John Smith Memorial Trust — Education Charity in Havelock North
John Smith Memorial Trust is a registered charity in the Education sector, based in Havelock North, Havelock North. CharityData rates this charity B- (70.8/100). Annual revenue: $0.0M NZD. Financial data as at March 2024.
Mission: Education - To provide and administer, or assist in the provision and administration of, bursaries, scholarships and/or grants to or for the benefit of ex Otane Primary School pupil attending or proposing to attend secondary schooling. To provide or assist in the provision of books, clothing and sporting or other equipment which is needed to suppport their learning for use by ex Otane Primary School pupils attending secondary schooling. To provide or assist in the provision of equipment and to build, establish, maintain, extend, develop, improve, alter and repair facilities, for use by ex Otane Primary School pupils attending secondary schooling.
- Registration Number
- CC34365
- Registration Date
- 2008-06-30
- Status
- Active
- CharityData Rating
- B- (70.8/100)
- Sector
- Education
- Location
- Havelock North, Havelock North
- kateandlogie@outlook.com
- Data as at
- March 2024
Beneficiaries: Children / young people
Financial Summary
- Total Revenue
- $0.0M NZD
- Total Expenses
- $0.0M NZD
- Total Assets
- $0.0M NZD
- Reserve Months
- 328.2 months of operating expenses
- Volunteers
- 0
- Financial Year End
- 2024-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2024 | $0.0M | $0.0M | - |
| 2023 | $0.0M | $0.0M | - |
| 2022 | $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 | - |
| 2016 | $0.0M | $0.0M | - |
| 2015 | $0.0M | - | $0.0M |
CharityData Rating
- Overall Grade
- B-
- Overall Score
- 70.8/100
- Financial Score
- 77.5
- Governance Score
- 55
- Transparency Score
- 65
Board Members and Officers
Current Officers (1)
| Name | Role | Appointed |
|---|---|---|
| Catherine Laugesen | Trustee | 2002-09-13 |
Former Officers (2)
- Fiona Hyde — Trustee
- Vera Smith — Trustee
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John Smith Memorial Trust
Financial data as at March 2024. Sourced from Charities Services register.
Reasons to look carefully (2)
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 registerNo 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.
- Current annual return overdueThe newest annual return we hold is 30 months old — a more recent return may already be on the Charities Services 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.
$617
$249
$6.8K
Financial data from Charities Services annual return (FY2024). 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.
About
Education - To provide and administer, or assist in the provision and administration of, bursaries, scholarships and/or grants to or for the benefit of ex Otane Primary School pupil attending or proposing to attend secondary schooling. To provide or assist in the provision of books, clothing and sporting or other equipment which is needed to suppport their learning for use by ex Otane Primary School pupils attending secondary schooling. To provide or assist in the provision of equipment and to build, establish, maintain, extend, develop, improve, alter and repair facilities, for use by ex Otane Primary School pupils attending secondary schooling.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (16 Years)
Revenue Breakdown
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 289 peers · Education · Under $100K
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating
B-Is this your charity?
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Registration
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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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