The Whanganui Trust — Education Charity in Whanganui

The Whanganui Trust is a Trust charity in the Education sector, based in Whanganui, Whanganui. This organisation also provides funding to other charities. CharityData rates this charity A- (85.5/100). Annual revenue: $0.1M NZD. Financial data as at June 2025.

Mission: The support of the educational and cultural aims of the Maori people in the District. Operations are governed by its Rules that aligns to and supports the requirements of the Charities Act.

Registration Number
CC39278
Charity Type
Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
A- (85.5/100)
Sector
Education
Location
Whanganui, Whanganui
Website
http://www.whanganuitrust.com
Funder Status
Grant-making charity (trust)
Data as at
June 2025

Beneficiaries: Children / young people, Older people, People of a certain ethnic / racial origin

Financial Summary

Total Revenue
$0.1M NZD
Total Expenses
$0.1M NZD
Total Assets
$2.7M NZD
Net Assets
$1.3M NZD
Reserve Months
56.8 months of operating expenses
Volunteers
0
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$0.1M$0.1M$1.3M
2024$0.2M$0.1M$1.2M
2023$0.1M$0.1M$1.1M
2022$0.1M$0.1M$1.0M
2021$0.1M$0.1M$1.0M
2020$0.1M$0.1M$0.9M
2019$0.1M$0.1M$0.9M
2018$0.1M$0.1M$0.9M
2017$0.1M$0.1M$0.8M
2016$0.1M$0.1M$0.8M

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 (0)

NameRoleAppointed

Former Officers (15)

  • Hera Smith — Trustee
  • Siani Walker — Trustee
  • Te Aroha McDonnell — Trustee
  • Mariana Waitai — Trustee (departed 2019-11-14)
  • Kataraina Millin — Trustee
  • Jim Edmonds — Trustee (departed 2021-12-02)
  • Thomas Hawira — Trustee
  • William Konui — Trustee
  • Josephine Maniapoto — Trustee (departed 2009-01-01)
  • Tema Butler — Trustee (departed 2013-04-15)
  • Robert Gray — Trustee (departed 2022-04-08)
  • Che Wilson — Trustee (departed 2009-11-26)
  • Hari Benevides — Chair
  • Harvey Bell — Secretary
  • Tearoha Waitai — Trustee (departed 2013-11-15)

Similar Charities in Education

The Whanganui Trust logo
FunderEducationTrustTrust

The Whanganui Trust

CC39278Whanganui, WhanganuiRegistered 30 Jun 2008
Data updated: 4 days ago
Financials30 Jun 2025Ratingyesterday

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

A-
86/100
Financial
90
Governance
75
Transparency
65
Revenue

$137.2K

Expenses

$60.9K

Assets

$2.7M

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
Education
Beneficiaries
Māori
Geographic Focus
Manawatū-Whanganui

About

Mission

The support of the educational and cultural aims of the Maori people in the District. Operations are governed by its Rules that aligns to and supports the requirements of the Charities Act.

Who We Serve

Beneficiaries
Children / young peopleOlder peoplePeople of a certain ethnic / racial origin

Key Statistics

Annual Revenue
$137.2K
Total Expenses
$60.9K
Net Assets
$1.3M
Volunteers
0

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
56.8mo
Could operate 56.8 months with zero revenue
Over-capitalized
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

17
Score /100
Highly Concentrated
HHI: 8,346
High Concentration: 91% of revenue from Investment Income
Investment Income90.9%
Other9.1%

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

Peer Comparison

Ranked against 132 peers · Education · $100K – $1M

Rating Score
86
#4/133
Revenue
$137K
#114/133
Reserve Months
56.8
#1/133
Surplus
$76K
#42/133
Staff Cost %
0%
#1/133

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

Rating

A-
Score: 85.5/100
Financial
90
Governance
75
Transparency
65
Why this grade: Financial 90 × 40% + Governance 75 × 60% = 81 → A-.
View Full Score Breakdown

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Contact Details

Address
Whanganui, Whanganui

Registration

Registration NumberCC39278
Entity TypeTrust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated24 Mar 1966
Registered office
C/O Balance Chartered Accountants Ltd 16 Bell Street Whanganui 4500, Whanganui

Sector & Activities

Primary Sector
Education
Activities
Makes 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: 27 September 2026.