Te Puna Trust — Social Services Charity in New Plymouth

Te Puna Trust is a Charitable Trust charity in the Social Services sector, based in New Plymouth, New Plymouth. Annual revenue: $0.8M NZD. 1 red flag detected. Financial data as at June 2025.

Mission: To provide support, education and empowerment to first time parents, creating an optimum home environment for baby

Registration Number
CC42965
Charity Type
Charitable Trust
Registration Date
2009-11-29
Status
Active
Sector
Social Services
Location
New Plymouth, New Plymouth
Email
admin@tepunatrust.org.nz
Data as at
June 2025

Beneficiaries: Children / young people, Family / whanau

Financial Summary

Total Revenue
$0.8M NZD
Total Expenses
$0.5M NZD
Total Assets
$1.3M NZD
Net Assets
$1.0M NZD
Reserve Months
0.0 months of operating expenses
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$0.8M$0.5M$1.0M
2024$0.7M$0.5M$0.7M
2023$0.6M$0.4M$0.5M
2022$0.5M$0.5M$0.4M
2021$0.4M$0.3M$0.3M
2020$0.2M$0.2M$0.3M
2019$0.0M$0.2M$0.3M
2018$0.2M$0.2M$0.4M
2017$0.3M$0.1M$0.4M
2016$0.1M$0.1M$0.2M

Board Members and Officers

Current Officers (9)

NameRoleAppointed
Gregory IsenorTrustee2023-08-17
Sade SaddTrustee2023-05-11
Samuel FastierTrustee2023-05-11
Troy WanoTrustee2021-11-11
Geoffrey HitchcockTrustee2020-10-15
Mark ButterworthTrustee2018-10-11
Daniel WhiteTrustee2018-10-11
Weston NewmanTreasurer2016-11-10
Jennifer GellenChair2009-10-29

Former Officers (18)

  • Jayne Richardson — Trustee (departed 2023-08-17)
  • Shelia Murphy — Trustee (departed 2025-07-10)
  • Monique Sigvertsen — Trustee (departed 2020-09-10)
  • Keryn Broughton — Trustee (departed 2022-08-10)
  • Robert Crabtree — Trustee (departed 2019-10-30)
  • Lynne Harrison — Trustee (departed 2019-10-17)
  • Jeffrey McGrath — Trustee (departed 2018-10-11)
  • Warren Wipatene — Trustee (departed 2016-03-10)
  • Michael Avery — Trustee (departed 2014-02-13)
  • Judge Max Courtney — Officer (departed 2015-10-08)
  • Geraldine Kennedy — Officer (departed 2016-06-01)
  • Andrew Ross — Trustee (departed 2014-06-12)
  • Robert Murfitt — Trustee (departed 2010-11-11)
  • Francis Farmer — Trustee (departed 2022-11-10)
  • Paul Butterworth — Trustee (departed 2018-10-11)
  • Kerry Mills — Trustee (departed 2010-11-11)
  • Tracey Phelan — Trustee (departed 2017-03-09)
  • Paul Shearer — Chair (departed 2021-11-29)

Funding Sources

  • Kiwi Gaming Foundation Limited — $20,000
  • Kiwi Gaming Foundation Limited — $19,000
  • Aotearoa Gaming Foundation — $16,700
  • Aotearoa Gaming Foundation — $15,794
  • Kiwi Gaming Foundation Limited — $15,000
  • Aotearoa Gaming Foundation — $15,000
  • New Zealand Community Trust — $3,000
  • Pelorus Trust — $2,880

Similar Charities in Social Services

Social ServicesCharitable Trust

Te Puna Trust

CC42965New Plymouth, New PlymouthRegistered 29 Nov 2009
Data updated: 1 Nov 2026
Financials30 Jun 2025Rating1mo ago

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

NR
Not rated — Summary-form filing — not enough detail to grade

XRB Tier 3 lets smaller charities (total expenses of $5M or less; $2M for periods ending before 28 March 2024) file a simple-format performance report instead of full PBE standards. The return reports totals but not the program/administration split or the line-item detail our template needs. No red flags were detected in what was filed, and revenue is below our $2M rating threshold. (Whether the accounts must be audited is a separate Charities Act test: audit from $1.1M of operating expenditure, review from $550K.) A letter grade is withheld rather than assigning one that would be driven by the template-fit, not the charity's operations. The charity's filed figures are shown above, and any structural concerns a donor would want to look at are surfaced separately. (v3.3 — set at the pre-2024 Tier 3 ceiling; matches Charity Navigator and CharityWatch US practice.)

How ratings work →
Revenue

$810.2K

Expenses

$493.9K

Assets

$1.3M

Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.

1 red flag identified- Review the Rating tab for details

About

Mission

To provide support, education and empowerment to first time parents, creating an optimum home environment for baby

Who We Serve

Beneficiaries
Children / young peopleFamily / whanau

Key Statistics

Annual Revenue
$810.2K
Total Expenses
$493.9K
Net Assets
$1.0M

Financial Trends

Financial Trends (16 Years)

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
0mo
Could operate 0 months with zero revenue
Critical
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 Other
Other100.0%

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

Peer Comparison

Ranked against 169 peers · Social Services · $100K – $1M

Rating Score
0
#31/170
Revenue
$810K
#13/170
Reserve Months
0.0
#1/170
Surplus
$316K
#9/170
Staff Cost %
60%
#170/170

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

Rating

Score: /100
Financial
0
Governance
30
Transparency
65
View Full Score Breakdown

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Latest Audit

FY2024
Clean
9 years of audit history

Contact Details

Address
New Plymouth, New Plymouth

Registration

Registration NumberCC42965
Entity TypeCharitable Trust
Registered29 Nov 2009
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated2 Nov 2009
Registered office
95 Powderham St, New Plymouth

Sector & Activities

Primary Sector
Social Services
Activities
Provides human resources (e.g. staff / volunteers)

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.