The Personal Advocacy and Safeguarding Adults Trust — Education 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
- 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
| Year | Revenue | Expenses | Net 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)
| Name | Role | Appointed |
|---|
Former Officers (26)
- Karleen Edwards — Chair
- Gina Rogers — Trustee
- Marese McGee — Trustee
- Jenna Maguren — Trustee (departed 2023-12-13)
- Martin Harris — Trustee (departed 2024-05-06)
- Patricia Grant — Trustee (departed 2025-10-14)
- Wendy Becker — Trustee
- Michelle Clayton — Trustee (departed 2024-07-19)
- Paul Holmes — Trustee (departed 2022-12-05)
- John Stribrny — Trustee (departed 2022-10-18)
- Catherine Cooke — Trustee
- Gerard Letts — Individual (departed 2015-11-06)
- Annette Brown — Trust Board Member Officer (departed 2015-11-06)
- Ann Cooper — Chair (departed 2025-10-14)
- Janine Stewart — Trustee (departed 2025-10-14)
- June Johnston — Trustee (departed 2015-08-31)
- Jan Hilder — 01/04/2011 (departed 2014-08-31)
- Maureen Rawson — Trustee (departed 2014-12-31)
- Ross Steele — Trustee (departed 2019-10-23)
- Mary Furie — Trustee (departed 2014-08-31)
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The Personal Advocacy and Safeguarding Adults Trust
Financial data as at March 2025. Sourced from Charities Services register.
$541.6K
$743.4K
$3.1M
28
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
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
Financial Trends
Financial Trends (17 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 139 peers · Education · $100K – $1M
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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Registration
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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: 11 September 2026.
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