Caccia Birch Trust Board — Education Charity in Palmerston North

Caccia Birch Trust Board is a Trust charity in the Education sector, based in Palmerston North, Palmerston North. Annual revenue: $0.0M NZD. Financial data as at June 2025.

Mission: For the benefit of the local community and region the restoration, promotion and maintenance of Caccia Birch House and grounds being a Category 1 heritage property at 130 Te Awe Awe Street, Palmerston North ("Caccia Birch Heritage House"). To provide education to the local community and the region in relation to the history of Caccia Birch Heritage House and Palmerston North. To obtain funding, whether by gift, grant or loan from such sources as the Trust Board may from time to time determine to be utilised for the purposes of the Trust as described within clause 2 of the Trust Deed. Any other purpose reasonably related thereto which the Trustees consider likely to enhance the public use and understanding (including the history) of Caccia Birch Heritage House.

Registration Number
CC38431
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
Sector
Education
Location
Palmerston North, Palmerston North
Email
manager@caccia-birch.co.nz
Data as at
June 2025

Beneficiaries: Children / young people, General public, Other - All

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Reserve Months
0.0 months of operating expenses
Volunteers
0
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$0.0M$0.0M-
2024$0.0M$0.0M-
2023$0.0M$0.0M$0.0M
2022$0.1M$0.2M$0.0M
2021$0.3M$0.3M$0.1M
2020$0.3M$0.3M$0.1M
2019$0.3M$0.3M$0.1M
2018$0.3M$0.3M$0.1M
2017$0.3M$0.3M$0.1M
2016$0.3M$0.3M$0.2M

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (33)

  • Matat Lipsky — Trustee
  • Orphee Mouithys — Trustee
  • Kathleen Brosnahan — Trustee (departed 2024-01-01)
  • Jill Brider — Trustee (departed 2024-09-19)
  • John Moremon — Trustee
  • Leah Crisp — Trustee
  • Stuart Robbie — Trustee
  • Renee Dingwall — Trustee (departed 2022-12-12)
  • Grant Smith — Trustee (departed 2022-09-30)
  • Wendy Newport-Smith — Trustee (departed 2022-12-01)
  • Latham Lockwood — Trustee (departed 2022-12-12)
  • David Chapple — Trustee (departed 2021-11-30)
  • David Campbell — Trustee (departed 2022-12-01)
  • Roderick McKenzie — Trustee (departed 2020-03-01)
  • Steven Elers — Trustee (departed 2019-09-24)
  • Jireeth Soni — Trustee (departed 2020-02-01)
  • Cushla Scrivens — Trustee (departed 2021-11-30)
  • Susan Forde — Trustee (departed 2018-09-30)
  • Julia Pedley — Trustee (departed 2019-09-24)
  • Bruce Barry — Trustee (departed 2016-08-30)

Similar Charities in Education

EducationTrust

Caccia Birch Trust Board

CC38431Palmerston North, Palmerston NorthRegistered 30 Jun 2008
Data updated: 23 Sept 2026
Financials30 Jun 2025Rating4d ago

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

NR
Not rated — Volunteer / community organisation

Small volunteer-led organisations are not letter-graded: the standard financial template does not fit entities without paid staff, large revenue, or significant government funding. The charity's filed figures are shown above.

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 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

$512

Expenses

$886

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

About

Mission

For the benefit of the local community and region the restoration, promotion and maintenance of Caccia Birch House and grounds being a Category 1 heritage property at 130 Te Awe Awe Street, Palmerston North ("Caccia Birch Heritage House"). To provide education to the local community and the region in relation to the history of Caccia Birch Heritage House and Palmerston North. To obtain funding, whether by gift, grant or loan from such sources as the Trust Board may from time to time determine to be utilised for the purposes of the Trust as described within clause 2 of the Trust Deed. Any other purpose reasonably related thereto which the Trustees consider likely to enhance the public use and understanding (including the history) of Caccia Birch Heritage House.

Who We Serve

Beneficiaries
Children / young peopleGeneral publicOther - All

Key Statistics

Annual Revenue
$512
Total Expenses
$886
Net Assets
-
Volunteers
0

Financial Trends

Financial Trends (17 Years)

Revenue Breakdown

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
466.5mo
Could operate 466.5 months with zero revenue
Over-capitalized
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

8
Score /100
Highly Concentrated
HHI: 9,177
High Concentration: 96% of revenue from Investment Income
Investment Income95.7%
Other4.3%

HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.

Peer Comparison

Ranked against 329 peers · Education · Under $100K

Rating Score
0
#60/330
Revenue
$512
#314/330
Reserve Months
0.0
#1/330
Surplus
$-374
#203/330
Staff Cost %
0%
#1/330

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

Rating

Score: /100
Financial
0
Governance
20
Transparency
65
View Full Score Breakdown

Is this your charity?

Claim your profile to view analytics, submit corrections, and improve your rating.

Claim This Profile

Latest Audit

FY2019
Clean
4 years of audit history

Contact Details

Address
Palmerston North, Palmerston North

Registration

Registration NumberCC38431
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated19 Mar 1992
Registered office
130 Te Awe Awe Street, Hokowhitu, Palmerston North

Sector & Activities

Primary Sector
Education
Activities
Provides buildings / facilities / open spaceOther - 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: 30 September 2026.