Ruth Nelson Taruna Charitable Trust — Education Charity in Havelock North
Ruth Nelson Taruna Charitable Trust is a Trust charity in the Education sector, based in Havelock North, Havelock North. This organisation also provides funding to other charities. CharityData rates this charity B- (71.5/100). Annual revenue: $0.3M NZD. Financial data as at December 2024.
Mission: The purpose of this Trust is to provide for the relief of poverty and Steiner education of the beneficiaries.
- Registration Number
- CC37745
- Charity Type
- Trust
- Registration Date
- 2008-06-30
- Status
- Active
- CharityData Rating
- B- (71.5/100)
- Sector
- Education
- Location
- Havelock North, Havelock North
- info@taruna.ac.nz
- Funder Status
- Grant-making charity (charitable_trust)
- Data as at
- December 2024
Financial Summary
- Total Revenue
- $0.3M NZD
- Total Expenses
- $0.3M NZD
- Total Assets
- $1.4M NZD
- Net Assets
- $1.2M NZD
- Reserve Months
- 44.1 months of operating expenses
- Staff Count
- 5
- Volunteers
- 0
- Financial Year End
- 2024-12-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2024 | $0.3M | $0.3M | $1.2M |
| 2023 | $0.4M | $0.4M | $1.4M |
| 2022 | $0.2M | $0.3M | $1.3M |
| 2021 | $1.0M | $0.7M | $1.4M |
| 2020 | $0.2M | $0.2M | $1.1M |
| 2019 | $0.2M | $0.2M | $1.1M |
| 2018 | $0.2M | $0.3M | $1.1M |
| 2017 | $0.1M | $0.0M | - |
| 2016 | $0.0M | $0.0M | $1.5M |
| 2015 | $0.0M | $0.0M | $1.5M |
CharityData Rating
- Overall Grade
- B-
- Overall Score
- 71.5/100
- Financial Score
- 70
- Governance Score
- 75
- Transparency Score
- 65
Board Members and Officers
Current Officers (0)
| Name | Role | Appointed |
|---|
Former Officers (15)
- Janice Fowler — Trustee
- Tom Alexander — Trustee
- Melissa Kawhe — Trustee
- Lauren Hudson — Chair
- Charmaine Wilson — Secretary
- Kelli Caldwell — Chair (departed 2024-11-14)
- Sarah Nelson — Treasurer (departed 2024-11-14)
- Rachel Pomeroy — Trustee (departed 2019-02-25)
- Michael Lawn — Trustee (departed 2024-11-14)
- Paulette Durrant — Trustee (departed 2013-09-11)
- Andrea Beech — Trustee (departed 2017-03-31)
- Sue Simpson — Trustee (departed 2010-12-09)
- Susan Jenkins — Trustee (departed 2010-04-19)
- Christopher Crompton-Smith — Trustee (departed 2018-03-01)
- Kevin Lyons — Trustee (departed 2017-12-30)
Similar Charities in Education
- IPENZ Foundation — Education
- St Andrew's Presbyterian College Board Of Governors Incorporated — Education
- Selwyn House School Trust Board — Education
- Sathya Sai Preschool Rongomai — Education
- Supporters Of Tiritiri Matangi Incorporated — Education
Ruth Nelson Taruna Charitable Trust
Financial data as at December 2024. Sourced from Charities Services register.
$277.0K
$319.9K
$1.4M
5
Financial data from Charities Services annual return (FY2024). 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.
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
GrantmakerThis organisation makes grants or donations to other charities and organisations.
About
The purpose of this Trust is to provide for the relief of poverty and Steiner education of the beneficiaries.
Key Statistics
Financial Trends
Financial Trends (17 Years)
Revenue Breakdown
Expense Breakdown
API DataBased on annual return data. Detailed program/admin breakdown not available.
Financial 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 159 peers · Education · $100K – $1M
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating
B-Is this your charity?
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Registration
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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: 12 September 2026.
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