Sumner Bays Union Trust — Education Charity in Christchurch
Sumner Bays Union Trust is a Trust charity in the Education sector, based in Christchurch, Christchurch. Annual revenue: $0.1M NZD. Financial data as at March 2025.
Mission: To provide social support for elderly residents living in the suburbs of Sumner to Heathcote Valley To undertake a range of community engagement and service initiatives To employ and/or contract staff to facilitate these initiatives. To develop working relationships/partnerships with a number of existing organisations in Sumner and Redcliffs. To facilitate research pertaining to the objectives. To identify and implement new community initiatives that would enhance the social well being of the Sumner and Redcliffs areas.
- Registration Number
- CC38407
- Charity Type
- Trust
- Registration Date
- 2009-03-11
- Status
- Active
- Sector
- Education
- Location
- Christchurch, Christchurch
- admin@sumnerbays.org.nz
- Data as at
- March 2025
Beneficiaries: Children / young people, Family / whanau, General public, Older people, People with disabilities, Religious groups, Voluntary bodies other than charities
Financial Summary
- Total Revenue
- $0.1M NZD
- Total Expenses
- $0.1M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 4
- Volunteers
- 1
- Financial Year End
- 2025-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.1M | $0.1M | - |
| 2024 | $0.1M | $0.1M | - |
| 2023 | $0.1M | $0.1M | $0.1M |
| 2022 | $0.1M | $0.1M | $0.0M |
| 2021 | $0.1M | $0.1M | $0.0M |
| 2020 | $0.1M | $0.1M | $0.0M |
| 2019 | $0.2M | $0.2M | $0.0M |
| 2018 | $0.1M | $0.2M | $0.0M |
| 2017 | $0.1M | $0.1M | $0.0M |
| 2016 | $0.2M | $0.2M | $0.0M |
Board Members and Officers
Current Officers (7)
| Name | Role | Appointed |
|---|---|---|
| Ian Kearney | Trustee | 2025-11-24 |
| Margeret Noble | Trustee | 2025-05-23 |
| Kevin Hay | Trustee | 2023-08-24 |
| Deirdre Johns | Chair | 2016-11-23 |
| Susan Kaschula | Trustee | 2016-11-16 |
| Deborah Rhode | Trustee | 2014-11-17 |
| Peter Croft | Trustee | 2011-05-01 |
Former Officers (27)
- Ian Georgieff — Trustee (departed 2026-08-18)
- Christina Rossetter — Sectretary (departed 2026-05-01)
- Gavin Hawke — Treasurer (departed 2025-08-28)
- Nigel Georgieff — Community Coordinator (departed 2023-05-09)
- Lauren Gill — Secretary (departed 2022-12-07)
- Kathleen Yee — Treasurer (departed 2022-12-07)
- Alicia Fitzpatrick — Treasurer (departed 2023-04-03)
- Mark Gibson — Trustee (departed 2022-12-07)
- Veronika Frank — Treasurer (departed 2019-06-01)
- Rose Goodrich — Treasurer (departed 2021-11-16)
- Karen Walker — Treasurer (departed 2019-02-18)
- Jonathan Harcourt — Treasurer (departed 2017-06-30)
- Neil Keesing — Trustee (departed 2014-11-19)
- Vicki Hyde — Trustee (departed 2014-11-19)
- Lydia Mackinnon — Trustee (departed 2022-12-07)
- Bruce Reilly — Treasurer (departed 2015-11-24)
- Malcolm Moore — Trustee (departed 2014-11-19)
- Shane Orchard — Trustee (departed 2011-06-28)
- Preston Peryman — Trustee (departed 2011-06-28)
- Mary Moore — Trustee (departed 2013-11-13)
Funding Sources
- Pub Charity Limited — $9,000
- Aotearoa Gaming Foundation — $5,000
- Kiwi Gaming Foundation Limited — $2,040
Similar Charities in Education
- The Hato Paora Trust Board — Education
- Otago Presbyterian Girls' College Board of Governors Incorporated — Education
- Hawksbury Community Living Trust — Education
- Far North Reap Society Incorporated — Education
- Victoria University of Wellington Students Association and Te Aka Tauira Incorporated — Education
Sumner Bays Union Trust
Financial data as at March 2025. Sourced from Charities Services register.
Key balance-sheet figures (net assets / total assets) were not reported in the most recent return, and no populated prior year is available within the two-year fallback window. A rating cannot be calculated without these figures.
How ratings work →$85.3K
$90.9K
4
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
About
To provide social support for elderly residents living in the suburbs of Sumner to Heathcote Valley To undertake a range of community engagement and service initiatives To employ and/or contract staff to facilitate these initiatives. To develop working relationships/partnerships with a number of existing organisations in Sumner and Redcliffs. To facilitate research pertaining to the objectives. To identify and implement new community initiatives that would enhance the social well being of the Sumner and Redcliffs areas.
Who We Serve
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 329 peers · Education · Under $100K
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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.
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