Presentation Sisters New Zealand Trust Board — Religion Charity in New Zealand

Presentation Sisters New Zealand Trust Board is a Charitable Trust charity in the Religion sector, based in Mosgiel. This organisation also provides funding to other charities. CharityData rates this charity B- (72.7/100). Annual revenue: $0.4M NZD. Financial data as at December 2025.

Mission: To continue the work of the Catholic Congregation of the Presentation Sisters in New Zealand by providing for the Catholic and wider community of New Zealand education, pastoral ministry and all other charitable purposes as the Trustees may determine in their absolute discretion.

Registration Number
CC31053
Charity Type
Charitable Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
B- (72.7/100)
Sector
Religion
Location
Mosgiel
Email
bursar@pbvm.org.nz
Funder Status
Grant-making charity (trust)
Data as at
December 2025

Beneficiaries: Children / young people, Older people, Religious groups

Financial Summary

Total Revenue
$0.4M NZD
Total Expenses
$0.3M NZD
Total Assets
$9.5M NZD
Net Assets
$9.5M NZD
Reserve Months
194.5 months of operating expenses
Financial Year End
2025-12-31

Financial History

YearRevenueExpensesNet Assets
2025$0.4M$0.3M$9.5M
2024$0.8M$0.2M$9.4M
2023$0.7M$0.3M$2.6M
2022$0.7M$0.3M$7.8M
2021$0.3M$0.3M$7.2M
2020$0.4M$0.3M$7.1M
2019$0.5M$0.3M$6.7M
2018$0.4M$0.4M$6.3M
2017$0.4M$0.4M$6.1M
2016$0.4M$0.4M$5.9M

CharityData Rating

Overall Grade
B-
Overall Score
72.7/100
Financial Score
76
Governance Score
65
Transparency Score
65

Board Members and Officers

Current Officers (6)

NameRoleAppointed
Leslie FoyTrustee2021-05-24
Veronica CaseyTrustee2014-04-23
Regina DalyTrustee2010-05-21
Ruth ColemanTrustee2008-06-30
Noreen McGrathTrustee2008-06-30
Frances NicolleTreasurer2008-02-15

Former Officers (2)

  • Breda Ryan — Trustee (departed 2019-04-30)
  • Teresa Tierney — Trustee (departed 2010-05-21)

Similar Charities in Religion

FunderReligionCharitable TrustTrust

Presentation Sisters New Zealand Trust Board

CC31053MosgielRegistered 30 Jun 2008
Data updated: 2 days ago
Financials9mo agoRating2d ago

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

B-
73/100
Financial
76
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 6. 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

$386.8K

Expenses

$321.4K

Assets

$9.5M

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
EducationReligionCommunity Development
Beneficiaries
General Public
Geographic Focus
Nationwide

About

Mission

To continue the work of the Catholic Congregation of the Presentation Sisters in New Zealand by providing for the Catholic and wider community of New Zealand education, pastoral ministry and all other charitable purposes as the Trustees may determine in their absolute discretion.

Who We Serve

Beneficiaries
Children / young peopleOlder peopleReligious groups

Key Statistics

Annual Revenue
$386.8K
Total Expenses
$321.4K
Net Assets
$9.5M

Financial Trends

Financial Trends (18 Years)

Revenue Breakdown

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
194.5mo
Could operate 194.5 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

57
Score /100
Concentrated
HHI: 4,317
Investment Income53.0%
Donations37.7%
Other9.3%

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

Peer Comparison

Ranked against 181 peers · Religion · $100K – $1M

Rating Score
73
#21/182
Revenue
$387K
#52/182
Reserve Months
194.5
#1/182
Surplus
$65K
#47/182
Staff Cost %
0%
#1/182

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

Rating History

B-
2025
Score: 72.7
Financial: 76 | Governance: 65 | Transparency: 65
Current
B-
2024
Score: 72.7
Financial: 76 | Governance: 65 | Transparency: 65

Rating

B-
Score: 72.7/100
Financial
76
Governance
65
Transparency
65
Why this grade: Financial 76 × 40% + Governance 65 × 60% = 69 → B-.
View Full Score Breakdown

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Latest Audit

FY2024
Clean
8 years of audit history

Contact Details

Address
Mosgiel

Registration

Registration NumberCC31053
Entity TypeCharitable Trust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated1 Jul 1993
Registered office
Flat 2, 6 Cooper Street, Taita, Lower Hutt
Differs from Charities Register address (Mosgiel). May be stale on either register — verify with the charity if material.

Sector & Activities

Primary Sector
Religion
Activities
Provides religious services / 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.