The Tauranga Charitable Trust — Social Services Charity in Tauranga

The Tauranga Charitable Trust is a Trust charity in the Social Services sector, based in Tauranga, Tauranga. This organisation also provides funding to other charities. CharityData rates this charity B+ (81.3/100). Annual revenue: $0.0M NZD. Financial data as at March 2026.

Mission: The Trust was established by Desmond Joseph Ferrow to support charitable purposes within New Zealand.

Registration Number
CC20979
Charity Type
Trust
Registration Date
2008-02-06
Status
Active
CharityData Rating
B+ (81.3/100)
Sector
Social Services
Location
Tauranga, Tauranga
Email
j@gillon.nz
Funder Status
Grant-making charity (charitable_trust)
Data as at
March 2026

Beneficiaries: Children / young people, Other charities

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Total Assets
$0.9M NZD
Net Assets
$0.3M NZD
Reserve Months
2.3 months of operating expenses
Financial Year End
2026-03-31

Financial History

YearRevenueExpensesNet Assets
2026$0.0M$0.0M$0.3M
2025$0.1M$0.0M$0.2M
2024$0.0M$0.0M$0.2M
2023$0.0M$0.0M$0.2M
2022$0.0M$0.0M$0.2M
2021$0.0M$0.0M$0.1M
2020$0.0M$0.0M$0.1M
2019$0.0M$0.0M$0.1M
2018$0.1M$0.0M$0.1M
2017$0.1M$0.0M$0.1M

CharityData Rating

Overall Grade
B+
Overall Score
81.3/100
Financial Score
92.5
Governance Score
55
Transparency Score
65

Board Members and Officers

Current Officers (3)

NameRoleAppointed
Jason GillonTrustee2021-03-10
Kim GillonTrustee2008-02-07
Neville John GreyTrustee2007-09-27

Former Officers (1)

  • Desmond Joseph Ferrow — Trustee (departed 2020-12-05)

Similar Charities in Social Services

FunderSocial ServicesTrustCharitable Trust

The Tauranga Charitable Trust

CC20979Tauranga, TaurangaRegistered 6 Feb 2008
Data updated: 3 days ago
Financials6mo agoRatingyesterday

Financial data as at March 2026. Sourced from Charities Services register.

B+
81/100
Financial
93
Governance
55
Transparency
65

Reasons to look carefully (1)

These structural observations are drawn from public data and are worth considering before a donation. They are not allegations of wrongdoing, and they don’t affect the charity’s letter grade.

  • No chair recorded on the register
    No chair or presiding role is recorded in the register for this board of 3. The Charities Register does not require one to be identified, so this is a gap in the public record rather than a finding about the board.

Each signal is a data-driven observation, not a judgement. They fire automatically from the figures filed with Charities Services. A charity can address any of these by filing fuller disclosure or updating its officer register. Methodology: /about/methodology/concern-signals.

Revenue

$37.8K

Expenses

$12.6K

Assets

$940.6K

Financial data from Charities Services annual return (FY2026). 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
General
Beneficiaries
General Public
Geographic Focus
Nationwide

About

Mission

The Trust was established by Desmond Joseph Ferrow to support charitable purposes within New Zealand.

Who We Serve

Beneficiaries
Children / young peopleOther charities

Key Statistics

Annual Revenue
$37.8K
Total Expenses
$12.6K
Net Assets
$260.6K

Financial Trends

Financial Trends (18 Years)

Revenue Breakdown

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
2.3mo
Could operate 2.3 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

5
Score /100
Highly Concentrated
HHI: 9,513
High Concentration: 98% of revenue from Investment Income
Investment Income97.5%
Other2.5%

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

Peer Comparison

Ranked against 295 peers · Social Services · Under $100K

Rating Score
81
#2/296
Revenue
$38K
#94/296
Reserve Months
2.3
#1/296
Surplus
$25K
#19/296
Staff Cost %
0%
#1/296

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

Rating History

B+
2026
Score: 81.3
Financial: 93 | Governance: 55 | Transparency: 65
Current
B+
2025
Score: 84.8
Financial: 98 | Governance: 55 | Transparency: 65

Rating

B+
Score: 81.3/100
Financial
92.5
Governance
55
Transparency
65
Why this grade: Financial 93 × 40% + Governance 55 × 60% = 70 → B+.
View Full Score Breakdown

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Contact Details

Address
Tauranga, Tauranga

Registration

Registration NumberCC20979
Entity TypeTrust
Registered6 Feb 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated24 Jun 1999
Registered office
132 First Ave Tauranga, Tauranga

Sector & Activities

Primary Sector
Social Services
Activities
Makes grants / loans to individualsMakes grants to organisations (including schools or other charities)Provides advice / information / advocacyProvides services (e.g. care / counselling)

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: 27 September 2026.