Te Ngakinga o Whanganui Investment Trust — Community Development Charity in Wanganui

Te Ngakinga o Whanganui Investment Trust is a Charitable Trust charity in the Community Development sector, based in Wanganui, Wanganui. This organisation also provides funding to other charities. CharityData rates this charity B (75.3/100). Annual revenue: $2.1M NZD. Financial data as at March 2025.

Mission: The purpose of the Trust is to receive, use and administer the Trust’s Funds exclusively for Charitable Purposes. The Trust was set up to manage and invest the assets of Nga Tangata Tiaki o Whanganui arising from the Treaty of Waitangi settlement with the Whanganui Iwi. The qualifying entities that distributions may be made to include maraes, hapu and tupuna rohe groups affiliated with Whanganui Iwi, related trusts and Te Awa Tupua.

Registration Number
CC53926
Charity Type
Charitable Trust
Registration Date
2016-11-24
Status
Active
CharityData Rating
B (75.3/100)
Sector
Community Development
Location
Wanganui, Wanganui
Email
accounts@ngatangatatiaki.co.nz
Funder Status
Grant-making charity (iwi_trust)
Data as at
March 2025

Beneficiaries: Children / young people, Family / whanau, Older people, People of a certain ethnic / racial origin, Other - All

Financial Summary

Total Revenue
$2.1M NZD
Total Expenses
$2.2M NZD
Total Assets
$102.9M NZD
Net Assets
$29.9M NZD
Reserve Months
7.2 months of operating expenses
Volunteers
0
Financial Year End
2025-03-31

Financial History

YearRevenueExpensesNet Assets
2025$2.1M$2.2M$29.9M
2024$11.8M$2.0M$0.0M
2023$3.1M$1.9M$16.9M
2022$2.1M$2.0M$20.3M
2021$15.9M$1.7M$20.0M
2020$2.0M$1.1M$5.8M
2019$5.1M$0.5M$6.5M
2018$2.0M$0.6M$1.5M
2017$0.0M$0.1M$-0.1M

CharityData Rating

Overall Grade
B
Overall Score
75.3/100
Financial Score
84
Governance Score
55
Transparency Score
85

Board Members and Officers

Current Officers (4)

NameRoleAppointed
Tracey HookBoard Member / Trustee2024-03-18
Mahina PuketapuBoard Member / Trustee2023-07-28
Gerrard WilsonBoard Member / Trustee2020-12-14
Rāwiri TinirauBoard Member / Trustee2018-11-30

Former Officers (6)

  • Peter Halligan — Board Member/trustee (departed 2023-06-16)
  • Russell Bell — Trustee/board Member (departed 2020-03-31)
  • Declan Millin — Board Member / Trustee (departed 2019-07-31)
  • Keria Ponga — Board Member / Trustee (departed 2018-11-30)
  • Simon Karipa — Board Member / Trustee (departed 2025-05-22)
  • Nancy Tuaine — Board Member / Trustee (departed 2018-06-30)

Executive Compensation

NameRoleCompensationYear
Simon KaripaChairperson$47,000-
Simon KaripaChairperson$47,0002024
Simon KaripaChairperson$47,0002025
Dr Rāwiri TinirauTrustee$23,2072025
Gerrard WilsonTrustee$23,207-
Gerrard WilsonTrustee$23,2072024
Tracey HookTrustee$23,2072025
Dr Rāwiri TinirauTrustee$23,207-
Dr Rāwiri TinirauTrustee$23,2072024
Gerrard WilsonTrustee$23,2072025
Mahina PuketapuTrustee$23,2072025
Mahina PuketapuTrustee$15,4712024
Mahina PuketapuTrustee$15,471-
Peter HalliganTrustee$7,736-
Peter HalliganTrustee$7,7362024
Tracey HookTrustee$0-
Peter HalliganTrustee-2025
Tracey HookTrustee-2024

Major Funders and Contracts (FY2024)

As disclosed in Te Ngakinga o Whanganui Investment Trust's annual report.

  • Ngā Tāngata Tiaki o Whanganui — $48,000 — Service agreement for office and administrative services

Service Providers

  • Spooner, Toy & Hood Ltd
  • Silks Audit
  • Bank of New Zealand
  • Bank of New Zealand
  • Spooner, Toy & Hood Ltd

Similar Charities in Community Development

FunderCommunity DevelopmentCharitable TrustIwi Trust

Te Ngakinga o Whanganui Investment Trust

CC53926Wanganui, WanganuiRegistered 24 Nov 2016
Data updated: Today
Financials31 Mar 2025Rating14h ago

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

B
75/100
Financial
84
Governance
55
Transparency
85

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.

  • No chair recorded on the register
    No chair or presiding role is recorded in the register for this board of 4. The Charities Register does not require one to be identified, so this is a gap in the public record rather than a finding about the board.

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

$2.1M

Expenses

$2.2M

Assets

$102.9M

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
General
Beneficiaries
Māori
Geographic Focus
Manawatū-Whanganui

About

Mission

The purpose of the Trust is to receive, use and administer the Trust’s Funds exclusively for Charitable Purposes. The Trust was set up to manage and invest the assets of Nga Tangata Tiaki o Whanganui arising from the Treaty of Waitangi settlement with the Whanganui Iwi. The qualifying entities that distributions may be made to include maraes, hapu and tupuna rohe groups affiliated with Whanganui Iwi, related trusts and Te Awa Tupua.

Who We Serve

Beneficiaries
Children / young peopleFamily / whanauOlder peoplePeople of a certain ethnic / racial originOther - All

Key Statistics

Annual Revenue
$2.1M
Total Expenses
$2.2M
Net Assets
$29.9M
Volunteers
0

Financial Trends

Financial Trends (9 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
7.2mo
Could operate 7.2 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

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 52 peers · Community Development · $1M – $10M

Rating Score
75
#24/53
Revenue
$2.1M
#36/53
Reserve Months
7.2
#1/53
Surplus
$-55K
#45/53
Staff Cost %
0%
#1/53

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

Rating

B
Score: 75.3/100
Financial
84
Governance
55
Transparency
85
Why this grade: Financial 84 × 40% + Governance 55 × 60% = 67 → B.
View Full Score Breakdown

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Latest Audit

FY2025
Clean
Fees
Audit: $7,187
9 years of audit history

Contact Details

Address
Wanganui, Wanganui

Registration

Registration NumberCC53926
Entity TypeCharitable Trust
Registered24 Nov 2016
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated16 Jun 2016
Registered office
C/O Nga Tangata Tiaki O Whanganui 357 Victoria Avenue Whanganui 4500, Whanganui

Sector & Activities

Primary Sector
Community Development
Activities
Acts as an umbrella / resource bodyMakes 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: 1 October 2026.