Trust Horizon — Education Charity in Whakatane
Trust Horizon is a Trust charity in the Education sector, based in Whakatane, Whakatane. This organisation also provides funding to other charities. Annual revenue: $196.2M NZD. Financial data as at March 2019.
Mission: To create a positive, educated and healthy community.
- Registration Number
- CC38748
- Charity Type
- Trust
- Registration Date
- 2008-06-30
- Status
- Active
- Sector
- Education
- Location
- Whakatane, Whakatane
- Website
- http://www.trusthorizon.org.nz
- reception@trusthorizon.org.nz
- Funder Status
- Grant-making charity (trust)
- Data as at
- March 2019
Beneficiaries: Animals, Children / young people, Family / whanau, General public, Migrants / refugees, Older people, Other charities, People of a certain ethnic / racial origin, People with disabilities, Religious groups, Voluntary bodies other than charities
Financial Summary
- Total Revenue
- $196.2M NZD
- Total Expenses
- $186.8M NZD
- Total Assets
- $254.2M NZD
- Net Assets
- $138.1M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 3
- Volunteers
- 0
- Financial Year End
- 2019-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2019 | $196.2M | $186.8M | $138.1M |
| 2018 | $186.3M | $174.7M | $122.9M |
| 2017 | $197.5M | $187.5M | $112.8M |
| 2016 | $4.6M | $3.0M | $99.4M |
| 2015 | $3.4M | $2.2M | $71.4M |
| 2014 | $2.5M | $2.0M | $73.0M |
| 2013 | $3.2M | $1.8M | $70.5M |
| 2012 | $3.7M | $3.0M | $68.1M |
| 2011 | $3.3M | $2.7M | $80.7M |
| 2010 | $2.6M | $2.3M | $73.9M |
Board Members and Officers
Current Officers (8)
| Name | Role | Appointed |
|---|---|---|
| Yvonne Boyes | Trustee | 2021-10-01 |
| David Glover | Trustee | 2021-06-01 |
| Merrin Stables | Trustee | 2020-03-10 |
| Derek Caudwell | Chief Executive | 2020-01-11 |
| David Bulley | Trustee | 2013-08-21 |
| Edwina O'Brien | Trustee | 2011-10-01 |
| Paul Wills | Treasurer | 2010-04-01 |
| Kevin Hennessy | Trustee | 2002-12-24 |
Former Officers (8)
- Aaron Milne — Trustee (departed 2021-09-30)
- Donald Lewell — Trustee (departed 2021-06-03)
- Wade Brown — Trustee (departed 2020-03-10)
- Rex Wilson — Trustee (departed 2009-09-30)
- Donna Smit — Trustee (departed 2017-07-27)
- Peter Patterson — Trustee (departed 2013-08-21)
- Robin Wray — Trustee (departed 2009-02-28)
- Brian Ponting — Trustee (departed 2011-09-30)
Reporting Group Members
Trust Horizon files a consolidated Annual Return jointly with 11 sibling charities:
- Horizon Energy Limited
- Horizon Services Limited
- Aquaheat New Zealand Limited
- Aquaheat South Pacific Limited
- Aquaheat Facility Services Limited
- Caldwell and Levesque Limited
- Coollogic Refrigeration Limited
- Horizon Energy Distribution Limited
- Horizon Energy Group Limited
- Development Enterprises Limited
- Aquaheat Fire New Zealand Limited
Similar Charities in Education
- The Hato Paora Trust Board — Education
- Otago Presbyterian Girls' College Board of Governors Incorporated — Education
- Hawksbury Community Living Trust — Education
- Far North Reap Society Incorporated — Education
- Victoria University of Wellington Students Association and Te Aka Tauira Incorporated — Education
Trust Horizon
Financial data as at March 2019. Sourced from Charities Services register.
The most recent financial filing with Charities Services is more than three years old. Until a current return is filed, a rating is not assigned.
How ratings work →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 8. 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.
- Shared trustees with reporting-group siblings7 current trustees also serve on the board of another charity in the same Charities Services reporting group (group has 12 member charities filing one consolidated annual return). Group-internal cross-trusteeship can be operationally efficient but should be visible to donors.
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.
$196.2M
$186.8M
$254.2M
3
Financial data from Charities Services annual return (FY2019). Ratings calculated using CharityData v3.1.1 methodology.
Reporting group parent. Trust Horizon files one consolidated annual return covering 11 members. Member-level figures are not separately reported with Charities Services.
Show member charities (11)
- Horizon Energy Limited
- Horizon Services Limited
- Horizon Energy Group Limited
- Horizon Energy Distribution Limited
- Aquaheat Fire New Zealand Limited
- Aquaheat South Pacific Limited
- Development Enterprises Limited
- Aquaheat New Zealand Limited
- Caldwell and Levesque Limited
- Coollogic Refrigeration Limited
- Aquaheat Facility Services Limited
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
About
To create a positive, educated and healthy community.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (11 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 500 peers · Education (all sizes)
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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Registration
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: 28 September 2026.
Reporting Group — Consolidated Annual Return
Trust Horizon is one of 12 charities in a Charities Services reporting group. Members file a single consolidated Annual Return together, so the financial figures on each member’s page reflect the combined group — not standalone operations.
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