Whakatane Historical Society Scholarship Trust — Education Charity in Whakatane
Whakatane Historical Society Scholarship Trust is a Trust charity in the Education sector, based in Whakatane, Whakatane. This organisation also provides funding to other charities. Annual revenue: $0.0M NZD. Financial data as at March 2025.
Mission: To grant scholarships to tertiary students whose home base is in the Eastern Bay of Plenty.
- Registration Number
- CC32101
- Charity Type
- Trust
- Registration Date
- 2008-06-30
- Status
- Active
- Sector
- Education
- Location
- Whakatane, Whakatane
- Website
- https://whakatanehistorical.org.nz
- threejordans@xtra.co.nz
- Funder Status
- Grant-making charity (endowment)
- Data as at
- March 2025
Financial Summary
- Total Revenue
- $0.0M NZD
- Total Expenses
- $0.0M NZD
- Reserve Months
- 0.0 months of operating expenses
- Volunteers
- 0
- Financial Year End
- 2025-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.0M | $0.0M | - |
| 2024 | $0.0M | $0.0M | - |
| 2023 | $0.0M | $0.0M | - |
| 2022 | $0.0M | $0.0M | - |
| 2021 | $0.0M | $0.0M | - |
| 2020 | $0.0M | $0.0M | - |
| 2019 | $0.0M | $0.0M | - |
| 2018 | $0.0M | $0.0M | - |
| 2017 | $0.0M | $0.0M | - |
| 2015 | $0.0M | $0.0M | - |
CharityData Rating
- Overall Grade
- Overall Score
- /100
- Financial Score
- 0
- Governance Score
- 0
- Transparency Score
- 50
Board Members and Officers
Current Officers (0)
| Name | Role | Appointed |
|---|
Former Officers (13)
- John Haldane — Trustee
- Lyn Riesterer — Trustee
- Jill McLeod — Trustee
- Rawinia Kamau — Trustee (departed 2024-08-23)
- Wayne Marriott — Chairman/trustee
- Linda Jones — Trustee (departed 2019-10-17)
- John (known as Jack) Hourigan — Trustee (departed 2019-01-03)
- Andrew Taylor — Trustee/chairman (departed 2019-06-20)
- Jantiena Jordan — Trustee/secretary/treasurer
- David Kear — Trustee (departed 2013-08-23)
- Ian Shearer — Trustee (departed 2014-05-01)
- Lorraine Brill — Trustee/chairman (departed 2015-08-12)
- Tamati Kruger — Vice-Chairman/trustee
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Whakatane Historical Society Scholarship Trust
CC32101Whakatane, WhakataneRegistered 30 Jun 2008
Data updated: Today
Financials31 Mar 2025Rating15h ago
Financial data as at March 2025. Sourced from Charities Services register.
NR
Not rated — Volunteer / community organisation
Small volunteer-led organisations are not letter-graded: the standard financial template does not fit entities without paid staff, large revenue, or significant government funding. The charity's filed figures are shown above.
How ratings work →Revenue
$6.1K
Expenses
$1.9K
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
Funding Sectors
Education
Beneficiaries
General Public
Geographic Focus
Bay of Plenty
About
Mission
To grant scholarships to tertiary students whose home base is in the Eastern Bay of Plenty.
Key Statistics
Annual Revenue
$6.1K
Total Expenses
$1.9K
Net Assets
-
Volunteers
0
Financial Trends
Financial Trends (16 Years)
Revenue Breakdown
Expense Breakdown
API DataBased 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
724.7mo
Could operate 724.7 months with zero revenue
Over-capitalized
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
0
Score /100
Highly Concentrated
HHI: 10,000
High Concentration: 100% of revenue from Investment Income
Investment Income100.0%
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 351 peers · Education · Under $100K
Rating Score
0
Revenue
$6K
Reserve Months
0.0
Surplus
$4K
Staff Cost %
0%
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating History
NR
2025
Score: N/A
Financial: 0 | Governance: 0 | Transparency: 50
CurrentC-
2024
Score: 56.0
Financial: 65 | Governance: 50 | Transparency: 50
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Claim This ProfileContact Details
Registration
Registration NumberCC32101
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered
Sector & Activities
Primary Sector
EducationData 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: 22 April 2026.
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