Pakuranga and Howick Budgeting Service Trust — Education Charity in Auckland
Pakuranga and Howick Budgeting Service Trust is a Trust charity in the Education sector, based in Auckland, Auckland. This organisation also provides funding to other charities. Annual revenue: $0.4M NZD. Financial data as at June 2025.
Mission: Educating, teaching and helping families and individuals in our community to manage their finances competently. Our aim is to help families in handling their own financial affairs through the development of sound money management skills.
- Registration Number
- CC30684
- Charity Type
- Trust
- Registration Date
- 2008-06-30
- Status
- Active
- Sector
- Education
- Location
- Auckland, Auckland
- Website
- https://www.phbs.org.nz
- manager@phbs.org.nz
- Funder Status
- Grant-making charity (trust)
- Data as at
- June 2025
Financial Summary
- Total Revenue
- $0.4M NZD
- Total Expenses
- $0.3M NZD
- Total Assets
- $0.6M NZD
- Net Assets
- $0.5M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 4
- Volunteers
- 0
- Financial Year End
- 2025-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.4M | $0.3M | $0.5M |
| 2024 | $0.3M | $0.2M | - |
| 2023 | $0.4M | $0.2M | $0.3M |
| 2022 | $0.2M | $0.2M | $0.2M |
| 2021 | $0.3M | $0.1M | $0.2M |
| 2020 | $0.1M | $0.1M | $0.1M |
| 2019 | $0.1M | $0.1M | $0.1M |
| 2018 | $0.1M | $0.1M | $0.1M |
| 2017 | $0.1M | $0.1M | $0.1M |
| 2016 | $0.1M | $0.0M | $0.1M |
CharityData Rating
- Overall Grade
- Overall Score
- /100
- Financial Score
- 0
- Governance Score
- 10
- Transparency Score
- 65
Board Members and Officers
Current Officers (0)
| Name | Role | Appointed |
|---|
Former Officers (33)
- David Foster — Treasurer (departed 2015-11-30)
- Dawn Tomlinson — Volunteer (departed 2016-06-30)
- Trevor Lowe — Treasurer
- Kirsten Belanve — Trustee
- Patrick O'Regan — Trustee
- Glenn Reynolds — Deputy Chairperson
- Nic McClean — Secretary
- Ashley Perera — Trustee (departed 2023-04-10)
- Nikki Newham — Trustee (departed 2022-08-15)
- Kenneth Fraser — Chair
- Judy Brown — Trustee
- Nick Ng — Treasurer (departed 2023-05-01)
- Wolf Schmahl — Committee Member (departed 2021-09-22)
- Bruce Fife — Committee Member (departed 2021-08-09)
- June Holyoake — Manager (departed 2018-05-25)
- Anthony Henning — Chair (departed 2020-09-16)
- Bryan Bain — Treasurer (departed 2019-06-30)
- Anthony Phillips — Committee Member (departed 2016-04-30)
- David Houghton — Committee Member (departed 2021-02-17)
- Wendy Martin — Committee Member (departed 2016-08-19)
Funding Sources
- Foundation North — $25,000
- Foundation North — $25,000
- Foundation North — $25,000
- Foundation North — $20,000
- Pub Charity Limited — $6,000
Similar Charities in Education
- Christ's College Canterbury — Education
- Pukekohe Christian School Trust — Education
- IPENZ Foundation — Education
- Sathya Sai Preschool Rongomai — Education
- St Andrew's Presbyterian College Board Of Governors Incorporated — Education
Pakuranga and Howick Budgeting Service Trust
CC30684Auckland, AucklandRegistered 30 Jun 2008
Data updated: 2 days ago
Financials10mo agoRating4d ago
Financial data as at June 2025. Sourced from Charities Services register.
NR
Not rated — Summary-form filing — not enough detail to grade
Charities Services Tier 3 reporting allows charities under $2M revenue to file a simple-format annual return rather than audited financial statements. The return reports totals but not the program/administration split or the line-item detail our template needs. No red flags were detected in what was filed, and revenue is below the $2M Tier 2 boundary where audited accounts become mandatory. A letter grade is withheld rather than assigning one that would be driven by the template-fit, not the charity's operations. The charity's filed figures are shown above, and any structural concerns a donor would want to look at are surfaced separately. (v3.3 — aligned with Charities Services tier boundary; matches Charity Navigator and CharityWatch US practice.)
How ratings work →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 3 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.
Revenue
$424.0K
Expenses
$304.9K
Assets
$567.9K
Staff
4
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
EducationCommunity Development
Beneficiaries
General Public
Geographic Focus
Auckland
Funded By
Registered charities that have funded this organisation.
About
Mission
Educating, teaching and helping families and individuals in our community to manage their finances competently. Our aim is to help families in handling their own financial affairs through the development of sound money management skills.
Key Statistics
Annual Revenue
$424.0K
Total Expenses
$304.9K
Net Assets
$478.0K
Staff
4
employees
Volunteers
0
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
Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
0mo
Could operate 0 months with zero revenue
Critical
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
11
Score /100
Highly Concentrated
HHI: 8,902
High Concentration: 94% of revenue from Other
Other94.2%
Investment Income5.3%
Donations0.5%
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 130 peers · Education · $100K – $1M
Rating Score
0
Revenue
$424K
Reserve Months
0.0
Surplus
$119K
Staff Cost %
85%
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
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Claim This ProfileContact Details
Registration
Registration NumberCC30684
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered
Companies Office
StatusRegistered
Entity TypeCharitable Trust
Incorporated11 Jul 2025
Registered office
7 Aylesbury Street, Pakuranga, Auckland
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: 4 May 2026.
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