Taranaki Electricity Trust — Community Development Charity in Inglewood

Taranaki Electricity Trust is a Trust charity in the Community Development sector, based in Inglewood, Inglewood. This organisation also provides funding to other charities. CharityData rates this charity B (79.7/100). Annual revenue: $3.0M NZD. Financial data as at June 2025.

Mission: To hold and apply the income of the Trust Fund for charitable purposes on projects or purposes or energy related charitable purposes which will benefit electors or residents in the Taranaki Electricity Trust area.

Registration Number
CC38665
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
B (79.7/100)
Sector
Community Development
Location
Inglewood, Inglewood
Website
http://www.taranakielectricitytrust.co.nz
Email
taret@xtra.co.nz
Funder Status
Grant-making charity (trust)
Data as at
June 2025

Beneficiaries: Children / young people, Family / whanau, General public, Older people, Other charities, People of a certain ethnic / racial origin, People with disabilities, Religious groups, Voluntary bodies other than charities

Financial Summary

Total Revenue
$3.0M NZD
Total Expenses
$6.8M NZD
Total Assets
$104.8M NZD
Net Assets
$98.4M NZD
Reserve Months
0.3 months of operating expenses
Staff Count
6
Volunteers
0
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$3.0M$6.8M$98.4M
2024$4.2M$10.4M$94.5M
2023$4.5M$6.4M$101.3M
2022$4.4M$5.0M$103.5M
2021$3.5M$3.7M$109.7M
2020$3.8M$3.4M$94.8M
2019$4.3M$3.2M$102.9M
2018$4.4M$3.2M$99.9M
2017$3.9M$4.4M$93.4M
2016$4.1M$6.7M$87.2M

CharityData Rating

Overall Grade
B
Overall Score
79.7/100
Financial Score
86
Governance Score
65
Transparency Score
65

Board Members and Officers

Current Officers (1)

NameRoleAppointed
Sarah BentleyTrustee2026-06-16

Former Officers (17)

  • Peter McDonald — Trustee
  • Melissa Stevenson — Trustee
  • Tony Bedford — Trustee (departed 2026-06-16)
  • Melissa Kay — Trustee (departed 2020-06-13)
  • Jonathan Erwood — Trustee
  • Richard Coplestone — Trustee (departed 2020-06-12)
  • Alan Jamieson — Trustee
  • Karen Schumacher — Trustee (departed 2020-06-12)
  • Andrew Wood — Trustee (departed 2023-06-16)
  • Michael Davey — Trustee
  • Kenneth Bedford — Trustee (departed 2020-01-26)
  • Sherril George — Trustee (departed 2012-06-08)
  • John Campbell — Trustee (departed 2019-03-20)
  • Fiona Clark — Trustee (departed 2008-06-07)
  • Shirley Stephens — Trustee (departed 2015-02-11)
  • Brian Mathieson — Trustee (departed 2012-10-06)
  • Brian Jeffares — Trustee (departed 2017-06-17)

Similar Charities in Community Development

Taranaki Electricity Trust logo
FunderCommunity DevelopmentTrustTrust

Taranaki Electricity Trust

CC38665Inglewood, InglewoodRegistered 30 Jun 2008
Data updated: 6 days ago
Financials30 Jun 2025Rating3d ago

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

B
80/100
Financial
86
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

$3.0M

Expenses

$6.8M

Assets

$104.8M

Staff

6

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
General Public
Geographic Focus
Taranaki

About

Mission

To hold and apply the income of the Trust Fund for charitable purposes on projects or purposes or energy related charitable purposes which will benefit electors or residents in the Taranaki Electricity Trust area.

Who We Serve

Beneficiaries
Children / young peopleFamily / whanauGeneral publicOlder peopleOther charitiesPeople of a certain ethnic / racial originPeople with disabilitiesReligious groupsVoluntary bodies other than charities

Key Statistics

Annual Revenue
$3.0M
Total Expenses
$6.8M
Net Assets
$98.4M
Staff
6
employees
Volunteers
0

Financial Trends

Financial Trends (17 Years)

Revenue Breakdown

Expense Breakdown

API Data

Based on annual return data. Detailed program/admin breakdown not available.

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
0.3mo
Could operate 0.3 months with zero revenue
Critical
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

0
Score /100
Highly Concentrated
HHI: 10,000
High Concentration: 100% of revenue from Investment Income
Investment Income100.0%

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

Peer Comparison

Ranked against 54 peers · Community Development · $1M – $10M

Rating Score
80
#15/55
Revenue
$3.0M
#22/55
Reserve Months
0.3
#1/55
Surplus
$-3.8M
#53/55
Staff Cost %
3%
#55/55

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

Rating

B
Score: 79.7/100
Financial
86
Governance
65
Transparency
65
Why this grade: Financial 86 × 40% + Governance 65 × 60% = 73 → B.
View Full Score Breakdown

Is this your charity?

Claim your profile to view analytics, submit corrections, and improve your rating.

Claim This Profile

Contact Details

Registration

Registration NumberCC38665
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated5 Aug 2003

Sector & Activities

Primary Sector
Community Development
Activities
Makes grants / loans to individualsMakes grants to organisations (including schools or other charities)

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: 29 September 2026.