Taranaki APEPSI Trust — Social Services Charity in New Plymouth
Taranaki APEPSI Trust is a Charitable Trust charity in the Social Services sector, based in New Plymouth, New Plymouth. This organisation also provides funding to other charities. Annual revenue: $0.2M NZD. Financial data as at June 2026.
Mission: Taranaki APEPSI Trust is a Charitable Trust that is funded by the Whaikaha Ministry of Disabled People to provide a mechanism for forum members to assist with and enhance business processes, service quality and sharing of resource and expertise. Taranaki APEPSI Trust is responsible for ensuring the delivery of Disability Information and Advisory Services (DIAS) via sub contract to APEPSI funded organisations.
- Registration Number
- CC25752
- Charity Type
- Charitable Trust
- Registration Date
- 2008-06-11
- Status
- Active
- Sector
- Social Services
- Location
- New Plymouth, New Plymouth
- apepsisecretary@hotmail.com
- Funder Status
- Grant-making charity (trust)
- Data as at
- June 2026
Beneficiaries: Children / young people, Family / whanau, General public, Older people, Other charities, People with disabilities
Financial Summary
- Total Revenue
- $0.2M NZD
- Total Expenses
- $0.2M NZD
- Total Assets
- $0.0M NZD
- Net Assets
- $0.0M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 7
- Financial Year End
- 2026-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2026 | $0.2M | $0.2M | $0.0M |
| 2025 | $0.2M | $0.2M | $0.1M |
| 2024 | $0.2M | $0.2M | - |
| 2023 | $0.2M | $0.2M | $0.1M |
| 2022 | $0.2M | $0.1M | $0.1M |
| 2021 | $0.2M | $0.2M | $0.0M |
| 2020 | $0.2M | $0.1M | $0.0M |
| 2019 | $0.2M | $0.1M | $0.0M |
| 2018 | $0.2M | $0.1M | $0.0M |
| 2017 | $0.2M | $0.1M | $0.0M |
Board Members and Officers
Current Officers (6)
| Name | Role | Appointed |
|---|---|---|
| Patricia Bodger | Independent Trustee | 2023-11-24 |
| Georgie-Anne Dysart | Trustee | 2023-01-27 |
| Adell Morton | Trustee | 2021-01-29 |
| Lance Girling-Butcher | Trustee | 2018-06-30 |
| Moanna Denness | Independent Trustee | 2011-11-25 |
| Brian Eriksen | Chair | 2005-11-19 |
Former Officers (6)
- John Harris — Trustee (departed 2018-06-29)
- John Leith — Independent Trustee (departed 2023-01-27)
- Heather Dodunski — Trustee (departed 2011-01-28)
- Clive Pryme — Trustee (departed 2019-03-29)
- David Tamatea — Trustee (departed 2018-06-30)
- Wendy Blount — Independant Trustee (departed 2021-07-30)
Similar Charities in Social Services
- Kotuku Trust — Social Services
- Rauawaawa Kaumatua Charitable Trust — Social Services
- Whakaatu Whanaunga Trust — Social Services
- Te Ora Hou Ōtautahi Incorporated — Social Services
- Te Rori A Mua Trust — Social Services
Taranaki APEPSI Trust
Financial data as at June 2026. Sourced from Charities Services register.
XRB Tier 3 lets smaller charities (total expenses of $5M or less; $2M for periods ending before 28 March 2024) file a simple-format performance report instead of full PBE standards. The return reports totals but not the program/administration split or the line-item detail our template needs. No red flags were detected in what was filed, and revenue is below our $2M rating threshold. (Whether the accounts must be audited is a separate Charities Act test: audit from $1.1M of operating expenditure, review from $550K.) A letter grade is withheld rather than assigning one that would be driven by the template-fit, not the charity's operations. The charity's filed figures are shown above, and any structural concerns a donor would want to look at are surfaced separately. (v3.3 — set at the pre-2024 Tier 3 ceiling; matches Charity Navigator and CharityWatch US practice.)
How ratings work →$178.2K
$188.8K
$40.7K
7
Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
About
Taranaki APEPSI Trust is a Charitable Trust that is funded by the Whaikaha Ministry of Disabled People to provide a mechanism for forum members to assist with and enhance business processes, service quality and sharing of resource and expertise. Taranaki APEPSI Trust is responsible for ensuring the delivery of Disability Information and Advisory Services (DIAS) via sub contract to APEPSI funded organisations.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (18 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 169 peers · Social Services · $100K – $1M
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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.
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