The Roger Wait and Norah Emerson Wait Charitable Trust — Health Charity in Auckland

The Roger Wait and Norah Emerson Wait Charitable Trust is a Trust charity in the Health sector, based in Auckland, Auckland. This organisation also provides funding to other charities. CharityData rates this charity C+ (66.2/100). Annual revenue: $0.1M NZD. Financial data as at August 2025.

Mission: Apply funds towards Christchurch Cathedral Choir Educational Trust, Social Service Council of the Diocese of Christchurch, Christ's College Canterbury, Canterbury Medical Research Foundation Incorporated, Canterbury Cricket Trust and Heritage Projects in Canterbury.

Registration Number
CC55028
Charity Type
Trust
Registration Date
2017-12-11
Status
Active
CharityData Rating
C+ (66.2/100)
Sector
Health
Location
Auckland, Auckland
Funder Status
Grant-making charity (charitable_trust)
Data as at
August 2025

Beneficiaries: Children / young people, General public, Other charities

Financial Summary

Total Revenue
$0.1M NZD
Total Expenses
$0.1M NZD
Total Assets
$4.1M NZD
Net Assets
$4.1M NZD
Reserve Months
18.1 months of operating expenses
Volunteers
0
Financial Year End
2025-08-31

Financial History

YearRevenueExpensesNet Assets
2025$0.1M$0.1M$4.1M
2024$0.1M$0.1M$3.8M
2023$0.1M$0.1M$3.5M
2022$0.1M$0.1M$3.6M
2021$0.1M$0.1M$3.7M
2020$0.1M$0.1M$3.6M
2019$0.1M$0.0M$3.6M
2018$0.1M$0.0M$2.8M

CharityData Rating

Overall Grade
C+
Overall Score
66.2/100
Financial Score
71
Governance Score
55
Transparency Score
65
Program Spending Ratio
0.6%

Board Members and Officers

Current Officers (1)

NameRoleAppointed
Perpetual Trust LimitedOfficer2019-10-08

Former Officers (1)

  • The New Zealand Guardian Trust Company Limited — Trustee (departed 2019-10-08)

Similar Charities in Health

FunderHealthTrustCharitable Trust

The Roger Wait and Norah Emerson Wait Charitable Trust

CC55028Auckland, AucklandRegistered 11 Dec 2017
Data updated: 23 Sept 2026
Financials31 Aug 2025Rating5d ago

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

C+
66/100
Financial
71
Governance
55
Transparency
65

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.

  • Small board structure
    1 current officer listed on the register — best-practice boards have 5+ members with separation of duties

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

$139.5K

Expenses

$134.8K

Assets

$4.1M

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
HealthEducationSocial ServicesArts & CultureSports & RecreationReligion
Beneficiaries
General Public
Geographic Focus
Canterbury

About

Mission

Apply funds towards Christchurch Cathedral Choir Educational Trust, Social Service Council of the Diocese of Christchurch, Christ's College Canterbury, Canterbury Medical Research Foundation Incorporated, Canterbury Cricket Trust and Heritage Projects in Canterbury.

Who We Serve

Beneficiaries
Children / young peopleGeneral publicOther charities

Key Statistics

Annual Revenue
$139.5K
Total Expenses
$134.8K
Net Assets
$4.1M
Volunteers
0

Financial Trends

Financial Trends (8 Years)

Revenue Breakdown

Expense Breakdown

Verified

Financial Health Dashboard

Cents to the Cause
59c
For every $1 spent, 59c reaches programs
Adequate
Sustainability
18.1mo
Could operate 18.1 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 157 peers · Health · $100K – $1M

Rating Score
66
#36/158
Revenue
$139K
#132/158
Reserve Months
18.1
#1/158
Surplus
$5K
#83/158
Staff Cost %
0%
#1/158

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

Rating

C+
Score: 66.2/100
Financial
71
Governance
55
Transparency
65
Why this grade: Financial 71 × 40% + Governance 55 × 60% = 61 → C+.
View Full Score Breakdown

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Contact Details

Address
Auckland, Auckland

Registration

Registration NumberCC55028
Entity TypeTrust
Registered11 Dec 2017
StatusRegistered

Sector & Activities

Primary Sector
Health
Activities
Makes grants to organisations (including schools or other charities)Provides services (e.g. care / counselling)Sponsors / undertakes research

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.