Te Puna Trust — Education Charity in New Plymouth

Te Puna Trust is a Trust charity in the Education sector, based in New Plymouth, New Plymouth. Annual revenue: $0.8M NZD. 1 red flag detected. Financial data as at June 2025.

Mission: To provide support, education and empowerment to first time parents, creating an optimum home environment for baby

Registration Number
CC42965
Charity Type
Trust
Registration Date
2009-11-29
Status
Active
Sector
Education
Location
New Plymouth, New Plymouth
Email
admin@tepunatrust.org.nz
Data as at
June 2025

Beneficiaries: Children / young people, Family / whanau

Financial Summary

Total Revenue
$0.8M NZD
Total Expenses
$0.5M NZD
Total Assets
$1.3M NZD
Net Assets
$1.0M NZD
Reserve Months
0.0 months of operating expenses
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$0.8M$0.5M$1.0M
2024$0.7M$0.5M$0.7M
2023$0.6M$0.4M$0.5M
2022$0.5M$0.5M$0.4M
2021$0.4M$0.3M$0.3M
2020$0.2M$0.2M$0.3M
2019$0.0M$0.2M$0.3M
2018$0.2M$0.2M$0.4M
2017$0.3M$0.1M$0.4M
2016$0.1M$0.1M$0.2M

Board Members and Officers

Current Officers (9)

NameRoleAppointed
Gregory IsenorTrustee2023-08-17
Sade SaddTrustee2023-05-11
Samuel FastierTrustee2023-05-11
Troy WanoTrustee2021-11-11
Geoffrey HitchcockTrustee2020-10-15
Mark ButterworthTrustee2018-10-11
Daniel WhiteTrustee2018-10-11
Weston NewmanTreasurer2016-11-10
Jennifer GellenChair2009-10-29

Former Officers (18)

  • Jayne Richardson — Trustee (departed 2023-08-17)
  • Shelia Murphy — Trustee (departed 2025-07-10)
  • Monique Sigvertsen — Trustee (departed 2020-09-10)
  • Keryn Broughton — Trustee (departed 2022-08-10)
  • Robert Crabtree — Trustee (departed 2019-10-30)
  • Lynne Harrison — Trustee (departed 2019-10-17)
  • Jeffrey McGrath — Trustee (departed 2018-10-11)
  • Warren Wipatene — Trustee (departed 2016-03-10)
  • Michael Avery — Trustee (departed 2014-02-13)
  • Judge Max Courtney — Officer (departed 2015-10-08)
  • Geraldine Kennedy — Officer (departed 2016-06-01)
  • Andrew Ross — Trustee (departed 2014-06-12)
  • Robert Murfitt — Trustee (departed 2010-11-11)
  • Francis Farmer — Trustee (departed 2022-11-10)
  • Paul Butterworth — Trustee (departed 2018-10-11)
  • Kerry Mills — Trustee (departed 2010-11-11)
  • Tracey Phelan — Trustee (departed 2017-03-09)
  • Paul Shearer — Chair (departed 2021-11-29)

Funding Sources

  • Kiwi Gaming Foundation Limited — $34,000
  • Aotearoa Gaming Foundation — $32,494
  • Kiwi Gaming Foundation Limited — $20,230.1
  • Kiwi Gaming Foundation Limited — $20,000
  • Pub Charity Limited — $16,577
  • Aotearoa Gaming Foundation — $15,000
  • Pelorus Trust — $3,758.27
  • New Zealand Community Trust — $3,000
  • Pelorus Trust — $2,880

Similar Charities in Education

EducationTrust

Te Puna Trust

CC42965New Plymouth, New PlymouthRegistered 29 Nov 2009
Data updated: 2 days ago
Financials30 Jun 2025Rating2d ago

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

NR
Not rated — Summary-form filing — not enough detail to grade

Charities Services Tier 3 reporting allows charities under $2M revenue to file a simple-format annual return rather than audited financial statements. 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 the $2M Tier 2 boundary where audited accounts become mandatory. 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 — aligned with Charities Services tier boundary; matches Charity Navigator and CharityWatch US practice.)

How ratings work →
Revenue

$810.2K

Expenses

$493.9K

Assets

$1.3M

Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.

1 red flag identified- Review the Rating tab for details

About

Mission

To provide support, education and empowerment to first time parents, creating an optimum home environment for baby

Who We Serve

Beneficiaries
Children / young peopleFamily / whanau

Key Statistics

Annual Revenue
$810.2K
Total Expenses
$493.9K
Net Assets
$1.0M

Financial Trends

Financial Trends (16 Years)

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
0mo
Could operate 0 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 Other
Other100.0%

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

Peer Comparison

Ranked against 132 peers · Education · $100K – $1M

Rating Score
0
#38/133
Revenue
$810K
#8/133
Reserve Months
0.0
#1/133
Surplus
$316K
#7/133
Staff Cost %
60%
#133/133

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

Rating

Score: /100
Financial
0
Governance
30
Transparency
65
View Full Score Breakdown

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Contact Details

Address
New Plymouth, New Plymouth

Registration

Registration NumberCC42965
Entity TypeTrust
Registered29 Nov 2009
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated2 Nov 2009
Registered office
95 Powderham St, New Plymouth

Sector & Activities

Primary Sector
Education
Activities
Provides human resources (e.g. staff / volunteers)

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.