Palmerston North Boys' High School Educational Foundation Trust — Education Charity in Palmerston North

Palmerston North Boys' High School Educational Foundation Trust is a Trust charity in the Education sector, based in Palmerston North, Palmerston North. This organisation also provides funding to other charities. CharityData rates this charity B+ (83.8/100). Annual revenue: $0.1M NZD. Financial data as at December 2025.

Mission: For the purpose of advancement of education in the widest sense which may in the Trustees sole and absolute discretion be satisfied by the provisions of funds and/or benefits for the school. To assist the Governing Body to preserve and develop the ethos, standards, reputation and facilities of the School and to attract and retain financial support from supporters of the school. Extent, alter, improve, repair and maintain educational, cultural, sporting and leadership amenities, opportunities and standards for the School and its pupils and staff.

Registration Number
CC32504
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
B+ (83.8/100)
Sector
Education
Location
Palmerston North, Palmerston North
Email
burgessd@pnbhs.school.nz
Funder Status
Grant-making charity (foundation)
Data as at
December 2025

Beneficiaries: Children / young people

Financial Summary

Total Revenue
$0.1M NZD
Total Expenses
$0.1M NZD
Reserve Months
17.6 months of operating expenses
Financial Year End
2025-12-31

Financial History

YearRevenueExpensesNet Assets
2025$0.1M$0.1M-
2024$0.1M$0.7M$1.6M
2023$1.7M$0.0M-
2022$0.0M$0.0M-
2021$0.0M$0.0M-
2020$0.0M$0.0M-
2019$0.0M$0.0M-
2018$0.0M$0.0M-
2017$0.0M$0.0M-
2016$0.1M$0.0M-

CharityData Rating

Overall Grade
B+
Overall Score
83.8/100
Financial Score
87.5
Governance Score
75
Transparency Score
65

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (10)

  • William Kermode — Chair
  • Noel Johnston — Trustee (departed 2023-08-21)
  • John Adams — Trustee (departed 2013-07-02)
  • Philip Harre — Trustee
  • Craig Hart — Trustee (departed 2023-08-16)
  • Stuart Morris — Trustee (departed 2020-07-01)
  • Paul O'Brien — Trustee
  • Timothy O'Connor — Trustee (departed 2012-08-20)
  • David Bovey — Trustee
  • John Whitehead — Trustee

Similar Charities in Education

FunderEducationTrustFoundation

Palmerston North Boys' High School Educational Foundation Trust

CC32504Palmerston North, Palmerston NorthRegistered 30 Jun 2008
Data updated: 5 days ago
Financials9mo agoRating2d ago

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

B+
84/100
Balance sheet from 2024 used (not reported this year)
Financial
88
Governance
75
Transparency
65
Revenue

$107.1K

Expenses

$79.3K

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
EducationSports & Recreation
Beneficiaries
General Public
Geographic Focus
Manawatū-Whanganui

About

Mission

For the purpose of advancement of education in the widest sense which may in the Trustees sole and absolute discretion be satisfied by the provisions of funds and/or benefits for the school. To assist the Governing Body to preserve and develop the ethos, standards, reputation and facilities of the School and to attract and retain financial support from supporters of the school. Extent, alter, improve, repair and maintain educational, cultural, sporting and leadership amenities, opportunities and standards for the School and its pupils and staff.

Who We Serve

Beneficiaries
Children / young people

Key Statistics

Annual Revenue
$107.1K
Total Expenses
$79.3K
Net Assets
-

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
10.2mo
Could operate 10.2 months with zero revenue
Healthy
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

35
Score /100
Concentrated
HHI: 6,513
Investment Income77.5%
Donations22.5%

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
84
#5/133
Revenue
$107K
#127/133
Reserve Months
17.6
#1/133
Surplus
$28K
#65/133
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: 83.8
Financial: 88 | Governance: 75 | Transparency: 65
Current
C+
2024
Score: 65.5
Financial: 90 | Governance: 75 | Transparency: 65

Rating

B+
Score: 83.8/100
Financial
87.5
Governance
75
Transparency
65
Why this grade: Financial 88 × 40% + Governance 75 × 60% = 80 → B+.
View Full Score Breakdown

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Contact Details

Address
Palmerston North, Palmerston North

Registration

Registration NumberCC32504
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated20 May 2008
Registered office
263 Featherston Street Palmerston North 4410, Palmerston North

Sector & Activities

Primary Sector
Education
Activities
Makes grants / loans to individualsMakes grants to organisations (including schools or other charities)

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.