The Evergreen Foundation — Education Charity in Havelock North
The Evergreen Foundation is a Trust charity in the Education sector, based in Havelock North, Havelock North. This organisation also provides funding to other charities. CharityData rates this charity A- (85.5/100). Annual revenue: $1.2M NZD. Financial data as at March 2025.
Mission: To provide support to communities in which the Tumu Group of businesses have operated. Support is provided through grants for: - The relief of poverty. - The care, support and protection of the disadvantaged, people in need and those that support them. - Assistance through scholarships, bursaries and awards for the education of individuals and groups and advancing the education of students by providing such things as books, equipment, educational aids and extracurricular tuition. - The provision of assistance and support to persons who are disadvantaged in the labour market.
- Registration Number
- CC52838
- Charity Type
- Trust
- Registration Date
- 2016-01-18
- Status
- Active
- CharityData Rating
- A- (85.5/100)
- Sector
- Education
- Location
- Havelock North, Havelock North
- enquiries@evergreenfoundation.org.nz
- Funder Status
- Grant-making charity (foundation)
- Data as at
- March 2025
Financial Summary
- Total Revenue
- $1.2M NZD
- Total Expenses
- $1.1M NZD
- Total Assets
- $1.1M NZD
- Net Assets
- $0.9M NZD
- Reserve Months
- 9.8 months of operating expenses
- Staff Count
- 17
- Volunteers
- 0
- Financial Year End
- 2025-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $1.2M | $1.1M | $0.9M |
| 2024 | $2.8M | $2.7M | $0.5M |
| 2023 | $1.2M | $0.5M | $0.7M |
| 2022 | $0.2M | $0.2M | $0.1M |
| 2021 | $0.2M | $0.2M | $0.0M |
| 2020 | $0.1M | $0.2M | $0.1M |
| 2019 | $0.1M | $0.0M | $0.1M |
| 2018 | $0.1M | $0.0M | $0.1M |
| 2017 | $0.1M | $0.0M | $0.1M |
| 2016 | $0.0M | $0.0M | $0.0M |
CharityData Rating
- Overall Grade
- A-
- Overall Score
- 85.5/100
- Financial Score
- 90
- Governance Score
- 75
- Transparency Score
- 65
Board Members and Officers
Current Officers (6)
| Name | Role | Appointed |
|---|---|---|
| Bruce Beaton | Trustee & Chair | 2024-09-11 |
| Andrew Cranswick | Trustee | 2024-09-11 |
| Brendan O'Sullivan | Trustee | 2021-01-26 |
| John O'Sullivan | Trustee | 2014-09-04 |
| Stephen Greer | Trustee | 2014-09-04 |
| Roger Hooker | Trustee | 2014-09-04 |
Funding Sources
- Pub Charity Limited — $33,600
- First Light Community Foundation Limited — $5,781.25
Similar Charities in Education
- St Andrew's Presbyterian College Board Of Governors Incorporated — Education
- Selwyn House School Trust Board — Education
- Wesley College Trust Board — Education
- Orana Wildlife Trust — Education
- Sathya Sai Preschool Rongomai — Education
The Evergreen Foundation
Financial data as at March 2025. Sourced from Charities Services register.
$1.2M
$1.1M
$1.1M
17
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
Grant-Making Trust
Special Entity TypeThis trust makes grants to other organizations. It does not deliver programs directly.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
About
To provide support to communities in which the Tumu Group of businesses have operated. Support is provided through grants for: - The relief of poverty. - The care, support and protection of the disadvantaged, people in need and those that support them. - Assistance through scholarships, bursaries and awards for the education of individuals and groups and advancing the education of students by providing such things as books, equipment, educational aids and extracurricular tuition. - The provision of assistance and support to persons who are disadvantaged in the labour market.
Key Statistics
Financial Trends
Financial Trends (10 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 21 peers · Education · $1M – $10M
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating
A-Is this your charity?
Claim your profile to view analytics, submit corrections, and improve your rating.
Claim This ProfileContact Details
Registration
Companies Office
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: 12 September 2026.
Similar Charities in Education
Other Education charities ranked by overall score