Waitaha Charitable Trust — Arts & Culture Charity in Te Puke

Waitaha Charitable Trust is a Trust charity in the Arts & Culture sector, based in Te Puke, Te Puke. This organisation also provides funding to other charities. CharityData rates this charity C+ (69/100). Annual revenue: $1.0M NZD. Financial data as at June 2025.

Mission: The trust was established to receive, manage and administer its assets for social, cultural and economic welfare purposes.

Registration Number
CC51158
Charity Type
Trust
Registration Date
2014-12-12
Status
Active
CharityData Rating
C+ (69/100)
Sector
Arts & Culture
Location
Te Puke, Te Puke
Website
https://www.waitaha-iwi.org.nz
Email
Ray.wihapi@waitaha-iwi.org.nz
Funder Status
Grant-making charity (charitable_trust)
Data as at
June 2025

Beneficiaries: Children / young people, Family / whanau, General public, Older people, Other charities, People with disabilities

Financial Summary

Total Revenue
$1.0M NZD
Total Expenses
$0.6M NZD
Total Assets
$5.7M NZD
Net Assets
$5.4M NZD
Reserve Months
24.9 months of operating expenses
Staff Count
7
Volunteers
0
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$1.0M$0.6M$5.4M
2024$1.0M$0.7M$5.0M
2023$0.7M$0.8M$4.7M
2022$0.5M$0.5M$4.8M
2021$0.5M$0.1M$5.0M
2020$3.1M$0.2M$4.7M
2019$0.6M$0.2M$1.7M
2018$0.1M$0.2M$1.0M
2017$0.4M$0.3M$1.0M
2016$0.9M$0.2M$0.8M

CharityData Rating

Overall Grade
C+
Overall Score
69/100
Financial Score
75
Governance Score
55
Transparency Score
65
Program Spending Ratio
0.8%

Board Members and Officers

Current Officers (0)

NameRoleAppointed

Former Officers (14)

  • Mereana Te Pere — Trustee
  • Lynette Ngaki — Trustee (departed 2024-11-30)
  • Elizabeth Te Amo — Trustee
  • Matewai Karaka-Clarke — Trustee (departed 2024-04-19)
  • Areta Gray — Trustee
  • Reginald Te Moni — Trustee (departed 2024-04-30)
  • Kuini Te Amo — Trustee (departed 2020-12-31)
  • George Clarke — Trustee (departed 2018-12-25)
  • Joshua Grant — Trustee (departed 2021-07-27)
  • Carol Waare — Trustee (departed 2022-11-03)
  • Tony Teamo — Trustee (departed 2021-06-27)
  • Frank Grant — Chair (departed 2023-03-15)
  • Veroni Leota — Group Finance & Investment Manager (departed 2019-10-10)
  • Vivienne Robinson — General Manager (departed 2024-02-29)

Similar Charities in Arts & Culture

Waitaha Charitable Trust logo
FunderArts & CultureTrustCharitable Trust

Waitaha Charitable Trust

CC51158Te Puke, Te PukeRegistered 12 Dec 2014
Data updated: 3 days ago
Financials30 Jun 2025Ratingyesterday

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

C+
69/100
Financial
75
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.

  • No chair recorded on the register
    No chair or presiding role is recorded in the register for this board of 3. 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

$1.0M

Expenses

$582.6K

Assets

$5.7M

Staff

7

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
Social Services
Beneficiaries
General Public
Geographic Focus
Nationwide

About

Mission

The trust was established to receive, manage and administer its assets for social, cultural and economic welfare purposes.

Who We Serve

Beneficiaries
Children / young peopleFamily / whanauGeneral publicOlder peopleOther charitiesPeople with disabilities

Key Statistics

Annual Revenue
$1.0M
Total Expenses
$582.6K
Net Assets
$5.4M
Staff
7
employees
Volunteers
0

Financial Trends

Financial Trends (11 Years)

Revenue Breakdown

Expense Breakdown

Verified

Financial Health Dashboard

Cents to the Cause
80c
For every $1 spent, 80c reaches programs
Strong
Sustainability
24.9mo
Could operate 24.9 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

56
Score /100
Concentrated
HHI: 4,359
Government Grants58.9%
Other25.3%
Investment Income15.8%

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

Peer Comparison

Ranked against 22 peers · Arts & Culture · $1M – $10M

Rating Score
69
#13/23
Revenue
$1.0M
#23/23
Reserve Months
24.9
#1/23
Surplus
$421K
#6/23
Staff Cost %
32%
#23/23

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

Rating

C+
Score: 69/100
Financial
75
Governance
55
Transparency
65
Why this grade: Financial 75 × 40% + Governance 55 × 60% = 63 → C+.
View Full Score Breakdown

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Contact Details

Registration

Registration NumberCC51158
Entity TypeTrust
Registered12 Dec 2014
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated3 Apr 2014
Registered office
2 Dunlop Road Te Puke 3119, Te Puke

Sector & Activities

Primary Sector
Arts & Culture
Activities
Makes grants / loans to individualsMakes grants to organisations (including schools or other charities)Provides buildings / facilities / open spaceProvides human resources (e.g. staff / volunteers)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: 27 September 2026.