust is a Trust charity in the Social Services sector, based in Rotorua, Rotorua. This organisation also provides funding to other charities. CharityData rates this charity C+ (67.4/100). Annual revenue: $1.8M NZD. Financial data as at March 2025.

Mission: Poutama is involved in promoting Maori Economic Development through the provision of grants and management assistance through feasibility studies, management support and general support services.

Registration Number
CC38394
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
C+ (67.4/100)
Sector
Social Services
Location
Rotorua, Rotorua
Website
http://www.poutama.co.nz
Email
poutama@poutama.co.nz
Funder Status
Grant-making charity (trust)
Data as at
March 2025

Beneficiaries: Family / whanau, People of a certain ethnic / racial origin, Other - All

Financial Summary

Total Revenue
$1.8M NZD
Total Expenses
$2.1M NZD
Total Assets
$28.9M NZD
Net Assets
$28.4M NZD
Reserve Months
10.8 months of operating expenses
Staff Count
8
Volunteers
0
Financial Year End
2025-03-31

Financial History

YearRevenueExpensesNet Assets
2025$1.8M$2.1M$28.4M
2024$1.9M$2.3M$28.7M
2023$0.9M$2.0M$29.0M
2022$4.4M$3.4M$30.1M
2021$11.3M$10.7M$29.1M
2020$1.7M$6.0M$28.5M
2019$2.6M-$32.9M
2018$1.5M$2.0M$32.7M
2017$2.0M-$33.8M
2016$2.1M$2.4M$33.7M

CharityData Rating

Overall Grade
C+
Overall Score
67.4/100
Financial Score
68.5
Governance Score
65
Transparency Score
65
Program Spending Ratio
0.3%

Board Members and Officers

Current Officers (2)

NameRoleAppointed
Alaena ReiTrustee2025-12-08
Mark GrayTrustee2025-09-26

Former Officers (19)

  • Shane Jones — Chair
  • Riki Ellison — Trustee
  • Hetaraka Hudson — Trustee
  • Hinerangi Edwards — Trustee
  • Koroninia Dickinson — Chief Executive
  • Kim Skelton — Trustee (departed 2021-10-12)
  • Rachel Maidment — Trustee
  • Tanya Skelton — Trustee
  • David Tapsell — Trustee (departed 2023-04-01)
  • Colleen Neville — Trustee (departed 2019-04-29)
  • Colleen Kirimatao Neville — Trustee (departed 2019-04-29)
  • Craig Ellison — Trustee (departed 2020-08-01)
  • Brian Tunui — Trustee (departed 2021-09-30)
  • Arihia Tuoro — Trustee (departed 2021-05-01)
  • John Kahukiwa — Trustee (departed 2010-09-27)
  • Matene Love — Trustee (departed 2010-09-27)
  • Rangimarie Parata-Takurua — Trustee (departed 2010-09-27)
  • Mavis-Raylene Mullins — Trustee (departed 2018-07-31)
  • Richard Jones — Chief Executive (departed 2021-03-31)

Service Providers

  • Glenn Keaney

Similar Charities in Social Services

Poutama Trust logo
FunderSocial ServicesTrustTrust

Poutama Trust

CC38394Rotorua, RotoruaRegistered 30 Jun 2008
Data updated: 4 days ago
Financials31 Mar 2025Rating2d ago

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

C+
67/100
Financial
69
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 recorded on the register
    No chair or presiding role is recorded in the register for this board of 5. 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.

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

$1.8M

Expenses

$2.1M

Assets

$28.9M

Staff

8

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.

Funder Profile

Grantmaker

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

Funding Sectors
General
Beneficiaries
Māori
Geographic Focus
Bay of Plenty

About

Mission

Poutama is involved in promoting Maori Economic Development through the provision of grants and management assistance through feasibility studies, management support and general support services.

Who We Serve

Beneficiaries
Family / whanauPeople of a certain ethnic / racial originOther - All

Key Statistics

Annual Revenue
$1.8M
Total Expenses
$2.1M
Net Assets
$28.4M
Staff
8
employees
Volunteers
0

Financial Trends

Financial Trends (17 Years)

Revenue Breakdown

Expense Breakdown

Verified

Financial Health Dashboard

Cents to the Cause
32c
For every $1 spent, 32c reaches programs
Needs attention
Sustainability
10.8mo
Could operate 10.8 months with zero revenue
Healthy
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

49
Score /100
Concentrated
HHI: 5,052
Investment Income55.1%
Other44.9%

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

Peer Comparison

Ranked against 55 peers · Social Services · $1M – $10M

Rating Score
67
#30/56
Revenue
$1.8M
#28/56
Reserve Months
10.8
#1/56
Surplus
$-290K
#51/56
Staff Cost %
34%
#56/56

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

Rating

C+
Score: 67.4/100
Financial
68.5
Governance
65
Transparency
65
Why this grade: Financial 69 × 40% + Governance 65 × 60% = 66 → C+.
View Full Score Breakdown

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Contact Details

Registration

Registration NumberCC38394
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated1 Aug 1988
Registered office
L1 94 Dixon Street, Te Aro, Wellington
Differs from Charities Register address (PO Box 1721, Rotorua, 3040, Rotorua, Rotorua). May be stale on either register — verify with the charity if material.

Sector & Activities

Primary Sector
Social Services
Activities
Acts as an umbrella / resource bodyMakes grants / loans to individualsMakes grants to organisations (including schools or other charities)Provides advice / information / advocacyProvides other finance (e.g. investment funds)Provides services (e.g. care / counselling)Sponsors / undertakes research

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: 28 September 2026.