Aongatete Forest Restoration Trust — Environment Charity in Katikati

Aongatete Forest Restoration Trust is a Charitable Trust charity in the Environment sector, based in Katikati, Katikati. CharityData rates this charity C+ (69.8/100). Annual revenue: $0.1M NZD. 1 red flag detected. Financial data as at June 2025.

Mission: To ensure the long term protective management of the native flora and fauna of Aongatete Forest

Registration Number
CC37006
Charity Type
Charitable Trust
Registration Date
2009-01-20
Status
Active
CharityData Rating
C+ (69.8/100)
Sector
Environment
Location
Katikati, Katikati
Website
aongateteforest.org
Email
secretary@aongateteforest.org
Data as at
June 2025

Beneficiaries: Children / young people, General public, Other - All

Financial Summary

Total Revenue
$0.1M NZD
Total Expenses
$0.1M NZD
Total Assets
$0.3M NZD
Net Assets
$0.3M NZD
Reserve Months
18.8 months of operating expenses
Staff Count
1
Volunteers
0
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$0.1M$0.1M$0.3M
2024$0.1M$0.1M$0.1M
2023$0.1M$0.1M$0.1M
2022$0.2M$0.0M$0.1M
2021$0.0M$0.1M$0.1M
2020$0.1M$0.1M$0.1M
2019$0.1M$0.1M$0.1M
2018$0.1M$0.1M$0.1M
2017$0.0M$0.0M$0.1M
2016$0.0M$0.0M$0.1M

CharityData Rating

Overall Grade
C+
Overall Score
69.8/100
Financial Score
74.7
Governance Score
75
Transparency Score
65
Program Spending Ratio
0.7%

Red Flags

  • Holding 18.8 months of expenses in reserves ($0.3M) — above the 18-month threshold (within 12 months of threshold). On its own, holding high reserves cannot take a CharityData grade below C, so this grade was held at that level

Board Members and Officers

Current Officers (10)

NameRoleAppointed
Mark FraiderTrustee2026-02-10
Joshua ScarrowTrustee2025-09-09
Russell OliverTrustee2022-09-30
Katherine GraemeTrustee2020-09-24
Karen SmillieDeputy Chair/trustee2019-03-26
Huia PetersSecretary Treasurer/trustee2018-09-25
Richard JamesTrustee2018-08-28
James DenyerChair2018-01-23
David PetersTrustee2016-10-25
Barry PethybridgeTrustee2011-11-08

Former Officers (14)

  • Sharon Strong — Trustee (departed 2023-10-24)
  • David Askew — Treasurer (departed 2018-10-10)
  • Bruce Warden — Trustee and Treasurer (departed 2017-07-04)
  • Durrick Walker — Trustee (departed 2017-02-28)
  • Barbara McGillivray — Trustee (departed 2025-12-31)
  • David Owen — Trustee (departed 2016-06-28)
  • Ann Graeme — Trustee (departed 2020-06-25)
  • Eddie Orsuliche — Secretary (departed 2011-11-10)
  • Nigel Williams — Trustee (departed 2022-04-28)
  • John Howard — Chairman / Trustee (departed 2014-02-26)
  • Campbell Babington — Trustee (departed 2016-06-28)
  • Iain Bibby — Trustee (departed 2016-06-28)
  • Basil Graeme — Trustee (departed 2020-06-25)
  • Gordon Walker — Trustee (departed 2012-03-31)

Similar Charities in Environment

Aongatete Forest Restoration Trust logo
EnvironmentCharitable Trust

Aongatete Forest Restoration Trust

CC37006Katikati, KatikatiRegistered 20 Jan 2009
Data updated: 3 days ago
Financials30 Jun 2025Rating4d ago

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

C+
70/100
Financial
75
Governance
75
Transparency
65
Revenue

$104.9K

Expenses

$83.5K

Assets

$276.0K

Staff

1

Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.

1 red flag identified- Review the Rating tab for details

About

Mission

To ensure the long term protective management of the native flora and fauna of Aongatete Forest

Who We Serve

Beneficiaries
Children / young peopleGeneral publicOther - All

Key Statistics

Annual Revenue
$104.9K
Total Expenses
$83.5K
Net Assets
$271.8K
Staff
1
employees
Volunteers
0

Financial Trends

Financial Trends (16 Years)

Revenue Breakdown

Expense Breakdown

Verified

Financial Health Dashboard

Cents to the Cause
69c
For every $1 spent, 69c reaches programs
Adequate
Sustainability
18.8mo
Could operate 18.8 months with zero revenue
Healthy
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

16
Score /100
Highly Concentrated
HHI: 8,358
High Concentration: 91% of revenue from Other
Other91.2%
Investment Income5.4%
Donations3.4%

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

Peer Comparison

Ranked against 143 peers · Environment · $100K – $1M

Rating Score
70
#15/144
Revenue
$105K
#140/144
Reserve Months
18.8
#1/144
Surplus
$21K
#76/144
Staff Cost %
49%
#144/144

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

Rating

C+
Score: 69.8/100
Financial
74.7
Governance
75
Transparency
65
Why this grade: Financial 75 × 40% + Governance 75 × 60% = 75 → 70 after red-flag penalties → C+.
View Full Score Breakdown

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Latest Audit

FY2016

Contact Details

Registration

Registration NumberCC37006
Entity TypeCharitable Trust
Registered20 Jan 2009
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated13 Feb 2006

Sector & Activities

Primary Sector
Environment
Activities
Other - Acts an Umbrella body

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: 5 October 2026.