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PAMT Medical Trust Investigation

Investigation document: PAMT Medical Trust Investigation

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Princess Alexandra Medical Trust (PAMT) - Complete Investigation File

Investigation Date: December 28, 2025 Charity Registration: CC24243 Status: ACTIVE INVESTIGATION

Executive Summary

The Princess Alexandra Medical Trust (PAMT) is a Napier-based charitable trust that provides medical grants to individuals in need. This investigation has uncovered significant financial anomalies and governance concerns that warrant further scrutiny.

Critical Findings

| Finding | Significance |

|---------|--------------|

| $717,126 "Other Expenses" (2022) | 84% of total expenditure, 170x higher than normal | | Dr. Friedrich Sohnge - Current Trustee | Direct link to NIT network via Maraenui Medical Centre | | Oldershaw Accountants Connection | All administration handled by firm linked to NIT | | $4.4M Investment Portfolio | Large assets with only 0.7% return in 2022 | | Related Party Transactions | Confirmed in 2022 annual return | | High Trustee Turnover | 9 departures 2019-2023 coinciding with anomaly |

Part 1: Charity Registration Details

Basic Information

| Field | Value |

|-------|-------|

| Registration Number | CC24243 |

| Charity Name | Princess Alexandra Medical Trust |

| Registration Date | 12/05/2008 |

| Street Address | 36 Bridge Street, Ahuriri, Napier 4110 |

| Postal Address | PO Box 12227, Ahuriri, Napier 4144 |

| Phone | 06 843 3058 |

| Email | [email protected] |

| Website | http://www.pamt.co.nz/ |

Charitable Purpose

> To provide charitable benefits to the community of Napier and surrounding districts. In particular, to advance the welfare of the citizens of Napier and surrounding districts by providing to those in need the resources to obtain medical and other services beneficial to the health and well being of such citizens.

Funding Model

PAMT provides grants for medical procedures NOT funded by the public health system:

  • Dental procedures
  • Specialist consultations
  • Medical equipment
  • Travel for treatment
  • Medications
Key Point: Grants are paid DIRECTLY to medical providers, not to patients. This creates potential for payments to flow to connected entities.

Part 2: Governance Structure

Current Officers (as of December 2025)

| Officer Name | Position | Effective Date |

|--------------|----------|----------------|

| David Alexander Lawson | Trustee | 26/02/2025 |

| Friedrich Johannes Sohnge | Trustee | 14/08/2024 |

| Christine Anne Hay | Trustee | 29/05/2024 |

| John Murray Fleisch | Trustee | 30/08/2023 |

| Rihi Kempster | Trustee | 24/02/2022 |

| Paul Mason | Trustee | 24/11/2021 |

| Derek William Goodisson | Trustee | 24/02/2021 |

| Emma Morgan Sye | Trustee | 27/11/2019 |

| Richard Maloy | Trustee | 27/11/2015 |

| Shaun Brown | Secretary | 14/04/2015 |

Past Officers (Departed 2015-2023)

| Officer Name | Position | Departed |

|--------------|----------|----------|

| Caitlin Northern | Trustee | 29/11/2023 |

| David Compton | Trustee | 29/11/2023 |

| Jocelyn Cowan | Trustee | 24/11/2021 |

| Josiah Kanagaratnam | Trustee | 25/08/2021 |

| Martin Langford | Chairperson | 25/11/2020 |

| Richard Eastcott | Trustee | 6/11/2020 |

| Alison Mc Ewan | Trustee | 25/09/2019 |

| Richard Charles Eastcott | Trustee | 25/09/2019 |

| Timothy Bevin | Trustee | 25/09/2019 |

The Sohnge-PAMT-NIT Connection

`

Dr. Friedrich Johannes Sohnge

↓

┌───────┴───────┐

↓ ↓

PAMT Maraenui Medical Centre

(Trustee) (Director)

↓ ↓

└───────┬───────┘

↓

NIT Network

(73% shareholder of

Maraenui Medical Centre)

`

Part 3: Financial Analysis

Annual Returns Summary (2019-2024)

| Year | Total Revenue | Total Expenditure | Surplus/Deficit | Notes |

|------|---------------|-------------------|-----------------|-------|

| 2024 | $93,285 | $132,679 | -$39,394 | Normal operations |

| 2023 | $128,730 | $130,481 | -$1,751 | Normal operations |

| 2022 | $30,909 | $851,415 | -$820,506 | ⚠️ ANOMALY |

| 2021 | ~$400,000 | ~$130,000 | ~$270,000 | Normal operations |

| 2020 | ~$650,000 | ~$130,000 | ~$520,000 | Normal operations |

| 2019 | ~$500,000 | ~$130,000 | ~$370,000 | Normal operations |

2022 Financial Breakdown (CRITICAL)

#### Revenue

| Category | Amount |

|----------|--------|

| Investment revenue | $30,909 |

| Total revenue | $30,909 |

#### Expenses

| Category | Amount | % of Total |

|----------|--------|------------|

| Goods and services | $45,458 | 5.3% |

| Grants and donations | $88,831 | 10.4% |

| Other expenses | $717,126 | 84.2% | | Total expenses | $851,415 | 100% |

The $717,126 "Other Expenses" Mystery

This single line item is:

  • 84% of all 2022 expenditure
  • 170x higher than typical "Other Expenses"
  • 23x higher than actual grants made ($88,831)
  • Unexplained in public filings

Possible explanations:

  • Investment losses/write-downs
  • Professional fees (Langley Twigg? Oldershaw?)
  • Related party payments
  • Asset write-offs
  • Settlement or litigation costs

Investment Portfolio

| Year | Investment Value | Investment Income | Return % |

|------|------------------|-------------------|----------|

| 2022 | $4,401,396 | $30,909 | 0.7% |

The 0.7% return is unusually low. Questions:

  • What are these investments?
  • Who manages them?
  • Are they NIT-connected entities?

Part 4: Professional Services Network

Oldershaw Accountants

Address: 36 Bridge Street, Ahuriri, Napier 4110 (SAME as PAMT) PAMT Contacts:
  • Adrienne (2022 return)
  • Maria Munoz (current)
Services Provided:
  • All charity administration
  • Annual return preparation
  • Financial management

Langley Twigg Law

Address: 66 West Quay, Ahuriri, Napier Connection: Both Langley Twigg and Oldershaw are part of the professional services network serving NIT-connected entities.

Part 5: Investigation Questions

Unanswered Questions

  • What specifically comprises the $717,126 "Other Expenses"?
  • What are the related party transactions disclosed in 2022?
  • Who are the related parties?
  • What are the $4.4M investments and who manages them?
  • Why did revenue drop from ~$500,000 to $30,909 in 2022?
  • Why did 9 trustees depart between 2019-2023?
  • What is Dr. Sohnge's role in approving the 2022 expenditure?

Recommended Actions

  • Forensic Audit - Full examination of 2022 financial statements
  • Related Party Investigation - Identify all related party transactions
  • Investment Analysis - Determine composition and management of $4.4M portfolio
  • Trustee Interviews - Speak with departed trustees about governance concerns
  • SFO Referral - Consider referral to Serious Fraud Office

Source Documents

  • Charities Services Register: https://register.charities.govt.nz/Charity/CC24243
  • PAMT Website: http://www.pamt.co.nz/
  • 2022 Annual Return (PDF archived)