The Personal Advocacy and Safeguarding Adults TrustEducation Charity in Wellington

The Personal Advocacy and Safeguarding Adults Trust is a Trust charity in the Education sector, based in Wellington, Wellington. This organisation also provides funding to other charities. CharityData rates this charity B (79.6/100). Annual revenue: $0.5M NZD. Financial data as at March 2025.

Mission: The Personal Advocacy and Safeguarding Adults Trust provides a range of safeguarding services and supports. These include Supported Decision Making support and training, short term advocacy and life long advocacy, discretionary trust administration, and a coordinated inter-agency response for Adults at Risk. The Trust offers parents and other interested persons an opportunity to invest in peace of mind for the future through membership and enrollment. The Trust also extends support to people not enrolled in the Trust.

Registration Number
CC24427
Charity Type
Trust
Registration Date
2008-05-15
Status
Active
CharityData Rating
B (79.6/100)
Sector
Education
Location
Wellington, Wellington
Email
advocacy@pasat.org.nz
Funder Status
Grant-making charity (trust)
Data as at
March 2025

Financial Summary

Total Revenue
$0.5M NZD
Total Expenses
$0.7M NZD
Total Assets
$3.1M NZD
Net Assets
$2.6M NZD
Reserve Months
41.3 months of operating expenses
Staff Count
28
Volunteers
0
Financial Year End
2025-03-31

Financial History

YearRevenueExpensesNet Assets
2025$0.5M$0.7M$2.6M
2024$1.0M$0.7M$2.8M
2023$0.4M$0.5M$2.5M
2022$0.6M$0.5M$2.7M
2021$0.6M$0.4M$2.6M
2020$0.2M$0.4M$2.4M
2019$0.4M$0.3M$2.6M
2018$0.3M$0.3M$2.5M
2017$0.2M$0.3M$2.5M
2016$0.2M$0.3M$1.8M

CharityData Rating

Overall Grade
B
Overall Score
79.6/100
Financial Score
81.5
Governance Score
75
Transparency Score
65

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (26)

  • Karleen EdwardsChair
  • Gina RogersTrustee
  • Marese McGeeTrustee
  • Jenna MagurenTrustee (departed 2023-12-13)
  • Martin HarrisTrustee (departed 2024-05-06)
  • Patricia GrantTrustee (departed 2025-10-14)
  • Wendy BeckerTrustee
  • Michelle ClaytonTrustee (departed 2024-07-19)
  • Paul HolmesTrustee (departed 2022-12-05)
  • John StribrnyTrustee (departed 2022-10-18)
  • Catherine CookeTrustee
  • Gerard LettsIndividual (departed 2015-11-06)
  • Annette BrownTrust Board Member Officer (departed 2015-11-06)
  • Ann CooperChair (departed 2025-10-14)
  • Janine StewartTrustee (departed 2025-10-14)
  • June JohnstonTrustee (departed 2015-08-31)
  • Jan Hilder01/04/2011 (departed 2014-08-31)
  • Maureen RawsonTrustee (departed 2014-12-31)
  • Ross SteeleTrustee (departed 2019-10-23)
  • Mary FurieTrustee (departed 2014-08-31)

Similar Charities in Education

FunderEducationTrustTrust

The Personal Advocacy and Safeguarding Adults Trust

CC24427Wellington, WellingtonRegistered 15 May 2008
Data updated: 1 Sept 2026
Financials31 Mar 2025Rating14h ago

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

B
80/100
Financial
82
Governance
75
Transparency
65
Revenue

$541.6K

Expenses

$743.4K

Assets

$3.1M

Staff

28

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
Education
Beneficiaries
General Public
Geographic Focus
Wellington

About

Mission

The Personal Advocacy and Safeguarding Adults Trust provides a range of safeguarding services and supports. These include Supported Decision Making support and training, short term advocacy and life long advocacy, discretionary trust administration, and a coordinated inter-agency response for Adults at Risk. The Trust offers parents and other interested persons an opportunity to invest in peace of mind for the future through membership and enrollment. The Trust also extends support to people not enrolled in the Trust.

Key Statistics

Annual Revenue
$541.6K
Total Expenses
$743.4K
Net Assets
$2.6M
Staff
28
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
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

43
Score /100
Concentrated
HHI: 5,687
Other68.7%
Investment Income31.1%
Donations0.1%

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

Peer Comparison

Ranked against 139 peers · Education · $100K – $1M

Rating Score
80
#4/140
Revenue
$542K
#37/140
Reserve Months
41.3
#1/140
Surplus
$-202K
#136/140
Staff Cost %
68%
#140/140

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

Rating

B
Score: 79.6/100
Financial
81.5
Governance
75
Transparency
65
Why this grade: Financial 82 × 40% + Governance 75 × 60% = 78 → B.
View Full Score Breakdown

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Contact Details

Address
Wellington, Wellington

Registration

Registration NumberCC24427
Entity TypeTrust
Registered15 May 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated4 Dec 1967

Sector & Activities

Primary Sector
Education

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: 11 September 2026.