Katikati Veterans Community Trust — Education Charity in Katikati
Katikati Veterans Community Trust is a Trust charity in the Education sector, based in Katikati, Katikati. This organisation also provides funding to other charities. CharityData rates this charity B- (73.3/100). Annual revenue: $0.5M NZD. Financial data as at December 2025.
Mission: The purpose of the Trust is to apply both capital an income of the Trust fund to, or for, any charitable purpose in New Zealand, which are from time to time selected by the Trustees and are valid charitable purposes. Without limiting this in any way, such purposes includes: *The maintenance and management of the Homewood Village, which was established for any persons who by reason of age, financial circumstances, sickness, or any other charitable reason were in need off accomodation. *The provision of educational and community activities in the Katikati area via the local schools and community organisations to benefit the youth of Katikati. *The relief of poverty and provision of financial assistance for any persons from the Katikati community that by reason of age, financial circumstances or other good and charitable reason are in need of such assistance. *Other charitable purposes beneficial to the Katikati community.
- Registration Number
- CC10615
- Charity Type
- Trust
- Registration Date
- 2007-07-12
- Status
- Active
- CharityData Rating
- B- (73.3/100)
- Sector
- Education
- Location
- Katikati, Katikati
- villagesec8@gmail.com
- Funder Status
- Grant-making charity (community_trust)
- Data as at
- December 2025
Beneficiaries: Older people, Other - All
Financial Summary
- Total Revenue
- $0.5M NZD
- Total Expenses
- $0.3M NZD
- Total Assets
- $13.1M NZD
- Net Assets
- $13.1M NZD
- Reserve Months
- 6.8 months of operating expenses
- Staff Count
- 1
- Financial Year End
- 2025-12-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.5M | $0.3M | $13.1M |
| 2024 | $0.5M | $0.3M | $9.0M |
| 2023 | $0.4M | $0.2M | $12.5M |
| 2022 | $0.4M | $0.2M | $8.5M |
| 2021 | $0.3M | $0.2M | $1.2M |
| 2020 | $0.3M | $0.3M | $1.1M |
| 2019 | $0.3M | $0.3M | $1.1M |
| 2018 | $0.2M | $0.2M | $1.1M |
| 2017 | $0.2M | $0.2M | $1.1M |
| 2016 | $0.2M | $0.1M | $1.1M |
CharityData Rating
- Overall Grade
- B-
- Overall Score
- 73.3/100
- Financial Score
- 72.5
- Governance Score
- 75
- Transparency Score
- 65
Board Members and Officers
Current Officers (8)
| Name | Role | Appointed |
|---|---|---|
| Lesley Norma Board | Trustee | - |
| Greg Taylor | Trustee | 2024-05-21 |
| Bryn Gradwell | Trustee | 2024-05-21 |
| Jennifer Strongman | Treasurer/secretary | 2023-10-01 |
| Peter Mackay | Trustee | 2019-10-01 |
| Trevor Gilbert | Trustee | 2017-09-19 |
| Glenn Burt | Chairman/trustee | 2015-12-07 |
| Kevin Whitworth | Trustee | 2015-05-04 |
Former Officers (17)
- Ken Price — Trustee (departed 2024-03-19)
- Barbara Blackburn — Secretary (departed 2023-09-30)
- Therese McClintock — Secretary/treasurer-Trustee (departed 2020-03-24)
- Desma Crisp — Trustee (departed 2019-05-05)
- Earle Barbarich — Trustee (departed 2017-05-01)
- Peter Sparow — Chairman/trustee (departed 2019-05-05)
- Raymond Taylor — Deputy Chairman/trustee (departed 2024-05-20)
- Alison Noble — Trustee (departed 2015-04-06)
- Lesley Board — Trustee (departed 2015-05-04)
- Donald Ruxton — Trustee (departed 2010-11-30)
- Murray Alexander Rutherford — Trustee (departed 2018-06-06)
- Vicki Georgina Perry — Trustee (departed 2008-06-09)
- Colin Burne Bevege — Trustee (departed 2010-12-31)
- Charles Ernest Cull — Trustee (departed 2009-11-02)
- Anne Cunningham — Trustee (departed 2009-07-06)
- Ronald Woodley Jackson — Trustee (departed 2012-12-30)
- John Alexander Farrell — Trustee (departed 2015-11-28)
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
Katikati Veterans Community Trust
Financial data as at December 2025. Sourced from Charities Services register.
$489.4K
$300.0K
$13.1M
1
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
Endowment Foundation
Special Entity TypeThis 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
GrantmakerThis organisation makes grants or donations to other charities and organisations.
About
The purpose of the Trust is to apply both capital an income of the Trust fund to, or for, any charitable purpose in New Zealand, which are from time to time selected by the Trustees and are valid charitable purposes. Without limiting this in any way, such purposes includes: *The maintenance and management of the Homewood Village, which was established for any persons who by reason of age, financial circumstances, sickness, or any other charitable reason were in need off accomodation. *The provision of educational and community activities in the Katikati area via the local schools and community organisations to benefit the youth of Katikati. *The relief of poverty and provision of financial assistance for any persons from the Katikati community that by reason of age, financial circumstances or other good and charitable reason are in need of such assistance. *Other charitable purposes beneficial to the Katikati community.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (18 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 132 peers · Education · $100K – $1M
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating History
Rating
B-Is this your charity?
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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: 29 September 2026.
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