Eastern Bay Of Plenty Regional Economic Development Trust — Community Development Charity in Whakatane
Eastern Bay Of Plenty Regional Economic Development Trust is a Charitable Trust charity in the Community Development sector, based in Whakatane, Whakatane. CharityData rates this charity A (92.5/100). Annual revenue: $0.6M NZD. Financial data as at June 2025.
Mission: Cultivate economic initiatives and foster growth for the benefit of Maori and the Eastern Bay of Plenty Community. Promote the economic, environmental, cultural and social well being of Maori and the Eastern Bay of Plenty Community. Foster, develop and assist in the management of best practices and effective use of the resources of the Eastern Bay of Plenty. Promote and nurture community-based, sustainable economic growth through projects to benefit Maori and the Eastern Bay of Plenty Community
- Registration Number
- CC40580
- Charity Type
- Charitable Trust
- Registration Date
- 2008-06-30
- Status
- Active
- CharityData Rating
- A (92.5/100)
- Sector
- Community Development
- Location
- Whakatane, Whakatane
- toni@augmentsolutions.nz
- Data as at
- June 2025
Beneficiaries: Other - All
Financial Summary
- Total Revenue
- $0.6M NZD
- Total Expenses
- $0.4M NZD
- Total Assets
- $0.6M NZD
- Net Assets
- $0.4M NZD
- Reserve Months
- 15.9 months of operating expenses
- Volunteers
- 0
- Financial Year End
- 2025-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.6M | $0.4M | $0.4M |
| 2024 | $66.1M | $1.0M | $0.3M |
| 2023 | $1.0M | $0.9M | $0.3M |
| 2022 | $0.5M | $0.5M | $0.2M |
| 2021 | $0.6M | $0.6M | $0.2M |
| 2020 | $0.6M | $0.6M | $0.1M |
| 2019 | $0.4M | $0.4M | $0.0M |
| 2018 | $0.4M | $0.4M | $0.0M |
| 2017 | $0.3M | $0.3M | $0.0M |
| 2016 | $0.2M | $0.2M | $0.0M |
CharityData Rating
- Overall Grade
- A
- Overall Score
- 92.5/100
- Financial Score
- 100
- Governance Score
- 75
- Transparency Score
- 85
Board Members and Officers
Current Officers (0)
| Name | Role | Appointed |
|---|
Former Officers (32)
- Tekou Gage — Trustee (departed 2025-06-30)
- Margaret Glen — Trustee (departed 2025-06-30)
- Toni Owen — Deputy Chair
- Justin Ford-Robertson — Trustee
- Charelle Stevenson — Trustee
- David Glover — Chair
- Karilyn Te Riini — Trustee
- Tina Ngatai — Trustee (departed 2023-04-20)
- William Doherty — Chair (departed 2024-10-18)
- Aaron Milne — Trustee (departed 2021-03-10)
- Arihia Tuoro — Trustee (departed 2021-03-10)
- Raymond Sharp — Trustee (departed 2021-09-13)
- Mark Law — Trustee (departed 2018-12-10)
- David Turner — Trustee (departed 2020-04-20)
- Paula Thompson — Trustee (departed 2019-08-27)
- Deanne Butler — Trustee (departed 2016-09-07)
- Michael Barnett — Trustee (departed 2019-04-15)
- Craig Thompson — Trustee (departed 2015-11-04)
- Ajay Anand — Trustee (departed 2016-09-07)
- John Galbraith — Trustee (departed 2021-06-23)
Executive Compensation
| Name | Role | Compensation | Year |
|---|---|---|---|
| Toni Owen | Trustee | $2,414 | 2024 |
| Toni Owen | Trustee | $2,414 | - |
| Justin Ford Robertson | Trustee | $1,820 | - |
| Justin Ford-Robertson | Trustee | $1,820 | 2024 |
| Justin Ford Robertson | Trustee | $1,820 | 2024 |
| Justin Ford Robertson | Trustee | $1,820 | 2025 |
| David Glover | Chair | $1,750 | 2025 |
| Charelle Stevenson | Trustee | $1,530 | 2025 |
| David Glover | Chair | $1,000 | 2024 |
| David Glover | Trustee | $1,000 | - |
| Justin Ford-Robertson | Trustee | $870 | 2025 |
| Charelle Stevenson | Trustee | $809 | 2024 |
| Charelle Stevenson | Trustee | $809 | - |
| Tina Ngatai | Trustee | $600 | 2024 |
| Toni Owen | Trustee | $500 | 2025 |
| David Glover | Trustee | - | 2021 |
| Nikita Price | Secretary | - | 2024 |
| David Glover | Trustee | - | 2022 |
| Karl Gradon | General Manager Strategy | - | 2021 |
| Charelle Stevenson | Trustee | - | 2021 |
| Tina Ngatai | Trustee | - | 2022 |
| Karilyn Te Riini | Trustee | - | 2025 |
| Peter Christophers | Treasurer | - | 2022 |
| Barbara MacLennan | Workforce Development Manager | - | 2021 |
| Karilyn Te Riini | Trustee | - | 2022 |
| Ray Sharp | Trustee | - | 2021 |
| Wiremu Doherty | Trustee | - | 2025 |
| Peter Christophers | Treasurer | - | 2023 |
| Karilyn Te Riini | Trustee | - | 2023 |
| Andrew Watson | Manager Te Ara Huringa Ō Pupuwharau | - | 2021 |
| Arihia Tuoro | Trustee | - | 2021 |
| Karilyn Te Riini | Trustee | - | 2024 |
| Abby Dickinson | Office Co-Ordinator / Secretary | - | 2023 |
| Wiremu Doherty | Trustee | - | 2023 |
| Tina Ngatai | Trustee | - | 2021 |
| Justin Ford-Robertson | Trustee | - | 2023 |
| Aaron Milne | Trustee | - | 2021 |
| Justin Ford-Robertson | Trustee | - | 2022 |
| Charelle Stevenson | Trustee | - | 2023 |
| Charelle Stevenson | Trustee | - | 2022 |
| Anthony Olsen | Trustee | - | 2021 |
| Lisa Baty | Office Coordinator and Secretary | - | 2022 |
| Geraldine Hulbert | Board Secretary / Administration | - | 2021 |
| John Galbraith | Trustee | - | 2021 |
| David Glover | Trustee | - | 2023 |
| Ian Morton | Operations Manager | - | 2022 |
| Lisa Baty | Office Co-ordinator | - | 2021 |
| Wiremu Doherty | Trustee | - | 2024 |
| Donna Perese | CEO | - | 2024 |
| Karilyn Te Riini | Trustee | - | 2021 |
| Ray Sharp | Trustee | - | 2022 |
| Donna Perese | CEO | - | 2023 |
| Wiremu Doherty | Chair | - | 2021 |
| Karl Gradon | Strategy Manager | - | 2022 |
| Wiremu Doherty | Trustee | - | 2022 |
| Ian Morton | General Manager Operations | - | 2021 |
| Nikita Price | Secretary | - | 2025 |
Major Funders and Contracts (FY2025)
As disclosed in Eastern Bay Of Plenty Regional Economic Development Trust's annual report.
- Ministry of Social Development — Driver Licence funding
- Ministry of Business, Innovation and Employment — Cyclone Relief funding
Service Providers
- Cookson Forbes & Associates Chartered Accountants
- ASB Bank Ltd
- ASB Bank Limited
- ASB Bank Ltd
- ASB Bank Limited
- Arrow Accountants Limited
- Arrow Accountants Limited
- Arrow Accountants Limited
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Eastern Bay Of Plenty Regional Economic Development Trust
Financial data as at June 2025. Sourced from Charities Services register.
$570.2K
$404.2K
$561.5K
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
Going Concern Uncertainty
The auditor flagged material uncertainty about this charity's ability to continue as a going concern in the 2025 audit. Auditor: Cookson Forbes & Associates Chartered Accountants.
About
Cultivate economic initiatives and foster growth for the benefit of Maori and the Eastern Bay of Plenty Community. Promote the economic, environmental, cultural and social well being of Maori and the Eastern Bay of Plenty Community. Foster, develop and assist in the management of best practices and effective use of the resources of the Eastern Bay of Plenty. Promote and nurture community-based, sustainable economic growth through projects to benefit Maori and the Eastern Bay of Plenty Community
Who We Serve
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 147 peers · Community Development · $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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FY2025Contact Details
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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: 4 October 2026.
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