The Values Trust — Education Charity in Raglan
The Values Trust is a Trust charity in the Education sector, based in Raglan, Raglan. This organisation also provides funding to other charities. CharityData rates this charity A- (86/100). Annual revenue: $0.3M NZD. Financial data as at March 2025.
Mission: Providing financial support for purposes beneficial to the community including funding for protection of the environment by supporting regeneration of the natural environment and sustainability of land for future generations, and protection and easing of suffering of animals. Our three focus areas are Climate, Creatures, and Children's Literacy. As per our Trust Deed, this includes: Advancement of education by developing the literacy of children to allow them to learn and thrive by providing books, equipment, financial support, scholarships, grants, and more.
- Registration Number
- CC59946
- Charity Type
- Trust
- Registration Date
- 2022-02-22
- Status
- Active
- CharityData Rating
- A- (86/100)
- Sector
- Education
- Location
- Raglan, Raglan
- tesh@valuestrust.co.nz
- Funder Status
- Grant-making charity (trust)
- Data as at
- March 2025
Financial Summary
- Total Revenue
- $0.3M NZD
- Total Expenses
- $0.3M NZD
- Total Assets
- $8.2M NZD
- Net Assets
- $0.5M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 3
- Volunteers
- 0
- Financial Year End
- 2025-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.3M | $0.3M | $0.5M |
| 2024 | $0.3M | $0.2M | $5.8M |
| 2023 | $5.4M | $0.0M | - |
CharityData Rating
- Overall Grade
- A-
- Overall Score
- 86/100
- Financial Score
- 95
- Governance Score
- 65
- Transparency Score
- 65
Board Members and Officers
Current Officers (4)
| Name | Role | Appointed |
|---|---|---|
| David Hearth | Trustee | 2024-01-26 |
| Craig Stephen | Trustee | 2022-09-29 |
| Cheryl Reynolds | Trustee | 2022-02-22 |
| Latesha Hearth | Trustee | 2022-02-02 |
Similar Charities in Education
- Northland Kindergarten Association Incorporated — Education
- Victoria House Incorporated — Education
- Pukekohe Christian School Trust — Education
- Sathya Sai Preschool Rongomai — Education
- Kotuku Trust — Education
The Values Trust
Financial data as at March 2025. Sourced from Charities Services register.
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 designatedBoard of 9 with no chair designated on the register
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.
$262.7K
$295.7K
$8.2M
3
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
Providing financial support for purposes beneficial to the community including funding for protection of the environment by supporting regeneration of the natural environment and sustainability of land for future generations, and protection and easing of suffering of animals. Our three focus areas are Climate, Creatures, and Children's Literacy. As per our Trust Deed, this includes: Advancement of education by developing the literacy of children to allow them to learn and thrive by providing books, equipment, financial support, scholarships, grants, and more.
Key Statistics
Financial Trends
Financial Trends (3 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 107 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
A-Is this your charity?
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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: 11 September 2026.
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