Te Putea Whakatupu Trust — Education Charity in Wellington

Te Putea Whakatupu Trust is a Charitable Trust charity in the Education sector, based in Wellington, Wellington. CharityData rates this charity B+ (82/100). Annual revenue: $3.5M NZD. Financial data as at September 2025.

Mission: To promote education, training and research including matters that relate to fisheries, fishing, and fisheries related activities.

Registration Number
CC25630
Charity Type
Charitable Trust
Registration Date
2008-06-09
Status
Active
CharityData Rating
B+ (82/100)
Sector
Education
Location
Wellington, Wellington
Website
https://tapuwaeroa.org
Email
kiaora@tapuwaeroa.org
Data as at
September 2025

Beneficiaries: Other - All

Financial Summary

Total Revenue
$3.5M NZD
Total Expenses
$1.5M NZD
Total Assets
$30.3M NZD
Net Assets
$30.2M NZD
Reserve Months
8.5 months of operating expenses
Staff Count
5
Financial Year End
2025-09-30

Financial History

YearRevenueExpensesNet Assets
2025$3.5M$1.5M$30.2M
2024$4.3M$1.7M$28.1M
2023$1.6M$1.3M$25.5M
2022$0.0M$3.7M$25.2M
2021$3.7M$2.8M$28.9M
2020$0.6M$2.7M$28.0M
2019$1.6M$2.5M$30.1M
2018$2.4M$1.1M$30.9M
2017$2.7M$0.6M$29.7M
2016$1.7M$1.2M$27.6M

CharityData Rating

Overall Grade
B+
Overall Score
82/100
Financial Score
85
Governance Score
75
Transparency Score
85

Board Members and Officers

Current Officers (7)

NameRoleAppointed
Tureiti MoxonDirector2025-11-28
Huhana ManuAlternate Director2023-11-22
Bernard O'DonnellAlternate Director2023-03-21
TERESA GREENINGAlternate Director2020-01-30
Awerangi TamihereDirector2019-07-16
Maria NgawatiChair2019-07-16
Te Putea Whakatupu Trustee LtdTrustee2005-03-01

Former Officers (4)

  • Yvonne O'brien — Director (departed 2019-09-26)
  • Vanessa Kate Cherrington — Director (departed 2025-11-27)
  • Diane Tuari — Alternative Director (departed 2018-01-09)
  • Norman Dewes — Director (departed 2021-02-28)

Executive Compensation

NameRoleCompensationYear
Key Management Personnel (aggregate)Key Management Personnel$186,5882024
Vanessa Kate CherringtonChair$42,5002024
Awerangi TamihereAlternate Director$21,2502024
Maria NgawatiAlternate Director$21,2502024
Bernie O'DonnellAlternate Director$13,2812024
Tatiana GreeningAlternate Director$10,6252024
Naomi ManuAlternate Director$9,0912024

Service Providers

  • Deloitte

Similar Charities in Education

Te Putea Whakatupu Trust logo
EducationCharitable Trust

Te Putea Whakatupu Trust

CC25630Wellington, WellingtonRegistered 9 Jun 2008
Data updated: Today
Financials30 Sept 2025Rating5d ago

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

B+
82/100
Financial
85
Governance
75
Transparency
85
Revenue

$3.5M

Expenses

$1.5M

Assets

$30.3M

Staff

5

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.

About

Mission

To promote education, training and research including matters that relate to fisheries, fishing, and fisheries related activities.

Who We Serve

Beneficiaries
Other - All

Key Statistics

Annual Revenue
$3.5M
Total Expenses
$1.5M
Net Assets
$30.2M
Staff
5
employees

Financial Trends

Financial Trends (17 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
8.5mo
Could operate 8.5 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

8
Score /100
Highly Concentrated
HHI: 9,214
High Concentration: 96% of revenue from Investment Income
Investment Income95.9%
Other4.1%

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

Peer Comparison

Ranked against 42 peers · Education · $1M – $10M

Rating Score
82
#13/43
Revenue
$3.5M
#14/43
Reserve Months
8.5
#1/43
Surplus
$2.1M
#3/43
Staff Cost %
41%
#43/43

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

Rating History

B+
2025
Score: 82.0
Financial: 85 | Governance: 75 | Transparency: 85
Current
C
2024
Score: 62.0
Financial: 85 | Governance: 75 | Transparency: 65

Rating

B+
Score: 82/100
Financial
85
Governance
75
Transparency
85
Why this grade: Financial 85 × 40% + Governance 75 × 60% = 79 → B+.
View Full Score Breakdown

Is this your charity?

Claim your profile to view analytics, submit corrections, and improve your rating.

Claim This Profile

Latest Audit

FY2025
Clean
10 years of audit history

Contact Details

Address
Wellington, Wellington

Registration

Registration NumberCC25630
Entity TypeCharitable Trust
Registered9 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeNZ Limited Company
Company #1604612

Sector & Activities

Primary Sector
Education
Activities
Other - Acts an Umbrella body

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.