Saint Augustine's Petone Endowment Fund Trust Board — Religion Charity in Lower Hutt

Saint Augustine's Petone Endowment Fund Trust Board is a Trust charity in the Religion sector, based in Lower Hutt, Lower Hutt. This organisation also provides funding to other charities. CharityData rates this charity B+ (82.3/100). Annual revenue: $0.0M NZD. Financial data as at December 2025.

Mission: To provide funds for the general charitable purposes of St Augustine's Parish Petone.

Registration Number
CC32821
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
B+ (82.3/100)
Sector
Religion
Location
Lower Hutt, Lower Hutt
Email
petonestaugschurch@gmail.com
Funder Status
Grant-making charity (endowment)
Data as at
December 2025

Beneficiaries: Children / young people, Migrants / refugees, Other charities, People with disabilities, Religious groups

Financial Summary

Total Revenue
$0.0M NZD
Total Expenses
$0.0M NZD
Reserve Months
88.2 months of operating expenses
Financial Year End
2025-12-31

Financial History

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

CharityData Rating

Overall Grade
B+
Overall Score
82.3/100
Financial Score
94
Governance Score
55
Transparency Score
65

Board Members and Officers

Current Officers (2)

NameRoleAppointed
Paul JamesTrustee2025-06-01
Elaine BrazendaleTrustee2020-02-16

Former Officers (8)

  • Jackie Botha — Trustee (departed 2025-05-30)
  • David Holtslag — Trustee (departed 2024-03-17)
  • Jethro Day — Trustee (departed 2026-04-12)
  • Steven Simons — Churchwarden (departed 2020-02-16)
  • Roger Chandler — Trustee (departed 2020-02-16)
  • Sally Selwood — Trustee (departed 2011-04-28)
  • John Wilson — Trustee (departed 2018-12-31)
  • Margaret Nicholas — Trustee (departed 2017-03-31)

Similar Charities in Religion

FunderReligionTrustEndowment

Saint Augustine's Petone Endowment Fund Trust Board

CC32821Lower Hutt, Lower HuttRegistered 30 Jun 2008
Data updated: 6 days ago
Financials9mo agoRating3d ago

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

B+
82/100
Balance sheet from 2024 used (not reported this year)
Financial
94
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.

  • Small board structure
    2 current officers listed on the register — best-practice boards have 5+ members with separation of duties

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

$18.1K

Expenses

$31.4K

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
Religion
Beneficiaries
General Public
Geographic Focus
Wellington

About

Mission

To provide funds for the general charitable purposes of St Augustine's Parish Petone.

Who We Serve

Beneficiaries
Children / young peopleMigrants / refugeesOther charitiesPeople with disabilitiesReligious groups

Key Statistics

Annual Revenue
$18.1K
Total Expenses
$31.4K
Net Assets
-

Financial Trends

Financial Trends (18 Years)

Revenue Breakdown

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
83.1mo
Could operate 83.1 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

0
Score /100
Highly Concentrated
HHI: 10,000
High Concentration: 100% of revenue from Investment Income
Investment Income100.0%

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

Peer Comparison

Ranked against 261 peers · Religion · Under $100K

Rating Score
82
#1/262
Revenue
$18K
#166/262
Reserve Months
88.2
#1/262
Surplus
$-13K
#238/262
Staff Cost %
0%
#1/262

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

Rating History

B+
2025
Score: 82.3
Financial: 94 | Governance: 55 | Transparency: 65
Current
A-
2024
Score: 86.0
Financial: 95 | Governance: 65 | Transparency: 65

Rating

B+
Score: 82.3/100
Financial
94
Governance
55
Transparency
65
Why this grade: Financial 94 × 40% + Governance 55 × 60% = 71 → B+.
View Full Score Breakdown

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Contact Details

Address
Lower Hutt, Lower Hutt

Registration

Registration NumberCC32821
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated9 Dec 1963
Registered office
12 Britannia Street, Petone, Lower Hutt

Sector & Activities

Primary Sector
Religion
Activities
Makes 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: 29 September 2026.