The Whānau Fund Charitable Trust — Social Services Charity in Hamilton
The Whānau Fund Charitable Trust is a Charitable Trust charity in the Social Services sector, based in Hamilton, Hamilton. This organisation also provides funding to other charities. CharityData rates this charity A- (85.5/100). Annual revenue: $0.6M NZD. Financial data as at March 2026.
Mission: Relief of Power Poverty: to provide, empower and equip whānau, senior citizens and the vulnerable; Advancement of Education: to seek, promote, facilitate skill development and training to New Zealanders; Purposes Beneficial to the Community: to provide support and care to communities making sure homes meet the healthy homes standard in New Zealand by working in partnership with local communities to foster collaboration and champion change when it comes to issues of energy hardship.
- Registration Number
- CC62566
- Charity Type
- Charitable Trust
- Registration Date
- 2024-05-08
- Status
- Active
- CharityData Rating
- A- (85.5/100)
- Sector
- Social Services
- Location
- Hamilton, Hamilton
- Tania@thewhanaufund.org
- Funder Status
- Grant-making charity (charitable_trust)
- Data as at
- March 2026
Beneficiaries: Family / whanau, General public, Older people
Financial Summary
- Total Revenue
- $0.6M NZD
- Total Expenses
- $0.5M NZD
- Total Assets
- $0.3M NZD
- Net Assets
- $0.2M NZD
- Reserve Months
- 7.4 months of operating expenses
- Staff Count
- 2
- Financial Year End
- 2026-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2026 | $0.6M | $0.5M | $0.2M |
| 2025 | $0.3M | $0.3M | $0.1M |
CharityData Rating
- Overall Grade
- A-
- Overall Score
- 85.5/100
- Financial Score
- 90
- Governance Score
- 75
- Transparency Score
- 65
Board Members and Officers
Current Officers (5)
| Name | Role | Appointed |
|---|---|---|
| Georgie Ferrari | Trustee | 2026-07-19 |
| Grant Sullivan | Trustee | 2026-06-23 |
| Robin Johnson | Chair | 2025-09-30 |
| Michael Rolton | Trustee | 2024-04-09 |
| Chloe Herman | Trustee | 2024-04-09 |
Former Officers (4)
- Simon Clarke — Trustee (departed 2025-09-30)
- Niwa Nuri — Trustee (departed 2024-06-19)
- Tawa Campbell-Seymour — Trustee (departed 2026-07-31)
- Jane Searle — Trustee (departed 2024-08-28)
Similar Charities in Social Services
- Otago Youth Wellness Trust — Social Services
- Wellington Sexual Abuse Help Foundation — Social Services
- Kia Puāwai — Social Services
- Barnardos New Zealand Incorporated — Social Services
- Anglican Family Care Centre Incorporated — Social Services
The Whānau Fund Charitable Trust
Financial data as at March 2026. Sourced from Charities Services register.
$569.1K
$547.0K
$336.0K
2
Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.
Grant-Making Trust
Special Entity TypeThis trust makes grants to other organizations. It does not deliver programs directly.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
About
Relief of Power Poverty: to provide, empower and equip whānau, senior citizens and the vulnerable; Advancement of Education: to seek, promote, facilitate skill development and training to New Zealanders; Purposes Beneficial to the Community: to provide support and care to communities making sure homes meet the healthy homes standard in New Zealand by working in partnership with local communities to foster collaboration and champion change when it comes to issues of energy hardship.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (2 Years)
Revenue Breakdown
Expense Breakdown
API DataBased on annual return data. Detailed program/admin breakdown not available.
Financial Health Dashboard
Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology
Revenue Diversification
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 150 peers · Social Services · $100K – $1M
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Rating History
Rating
A-Is this your charity?
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Sector & Activities
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.
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