Te Pou Ō Mata-Au Charitable Trust — Community Development Charity in Balclutha
Te Pou Ō Mata-Au Charitable Trust is a Charitable Trust charity in the Community Development sector, based in Balclutha, Balclutha. CharityData rates this charity C (60.3/100). Annual revenue: $0.5M NZD. 1 red flag detected. Financial data as at June 2025.
Mission: Provide a place for the members of the Clutha District community to plan, manage and participate in activities that promote, advance and encourage cultural, recreational and heritage interest within the local community. To foster goodwill, co-operation and a sense of community amongst the residents of Clutha District and encourage community spirit and activity.
- Registration Number
- CC56022
- Charity Type
- Charitable Trust
- Registration Date
- 2018-08-29
- Status
- Active
- CharityData Rating
- C (60.3/100)
- Sector
- Community Development
- Location
- Balclutha, Balclutha
- trust@tpoma.nz
- Data as at
- June 2025
Beneficiaries: General public, Other - All
Financial Summary
- Total Revenue
- $0.5M NZD
- Total Expenses
- $1.3M NZD
- Total Assets
- $24.3M NZD
- Net Assets
- $24.2M NZD
- Reserve Months
- 1.1 months of operating expenses
- Staff Count
- 8
- Volunteers
- 0
- Financial Year End
- 2025-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.5M | $1.3M | $24.2M |
| 2024 | $2.5M | $0.5M | $25.0M |
| 2023 | $8.5M | $0.0M | $22.9M |
| 2022 | $8.5M | $0.0M | $14.4M |
| 2021 | $6.0M | $0.0M | $6.0M |
| 2020 | $0.4M | $0.3M | $0.0M |
| 2019 | $0.1M | $0.0M | $0.1M |
CharityData Rating
- Overall Grade
- C
- Overall Score
- 60.3/100
- Financial Score
- 72.5
- Governance Score
- 65
- Transparency Score
- 65
Red Flags
- 2 trustees of this charity also sit on multiple other charity boards — concentrated trustee bandwidth may warrant board-skill-mix review.
Board Members and Officers
Current Officers (4)
| Name | Role | Appointed |
|---|---|---|
| Zabeen Lateef | Trustee | 2024-04-16 |
| Nicole Edwards | Treasurer | 2023-11-22 |
| Dale Anderson | Chair | 2018-08-08 |
| Natasha Munro | Secretary | 2018-07-17 |
Former Officers (2)
- Rodney Pearson — Trustee (departed 2024-02-13)
- Kenneth Payne — Trustee (departed 2024-11-12)
Similar Charities in Community Development
- The Pacific Island Business Development Trust — Community Development
- Maungarongo Marae Trustees — Community Development
- Eastern Bay Of Plenty Regional Economic Development Trust — Community Development
- Papakura Kootuitui Trust — Community Development
- Te Kauri Marae Trust — Community Development
Te Pou Ō Mata-Au Charitable Trust
Financial data as at June 2025. Sourced from Charities Services register.
$476.5K
$1.3M
$24.3M
8
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.
About
Provide a place for the members of the Clutha District community to plan, manage and participate in activities that promote, advance and encourage cultural, recreational and heritage interest within the local community. To foster goodwill, co-operation and a sense of community amongst the residents of Clutha District and encourage community spirit and activity.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (7 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 153 peers · Community Development · $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
CIs this your charity?
Claim your profile to view analytics, submit corrections, and improve your rating.
Claim This ProfileLatest Audit
FY2024Contact Details
Registration
Companies Office
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.
Similar Charities in Community Development
Other Community Development charities ranked by overall score