Pukeiti Trust Board — Community Development Charity in New Plymouth

Pukeiti Trust Board is a Trust charity in the Community Development sector, based in New Plymouth, New Plymouth. CharityData rates this charity B+ (82.5/100). Annual revenue: $0.4M NZD. Financial data as at June 2025.

Mission: To hold funds (the Trust Board) received on behalf of Pukeiti Rhododendron Trust Incorporated (Pukeiti) from Pukeiti or other donors, to pay the income from the Trust Board to Pukeiti and to pay the capital to Pukeiti on the terms set out in the Trust Deed.

Registration Number
CC11275
Charity Type
Trust
Registration Date
2007-10-04
Status
Active
CharityData Rating
B+ (82.5/100)
Sector
Community Development
Location
New Plymouth, New Plymouth
Email
grant.sarten@unlimit.co.nz
Data as at
June 2025

Beneficiaries: General public

Financial Summary

Total Revenue
$0.4M NZD
Total Expenses
$0.1M NZD
Total Assets
$4.4M NZD
Net Assets
$4.4M NZD
Reserve Months
1.2 months of operating expenses
Volunteers
0
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$0.4M$0.1M$4.4M
2024$0.3M$0.0M$4.0M
2023$0.3M$0.0M$3.5M
2022$0.0M$0.4M$3.1M
2021$0.5M$0.1M$3.3M
2020$0.1M$0.2M$2.9M
2019$0.2M$0.1M$3.0M
2018$0.3M$0.1M$2.9M
2017$0.2M$0.0M$2.7M
2016$0.0M$0.0M-

CharityData Rating

Overall Grade
B+
Overall Score
82.5/100
Financial Score
90
Governance Score
65
Transparency Score
65

Board Members and Officers

Current Officers (5)

NameRoleAppointed
Donna CramTrustee2026-05-31
Christine EgarrTrustee2024-02-12
Michael BrookeTrustee2008-05-15
John Heywood Ross EaglesTrustee2007-06-05
Antony Robert BurnTrustee2007-06-05

Former Officers (6)

  • Charlotte Littlewood — Trustee (departed 2026-05-31)
  • Beverley Raine — Trustee (departed 2019-10-18)
  • Peter Horton — Trustee (departed 2016-11-15)
  • Moira Irving — Trustee (departed 2014-06-12)
  • Michael Joseph Regan — Trustee (departed 2023-11-01)
  • Peter David Johansen — Trustee (departed 2010-06-30)

Similar Charities in Community Development

Community DevelopmentTrust

Pukeiti Trust Board

CC11275New Plymouth, New PlymouthRegistered 4 Oct 2007
Data updated: 4 days ago
Financials30 Jun 2025Rating2d ago

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

B+
83/100
Financial
90
Governance
65
Transparency
65

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 recorded on the register
    No chair or presiding role is recorded in the register for this board of 5. 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.

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.

Revenue

$374.7K

Expenses

$126.1K

Assets

$4.4M

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

Endowment Foundation

Special Entity Type

This 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

Mission

To hold funds (the Trust Board) received on behalf of Pukeiti Rhododendron Trust Incorporated (Pukeiti) from Pukeiti or other donors, to pay the income from the Trust Board to Pukeiti and to pay the capital to Pukeiti on the terms set out in the Trust Deed.

Who We Serve

Beneficiaries
General public

Key Statistics

Annual Revenue
$374.7K
Total Expenses
$126.1K
Net Assets
$4.4M
Volunteers
0

Financial Trends

Financial Trends (18 Years)

Revenue Breakdown

Expense Breakdown

API Data

Based 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
1.2mo
Could operate 1.2 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

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 135 peers · Community Development · $100K – $1M

Rating Score
83
#3/136
Revenue
$375K
#41/136
Reserve Months
1.2
#1/136
Surplus
$249K
#17/136
Staff Cost %
0%
#1/136

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

Rating

B+
Score: 82.5/100
Financial
90
Governance
65
Transparency
65
Why this grade: Financial 90 × 40% + Governance 65 × 60% = 75 → B+.
View Full Score Breakdown

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Contact Details

Address
New Plymouth, New Plymouth

Registration

Registration NumberCC11275
Entity TypeTrust
Registered4 Oct 2007
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated30 Nov 1971

Sector & Activities

Primary Sector
Community Development
Activities
Provides advice / information / advocacyProvides buildings / facilities / open spaceProvides other finance (e.g. investment funds)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: 28 September 2026.