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 F (19.5/100). 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
- F (19.5/100)
- 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
Financial Summary
- Total Revenue
- $0.1M NZD
- Total Expenses
- $0.1M NZD
- Total Assets
- $0.9M NZD
- Net Assets
- $0.9M NZD
- Reserve Months
- 104.0 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 | - |
| 2023 | $0.2M | $0.3M | $1.2M |
| 2022 | $0.2M | $0.2M | $1.2M |
| 2021 | $0.1M | $0.1M | - |
| 2020 | $0.1M | $0.1M | - |
| 2019 | $0.1M | $0.1M | $1.2M |
| 2018 | $0.1M | $0.0M | $1.2M |
| 2017 | $0.0M | $0.0M | - |
| 2016 | $0.0M | $0.0M | $1.1M |
CharityData Rating
- Overall Grade
- F
- Overall Score
- 19.5/100
- Financial Score
- 35
- Governance Score
- 50
- Transparency Score
- 50
Red Flags
- Holding 104.0 months of expenses in reserves ($0.9M) — above the 18-month threshold
Board Members and Officers
Current Officers (0)
| Name | Role | Appointed |
|---|
Former Officers (27)
- Kerry Doherty — Trustee (departed 2023-06-12)
- Anthony Jensen — Chairperson/trustee (departed 2020-10-17)
- Peggy Barriball — Treasurer/trustee (departed 2021-10-09)
- Marilyn Dodds — Secretary/trustee (departed 2020-10-18)
- Eilzabeth Mackay — Trustee (departed 2021-10-09)
- Adrian Catran — Trustee (departed 2021-10-09)
- Nicole Thorburn — Trustee (departed 2020-07-05)
- Janet Wright — Trustee (departed 2023-03-31)
- Anthony Lewis — Trustee (departed 2020-03-01)
- Theresa Thompson — Trustee (departed 2021-08-23)
- Dave Wilton — Trustee (departed 2020-03-01)
- Stephen Fabish — Trustee (departed 2019-08-25)
- Julie Smith — Trustee/treasurer (departed 2019-08-25)
- Celia Newby — Trustee/secretary (departed 2019-08-25)
- Mervyn Cunningham — Trustee (departed 2019-08-25)
- Tracey Spence — Trustee (departed 2017-08-27)
- Robyn Revell — Trustee (departed 2019-08-25)
- Cilbey Morrison — Trustee (departed 2019-08-25)
- Gary Meek — Trustee (departed 2016-09-16)
- Judith Veder-Price — Trustee (departed 2014-04-30)
Funding Sources
- Lion Foundation — $10,000
Similar Charities in Education
- Smart Waikato Trust — Education
- Internet New Zealand Incorporated — Education
- Trees For Survival Charitable Trust — Education
- Sir Edmund Hillary Outdoors Education Trust — Education
- Tauranga Regional Free Kindergarten Association Incorporated — Education
The Coromandel Heritage Trust
CC29802Thames, ThamesRegistered 30 Jun 2008
Data updated: Yesterday
Financials31 Mar 2025Rating11h ago
Financial data as at March 2025. Sourced from Charities Services register.
F
20/100
Reduced by penalties
Financial
35
Governance
50
Transparency
50
Revenue
$69.0K
Expenses
$107.0K
Assets
$949.2K
Staff
2
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
This rating may reflect incomplete data
This charity's grade of Fis based on limited data from the NZ Charities Register, which does not provide detailed expense breakdowns. Without verified program vs admin spending, efficiency scoring is unavailable and the financial score relies on health metrics only. This charity's actual performance may differ from what the available data suggests.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
Funding Sectors
EducationSocial ServicesArts & Culture
Beneficiaries
General Public
Geographic Focus
Nationwide
About
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.
Key Statistics
Annual Revenue
$69.0K
Total Expenses
$107.0K
Net Assets
$927.6K
Staff
2
employees
Volunteers
0
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
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
35
Score /100
Concentrated
HHI: 6,547
Other79.5%
Donations14.3%
Investment Income4.3%
Trading / Services1.9%
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 351 peers · Education · Under $100K
Rating Score
20
Revenue
$69K
Reserve Months
104.0
Surplus
$-38K
Staff Cost %
21%
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating History
F
2025
Score: 19.5
Financial: 35 | Governance: 50 | Transparency: 50
CurrentC-
2024
Score: 56.0
Financial: 65 | Governance: 50 | Transparency: 50
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Claim This ProfileContact Details
Registration
Registration NumberCC29802
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered
Sector & Activities
Primary Sector
EducationData 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: 23 April 2026.
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