Hawke's Bay Museums Foundation Charitable Trust — Education Charity in Napier

Hawke's Bay Museums Foundation Charitable Trust is a Trust charity in the Education sector, based in Napier, Napier. This organisation also provides funding to other charities. CharityData rates this charity B- (70.8/100). Annual revenue: $0.4M NZD. Financial data as at June 2025.

Mission: To provide support and encouragement to the Hawke's Bay Museums Trust in the operation of the Hawke's Bay Museums Trust and Art Gallery and any other cultural centre or institution under the control of the trust. To advance and promote in Hawke's Bay a sense of history and an awareness of the importance of the New Zealand's heritage. To acquire art works and artefacts by gift, bequest, or purchase and to assist it to conserve, display and research the material in its collections. To raise funds for the HBMT by such means as may be adopted from time to time. To attract bequests and donations and to administer the trusts funds and to use such funds or the income from them for the benefit of HBMT.

Registration Number
CC47387
Charity Type
Trust
Registration Date
2011-07-19
Status
Active
CharityData Rating
B- (70.8/100)
Sector
Education
Location
Napier, Napier
Email
anniegascoigne@gmail.com
Funder Status
Grant-making charity (endowment)
Data as at
June 2025

Beneficiaries: Children / young people, Family / whanau, General public, Older people

Financial Summary

Total Revenue
$0.4M NZD
Total Expenses
$0.5M NZD
Reserve Months
5.2 months of operating expenses
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$0.4M$0.5M-
2024$0.2M$0.0M-
2023$0.0M$0.0M-
2022$0.0M$0.0M-
2021$0.0M$0.0M-
2020$0.0M$0.0M-
2019$0.0M$0.0M-
2018$0.1M$0.2M$0.4M
2017$0.1M$0.1M-
2016$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 (0)

NameRoleAppointed

Former Officers (10)

  • Jeanette Kelly — Trustee
  • Andrew Barber — Trustee
  • Craig Hay — Trustee (departed 2021-11-23)
  • Anne Gascoigne — Trustee
  • Wilhelmina Mouat — Trustee (departed 2023-04-14)
  • Diana Crombie — Trustee (departed 2021-11-23)
  • Rebecca Turner — Trustee (departed 2016-11-30)
  • Michael Morgan — Trustee (departed 2013-02-14)
  • Kenneth Aldred — Trustee (departed 2013-02-14)
  • Marc Nel — Trustee (departed 2013-02-14)

Funding Sources

  • Pub Charity Limited — $50,000

Similar Charities in Education

FunderEducationTrustEndowment

Hawke's Bay Museums Foundation Charitable Trust

CC47387Napier, NapierRegistered 19 Jul 2011
Data updated: 6 days ago
Financials30 Jun 2025Rating3d ago

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

B-
71/100
Financial
78
Governance
55
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 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.

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

$444.9K

Expenses

$459.9K

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.

Funder Profile

Grantmaker

This organisation makes grants or donations to other charities and organisations.

Funding Sectors
EducationArts & Culture
Beneficiaries
General Public
Geographic Focus
Hawke's BayNationwide

About

Mission

To provide support and encouragement to the Hawke's Bay Museums Trust in the operation of the Hawke's Bay Museums Trust and Art Gallery and any other cultural centre or institution under the control of the trust. To advance and promote in Hawke's Bay a sense of history and an awareness of the importance of the New Zealand's heritage. To acquire art works and artefacts by gift, bequest, or purchase and to assist it to conserve, display and research the material in its collections. To raise funds for the HBMT by such means as may be adopted from time to time. To attract bequests and donations and to administer the trusts funds and to use such funds or the income from them for the benefit of HBMT.

Who We Serve

Beneficiaries
Children / young peopleFamily / whanauGeneral publicOlder people

Key Statistics

Annual Revenue
$444.9K
Total Expenses
$459.9K
Net Assets
-

Financial Trends

Financial Trends (14 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
5.2mo
Could operate 5.2 months with zero revenue
Low reserves
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

18
Score /100
Highly Concentrated
HHI: 8,232
High Concentration: 90% of revenue from Donations
Donations90.2%
Investment Income9.8%

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

Peer Comparison

Ranked against 132 peers · Education · $100K – $1M

Rating Score
71
#26/133
Revenue
$445K
#39/133
Reserve Months
5.2
#1/133
Surplus
$-15K
#107/133
Staff Cost %
0%
#1/133

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

Rating History

B-
2025
Score: 70.8
Financial: 78 | Governance: 55 | Transparency: 65
Current
B-
2024
Score: 70.8
Financial: 78 | Governance: 55 | Transparency: 65

Rating

B-
Score: 70.8/100
Financial
77.5
Governance
55
Transparency
65
Why this grade: Financial 78 × 40% + Governance 55 × 60% = 64 → B-.
View Full Score Breakdown

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Contact Details

Address
Napier, Napier

Registration

Registration NumberCC47387
Entity TypeTrust
Registered19 Jul 2011
StatusRegistered

Sector & Activities

Primary Sector
Education
Activities
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: 29 September 2026.