Whakamana te Waituna Charitable Trust — Health Charity in Invercargill

Whakamana te Waituna Charitable Trust is a Trust charity in the Health sector, based in Invercargill, Invercargill. This organisation also provides funding to other charities. CharityData rates this charity C+ (69.2/100). Annual revenue: $1.6M NZD. Financial data as at June 2025.

Mission: To promote the wellbeing of the people, the land, the waters, the ecosystems and the life-force of the Waituna Catchment and the surrounding area, now and for the benefit of future generations.

Registration Number
CC62231
Charity Type
Trust
Registration Date
2024-01-15
Status
Active
CharityData Rating
C+ (69.2/100)
Sector
Health
Location
Invercargill, Invercargill
Email
projectmanager@waituna.org.nz
Funder Status
Grant-making charity (charitable_trust)
Data as at
June 2025

Beneficiaries: General public

Financial Summary

Total Revenue
$1.6M NZD
Total Expenses
$0.4M NZD
Total Assets
$1.9M NZD
Net Assets
$1.9M NZD
Reserve Months
15.0 months of operating expenses
Staff Count
1
Volunteers
0
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$1.6M$0.4M$1.9M
2024$0.7M$0.1M-

CharityData Rating

Overall Grade
C+
Overall Score
69.2/100
Financial Score
71
Governance Score
65
Transparency Score
65
Program Spending Ratio
0.7%

Board Members and Officers

Current Officers (6)

NameRoleAppointed
Jonathan PembertonTrustee2025-11-21
Riki NicholasTrustee2025-11-20
Robb StevensTrustee2024-05-01
Maarten Van RossumTrustee2024-03-11
Dean WhaangaTrustee2018-03-22
Julie KeastTrustee2018-03-22

Former Officers (3)

  • Nicol Horrell — Trustee (departed 2025-11-20)
  • Gail Thompson — Trustee (departed 2025-11-19)
  • Michael Jones — Trustee (departed 2024-04-30)

Similar Charities in Health

FunderHealthTrustCharitable Trust

Whakamana te Waituna Charitable Trust

CC62231Invercargill, InvercargillRegistered 15 Jan 2024
Data updated: 5 days ago
Financials30 Jun 2025Rating3d ago

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

C+
69/100
Financial
71
Governance
65
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 6. 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

$1.6M

Expenses

$377.6K

Assets

$1.9M

Staff

1

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
Health
Beneficiaries
General Public
Geographic Focus
Southland

About

Mission

To promote the wellbeing of the people, the land, the waters, the ecosystems and the life-force of the Waituna Catchment and the surrounding area, now and for the benefit of future generations.

Who We Serve

Beneficiaries
General public

Key Statistics

Annual Revenue
$1.6M
Total Expenses
$377.6K
Net Assets
$1.9M
Staff
1
employees
Volunteers
0

Financial Trends

Financial Trends (2 Years)

Revenue Breakdown

Expense Breakdown

Verified

Financial Health Dashboard

Cents to the Cause
68c
For every $1 spent, 68c reaches programs
Adequate
Sustainability
15mo
Could operate 15 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

13
Score /100
Highly Concentrated
HHI: 8,668
High Concentration: 93% of revenue from Donations
Donations93.0%
Investment Income3.6%
Other2.1%
Government Grants1.2%

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

Peer Comparison

Ranked against 67 peers · Health · $1M – $10M

Rating Score
69
#23/68
Revenue
$1.6M
#44/68
Reserve Months
15.0
#1/68
Surplus
$1.2M
#11/68
Staff Cost %
30%
#68/68

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

Rating

C+
Score: 69.2/100
Financial
71
Governance
65
Transparency
65
Why this grade: Financial 71 × 40% + Governance 65 × 60% = 67 → C+.
View Full Score Breakdown

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Contact Details

Address
Invercargill, Invercargill

Registration

Registration NumberCC62231
Entity TypeTrust
Registered15 Jan 2024
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated22 Nov 2018

Sector & Activities

Primary Sector
Health
Activities
Provides services (e.g. care / counselling)

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: 29 September 2026.