The Coromandel Heritage Trust — Education Charity in Thames
The Coromandel Heritage Trust is a Trust charity in the Education sector, based in Thames, Thames. This organisation also provides funding to other charities. CharityData rates this charity C (61.5/100). Annual revenue: $0.1M NZD. 1 red flag detected. Financial data as at March 2025.
Mission: To plan, establish, & oversee the functioning of a heritage & archival repository: to encourage the collection & preservation of historical material from, & promote the historical significance of, the Thames, Coromandel, Hauraki, & Ohinemuri areas: to provide the facilities to encourage investigation of family history: promote historical & archival research: & to provide educational & advisory assistance.
- Registration Number
- CC29802
- Charity Type
- Trust
- Registration Date
- 2008-06-30
- Status
- Active
- CharityData Rating
- C (61.5/100)
- Sector
- Education
- Location
- Thames, Thames
- Website
- http://www.thetreasury.org.nz
- chair@thetreasury.org.nz
- Funder Status
- Grant-making charity (trust)
- Data as at
- March 2025
Beneficiaries: Children / young people, Family / whanau, General public, Older people, People of a certain ethnic / racial origin, Voluntary bodies other than charities, Other - All
Financial Summary
- Total Revenue
- $0.1M NZD
- Total Expenses
- $0.1M NZD
- Total Assets
- $0.9M NZD
- Net Assets
- $0.9M NZD
- Reserve Months
- 11.2 months of operating expenses
- Staff Count
- 2
- Volunteers
- 0
- Financial Year End
- 2025-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.1M | $0.1M | $0.9M |
| 2024 | $0.3M | $0.3M | $1.2M |
| 2023 | $0.2M | $0.3M | $1.2M |
| 2022 | $0.2M | $0.2M | $1.2M |
| 2021 | $0.1M | $0.1M | $0.2M |
| 2020 | $0.1M | $0.1M | $0.2M |
| 2019 | $0.1M | $0.1M | $1.2M |
| 2018 | $0.1M | $0.0M | $1.2M |
| 2017 | $0.0M | $0.0M | $0.1M |
| 2016 | $0.0M | $0.0M | $1.1M |
CharityData Rating
- Overall Grade
- C
- Overall Score
- 61.5/100
- Financial Score
- 70
- Governance Score
- 75
- Transparency Score
- 65
Red Flags
- 2 trustees of this charity also sit on multiple other charity boards — concentrated trustee bandwidth may warrant board-skill-mix review.
Board Members and Officers
Current Officers (7)
| Name | Role | Appointed |
|---|---|---|
| John Sandford | Chair and Trustee | 2025-09-30 |
| Lorraine Carter | Secretary and Trustee | 2025-08-17 |
| Anna Dunwoodie | Trustee | 2025-08-17 |
| John Rabarts | Trustee | 2025-08-17 |
| Walter Ngamane | Trustee | 2025-08-17 |
| Nigel Strongman | Treasurer and Trustee | 2025-08-17 |
| Andrea Ryan | Trustee | 2025-08-17 |
Former Officers (36)
- Craig Solomon — Trustee (departed 2026-02-10)
- Wati Ngamane — Trustee (departed 2025-08-17)
- Janet Wright — Trustee / Chair (departed 2025-03-31)
- David Sanderson — Trustee (departed 2024-02-07)
- Anne-Louise Robertson — Trustee/chair (departed 2025-08-17)
- Anne Stewart-Ball JP — Trustee (departed 2022-04-30)
- Lise Cook — Trustee (departed 2025-08-17)
- Thomas (Tom) Barker — Trustee (departed 2024-12-31)
- Gregory Hampton — Chairperson/trustee (departed 2021-10-09)
- Ross Sutton — Secretary/trustee (departed 2021-01-25)
- Kerry Doherty — Trustee (departed 2023-06-12)
- Anthony Jensen — Chairperson/trustee (departed 2020-10-17)
- Peggy Barriball — Treasurer/trustee (departed 2021-10-09)
- Adrian Catran — Trustee (departed 2021-10-09)
- Eilzabeth Mackay — Trustee (departed 2021-10-09)
- Marilyn Dodds — Secretary/trustee (departed 2020-10-18)
- Theresa Thompson — Trustee (departed 2021-08-23)
- Anthony Lewis — Trustee (departed 2020-03-01)
- Nicole Thorburn — Trustee (departed 2020-07-05)
- David Wilton — Trustee (departed 2020-03-01)
Funding Sources
- Lion Foundation — $10,000
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
The Coromandel Heritage Trust
Financial data as at March 2025. Sourced from Charities Services register.
$69.0K
$107.0K
$949.2K
2
Financial data from Charities Services annual return (FY2025). 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
To plan, establish, & oversee the functioning of a heritage & archival repository: to encourage the collection & preservation of historical material from, & promote the historical significance of, the Thames, Coromandel, Hauraki, & Ohinemuri areas: to provide the facilities to encourage investigation of family history: promote historical & archival research: & to provide educational & advisory assistance.
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 329 peers · Education · Under $100K
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating
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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: 29 September 2026.
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